OneCPQ has been on the AppExchange since March, 2014, and yet many people have never heard of them. Back then, the CPQ market was starting to rise. The big players were Apttus, BigMachines, FPX, Icertis and Steelbrick (now Salesforce CPQ.) Here’s 5 things about OneCPQ that you might not know.
Native Salesforce: OneCPQ is a 100% native Salesforce application using standard Salesforce Opportunity and Quote objects. Not all apps on the AppExchange use standard objects.
Lightning Ready and Mobile: OneCPQ is Lightning ready and Salesforce Mobile compatible. Why? Because not everyone in on Classic anymore, and people need to configure, price and quote products on the go!
Intelligent Numbers With or Without a Quote: OneCPQ enables sales teams to win deals faster by being able to “run the numbers” for prospects and customers without creating a quote. OneCPQ is also Einstein enabled meaning it uses the power of AI to provide recommendations on optimal pricing. This means that once a quote is created, there will be fewer revisions and a faster time to close.
WYSIWYS: OneCPQ gives sellers real-time product visualization during configuration, so What You See Is What You Sell. You can even embed videos to help drive the configuration properly. This allows sellers to focus on building the relationship with buyers and selling them what they want to buy – instead of focusing on the sales process.
Multiple Currencies & Multiple Price Lists: OneCPQ easily supports multiple locales and currencies. OneCPQ also lets sellers maximize profits by comparing outcomes using multiple price lists, all in a single quote.
There’s way more good things to OneCPQ beyond these 5, and if you look carefully, we just highlighted 9 features. OneCPQ offers a simple, predictable and scalable pricing model, for any size business: $45 per user per month, including standard support. OneCPQ also offers volume discounts on licensing, a premier support package and discounts for nonprofits!
One thing most people in the tech world probably understand is that CPQ is short for Configure, Price, Quote. One thing that many people may not fully understand is what that means. One thing a CPQ application enables for its users is the ability to customize product offerings to their customers. One more thing a CPQ application does is price out those offerings and create a quote document that sellers can share with buyers. This one thing is the heart of any business – selling products and services to those with a need. And yet the one thing I’ve heard many times is that CPQ applications are complex, cumbersome to implement and difficult to maintain.
Finally a CPQ that is easy to configure and easy to use. OneCPQ works with any product configuration or business model, from the simple and straightforward, to the very complex. OneCPQ is designed to handle bulk pricing, volume discounting and tiered pricing. If your particular use case needs even more, OneCPQ enables your sellers to focus on selling, enabling you to create custom matrix price lists, that can be applied to any or all of your customers, or just that one special customer. And with OneCPQ’s seamless quoting, you never have to leave the app to close deals. Create your quotes and proposals from drag & drop templates that you can email from inside the app!
Why You Need OneCPQ
Do you sell a product? Are your products sold on a one-and-done basis or a monthly (or annual) subscription basis? Do you sell a service? Do you need to sell to multiple locations across the world? If you answered “Yes” to any of those questions, OneCPQ can enable your sellers to serve your customers better by providing a collaborative approach to configurations and pricing from inside the app.
Would being able to visualize your product as you configure it help sell it? Yes – that’s a rhetorical question. But for the sake of argument, imagine you are trying to order the vehicle of your dreams, online from the manufacturers’ website. You would want to see what the vehicle would look like as you choose the exterior color, interior color, fabric type and trim, to make sure you will enjoy the vehicle for many years.Slick, right?
Would you like to increase your bottom line, and keep your margins where you want them? Yes – that’s another rhetorical question! OneCPQ makes that possible through a compare, price and reconcile feature. And with integrated selling guidance, your sales reps receive timely and situationally relevant suggestions for upsell and cross-sell opportunities. Not to mention notifications and pricing updates can be pushed out to reps in minutes, rather than left to unopened emails.
From streamlining and safeguarding the overall sales process, to providing insightful management metrics all while producing professional looking quotes, it’s no wonder OneCPQ really is becoming the One to use.
Guest post from Mike Mason, Senior Product Marketing Manager, FairWarning.
FairWarning is an ISV Salesforce partner – and here are 5 things everybody should know about us.
Kurt J. Long founded FairWarning after his own experience with a data breach.
Years ago, as founder and young CEO of the information security company OpenNetwork, Kurt was approached by the FBI after false information about a celebrity lawyer was sent from their network to a local radio personality, who read the information on-air to listeners. They needed to quickly determine where the leak originated, and whether they had somebody dangerous on staff. For three days, their key IT person – we’ll call him “Ken” – worked around the clock to investigate IP addresses and delve into all types of audit logs, painstakingly piecing together that the breach had come from an insider named “Don.” After this experience, Kurt realized the market needed a “Magic Button” that a business-minded person could push – one that would help organizations grow trust in their workforce while verifying that their access is above board. No other industry needed this more than the healthcare industry, due to the vast amount of sensitive data involved in patient care. FairWarning started there, monitoring electronic health record systems (EHRs) and other applications containing patient information. We introduced FairWarning for Salesforce in 2015 as a way for all types of organizations – not just healthcare – to unlock the information hidden in complex Salesforce Shield audit logs.
(EFD – Creating a product from a personal experience…I bet that’s how a lot of AppExchange partners go their start!)
FairWarning’s vision is to grow trust in an increasingly interconnected world.
According to the Edelman Trust Barometer, consumer trust in businesses has plummeted. As headlines of security breaches make their way to our news feeds nearly every day, citizens may feel that the organizations holding their most sensitive data care little about the security of that data. Everything that FairWarning does, from product upgrades to educating customers, is designed to help our customers grow that trust, both internally and with customers.
(EFD – All of us in the Salesforce Ohana understand the value of Trust.)
We want all business-minded users to have full visibility into Salesforce user activity – not just data scientists.
“Ken” from OpenNetwork spent three days combing through those audit logs to track down the origin of one leak. Had the FBI not notified Kurt of the leak, the company may have never known anything happened. FairWarning delivers that visibility by translating complex audit logs (e.g., Salesforce Shield Event Monitoring) into simplified, actionable insights and proactive alerts on specific user behavior. We believe everybody should have visibility into their cloud applications without having to turn to a data scientist to interpret the information within the applications’ audit logs. And we believe in providing a product that works when you need it most.
(EFD – Putting the power into the users’ hands!)
We work closely with Salesforce.com product development to help our customers unlock the full value of Salesforce and Shield.
Because visibility for all is so important to us, we are in constant contact with Salesforce.com product development and marketing to ensure that our customers’ voices are being heard within the Salesforce ecosystem. We have helped drive enhancements to Event Monitoring logs, and are currently working with a group of customers on real-time monitoring. In fact, our Dreamforce ‘18 messaging is “Empowering You to Take Shield to the Next Level.” We are a true partner for Salesforce and our customers, in every sense of the word.
(EFD – Be sure to visit with FairWarning while you are at Dreamforce!)
FairWarning Senior Product Marketing Manager Mike Mason discusses how businesses can take Shield to the next level and get greater visibility into Salesforce by coupling FairWarning with Salesforce Shield Event Monitoring.
We are inspired by global adventure.
FairWarning’s values include “Growth,” and we’re inspired by challenges and adventures. For many years, we’ve had an internal Flag Program, where employees take a FairWarning Flag on their travels and submit photos of themselves in amazing locales (over 40 countries to date!). Recently, we opened the Flag Program to any customer who would like to take a piece of FairWarning with them. And FairWarning CEO/Creator Kurt J. Long is currently making his way across the Mediterranean for the 2018 Virgin Strive Challenge. The Challenge benefits Big Change, which works to give young people essential skills, opportunities, and support to grow within themselves and change the world. The five-stage challenge includes a duathlon across Sardinia, hike on Corsica, five-day cycling arm through the Southern Alps, Alpine hike, and scaling of Europe’s tallest mountain, Mont Blanc.
Customer Success Manager Megan Krieger displays the FairWarning flag while climbing the Salkantay Trek in Peru
(EFD – Wow! Now that’s a view that needs no warning!)
Guest post from James Lloyd-Townshend, CEO of Mason Frank International. James Lloyd-Townshend is the CEO of Mason Frank International, a specialist Salesforce recruiter and long-time Dreamforce sponsor. He has provided us with the following insight into what you can get up to at Dreamforce 2018, the biggest Salesforce event of the year.
Dreamforce truly is a dream for Salesforce professionals. With 3,000+ sessions over the four-day event, there’s every opportunity to learn more about your specialism or focus product within the Salesforce ecosystem, and gather insights into the future of the technology.
Arguably the best thing about Dreamforce, however, is the volume of exciting activities you can engage in without even visiting a breakout session. Some of the most innovative technology companies in the world are exhibiting in San Francisco this year and, like any good festival, sometimes you have to venture off the beaten path to find the real magic.
Here are five things you can do at Dreamforce 2018 without attending a single session:
Discounted training and certification
Salesforce has a fantastic open education portal that encourages professionals to learn at their own pace, wherever and whenever they like. This extends to its certification routes, as it’s now easier than ever to take online-proctored exams, meaning you don’t even have to leave your house to become a certified Salesforce pro.
One of the perks of attending Dreamforce, however, is the discounts you can get on both training and certification. Trailhead Bootcamps, led by seasoned Salesforce experts, are being held early in the week, and you can receive up to a 50% discount on certification exams if you register via the online portal. If you’ve been weighing up whether you can justify the expense of certification, you’ve just found your answer.
Find a job
The Salesforce Partner ecosystem is rich with growing enterprises, while End Users are always on the hunt for new talent. If you’re looking for a fresh new challenge, or you navigate the contract market, Dreamforce could be the perfect chance to link up with your next employer. However, if you don’t fancy wandering around resume in-hand, you could always take the opportunity to speak to a recruiter exhibiting at Dreamforce.
Mason Frank International is the largest recruiter of Salesforce jobs in the world and, having sponsored Dreamforce five years in a row, is well equipped to advise you on your next career move; even if that’s just giving you a few tips on where to look for jobs or how to optimize your resume for prospective employers.
Customer Success Expo
Are you interested in exploring the latest solutions created by ISVs? Dreamforce’s Customer Success Expo offers the perfect chance to test drive an independent application that could make your life a whole lot easier. With more than 400 Salesforce Partners showcasing their expertise at this event, consider it a Comic Con for Salesforce geeks, only instead of comic books and movie memorabilia, you might end up coming away with an innovative solution that doubles your earning potential.
Give back to the community (and see Metallica!)
Salesforce co-founder, Marc Benioff, is no stranger to philanthropy, and the fundraising efforts at Dreamforce 2018 demonstrate that perfectly. Attendees are being encouraged to complete Dreamforce Quests via the mobile app or at Quest Towers located throughout the campus; each completed Quest unlocks a $50 donation towards local charities in the San Francisco Bay area, in an effort to help end homelessness.
If that wasn’t enough, Salesforce’s legendary Dreamfest benefit concert has been supporting UCSF Benioff Children’s Hospitals for several years now, and the 2018 show will push the boat out even further by featuring rock legends Metallica. So whether you want to seek and destroy free cocktails, fade to black in the mosh pit, or nothing else matters to you except learning more about Salesforce, register your place for this concert for an unforgettable experience while raising money for children in need.
There’s a reason why Dreamforce is affectionately nicknamed drunkforce by the Salesforce community. As well as the event itself doing its best to create a party atmosphere, the number of Dreamforce after-parties being hosted by partners and user groups will almost certainly set you up for a sore head. Check out Salesforce Ben’s Dreamforce party guide for a better idea of what’s in store, but you’re likely to end up being invited to several parties once you’re at the event. These parties offer a great opportunity to network, but you could always just play ping pong; nothing wrong with that!
Enjoy your time in San Francisco, and be sure to cram as much into your Dreamforce experience as possible. This is the biggest Salesforce event of the year, and of all time, so make the most of every second, whether that involves learning more about your focus product or watching MC Hammer do his thing at an after-party. This is what being part of the Salesforce Ohana is all about—see you there!
Panaya is the leader in continuous delivery of innovation to the world of enterprise IT applications. As SFDC environments mature, they become more complex, making any system alteration or change a major risk. We enable risk-free change of Salesforce.com business applications.
What is RDx for SFDC
Panaya Release Dynamix (RDx) for Salesforce.com is a release management solution that pinpoints areas impacted by change so you can foresee and resolve potential change delivery risks. It helps you make informed decisions when going into production.
(EFD – Who remembers Panaya ChangeGuru, and who missed that when it was decommissioned off the AppExchange? Keep reading – you’ll enjoy the rest of this!)
How we provide visibility
With Panaya RDx for Salesforce, change is no longer a calculated guesswork. How do we enable release certainty? The solution provides a full view of change dependencies and usage statistics so that you can pinpoint the impact of all code developed. This way you can foresee and resolve any risks associated with the change prior to production.
(EFD – “Prior to production” – did you see that? You can see and resolve issues before things go live.)
Panaya Release Dynamix for Salesforce: Scoping
How we remove risk
Panaya RDx helps you understand the impact of all code developed before going to production. Once scoped items have been defined, you can decide which impacted customization and development components should be changed. For every scoped entity, a deep analysis is available, with detailed component dependencies including: code change highlights, usage rating, modification dates, and touchpoints to external applications. With an auto-generated list of impacted components, you can easily assign development and customization tasks to team members.
Panaya Release Dynamix for Salesforce: Dependency Map
How we ensure quality
Panaya RDx automatically generates test plans for safe release to production. Once the list of development and customization components has been created, a test plan can easily be defined. This is done based on an analysis of the chosen components and an auto-generated list of related testing entry points. For every entry point, a test owner may either link a test from an existing catalog, ask the system for test recommendations or create a new test.
(EFD – Panaya is trying to make your life easier. Shouldn’t you at least talk to them about a demo at Dreamforce?)
Release Dynamix for Salesforce addresses those pain points associated with releasing changes so that IT teams can deploy faster with quality. Calculated guesswork is removed and replaced with data-based decision making to ensure confident deployment.
Special guest post from Allison Wolf, Social Media Manager.
Never heard of Digitsec, Inc.? Here’s 5 things you should know to about them.
1: We’re a young startup that packs a powerful punch.
DigitSec, Inc. was founded in early 2017 by our CEO, Waqas Nazir. Waqas had spent the previous 8 years working as a cyber security consultant for Fortune 100 companies and had amassed a large amount of knowledge and insight around SaaS application security design. After noticing a gap in the marketplace, he created S4 – SaaS Security Scanner for Salesforce. It was an instant success with clients and has continued to make waves in the Salesforce industry ever since. Shortly after the company was founded, DigitSec became a registered ISV partner with Salesforce – allowing us to join the AppExchange and help a greater number of people.
(EFD – Do you know the S4 process?)
2: S4, our SaaS security scanner, does a lot more to protect your data than other security solutions on the market.
With our patented white-box fuzzing, S4 can rapidly identify injection flaws other security scanners on the market aren’t able to detect. This enables us to offer vulnerability tracking for risks like authorization bypass, stored cross-site scripting, and Lightning components XSS – all of which are not currently offered by other similar security solutions. Learn more about the other risks and vulnerabilities we cover here.
(EFD – Check out the list of risks and vulernabilities covered…it’s quite a list!)
3. Salesforce security is more than what we sell – it’s what we practice every day.
At DigitSec, a commonality between employees is our passion for security. Everyday we think about how we can improve our solution and better protect Salesforce users. One of the ways we do this, is by looking ahead and keeping track of data privacy trends and compliance laws. Leading up to the GDPR for example, we devised our security scanner to account for each of the law’s relevant security regulations. By acting right away, we helped many companies meet compliance levels before it was too late – saving them from heavy fines and potential breaches.
(EFD – I’m sure many companies are glad to have you looking out for their interests when it comes to privacy and compliance laws!)
4. We put a high value on the relationships we’ve developed in the Salesforce community.
There’s hardly a Salesforce conference out there we haven’t been to and had a wonderful time at. We love our ever-growing Salesforce Ohana and can’t say ‘thank you,’ enough to the people we’ve met since the company first started. You’ve been our friends, our customers, and even our mentors.
Here’s Digitsec’s CRO Ryan Smith with Salesforce Trailblazer Community notables Lauren Touyet and Zachary Jeans. Photo taken at London’s Calling, February, 2017.
(EFD – The Salesforce Trailblazer Community is what brings us all together.)
5. We offer a free version of our SaaS security scanner you can test today.
At the end of the day, we want every Salesforce user to be able to have secure data. If they’re not aware of the risks their platforms face though, it’s hard to help them. That’s why we created a free version of S4. With one click, Salesforce users can scan their instance and receive a detailed report of the risks and vulnerabilities confronting it. You can test out the free version of S4 here.
(EFD – Be sure to check out the free version and get your detailed report.)
EFD – Thanks, Allison, for bringing the value of Digitsec to my attention and allowing me to share it with others.
Want to Attend Dreamforce 2018, and Help Homeless Children at the Same Time?
If you had the chance to do something (that you do every year) and help a great cause at the same time, would you do it?
Yes, that was a rhetorical question, but do me a favor, answer it anyway.
My answer would be a resounding ‘Yes!’ I try to give back to the Salesforce community every chance I get. So I reached out into my network of connections in search of a pass to Dreamforce that I could auction off with the proceeds going to Project Night Night. I was very fortunate in that the first person I emailed replied back with a resounding “Happy to provide that for you.”
Today I’m thrilled to launch the 2018 edition of the “Attend Dreamforce, Help a Homeless Child” auction. The rules are pretty simple:
The lovely Jen Nelson asked who ran our local Salesforce Saturday group and the answer was no one. At the time, I didn’t know a lot about Salesforce Saturday, but the idea intrigued me and I batted the idea of starting one around. Then I went to TrailheaDX in 2016 and met Stephanie Herrera. Her enthusiasm is infectious; the doubts and hesitations I had about kicking off a Salesforce Saturday group in my hometown transformed into ideas and excitement. I came back ready to make it happen.
So what is Salesforce Saturday? Started in 2015 in Austin, it has become a global movement to motivate and inspire our current and future Ohana while strengthening our community spirit. Spending your Saturday Salesforce-ing might sound strange as many of us spend our weekdays immersed in the system and weekends are our time, but I honestly look forward to every single one. It excites me to laugh, collaborate, network, and learn with some great people. I am so pleased to see new faces, satisfied when they find the help they seek, and elated when they come back for another one.
Our Midwest Dreamin’ 2018 Salesforce Saturday will be our one-year anniversary. In that year, I’ve meet some wonderful people and deepened relationships with others. We also grew from one Saturday a month to two and excitedly participated in the first Global Trailhead challenge.
Summer is one of the best times to explore Chicago. If you’re considering extending your Midwest Dreamin’ experience into the weekend, we would love to have you spend some of it with us at Salesforce Saturday.
Register for Chicago Salesforce Saturday, July 14, 2018 here.
Special guest post from Alex Hirniy, Head of Skyvia Platform.
Never heard of Skyvia? Here’s 5 things you should know to about them.
One:Skyvia is a product of Devart, a well-known vendor of a data connectivity solutions.
Devart is software development company with 20+ years of experience in creating the database tools for developers and administrators. The company has more than a dozen product lines and is trusted by over 40k of grateful customers, including companies from Fortune 100 and Fortune 500.
4 years ago Devart entered the cloud data integration market with Skyvia – at that time a simple Salesforce data loader tool. From that time the product has evolved greatly. Now Skyvia is a full-featured cloud data platform suitable for solving a wide range of business data-related tasks. Skyvia supports over 30 major cloud applications & databases and has over 20,000 of devoted users from companies of different sizes and industries.
(EFD – Are you one of the over 20,000 already using Skyvia?)
Two: All-in-one platform for a wide range of data-related tasks
Skyvia is an all-in-one cloud data platform with support for all major cloud and on-premise data sources. It solves a wide range of data related tasks, including no coding data integration for automating data workflows, managing data via SQL from web, exposing data as an OData endpoint, and protecting it via a secure cloud-to-cloud backup. Skyvia is an intuitive and easy-to-use web product that provides a convenient GUI to configure and automate your data-related tasks.
(EFD – Check out the supported data sources…it’s quite a list!)
Three: Easy Salesforce integration and backup
Skyvia’s goal is to automate routine tasks and data flows and save your time. It is a completely no coding solution both for IT professionals and people without any technical skills. You can use Skyvia to integrate Salesforce data with multiple cloud and on-premise data sources, ETL your business data to a database for archiving or analysis, expose database and cloud data via OData to access it directly from the Salesforce interface via Salesforce Connect, etc. All the integrations are configured in an intuitive UI and can be flexibly scheduled for automatic execution.
In addition to data integration, Skyvia platform offers a daily automatic backup for Salesforce. Skyvia stores your backups in a secure Azure GRS storage, and at any time you can restore your data directly from web browser in just a few clicks.
(EFD – Backups stored in Azure – wait a sec, that’s Microsoft!)
Four: We value our clients by delivering the best support
Skyvia team adheres to customer-oriented approach. We use best customer success practices in order to help our customers with on-boarding and assist should they have questions later on. Our customers address us the way they like: at our Support portal, via an online chat in the application, or just schedule a demo/on-boarding call with a technical specialist and management.
As a result, we help our customers to set up their accounts and solve even the most difficult scenarios quickly and seamlessly.
(EFD – The support portal looks similar to the Salesforce Trailblazer Community Answers forum.)
Five: Skyvia future plans
Skyvia’s mission is to provide a universal product for solving all the data related tasks in one platform suitable for companies of any size. We constantly improve Skyvia’s usability, performance, add support for more connectors, and we plan to significantly increase the number of supported cloud applications in near future. Customer satisfaction is our number one priority.
Currently, our team is developing a new product – a visual designer for automating workflows in a company and providing a true trigger-based integration. Find us in Facebook or Twitter and keep updated about our future releases and improvements, or try Skyvia right now.
(EFD – Check you their story, and be sure to check out the app.)
EFD – Thanks, Alex, for bringing the value of Skyvia to my attention and allowing me to share it with others.
Special guest post from Prasad Raje, Founder & CEO, StatX.
Never heard of StatX? Here’s 5 things you should know to about them. (EFD – I had never heard of them until getting connected to them leading up to Midwest Dreamin’ 2017.)
One: StatX is to desktop browser apps what Salesforce was to on-premise apps.
Salesforce was built on the promise of “No Software” and was one of the pioneers of business apps in the cloud. StatX is taking this to the next level of “No Desktop”. We are a pure mobile app because this is the ubiquitous computer that is in the hands of 2.2 billion people and mobile use and traffic now exceeds desktop. (EFD – I wonder how many people are reading this post on a mobile device right now.)
Two: StatX is a complete re-thinking of business mobile apps.
Our design philosophy for StatX is that we do not want to re-create a miniature web app on mobile. Users do not want to click and explore or spend as much time in mobile apps as they do on the desktop in a web app. StatX is a complete re-think from the ground up of the mobile use case in a simple, beautiful, easy to use app. (EFD – So StatX is kind of like mobile phones were back in the 1980s…a totally new approach to an old problem.)
Three: StatX relieves pipeline anxiety.
StatX with Salesforce brings sales progress to the user instead of requiring constant attention, keeps teams in sync in real-time for faster communication on deals, presents deals and dashboards visually together for efficient consumption, enables easy succinct updates on deals on mobile to improve sales data quality and improves user adoption of Salesforce. See it in action in this demo video or try it for yourself by downloading the mobile app or try the Test Drive in AppExchange. (EFD – You’ve said a mouthful there – a very important mouthful: in sync, real-time, faster.)
Four: StatX is like Google Now™ for Business.
StatX also connects to other data sources in the cloud like QuickBooks, MailChimp, GitHub, Google Sheets or even desktop Excel to bring visual, succinct information to mobile for fast consumption, change updates and easy collaboration. We have built a general platform that we can build connectors to any REST API in the cloud – eventually we will open this for 3rd parties. (EFD – Check out the integrations page on their website for more details.)
Five: StatX founding story.
StatX was founded by Prasad Raje and Pablo Bellver. Prasad had previously sold his enterprise cloud software company (Instantis) to Oracle. Pablo had co-created Google Now as one the first engineers on the team. They joined forces to create StatX to bring relevant information to business users on mobile (full story). (EFD – Check you their story, and be sure to check out the app.)
EFD – Thanks, Prasad, for bringing the value of StatX to my attention and allowing me to share it with others.