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Mastering CPQ; Configure, Price, Quote Implementation and Self-Assessment Strategies

Mastering CPQ; Configure, Price, Quote Implementation and Self-Assessment Strategies

$199.00
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Course access is prepared after purchase and delivered via email
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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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Mastering CPQ: Configure, Price, Quote Implementation and Self-Assessment Strategies



Course Overview

This comprehensive course is designed to equip participants with the knowledge and skills required to implement and manage Configure, Price, Quote (CPQ) systems effectively. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and personalized course content
  • Up-to-date and practical knowledge with real-world applications
  • High-quality content delivered by expert instructors
  • Certificate issued by The Art of Service upon completion
  • Flexible learning options with user-friendly and mobile-accessible platform
  • Community-driven learning with actionable insights
  • Hands-on projects and bite-sized lessons for effective learning
  • Lifetime access to course materials with progress tracking and gamification


Course Outline

Module 1: Introduction to CPQ

  • Defining CPQ and its importance
  • History and evolution of CPQ
  • Key benefits and challenges of CPQ implementation
  • CPQ market trends and industry outlook

Module 2: CPQ Fundamentals

  • Understanding CPQ architecture and components
  • Configuring products and services in CPQ
  • Pricing strategies and methods in CPQ
  • Quote management and approval processes

Module 3: CPQ Implementation Strategies

  • Developing a CPQ implementation roadmap
  • Assessing business requirements and needs
  • Selecting the right CPQ solution and vendor
  • Change management and adoption strategies

Module 4: CPQ Configuration and Customization

  • Configuring product catalogs and pricing rules
  • Customizing quote templates and approval workflows
  • Integrating CPQ with CRM and ERP systems
  • Best practices for CPQ configuration and customization

Module 5: CPQ Pricing and Discounting Strategies

  • Understanding pricing strategies and methods
  • Configuring pricing rules and discount structures
  • Managing price lists and catalogs
  • Best practices for pricing and discounting in CPQ

Module 6: CPQ Quote Management and Approval

  • Understanding quote management and approval processes
  • Configuring quote templates and approval workflows
  • Managing quote versions and revisions
  • Best practices for quote management and approval in CPQ

Module 7: CPQ Reporting and Analytics

  • Understanding CPQ reporting and analytics capabilities
  • Configuring reports and dashboards
  • Analyzing sales performance and customer behavior
  • Best practices for CPQ reporting and analytics

Module 8: CPQ Security and Compliance

  • Understanding CPQ security and compliance requirements
  • Configuring user roles and access controls
  • Managing data encryption and backup
  • Best practices for CPQ security and compliance

Module 9: CPQ Implementation and Deployment

  • Developing a CPQ implementation plan
  • Configuring CPQ solutions and testing
  • Deploying CPQ solutions and training users
  • Best practices for CPQ implementation and deployment

Module 10: CPQ Self-Assessment and Optimization

  • Conducting a CPQ self-assessment and gap analysis
  • Identifying areas for improvement and optimization
  • Developing a CPQ optimization plan and roadmap
  • Best practices for CPQ self-assessment and optimization


Certificate and Recognition

Upon completion of the course, participants will receive a certificate issued by The Art of Service, recognizing their mastery of CPQ implementation and self-assessment strategies.

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