Quote-to-Cart in Salesforce

Note

Quote-to-Cart is one example how you can integrate your Salesforce instance with our subscription commerce platform. The integration relies on the highly flexible cleverbridge Connector for TIBCO Scribe® Online and can be adapted based on your requirements. The connector also supports other CRM systems, such as Netsuite, Microsoft Dynamics, or SugarCRM. For more information, contact Client Experience.

With just one click in Salesforce, your sales reps can now instantly generate and send personalized, pre-populated checkout pages for their customers to complete transactions. Both B2B and B2C customers only have to add their payment details to the checkout pages to execute the transactions, saving each rep valuable selling time. To learn how to do this in Salesforce Quotes, watch the following video:

 

 

Not in the mood to watch a video? Here is the same content as a classic doc: