Enhancing Salesforce CRM begins with a trusted product configurator
In our recent webinar, “Enhancing Salesforce CRM with the Power of Tacton Trusted Configuration” we discussed how CPQ is being used by manufacturers to connect business-critical systems. Below we’ve collected a quick recap and answered some of the questions our attendees asked.
Who hosted?
Per Wolgast, Senior Pricing and Product Manager, Tacton
Per Wolgast has more than 20 years of experience in Pricing, Business Development, and Product Management. Prior to joining Tacton, Per worked in various roles in the manufacturing industry, all focused on pricing, product, and project management.
Alex Boike, Senior Sales Engineer, Tacton
Alex Boike has worked in the CPQ industry since 2009, first in services and delivery and eight years in solution and sales engineering. Over the years, he supported various manufacturing companies on their CPQ initiatives.
What did they discuss?
- Considerations for the selling experience for complex configurable products
- How to successfully guide non-technical sellers through advanced product configurations – directly from the Salesforce opportunity
- Tips for elevating the buying experience with instant visualizations and technical drawings
- Overview of Tacton CPQ user interfaces in Salesforce Sales Cloud and Salesforce Experience Cloud for direct sales reps and resellers
What other CRMs can Tacton integrate with?
Tacton has an out-of-the-box integration with Microsoft Dynamics 365. We have an agnostic approach to integrating to any CRM solution on the market.
What ways can you access CPQ?
There are three primary entry points to Tacton. One being from a CRM system like Salesforce. Two being through a direct portal. Finally, a customer website with eCommerce. All three access points can be used together in a single implementation.
How flexible is Tacton CPQ?
Tacton CPQ is a fully configurable system without customization through code. It allows an extension of workflows, data containers, UI, pricing and more.
Is it possible to make changes to the quote at a later stage?
As we saw as part of that first demonstration too, when we went and did that budgetary proposal and we sent all of that back to Salesforce, you can absolutely go back into the quote if your permissions and the workflows that you’ve set up allow you to make further changes.
100%, Yes. And as part of this demonstration, what we went through is creating that budgetary proposal, syncing it with Salesforce, and then furthering in the process, I need to go through an updated pricing for those products, too, but it very well could have been a scenario where you needed to change the product configuration, remove items or add additional items as well.
Is there a mechanism to synchronize the user sign-ons and customer accounts between Tacton and Salesforce?
Tacton has APIs to support user creation and modifications.
When it comes to the customer accounts, when we launched Tacton CPQ from Salesforce, what happened was that account data was synchronized to Tacton CPQ from Salesforce. And typically, what we see is that the CRM system is the master of that, that account information, and that’s leveraged and sync into text on CPQ and when it comes to the user sign on.
Interested in learning more?
Integrations is a large and very important topic for manufacturers. Without smooth, end-to-end connections companies will continue to struggle with high-variance product configurations. Check out some of our additional resources to learn more about how Tacton is enabling customers to do more!
Read more: Creating Optimized End-to-End Operations with CPQ Integrations
Blog: CPQ Integrations in the Sales and Order Fulfillment process
Blog: CPQ Integrations in the New Product Development Process