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Mastering Salesforce CPQ; Configuration, Pricing, and Quoting for Sales Success

Mastering Salesforce CPQ; Configuration, Pricing, and Quoting for Sales Success

$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: Configuration, Pricing, and Quoting for Sales Success



Course Overview

This comprehensive course is designed to help sales professionals master the art of configuration, pricing, and quoting (CPQ) using Salesforce. Participants will learn how to streamline their sales processes, improve accuracy, and increase revenue. Upon completion, participants will receive a certificate issued by The Art of Service.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date content
  • Personalized learning approach
  • Practical, real-world applications
  • High-quality content developed by expert instructors
  • Certificate of Completion issued by The Art of Service
  • Flexible learning schedule
  • User-friendly and mobile-accessible platform
  • Community-driven learning environment
  • Actionable insights and hands-on projects
  • Bite-sized lessons for easy learning
  • Lifetime access to course materials
  • Gamification and progress tracking features


Course Outline

Module 1: Introduction to Salesforce CPQ

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

Module 2: Configuration

  • Understanding product catalogs
  • Creating and managing product bundles
  • Configuring product options and attributes
  • Using configuration rules and constraints

Module 3: Pricing

  • Understanding pricing methods and strategies
  • Creating and managing price books
  • Configuring pricing rules and discounts
  • Using pricing analytics and reporting

Module 4: Quoting

  • Understanding the quoting process
  • Creating and managing quotes
  • Configuring quote templates and layouts
  • Using quote analytics and reporting

Module 5: Advanced CPQ Features

  • Using advanced configuration rules and constraints
  • Configuring custom pricing and discounting
  • Integrating CPQ with other Salesforce features
  • Using CPQ with Salesforce Communities

Module 6: Implementation and Administration

  • Planning and implementing a CPQ solution
  • Configuring CPQ settings and preferences
  • Managing CPQ data and security
  • Troubleshooting common CPQ issues

Module 7: Best Practices and Optimization

  • Best practices for CPQ configuration and management
  • Optimizing CPQ performance and scalability
  • Using CPQ analytics and reporting to inform business decisions
  • Continuously improving and refining CPQ processes

Module 8: Case Studies and Real-World Applications

  • Real-world examples of successful CPQ implementations
  • Case studies of companies using CPQ to improve sales and revenue
  • Lessons learned and best practices from real-world implementations
  • Applying CPQ concepts to real-world business challenges


Certificate of Completion

Upon completing the course, participants will receive a Certificate of Completion issued by The Art of Service. This certificate demonstrates mastery of Salesforce CPQ and can be used to advance career prospects and improve job prospects.

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