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Showing posts with the label Discounts

Helping reps adjust line-item prices

Our Salesforce org doesn't allow reps to enter a unit sales price directly. Rather, reps can only apply a discount to the list price. There are some solid reasons for this, most notably that we want to know what discounts are being applied, and greater discounts may require different approvals (higher discounts might go all the way to the CFO and CEO for approval). But a couple of problems result from this restriction: 1) Sometimes a rep may want to sell (or at least quote) above list price, and Salesforce doesn't allow a negative discount. 2) The discount percent allows just two decimal places, so we can't always get to exactly the price we want (try discounting from $350 to $200 !). 3) Even when it is possible to discount to the exact price, the calculation isn't always easy for my reps. So we often had prices in the CRM that didn't match what the rep had expressed to the prospect. Or maybe I would get a call to adjust the pricing. My workaround: A flow!...