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Mastering Configuration, Pricing, and Quoting (CPQ); A Comprehensive Risk Management Framework

$197.00
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Course access is prepared after purchase and delivered via email
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Self-paced • Lifetime updates
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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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What does the Configuration, Pricing, and Quoting (CPQ) course cover?

Configuration, Pricing, and Quoting (CPQ) is covered here in 10 modules: Introduction to CPQ: Understanding the CPQ process, Overview of CPQ tools and technologies, Configuration Management: Best practices for, Managing product variants and options, Pricing Strategies: Understanding and tactics, Managing price lists and discounts and 7 more.

How do you approach Configuration, Pricing, and Quoting (CPQ) step by step?

The work is sequenced in 10 stages. It starts with Introduction to CPQ: Understanding the CPQ process, Overview of CPQ tools and technologies, moves through Configuration Management: Best practices for, Managing product variants and options and Pricing Strategies: Understanding and tactics, Managing price lists and discounts, and ends at CPQ Best Practices and Case Studies: Best practices for CPQ excellence.

What is in Module 1 of the Configuration, Pricing, and Quoting (CPQ) course?

Module 1 is Introduction to CPQ: Understanding the CPQ process, Overview of CPQ tools and technologies. It works through defining CPQ and its importance in business, understanding the CPQ process, identifying the benefits and challenges of CPQ and 1 more. It sets the vocabulary the remaining 9 modules build on.

How is the Configuration, Pricing, and Quoting (CPQ) course delivered?

The Configuration, Pricing, and Quoting (CPQ) course is fully self-paced with immediate online access after enrolment. Access does not expire and future updates are included at no cost. It can be taken on any device, and a certificate of completion is issued by The Art of Service when you finish.

How much does the Configuration, Pricing, and Quoting (CPQ) course cost?

The Configuration, Pricing, and Quoting (CPQ) course is $199 as a one time payment. There is no subscription, no per seat licence and no hidden fee. Enrolment carries a 30 day satisfied or refunded guarantee, so it can be assessed in full before you commit.

Closely related courses: Salesforce CPQ, Certified Pricing and Quoting (CPQ) Mastery, The CPQ Admin's Course on Accelerating Quote Accuracy.

More answers: what you get with every course, refund policy, all help answers.

Mastering Configuration, Pricing, and Quoting (CPQ): A Comprehensive Risk Management Framework



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills needed to master Configuration, Pricing, and Quoting (CPQ) and develop a robust risk management framework. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning approach
  • Practical and real-world applications
  • High-quality content developed by expert instructors
  • Certificate issued by The Art of Service upon completion
  • Flexible learning options
  • User-friendly and mobile-accessible platform
  • Community-driven learning environment
  • Actionable insights and hands-on projects
  • Bite-sized lessons for easy learning
  • Lifetime access to course materials
  • Gamification and progress tracking features


Course Outline

Module 1. Introduction to CPQ: Understanding the CPQ process, Overview of CPQ tools and technologies

  • Defining CPQ and its importance in business
  • Understanding the CPQ process
  • Identifying the benefits and challenges of CPQ
  • Overview of CPQ tools and technologies

Module 2. Configuration Management: Best practices for, Managing product variants and options

  • Understanding configuration management
  • Defining product configurations and attributes
  • Managing product variants and options
  • Best practices for configuration management

Module 3. Pricing Strategies: Understanding and tactics, Managing price lists and discounts

  • Understanding pricing strategies and tactics
  • Defining pricing models and structures
  • Managing price lists and discounts
  • Best practices for pricing management

Module 4. Quoting and Proposal Management: Best practices for, Managing quote and proposal content

  • Understanding the quoting and proposal process
  • Defining quote and proposal templates
  • Managing quote and proposal content
  • Best practices for quoting and proposal management

Module 5. Risk Management Framework: Managing risk and compliance in CPQ

  • Understanding risk management in CPQ
  • Defining risk assessment and mitigation strategies
  • Managing risk and compliance in CPQ
  • Best practices for risk management in CPQ

Module 6. CPQ Implementation and Integration: Managing CPQ integration with other systems

  • Understanding CPQ implementation and integration
  • Defining CPQ implementation strategies and best practices
  • Managing CPQ integration with other systems
  • Overcoming common implementation and integration challenges

Module 7. CPQ Analytics and Reporting: Best practices for, Defining CPQ metrics and KPIs

  • Understanding CPQ analytics and reporting
  • Defining CPQ metrics and KPIs
  • Managing CPQ data and analytics
  • Best practices for CPQ analytics and reporting

Module 8: CPQ Security and Compliance

  • Understanding CPQ security and compliance
  • Defining CPQ security and compliance requirements
  • Managing CPQ security and compliance risks
  • Best practices for CPQ security and compliance

Module 9. CPQ Change Management: Managing CPQ change and adoption

  • Understanding CPQ change management
  • Defining CPQ change management strategies and best practices
  • Managing CPQ change and adoption
  • Overcoming common change management challenges

Module 10. CPQ Best Practices and Case Studies: Best practices for CPQ excellence

  • Understanding CPQ best practices and case studies
  • Defining CPQ success stories and lessons learned
  • Managing CPQ benchmarking and continuous improvement
  • Best practices for CPQ excellence


Certificate and Recognition

Upon completion of the course, participants will receive a certificate issued by The Art of Service, recognizing their mastery of Configuration, Pricing, and Quoting (CPQ) and risk management framework.

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