CPQ tools - Githubissues

CartoDB / RevOps

Sales and marketing operations team repo.

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CPQ tools #380

Open ruipperez opened 7 months ago

ruipperez commented 7 months ago

Explore CPQ tools to improve existing pricing and quotation process, especially for data deals.

Tools being explored:

[ ] DealHub
[ ] Subskribe - custom demo Monday 4th
[ ] Salesforce CPQ module - demo Monday 4th Dec
[x] Retool - discarded

ruipperez commented 7 months ago

DealHub info

Summary of the DealHub functionality. You can also find some additional DealHub information in this digital DealRoom (included the pricing as discussed).
1st meeting (Nov 13th) - https://dealhub.mxcypress.com/616970528eab30c34a01534f/l/uh5mwaFaCPfuTOLej?rn=IielJXqDDXa1JFI6VmchZHbBOMIhJXdhxkI&re=ISbvNmLvRnchNGQ6VmchZHbhxmI&sc=false. Sample DealRoom shared - https://dealhub.mxcypress.com/616970528eab30c34a01534f/l/JcWWrvS7m9KaeFZTW?rn=IielJXqDDXa1JFI6VmchZHbBOMIhJXdhxkI&re=ISbvNmLvRnchNGQ6VmchZHbhxmI&sc=false
2nd meet (16th Nov) - Subscriptions and Backend: https://us-69744.app.gong.io/e/c-share/?tkn=apxmdpxz22jv1swylxhbq9too
3rd meet (22nd Nov) - POC requirements: https://us-69744.app.gong.io/e/c-share/?tkn=uprafvfgdrgdf2805zyma07p
4th meet (29th Nov) - Custom Demo : https://drive.google.com/file/d/1NUFbqanMRL-qAIco6rwVTGkphyctr5Cv/view

ruipperez commented 7 months ago

CPQ Omega recording: https://drive.google.com/file/d/1ePKQJsa485ZAGIVqutAyst8WEJP44vOP/view

ruipperez commented 6 months ago

License proposal from Salesforce: https://drive.google.com/drive/u/0/folders/1naBHCwOzMGCE0VtaMnj5fR3AelzxNCEX