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Manage Your Quotes with CPQ
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            Set Up Pricing Guidance With CRM Analytics

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            Set Up Pricing Guidance With CRM Analytics

            Drive your sales team close deals by providing them with pricing guidance based on product pricing trends. Use CRM Analytics to create a pricing guidance record and apply it to one or more products. Edit the pricing guidance record for greater control over discount values and quantity ranges. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ+ Summer ’19 and later for users with a CRM Analytics Plus license
            • Enable Pricing Guidance in Salesforce CPQ
              Before you can enable pricing guidance for users, you must configure certain Salesforce, Tableau CRM, and Salesforce CPQ settings. (Salesforce CPQ Managed Package)
            • Create and Apply Pricing Guidance with CRM Analytics
              Create a pricing guidance record with suggested discounts based on historical product discount data. Assign it to a product or products so that sales reps can view pricing guidance when they add the products to their quotes. (Salesforce CPQ Managed Package)
            • Edit Pricing Guidance Records
              Sometimes the pricing tier generation logic doesn’t match what your pricing guidance needs. When you want to change the default suggested discount values or quantity bound ranges, edit the pricing guidance and pricing tier records. (Salesforce CPQ Managed Package)
             
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