CRM Variables are a powerful platform feature that enables organizations to import data automatically from a Salesforce Account, Opportunity, or Quote at deal creation time. When Sales Operators and Deal Desk teams configure their templates with CRM variables, this greatly reduces the errors caused by manual data entry.

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What about data from objects other than Account, Opportunity or Quote? This week we are excited to announce CRM Variables functionality has been extended to include parsing data through Salesforce Reference Fields and opens up many more data sources for order form customization.

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Interested in learning more about CRM Variables and how they can help with automation Reach out to support@revops.io or to your friendly Account Executive to request enrollment in the Beta.