salesforce divisions and quotes

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On the Fifth Day of Winter ’12 Marc Benioff Gave To Me – Divisions and Quotes Now Married!  Private Chatter Messages, Chatter Files Enhancements, Social Contacts in Salesforce and New Features and Enhanced Usability.

For those of us with Divisions enabled in our Salesforce Orgs, we understand how powerful this simple feature is. For companies with clearly defined divisions or business units, divisions can make for a much more pleasant user experience by allowing users to filter out record results that are not relevant to them. Once users are aware of how the Division features functions, most will appreciate not having to look through 10’s or 100’s of records that are in no way related to their role.

While some companies were enjoying the benefits of Divisions in Salesforce, others were singing the praises of Quotes. Since Quotes first appeared as a pilot in Winter ’10, Sales Cloud users were clamoring over their new found ability to create and send Quotes directly to customers through Salesforce.  No longer did Salespeople need to leave their Sales platform just to create and send a quote using a separate system.

But what about the sales organizations with multiple business units that need to be managed through divisions, and rely heavily on the ability to quickly send accurate quotes to customers in order to stay competitive? Up until now, there had to be a difficult choice. If companies enable Divisions they cannot use Quotes, if they want to use Quotes they will have to disable Division. I can only imagine that many Sales Directors had to flip a coin and rely on consultants to recommend how to decide which feature they would use.

Now, with the upcoming release of Winter ’12 Divisions and Quotes will be able to live happily ever after in Sales Organizations around the world. Although people may not be celebrating as heartily as they would at a real wedding, Divisions and Quotes will certainly be a very welcome new feature for businesses that rely heavily on the Sales Cloud.

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