Document Library

Blog Record Types: A Step-By-Step Guide on When and How to Use Them

This post provides guidance on the use of Salesforce Record Types, and step-by-step instructions on how to implement [...]

Scaling with Communities and Salesforce CPQ

Providing self-service capabilities to your channel can dramatically expand the availability and reach of your quoting process. Achieving scale with [...]

3 Ways to Drive CPQ Adoption

The Good, the Bad and the Ugly With great anticipation, you have invested in a CPQ application that will [...]

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EDL Celebrates 15th Anniversary Milestone, looks towards bright future in CRM + CPQ

Firm continues to grow; announces new hires, new clients Chicago, IL – July 19, 2016 – EDL Consulting, a provider [...]

‘Customer Success Summit’ Sponsor EDL Consulting Takes Complexity Out of Partner Channels

EDL Consulting helps organizations become more efficient, adaptive to change and successful by solving the complex systems integration issues behind [...]

SteelBrick Customer Success Summit Day 2: Customers!

Day 2 of SteelBrick Customer Success Summit shifted the majority of the focus to our customers. After a blowout Customer [...]

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