What does the Salesforce CPQ course cover?
Salesforce CPQ is covered here in 7 modules: Introduction to Salesforce CPQ: Setting up Salesforce CPQ, Overview of Salesforce CPQ, Configuring Products and Pricing: Creating and managing products, Creating and Managing Quotes: Using quote analytics and reporting and 4 more. The outline lists 27 specific topics, opening with Overview of Salesforce CPQ and closing with course wrap-up and next steps.
How do you approach Salesforce CPQ step by step?
The work is sequenced in 7 stages. It starts with Introduction to Salesforce CPQ: Setting up Salesforce CPQ, Overview of Salesforce CPQ, moves through Configuring Products and Pricing: Creating and managing products and Creating and Managing Quotes: Using quote analytics and reporting, and ends at Certification and Final Project: Course wrap-up and next steps.
What is in Module 1 of the Salesforce CPQ course?
Module 1 is Introduction to Salesforce CPQ: Setting up Salesforce CPQ, Overview of Salesforce CPQ. It works through Overview of Salesforce CPQ, Benefits of using Salesforce CPQ, key features and functionality and 1 more. It sets the vocabulary the remaining 6 modules build on.
How is the Salesforce CPQ course delivered?
The Salesforce 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 Salesforce CPQ course cost?
The Salesforce 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.
More answers: what you get with every course, refund policy, all help answers.
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: Setting up Salesforce CPQ, Overview of 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
- 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: Using quote analytics and reporting
- Creating and managing quotes
- Configuring quote templates and layouts
- Managing quote approvals and workflows
- Using quote analytics and reporting
Module 4. Advanced CPQ Features: Configuring and managing contract pricing
- 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: Troubleshooting common CPQ issues
- 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
- 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: Course wrap-up and next steps
- Final project: Applying CPQ to a real-world scenario
- Certification exam: Demonstrating your knowledge and skills
- Course wrap-up and next steps