SALESFORCE CPQ ADVANCED APPROVALS
Advanced approvals, or AFA, is an innovative built-in feature of Salesforce CPQ (Configure Price Quote) that allows companies to manage and execute complex approval processes quickly and easily. They are the perfect tool for businesses with multi-level hierarchies who require approval flows to move along more quickly. Since the Advanced Approvals feature is part of the industry-leading CPQ software, companies can rest assured that their approval processes will be both reliable and organized.
Importance of Advanced Approvals
For any organization, efficiently and effectively managing the number of people involved in approving quotes and customizing the approval process for each user is essential. Advanced approvals make this task become much simpler as it allows those in the approval chain to have great control over the process. AFA gives admins the ability to create specific roles with their own approval limitations and create customized workflows.
CPQ
The rise in digital transformation has enabled companies to be more competitive. Automating manual activities is becoming more critical for companies so that they can focus on more strategic initiatives. CPQ has become essential in the Salesforce suite as companies of all sizes require a unified platform in order to bring together their entire product image on one screen. Retaining control over your configuration processes and approvals is paramount to customer satisfaction. Take a look at these Top 7 Salesforce Release Management Best Practices to maximize your Salesforce system.
Features of Advanced Approvals
Advanced approvals provide total control over quote review and verification throughout the organization. This feature allows your sales reps to limit changes to their quotes to certain people and engages anyone else involved in the approval chain, making it easier to get an agreement on a quote quickly. It also provides the necessary visibility to ensure compliance and increase accountability within the sales process and reduces the burden of manual effort as every step is data-driven and automated.
Managing the Approval Process
With Advanced approvals, companies have the visibility to manage each element in the approval process. This information can provide data-driven insights to make sure the entire process runs smoothly. By providing the right information at the right time, Administrators can increase both efficiency and accuracy for all involved.
The AFA Solution
Salesforce CPQ with advanced approvals provides all the capabilities you need for approval processing. The feature makes it easy to set up approval workflows and get insights on what's happening throughout the approval process. The AFA solution helps you organize and structure your approval workflow as well as gives you full control of approval processes. Complete with a digital analytics dashboard, you can easily view where approvals and disagreements occur and identify bottlenecks in the process.
Using AFA in Salesforce CPQ will give enterprise customers more confidence and trust in the system and data. With the speed and accuracy this feature provides, organizations can achieve higher levels of growth by streamlining the entire quote and approval process. Advanced approvals are truly a powerful tool that can provide a great value to an enterprise organization.
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