Chapter 10. Tracking Products and Price Books

In This Chapter

  • Defining products and price books

  • Using products and price books

  • Searching for 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 might not need to immediately incorporate Salesforce's product‐type features into your opportunities. But if you do sell multiple products and services and you struggle with product‐level visibility, Salesforce provides powerful and easy tools to implement solutions for Enterprise and Unlimited Edition users. Professional Edition customers may also use products for an additional charge.

Using products in Salesforce benefits sales reps and people in product marketing, management, and development throughout your organization. Sales reps can quickly locate the price of a product and select products to calculate an opportunity's amount. Marketing, management, or development professionals can get vital sales information to support strategic business planning, new product development, and product lifecycle management.

In this chapter, we show sales teams how to use products and price books with opportunities (if your administrator has already set it up). Administrators, before setting up products and price books, first need to do some advance ...

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