Salesforce’s native Quoting is too basic and just doesn't work well for today's Subscription/SaaS products.  And CPQ is overly complex for most companies (and expensive!).

We’ve developed a custom Quoting Tool that’s 100% Salesforce-native – and provides a single Lightning page that allows Reps to view the whole Pricebook *and* interactively add/remove products on the Quote.  Also incorporates multi-tier Channel pricing and provides ARR Amounts in addition to the standard Amount field, which doesn’t work well for today’s SaaS products

Hugely popular with every Sales Team where we’ve deployed it.  (100% Salesforce-native.) 

For Companies that utilize a Channel Network, you can incorporate Resellers and Distributors directly into your Quoting processes, ensuring better controls around Reseller and Distributor Points.  

Uses a single Quote Template – when Channel Partners are part of the Opp, dynamically incorporates Reseller and Distributor Points and cumulative pricing/discounting.   Clear and easy-to-use and reduces template clutter and possible errors by fast-moving reps.

Built to work seamlessly with the Paca Quoting Tool.  (100% Salesforce-native.)

When an Opp reaches ClosedWon, automatically create the Renewal for next year – but only the renewable products.   Continuously keeps your Next-Year Pipeline more accurate and up-to-date.  (100% Salesforce-native.) 

We’ve developed custom Objects and Flows that automatically generate monthly ARR Amounts for every Subscription product – providing you an historical record of past performance and a forward-looking projection of already-booked ARR.  Now, you can know what ARR you’ve already booked for next year, and how much you need to close to hit your targets.  (100% Salesforce-native.) 

For every ClosedWon Opp, you can automatically copy all Recurring Products into a custom Subscription License object – so you can know exactly which products are owned by each Customer.  Precise Start and End Dates for every product. 

Built to work seamlessly with our ARR Reporting feature.  (100% Salesforce-native.) 

“How did all my inbound Leads reach my website?”

GA tracks this, but it’s delayed and nearly impossible to attach to your Lead records in Salesforce. 

Now, you can capture the standard Referring Source information (e.g., Organic, Paid Search, etc.) as well as the UTM-xxx values you embed in your Marketing-managed links (e.g., email, blogs, social links, etc.).  They’ll pass with your website forms and get logged on your Lead, Contact, and CampaignMember records.  

For the first time, you can have Full Lifecycle Source Attribution – from Lead thru ClosedWon Opp.  You’ll know exactly how many ClosedWon Opps had more Contacts from Organic vs Paid Social sources

This is a JS plugin for your website and works seamlessly with Hubspot, Marketo, or any Marketing Automation Platform that consumes Forms and synchs with Salesforce.

Many Companies activate Campaign Influence in their Salesforce Instance, but very few go beyond the single out-of-the-box Primary Campaign Model, which attributes revenue only to the Primary Contact on an Opp. 

We’ve built additional Campaign Influence models that give you more options for determining the best Attribution Model for your business.  (100% Salesforce-native.)  

• First Touch

• Even Distribution

• Custom (Weighted) Distribution

Interested in seeing the campaign influence of all Contacts in an Account for a ClosedWon Opp – instead of just the Opportunity Contact Roles that reps remembered to attach to the Opp?   

We’ve built a custom Account-Level Campaign Influence that does just that!  (100% Salesforce-native.)

Let's face it - testing is a never-ending part of keeping your systems and processes working well.  And, testing in a Sandbox is important - but really thorough testing means doing it in Production, where all your systems (and your data, and products, and users) are fully configured.  But, the more you test, the harder it is to keep Production data clean and Reporting accurate. 

Paca has created a fully configurable set of Test Record automations that automatically detect Test Data, and marks every record for easy cleanup and exclusion from Reports.  Hierarchical Test records are automatically tagged thru the entire parent/child hierarchies - so an Account marked as "Test" will automatically tag all associated Contacts, Opportunities, and Quotes.   You can also manually set / unset any records to ensure your Production instance is as clean as possible.

When territories change or reps change jobs, keep your Contact Owners up-to-date by running them thru Lead Assignment Rules.  What used to be a painful once-a-quarter manual exercise can be much quicker and easier.  (100% Salesforce-native.) 

With a simple checkbox, now you can re-run any Leads thru the current Lead Assignment Rules.  Far easier and more accurate than relying on the Sales Managers and the map taped to their wall.  (100% Salesforce-native.)  

If you need to equitably distribute all Leads of a certain type (e.g., “Demo” or “Request a Quote”), we’ve built an extremely flexible tool that enhances Salesforce’s standard Lead Assignment Rules to round-robin distribute Leads to any number of Owners based on Campaign and/or Country/State.  (100% Salesforce-native. )