Chapter 11. Tracking Products, Price Books, and Quotes
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
Generating quotes
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 sell multiple products and services and you struggle with product-level visibility, Salesforce provides powerful and easy tools to implement solutions for Professional, Enterprise, and Unlimited Edition users.
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 that up). Before setting up products and price books, though, administrators first need to do some advanced planning. We discuss how to create a product catalog, set up schedules, ...
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