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

$201.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
Self-paced • Lifetime updates
Your guarantee:
30-day money-back guarantee — no questions asked
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Trusted by professionals in 160+ countries
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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What does the CPQ course cover?

CPQ is covered here in 10 modules: Introduction to CPQ: History and evolution of CPQ, Defining CPQ and its importance, CPQ Fundamentals: Pricing strategies and methods in CPQ, CPQ Implementation Strategies: Developing a CPQ implementation roadmap and 7 more. The outline lists 40 specific topics, opening with defining CPQ and its importance and closing with best practices for CPQ self-assessment and optimization.

How do you approach CPQ step by step?

The work is sequenced in 10 stages. It starts with Introduction to CPQ: History and evolution of CPQ, Defining CPQ and its importance, moves through CPQ Fundamentals: Pricing strategies and methods in CPQ and CPQ Implementation Strategies: Developing a CPQ implementation roadmap, and ends at CPQ Self-Assessment and Optimization: Best practices for.

What is in Module 1 of the CPQ course?

Module 1 is Introduction to CPQ: History and evolution of CPQ, Defining CPQ and its importance. It works through defining CPQ and its importance, history and evolution of CPQ, key benefits and challenges of CPQ implementation and 1 more. It sets the vocabulary the remaining 9 modules build on.

How is the CPQ course delivered?

The 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 CPQ course cost?

The 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: Configure Price Quote CPQ Application Suites Toolkit, Salesforce CPQ, CPQ Complete Self-Assessment Guide, The CPQ Admin's Course on Accelerating Quote Accuracy.

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

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: History and evolution of CPQ, Defining CPQ and its importance

  • 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: Pricing strategies and methods in CPQ

  • 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

  • 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: Best practices for

  • 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: Managing price lists and catalogs

  • 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: Managing quote versions and revisions

  • 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: Best practices for, Configuring reports and dashboards

  • 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: Best practices for, Managing data encryption and backup

  • 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: Best practices for, Developing a CPQ implementation plan

  • 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: Best practices for

  • 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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