Still Quoting Manually in Salesforce? It’s Slowing You Down.

You’ve invested in Salesforce.

Your dashboards are live, your pipelines are streamlined, your workflows are humming.

So why are your reps still spending hours pulling together quotes?

Let’s face it—quoting has always been the messy last step in the sales cycle.

You’re navigating product rules, spreadsheets, outdated approvals, and hoping nothing falls through the cracks.

That’s not selling.

That’s just manual labor dressed up as strategy.

What Happens When You Keep Doing It the Old Way

• Your pricing decisions? Made in isolation.
• Your reps? Jumping between six browser tabs.
• Approvals? A black hole of delays.
• And the data you’re quoting with? Already out of date.

By the time that quote goes out, your prospect might’ve already signed with someone else.

That’s not quoting. That’s losing momentum.

Smarter Quoting Starts Inside Salesforce

Your team already lives in Salesforce.

So do your products. Your pricing. Your customer data.

So shouldn’t your quoting live there too? And not just exist there—but actually work smarter?

We’re talking AI-powered, context-aware, real-time quoting.

Here’s how it could look:

You open an opportunity and simply type:

“Create a 12-month quote starting today for this deal.”

Agentforce kicks in.

✅ Pricing? Applied.

✅ Products? Recommended.

✅ Compliance? Checked.

✅ Smart alerts? Included.

Something doesn’t add up? You’ll get a suggestion like:

“Gross margin is too low. Reduce discount by 5% to hit target.”

And just like that—your quote is ready to send.

This isn’t hypothetical.

This is exactly what tools like Agentforce and QLE+ make possible today.

Without AI Quoting, Here’s What You’re Losing:

🕒 Hours wasted on manual work

⚠️ Pricing mistakes that eat into margins

🔁 Deals delayed by approval bottlenecks

📉 Missed upsell chances no one flagged

Meanwhile, your competitors?

They’re quoting faster, smarter—and closing before your PDF finishes exporting.

So, What’s the Fix?

It’s already in Salesforce—you just have to connect the dots.

✅ Start with Revenue Cloud

Put all your products, pricing rules, and approval logic in one place.

🤖 Layer on Agentforce

Build quoting agents that respond to natural language prompts.

🔍 Add QLE+ for Intelligence

Get real-time suggestions, margin checks, and product recommendations right in the Quote Line Editor.

🔧 Set it up once—and your team can quote faster, with fewer mistakes, every single time.

What You Get with AI-Powered Quoting

🚀 Quotes that go out in minutes, not hours

💸 More margin by avoiding costly errors

🔁 Faster cycles with built-in approval logic

🧠 Smart decisions backed by your own data

🤝 A better experience for your reps and your customers

Let’s Be Honest…

If your quoting process feels like assembling IKEA furniture—complicated, repetitive, and missing instructions—you’re burning time and revenue.

With Agentforce and QLE+, quoting becomes what it should’ve been all along:

Easy. Fast. Intelligent.

Your reps stop chasing down approvals.

Your quotes become smarter with every deal.

And your CRM? It becomes the engine that drives revenue—not just a system of record.

Pro Tip:

Start small.

Pick one product category.

Set up a quoting agent.

Try it with real deals.

Let your reps test just how quickly they can create, adjust, and send quotes—just by typing what they want.

Trust us: once they try it, they won’t go back.

Need a hand getting started?

We help teams just like yours turn Salesforce into a quoting machine.

📩 Drop us a line at sales@cloudastick.com

We’ll help you build it—and we’ll even quote you back. 😉

Sending SMS from Salesforce Isn’t a “Nice to Have” Anymore. It’s the New Standard.

Look, you’ve already invested in Salesforce. You’ve set up the dashboards, the automations, the pipelines.

But if your leads have to wait hours, or days, for a reply, or if your team is stuck playing phone tag and chasing email opens…

You’re not moving fast. You’re just moving in circles.

And let’s be honest: your customers don’t want more emails. They want quick, personal responses. That’s what SMS gives you.

That’s not smart selling. That’s slow selling.

It’s like running a race in sneakers while your competitors ride a motorcycle.

Why Texting Inside Salesforce Just Makes Sense:

Your CRM should be where conversations happen, not where you track ones that happened elsewhere.

It’s about making conversations part of your actual workflow, automatically.

When someone signs up, fills out a form, or has a question, you shouldn’t be switching tabs, copy-pasting numbers, or guessing what happened last.

With something like Mogli SMS, it all happens in one place: Salesforce.

You can reply, automate, send surveys, even drop a WhatsApp or voice message. All without leaving the screen. It’s not just about sending a text. It’s about triggering workflows, capturing replies, updating records, qualifying leads, and driving engagement... without ever leaving your CRM.

That’s not just convenient. It’s how real-time business is done.

Here’s What Happens When You Don’t Have SMS in Salesforce:

You’re stuck waiting for emails to get opened (if they ever do).

Leads slip through the cracks.

Your team wastes time doing manual follow-ups.

You delay decisions because you don’t have the full picture.

And all the while, your competitors? They’re texting and you’re still emailing, you’re already behind.

Texts have a 98% open rate.

Most are read within 5 seconds.

And your sales team? They already have Salesforce open all day.

So, What’s the Fix?

It’s simple:

1. Check your comms stack: Are your messages integrated into Salesforce?
2. Set up automation: Use Flows + Mogli to auto-respond, follow up, and route replies.
3. Train your team: Conversation view is like a messaging inbox—only smarter.
4. Use templates: Save hours with pre-written, personalized messages.
5. Track everything: Because yes, you can report on SMS performance too.

Here’s the Truth

If your CRM can’t text or message the people you're trying to reach. it’s not helping you move forward, it’s holding you back.

With a tool like Mogli, you make Salesforce the heartbeat of your conversations. Not just a place to log notes after the fact.

We help companies set up Salesforce to do what it should’ve done all along talk to people in real time.

Pro Tip: Start small. Try sending a follow-up text after a form fill or support case. See the difference for yourself.

Need help making it happen? Just shoot us a message: sales@cloudastick.com

We’re humans too; and we text back.