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Approval Workflow
Streamline the approval process for quotes and proposals, ensuring consistency and compliance with company policies.
Quotes/Estimates
Generate accurate and professional-looking quotes and estimates quickly, enhancing the sales process.
Renewal Management
Manage contract renewals efficiently, ensuring timely renewals and maximizing revenue opportunities.
2D Drawing
Create 2D drawings of products or configurations for visualization and reference purposes.
3D Modeling
Generate 3D models of products or configurations to provide a more immersive experience and aid in decision-making.
Catalog Management
Organize and manage product catalogues effectively, ensuring that sales reps have access to up-to-date product information.
Client Portal
Enhance collaboration by providing customers with a secure portal for accessing quotes, contracts, and relevant information.
Contact Management
Efficiently manage customer engagement by providing sales reps with necessary contact information.
Proposal Management
Empower sales reps with fast, customizable proposal creation.
Brand Name | Salesforce |
Information | We're Salesforce, the customer company. CRM + Data + AI + Trust. |
Founded Year | 1999 |
Director/Founders | Adam Evans, Halsey Minor, Marc Benioff, Max Comparetto, Parker Harris |
Company Size | 1000+ Employees |
Other Products | Salesforce CRM, Pardot, Salesforce Platform, Salesforce Service Cloud , Mulesoft Anypoint Platform |
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