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14. Transactional Pricing (Commitments)

 Managing Customer Needs

Objectives & Values

Transactional Pricing aims at reducing price dispersion amongst similar customers, and can be applied to most products.

Without transactional pricing, price increases are often focused on the same customers, with the risk of eventually losing them.

 

Integration with Quote

Sales Reps commit to prices at Account/Product level. The aim is to provide commitment information to Sales Reps when they quote : if the combination Account/Product of the quote match an active commitment, the committed price will be automatically displayed on the Quote layout to help the Sales Reps set their prices.

 

 

Table of content

 

 

Managing Commitments in the CRM will help you by :

As a Sales Rep you can :
  • View all the commitments on which you need to commit
  • Commit for a price on an assigned commitment
  • Commit again on a rejected commitment

 

As a Product Manager you can :
  • View all the commitments you need to approve or reject
  • Approve or Reject a commitment

 

As a pVelocity admin in Salesforce you can :
  • Edit any commitment regardless of its status and if it frozen or not

 

 

Commitments Security

All profiles can only read and edit records (except Salesforce admins).

All fields are read only except :

  • Reviewed Price
  • Effective date
  • Status
  • is Contract
  • Status of Negociation

Commitments Rules

Who can create?

Commitments are created by pVelocity

No commitment is created directly in Salesforce

Who can see?

A commitment is visible by its owner, the related product manager (provided by pVelocity)
Commitments can also be visible by the Sales Rep manager in the role hierarchy

Who can update?

A commitment can be updated by its owner, the related product manager (provided by pVelocity)
Commitments can also be updated by the Sales Rep manager in the role hierarchy

Who can delete?

As pVelocity admins can't delete commitments directly, commitments are flagged to be deleted by pVelocity

After that only System Administrators can delete them by DataLoader

Commitment marked for deletion are no longer visible by non admin users

Salesforce admins can delete Commitments at any time

New List views on Commitment

12 new list views have been created, to allow any user to access commitment. They are filtered on :

  • GBU
  • Status

 

 

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