What does the Salesforce CPQ course cover?
Salesforce CPQ is covered here in 8 modules: Introduction to Salesforce CPQ: Key features and functionality, Configuring Products and Pricing Rules: Discounts and promotions, Pricing rules and strategies, Creating Quotes and Orders: Quote and order templates, Quote creation and management and 5 more. The outline lists 32 specific topics, opening with What is Salesforce CPQ? and closing with troubleshooting and support.
How do you approach Salesforce CPQ step by step?
The work is sequenced in 8 stages. It starts with Introduction to Salesforce CPQ: Key features and functionality, moves through Configuring Products and Pricing Rules: Discounts and promotions, Pricing rules and strategies and Creating Quotes and Orders: Quote and order templates, Quote creation and management, and ends at Administration and Maintenance: Troubleshooting and support, Security and access controls.
What is in Module 1 of the Salesforce CPQ course?
Module 1 is Introduction to Salesforce CPQ: Key features and functionality. It works through What is Salesforce CPQ?, Benefits of using Salesforce CPQ, Overview of the Salesforce CPQ process and 1 more. It sets the vocabulary the remaining 7 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.
Closely related courses: Salesforce CPQ Toolkit.
More answers: what you get with every course, refund policy, all help answers.
Mastering Salesforce CPQ: A Step-by-Step Guide to Error-Proof Quotes and Orders
Course Overview
This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and take your sales process to the next level. With our step-by-step guide, you'll learn how to create error-proof quotes and orders, streamline your sales workflow, and improve customer satisfaction.Course Objectives
- Understand the fundamentals of Salesforce CPQ and its benefits
- Learn how to configure products and pricing rules
- Master the art of creating quotes and orders
- Understand how to manage contracts and renewals
- Learn how to analyze and optimize sales performance
Course Outline
Module 1. Introduction to Salesforce CPQ: Key features and functionality
- What is Salesforce CPQ?
- Benefits of using Salesforce CPQ
- Overview of the Salesforce CPQ process
- Key features and functionality
Module 2. Configuring Products and Pricing Rules: Discounts and promotions, Pricing rules and strategies
- Product configuration options
- Pricing rules and strategies
- Discounts and promotions
- Product bundling and packaging
Module 3. Creating Quotes and Orders: Quote and order templates, Quote creation and management
- Quote creation and management
- Order creation and management
- Quote and order templates
- Quote and order approval processes
Module 4. Managing Contracts and Renewals: Renewal and amendment processes
- Contract creation and management
- Renewal and amendment processes
- Contract reporting and analytics
- Contract compliance and governance
Module 5. Analyzing and Optimizing Sales Performance: Sales strategy and planning
- Sales performance metrics and KPIs
- Sales analytics and reporting
- Pipeline management and forecasting
- Sales strategy and planning
Module 6. Advanced Salesforce CPQ Features: Custom pricing and discount rules
- Advanced product configuration options
- Custom pricing and discount rules
- Integration with other Salesforce features
- Best practices for implementing Salesforce CPQ
Module 7. Implementation and Deployment: Deployment and rollout, Configuration and setup
- Implementation planning and strategy
- Configuration and setup
- Testing and quality assurance
- Deployment and rollout
Module 8. Administration and Maintenance: Troubleshooting and support, Security and access controls
- System administration and management
- Data management and integration
- Security and access controls
- Troubleshooting and support
Course Features
- Interactive and engaging content to keep you motivated and focused
- Comprehensive and personalized learning experience tailored to your needs
- Up-to-date and practical knowledge and skills to apply in real-world scenarios
- Expert instructors with extensive experience in Salesforce CPQ
- Certificate of Completion issued by The Art of Service upon completing the course
- Flexible learning options to fit your schedule and learning style
- User-friendly and mobile-accessible platform to access course materials anywhere, anytime
- Community-driven learning environment to connect with peers and instructors
- Actionable insights and hands-on projects to reinforce learning and retention
- Bite-sized lessons and lifetime access to course materials
- Gamification and progress tracking to monitor your progress and stay motivated
What You'll Receive
- A comprehensive course curriculum covering all aspects of Salesforce CPQ
- Interactive and engaging content, including video lessons, quizzes, and hands-on projects
- Personalized support and feedback from expert instructors
- A Certificate of Completion issued by The Art of Service upon completing the course
- Lifetime access to course materials and future updates