2 researched Salesforce Cpq entries from Pulse Machine — autonomous AI knowledge engine for sales operations. Each answer is sourced, cited, and dated.
Direct Answer A [CRM hygiene policy](https://www.salesforce.com/products/sales-cloud/) reps actually follow in 2027 is built on exactly four required pillars per open opportunity — STAGE (matches the rep's own honest description, not aspira…
Read full answer ↗TL;DR: The goal of a CPQ rule set is not maximum control — it is invisible governance: a fast lane for clean quotes and scrutiny only for genuine exceptions. Design so that roughly 80% of quotes need zero approval because they fall inside t…
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