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CPQ Complete Self-Assessment and Implementation Mastery Course

CPQ Complete Self-Assessment and Implementation Mastery Course

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
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Toolkit Included:
Includes a practical, ready-to-use toolkit with implementation templates, worksheets, checklists, and decision-support materials so you can apply what you learn immediately - no additional setup required.
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CPQ Complete Self-Assessment and Implementation Mastery Course Curriculum

This comprehensive course is designed to equip participants with the knowledge and skills necessary to implement and master CPQ (Configure, Price, Quote) solutions. Upon completion, participants will receive a certificate issued by The Art of Service, recognizing their expertise in CPQ implementation and mastery.



Course Overview

This interactive and engaging course is structured into 8 modules, covering a wide range of topics related to CPQ implementation and mastery. The curriculum is designed to be comprehensive, practical, and relevant to real-world applications.



Course Outline

Module 1: CPQ Fundamentals

  • Introduction to CPQ: Understanding the basics of CPQ and its benefits
  • CPQ Market Overview: Exploring the current market trends and landscape
  • Key Concepts and Terminology: Defining essential CPQ terms and concepts
  • CPQ Business Case: Building a business case for CPQ implementation

Module 2: CPQ Implementation Planning

  • CPQ Implementation Roadmap: Creating a step-by-step implementation plan
  • Stakeholder Identification and Management: Identifying and engaging key stakeholders
  • Change Management: Developing a change management strategy
  • Project Planning and Timeline: Creating a project plan and timeline

Module 3: CPQ Configuration and Setup

  • CPQ Solution Selection: Evaluating and selecting a CPQ solution
  • CPQ Configuration: Configuring CPQ to meet business requirements
  • Data Migration and Integration: Migrating data and integrating with existing systems
  • User Roles and Permissions: Defining user roles and permissions

Module 4: CPQ Quote and Proposal Generation

  • Quote and Proposal Templates: Creating and customizing quote and proposal templates
  • Quote and Proposal Generation: Generating quotes and proposals using CPQ
  • Approval Processes: Designing and implementing approval processes
  • Quote and Proposal Management: Managing quotes and proposals

Module 5: CPQ Pricing and Discounting

  • Pricing Strategies: Understanding pricing strategies and models
  • Discounting and Promotions: Configuring discounting and promotions
  • Price Lists and Pricing Rules: Creating and managing price lists and pricing rules
  • Price Management: Managing prices and pricing changes

Module 6: CPQ Analytics and Reporting

  • CPQ Analytics and Reporting: Understanding the importance of analytics and reporting
  • Reporting and Dashboards: Creating reports and dashboards
  • Data Visualization: Visualizing data to gain insights
  • CPQ Performance Metrics: Defining and tracking CPQ performance metrics

Module 7: CPQ Integration and Customization

  • CPQ Integration: Integrating CPQ with other systems and applications
  • Customization and Extensibility: Customizing and extending CPQ functionality
  • APIs and Integration Tools: Using APIs and integration tools
  • Best Practices for Integration and Customization: Following best practices for integration and customization

Module 8: CPQ Implementation and Mastery

  • CPQ Implementation Best Practices: Following best practices for CPQ implementation
  • CPQ Mastery: Achieving CPQ mastery through ongoing optimization and improvement
  • CPQ Governance: Establishing CPQ governance and ownership
  • Future-Proofing CPQ: Future-proofing CPQ investments


Course Features

  • Interactive and Engaging: Interactive lessons, quizzes, and exercises
  • Comprehensive and Practical: Comprehensive coverage of CPQ implementation and mastery
  • Personalized Learning: Personalized learning experience through flexible pacing
  • Up-to-Date Content: Up-to-date content reflecting the latest CPQ trends and best practices
  • Expert Instructors: Expert instructors with extensive CPQ experience
  • Certification: Certificate upon completion issued by The Art of Service
  • Flexible Learning: Flexible learning options to accommodate different learning styles
  • User-Friendly and Mobile-Accessible: User-friendly and mobile-accessible course platform
  • Community-Driven: Community-driven discussion forums and support
  • Actionable Insights: Actionable insights and takeaways
  • Hands-On Projects: Hands-on projects and exercises
  • Bite-Sized Lessons: Bite-sized lessons for easy learning
  • Lifetime Access: Lifetime access to course materials
  • Gamification and Progress Tracking: Gamification and progress tracking to enhance learning
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