QLE+: Boost Salesforce Quoting by 50%

Are you tired of the limitations of the standard Salesforce Quote Line Editor in CPQ or RLM ? Does the lack of collaboration features and slow quoting process hinder your sales team’s efficiency? If so, B2B Matrix’s innovative solution, QLE+, is here to revolutionize your quoting experience.

In this blog post, we’ll delve into the key features and benefits of QLE+, a powerful tool designed to enhance your Salesforce CPQ implementation. We’ll explore how QLE+ can streamline your quoting process, improve collaboration, and ultimately boost your win rates.

The Problem with the Standard Quote Line Editor

The standard Salesforce CPQ or RLM Quote Line Editor, while functional, often falls can benefit from  meeting the demands of modern sales teams. Common areas  include:

  • 1. Limited collaboration:

    Difficulty in working together on quotes in real-time.

  • 2. Slow quoting process:

    Inefficient manual data entry and calculations.

  • 3. Lack of advanced features:

    Insufficient functionality to handle complex quoting scenarios.

QLE+: An easy to use bolt-on to an CPQ or RLM

B2B Matrix’s QLE+ addresses these challenges by providing a comprehensive suite of features that enhance the Quote Line Editor experience while retaining the original experience as well.

1. Enhanced User Interface:

  • Intuitive design: A familiar Excel-like interface for easy navigation.

  • Customizable tabs: Organize quote lines into different tabs for better organization.

  • Conditional formatting: Highlight specific data points for quick identification.

  • Grouping: Group quote lines based on various criteria for better analysis.

  • User Defined Tabs to surface any object data

2. Powerful Collaboration Features:

  • Multi-user editing: Collaborate with colleagues in real-time on the same quote.

  • Chat functionality: Communicate and discuss quote details directly within the tool.

  • Version history: Track changes made to quotes over time.

3. Advanced Functionality:

  • Excel-like capabilities: Perform calculations, sorting, filtering, and more.

  • Code field enhancements: Easily view and manage code information.

  • Preview approvals: See required approvals directly within the Quote Line Editor.
  • Product information: Access product details and related information.

  • Code flow visualization: Understand the complete lifecycle of quotes and opportunities.

Key Benefits of QLE+

By implementing QLE+, you can experience several significant benefits:

  • Increased quoting velocity: Streamline your quoting process and reduce time-to-quote.

  • Improved collaboration: Foster teamwork and enhance communication among sales teams.

  • Enhanced accuracy: Minimize errors and ensure data consistency.

  • Better decision-making: Access relevant information and insights to make informed decisions.

  • Boosted win rates: Close deals faster and more effectively.

How to implement QLE+ in your Salesforce CPQ environment:

  • 1. Install the QLE+ package:

    QLE+ is designed to seamlessly integrate with your existing Salesforce CPQ or RLM environment. There are no changes required to your existing code or implementation.

  • 2. Start using its features:

    Once installed, you can begin using QLE+ to enhance your quoting process.

Pro Tip: To maximize the benefits of QLE+, encourage your sales team to fully explore and utilize its advanced features. Take advantage of the customization options to tailor the tool to your specific needs and workflows.

FAQs about QLE+

  • 1. What is QLE+ and how does it differ from the standard Salesforce CPQ or RLM Quote Line Editor?

    QLE+ is a powerful enhancement to the standard Quote Line Editor in Salesforce CPQ or RLM. It offers advanced features like multi-user collaboration, enhanced user interface, and improved functionality to streamline your quoting process.

  • 2. How does QLE+ improve collaboration among sales teams?

    QLE+ enables multiple users to work on the same quote simultaneously, facilitating real-time collaboration and communication. This eliminates the need for back-and-forth emails or meetings, saving time and ensuring everyone is on the same page.

  • 3. Can I customize QLE+ to fit my specific needs?

    Yes, QLE+ offers a high degree of customization. You can configure various settings, including column layouts, conditional formatting, and data views, to tailor the tool to your specific requirements.

  • 4. Is QLE+ compatible with my existing Salesforce CPQ implementation?

    Yes, QLE+ is designed to seamlessly integrate with your existing Salesforce CPQ environment. It requires no changes to your existing code or implementation.

  • 5. How can I improve collaboration and efficiency in my Salesforce quoting process?

    QLE+ is a powerful tool that can enhance your Salesforce CPQ implementation by providing features like multi-user editing, chat functionality, and version history. This can help your sales team work together more effectively and streamline the quoting process.

  • 6. How can I learn more about QLE+ and request a demo?

    To learn more about QLE+ and its benefits, please visit our website or contact our sales team for a personalized demo. We'll be happy to answer any questions you may have.

  • 7. What are the key benefits of using QLE+ for my business?

    By implementing QLE+, you can expect:

  • Increased quoting velocity: Faster quote creation and turnaround times.
  • Improved accuracy: Reduced errors and improved data consistency.
  • Enhanced collaboration: Better teamwork and communication among sales teams.
  • Boosted win rates: More effective quoting leading to higher sales.

To Sum Up:

QLE+ is a game-changer for businesses using Salesforce CPQ or RLM. By adding additional capabilities  and providing powerful new features, QLE+ empowers sales teams –

  • To work more efficiently,
  • Collaborate effectively, and
  • Ultimately achieve higher win rates.

If you’re looking to elevate your Salesforce quoting process, QLE+ is the solution you’ve been waiting for. Contact B2B Matrix today to learn more and schedule a demo.