Enterprise Sales Management enables communication service providers to redefine a unified large-transaction selling experience. It provides user interface (UI) components, data models, business processes, product models, and application logic that support large-transaction enterprise quotes.
This feature is part of the Communications Cloud managed package.
Key features of Enterprise Sales Management for Communications Cloud include:
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Unified, large-transaction quoting: thousands of line items across multiple product lines
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Guided workflows for browsing and configuring offers and viewing a quote summary, which can contain groups of locations, subscribers, and line items
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Reference product models: Internet, mobile, and VPN
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Bulk upload features for locations and subscribers
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Ability to apply discounts across all line items in the enterprise quote and update pricing
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Responsive and extensible UI based on an SDK and Lightning Web Components (LWCs)
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Templates for proposals, contracts, and order management
Enterprise Sales Management uses Industries CPQ functionality to manage the order process. To learn more, see Order Capture in Industries CPQ, and Asset-Based Ordering.
- Learn About Enterprise Sales Management (Managed Package)
Learn about the features, business processes, data models, and application constraints of Enterprise Sales Management for Communications Cloud. - Get Started with Enterprise Sales Management (Managed Package)
Enterprise Sales Management components are readily available to you as static resources in your Salesforce org that has ​Salesforce Industries Communications, Media, and Energy Summer '23 or later installed. - Managing Products in Enterprise Sales Management (Managed Package)
Create products in Enterprise Sales Management to track the products and services that your company sells. Then, your sales reps can add them to their quotes, opportunities, and orders. - Use Cart Templates in Enterprise Sales Management (Managed Package)
Save time and ensure accuracy by using Cart Templates to accelerate your quoting process in Enterprise Sales Management. To eliminate manual configuration of complex products for every new quote, admins can pre-configure these templates in the system and make them available for your use. - Manage Locations and Subscribers in Enterprise Sales Management (Managed Package)
Before you start adding products to your enterprise quote or enterprise order, add locations or subscribers to assign the selected products to. - Manage Quotes in Enterprise Sales Management (Managed Package)
Create and modify quotes and proposals in Enterprise Sales Management. - Manage Orders in Enterprise Sales Management (Managed Package)
Create and modify orders from quotes, directly as orders, and submit final orders in Enterprise Sales Management. - Manage Assets in Enterprise Sales Management (Managed Package)
Create and modify assets, move customer assets from one location to another, and update assets associated with quotes. - Enterprise Quote or Enterprise Order Enrichment in Enterprise Sales Management (Managed Package)
At any point while working on your enterprise quote or enterprise order, you can update the quote or order with details that weren’t available or not required earlier. - Customize Your Enterprise Sales Management Implementation (Managed Package)
Extend and customize your Enterprise Sales Management implementation. Modify the user interface, self-service portal, asset viewer, and order management workflows. Learn to clone and modify Lightning Web Components, Integration Procedures, and Data Mappers to customize your solution.