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.
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 :
- View all the commitments on which you need to commit
- Commit for a price on an assigned commitment
- Commit again on a rejected commitment
- View all the commitments you need to approve or reject
- Approve or Reject a commitment
- Edit any commitment regardless of its status and if it frozen or not
Commitments Security
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) |
Who can update? | A commitment can be updated by its owner, the related product manager (provided by pVelocity) |
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 | |
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12 new list views have been created, to allow any user to access commitment. They are filtered on :
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