Скачать или смотреть 🔧 How B2B Matrix Supercharges Salesforce CPQ and RCA

In this episode of The CPQ Channel, Frank sits down with Hiren to walk through several powerful enhancements for RCA, CPQ, Salesforce, and integrated Quote-to-Cash workflows. This fast-paced session explores real-time Zero Copy ERP , scalable quote management, Salesforce AppExchange features, and new AI-driven capabilities designed to make RCA & CPQ teams faster, more accurate, and more collaborative.

Hiren demonstrates how the free B2B Matrix AppExchange package delivers smart visual intelligence inside Salesforce, helping users take the right action at the right time. You will also see how multi-level grouping, column pinning, and interface personalization improve day-to-day usability across CPQ and approval workflows.

👉 B2B Matrix AppExchange Package
https://appexchange.salesforce.com/ap...

👉 B2B Matrix Website
https://b2b-matrix.com

The session also introduces a new Salesforce-native spreadsheet experience, eliminating the chaos of offline Excel or Google Sheets. Hiren shows how Salesforce can now exchange data bidirectionally with spreadsheet-style tabs—ideal for pricing, costing, complex calculations, and multi-layered CPQ workflows.

Additional highlights include:
Scalable MultiQuote views for managing large quotes, RFPs, and multi-quote projects
Zero-copy ERP integrations for SAP, NetSuite, and other systems, providing real-time visibility without copying or syncing data
AI-powered tools that analyze ERP data in real time and surface insights directly inside Salesforce screens
Advanced quote management that supports multiple quote versions, large line-item volumes, and collaborative workflows
Frank and Hiren also touch on content planning, upcoming publishing dates, and how customers can use competitive intelligence reports to compare Salesforce Revenue Cloud to other CPQ platforms.

If you work with Salesforce CPQ, Revenue Cloud, ERP integrations, or enterprise CPQ workflows, this video gives you a practical look at technologies that dramatically improve speed, scale, and decision-making.