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Mastering Salesforce CPQ; A Step-by-Step Guide to Configure, Price, and Quote with Confidence

$199.00
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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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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 Salesforce CPQ: A Step-by-Step Guide to Configure, Price, and Quote with Confidence



Course Overview

This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and become proficient in creating accurate quotes, managing pricing, and streamlining your sales process. With this course, you'll gain hands-on experience and confidence in using Salesforce CPQ to drive business success.



Course Features

  • Interactive and Engaging: Interactive lessons, quizzes, and hands-on projects to keep you engaged and motivated.
  • Comprehensive: Covers all aspects of Salesforce CPQ, from basic to advanced topics.
  • Personalized: Learn at your own pace and focus on the topics that matter most to you.
  • Up-to-date: Stay current with the latest Salesforce CPQ features and best practices.
  • Practical and Real-world applications: Apply your knowledge to real-world scenarios and case studies.
  • High-quality content: Expertly crafted lessons, videos, and resources to ensure your success.
  • Expert instructors: Learn from experienced Salesforce CPQ professionals and industry experts.
  • Certification: Receive a certificate upon completion, issued by The Art of Service.
  • Flexible learning: Access the course from anywhere, at any time, and on any device.
  • User-friendly: Easy-to-use interface and intuitive navigation.
  • Mobile-accessible: Learn on-the-go with our mobile-friendly design.
  • Community-driven: Join a community of like-minded professionals and get support when you need it.
  • Actionable insights: Take away practical tips and best practices to apply to your own business.
  • Hands-on projects: Apply your knowledge to real-world projects and scenarios.
  • Bite-sized lessons: Learn in manageable chunks, with each lesson focused on a specific topic.
  • Lifetime access: Enjoy ongoing access to the course, even after completion.
  • Gamification: Engage with the course through interactive elements, such as quizzes and challenges.
  • Progress tracking: Monitor your progress and stay motivated with our tracking features.


Course Outline

Module 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ
  • Benefits of using Salesforce CPQ
  • Key features and functionality
  • Setting up Salesforce CPQ

Module 2: Configuring Products and Pricing

  • Creating and managing products
  • Configuring pricing rules and structures
  • Managing price books and price lists
  • Using product bundles and kits

Module 3: Creating and Managing Quotes

  • Creating and managing quotes
  • Configuring quote templates and layouts
  • Managing quote approvals and workflows
  • Using quote analytics and reporting

Module 4: Advanced CPQ Features

  • Using advanced pricing features, such as tiered pricing and volume discounts
  • Configuring and managing contract pricing
  • Using CPQ with other Salesforce features, such as Sales Cloud and Service Cloud
  • Integrating CPQ with external systems and tools

Module 5: CPQ Best Practices and Optimization

  • Best practices for implementing and managing CPQ
  • Optimizing CPQ for performance and scalability
  • Troubleshooting common CPQ issues
  • Using CPQ analytics and reporting to inform business decisions

Module 6: Case Studies and Real-World Applications

  • Real-world examples of CPQ in action
  • Case studies of successful CPQ implementations
  • Applying CPQ to different industries and business models
  • Using CPQ to drive business growth and revenue

Module 7: Certification and Final Project

  • Final project: Applying CPQ to a real-world scenario
  • Certification exam: Demonstrating your knowledge and skills
  • Course wrap-up and next steps


Certification

Upon completion of the course, you'll receive a certificate issued by The Art of Service, demonstrating your expertise and knowledge in Salesforce CPQ.



Join the Course Today!

Don't miss out on this opportunity to master Salesforce CPQ and take your career to the next level. Join the course today and start learning the skills you need to succeed!

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