Salesforce RLM and CPQ Multi-User Collaborative Line Editor PLUS & Estimator
Free on the Salesforce AppExchange
Our Solution: We have developed industry’s first Multi-User Collaborative Quote Line Editor PLUS or QLE+ and Estimator with a Rich User Interface that works with the new Saleforce RLM And CPQ(Steelbrick). It is for addressing several pain points (listed below)
Additionally it can surface and interoperate between any object/application within and outside salesforce within the context of the Quote Line Editor. An example of that is a Google Sheet, an Excel workbook so that a user never has to leave Salesforce
Applications And Use Cases for this Free AppExchange App
1. Salesforce RLM & CPQ: Please see various sub-scenarios here.
2. Other objects: Asset, Standard Quote, Order, Opportunity
3. Manufacturing : Surfacing Child objects such as Bill of Materials, Routings/Operations within the context of the quote
4. Professional Services Quoting : Complimenting CPQ configuration capabilities with Service specific child objects in Salesforce or supporting Excel or Google Sheets for Services Estimation
5. Multi-User Collaboration: Different team members working on their view of the same quote
Any transaction with line items can benefit from this free app. This includes Orders , Invoices, Opportunities, Subscriptions, Assets
What Sets Us Apart?
Empowering
Empowers businesses to achieve their full potential by providing technology-driven solutions and expert support.
Results-Driven
Results-driven, dedicated to delivering tangible business outcomes and helping clients succeed.
Dedicated
Understanding our clients' unique needs and providing personalized solutions to help them achieve their goals.
B2B-Matrix Expertise
Implementation and support by our team of experts
B2B-Matrix has deep business knowledge and can provide tailored answers for clients in various industries. Our Joy enables agencies, from small startups to large corporations, to fulfill their desires and growth. We leverage our business knowledge to help our clients select development opportunities and drive success. We will answer your questions individually.
Client Testimonials
Working with B2B Matrix has been a game-changer for our business. Their expertise in ERP solutions has helped us streamline our processes and increase efficiency, which has translated into significant cost savings. We highly recommend them.
We had been struggling to effectively manage our customer data until we engaged with B2B Matrix for their CRM services. They customized a solution to fit our specific needs, and we’ve seen a marked improvement in customer retention and satisfaction as a result. Thank you for the excellent service!
The integration solutions provided by B2B Matrix have been invaluable in helping us to sync our systems and automate previously time-consuming tasks. We have more time to focus on growing our business, thanks to the streamlined processes put in place by their team. Highly recommend their services!
Empower your growth, partner with us
Join the many businesses that have already transformed their operations with the help of B2B-Matrix Inc.