Milestones PM+ Use Case Library

Revenue Cloud combines Salesforce CPQ and Billing to power sales and finance with integrated quoting, order management, and invoicing.

Automation, Salesforce CPQ, Project: Business projects

Automating business processes is a huge time saver for employees and reduces the chance for errors, such as an overlooked approval or missed step in a long path to completion. With Milestones PM+...

Template, PM process, Automation, Project: Business projects

Problem

When businesses have processes that need to be followed repetitively and have targeted beginning and deadline dates, the most efficient and consistent way to drive these processes is to use a...

Template, Automation, Phase-gate