Chapter 11
Tracking Products and Price Books
IN THIS CHAPTER
Defining Products and Price Books
Using Products and Price Books
Creating Products
Establishing and updating Product schedules
Maintaining Product lists and Price Books
A Product, as its name implies, is a product or service that you sell to customers. Products are the individual line items that make up an Opportunity. Depending on your goals for Salesforce, you may not need to immediately incorporate Salesforce’s Product-type features into your Opportunities. But if you sell multiple products and services and you struggle with product-level visibility, Salesforce provides powerful and easy tools to implement solutions.
Using Products in Salesforce benefits sales reps and people in operations, product marketing, management, and development throughout your organization. Sales reps can quickly locate the correct price of a product and select Products for Salesforce to automatically calculate an Opportunity’s amount. With ...
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