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Mastering Salesforce CPQ; Streamlining Sales Processes for Maximum Efficiency

Mastering Salesforce CPQ; Streamlining Sales Processes for Maximum Efficiency

$199.00
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Mastering Salesforce CPQ: Streamlining Sales Processes for Maximum Efficiency



Course Overview

This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and streamline your sales processes for maximum efficiency. With interactive lessons, real-world applications, and expert instructors, you'll gain the skills and knowledge needed to succeed in today's fast-paced sales environment.



Course Curriculum

Chapter 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ: Understanding the basics of CPQ and its benefits
  • Key Features and Functionality: Exploring the core features and functionality of Salesforce CPQ
  • Implementation Best Practices: Tips and best practices for implementing Salesforce CPQ in your organization

Chapter 2: Configuring Salesforce CPQ

  • Product and Pricing Configuration: Configuring products and pricing in Salesforce CPQ
  • Discounts and Promotions: Understanding how to apply discounts and promotions in Salesforce CPQ
  • Product Bundles and Options: Creating product bundles and options in Salesforce CPQ

Chapter 3: Pricing and Quoting

  • Pricing Strategies and Tactics: Understanding pricing strategies and tactics in Salesforce CPQ
  • Quote Management: Managing quotes in Salesforce CPQ
  • Quote Templates and Documents: Creating quote templates and documents in Salesforce CPQ

Chapter 4: Advanced Salesforce CPQ Features

  • Advanced Pricing and Discounting: Understanding advanced pricing and discounting features in Salesforce CPQ
  • Product Recommendations: Using product recommendations in Salesforce CPQ
  • Integration with Other Salesforce Tools: Integrating Salesforce CPQ with other Salesforce tools, such as Sales Cloud and Marketing Cloud

Chapter 5: Reporting and Analytics

  • Reporting and Dashboards: Creating reports and dashboards in Salesforce CPQ
  • Analytics and Insights: Gaining analytics and insights from Salesforce CPQ data
  • Data Visualization: Visualizing data in Salesforce CPQ

Chapter 6: Implementation and Administration

  • Implementation Planning: Planning a successful implementation of Salesforce CPQ
  • Configuration and Setup: Configuring and setting up Salesforce CPQ
  • Administration and Maintenance: Administering and maintaining Salesforce CPQ

Chapter 7: Best Practices and Optimization

  • Best Practices for Salesforce CPQ: Tips and best practices for using Salesforce CPQ
  • Optimizing Salesforce CPQ: Optimizing Salesforce CPQ for maximum efficiency
  • Troubleshooting and Support: Troubleshooting and supporting Salesforce CPQ


Course Features

  • Interactive and Engaging: Interactive lessons and real-world applications to keep you engaged
  • Comprehensive and Personalized: Comprehensive curriculum tailored to your needs and goals
  • Up-to-date and Practical: Up-to-date content and practical skills to apply in your job
  • Expert Instructors: Expert instructors with years of experience in Salesforce CPQ
  • Certification: Receive a certificate upon completion, issued by The Art of Service
  • Flexible Learning: Flexible learning options to fit your schedule and learning style
  • User-friendly and Mobile-accessible: User-friendly and mobile-accessible platform to access course materials anywhere
  • Community-driven: Community-driven discussion forums to connect with peers and instructors
  • Actionable Insights: Actionable insights and hands-on projects to apply in your job
  • Lifetime Access: Lifetime access to course materials and updates
  • Gamification and Progress Tracking: Gamification and progress tracking to stay motivated and engaged


Course Outline Modules

Module 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ
  • Key Features and Functionality
  • Implementation Best Practices

Module 2: Configuring Salesforce CPQ

  • Product and Pricing Configuration
  • Discounts and Promotions
  • Product Bundles and Options

Module 3: Pricing and Quoting

  • Pricing Strategies and Tactics
  • Quote Management
  • Quote Templates and Documents

Module 4: Advanced Salesforce CPQ Features

  • Advanced Pricing and Discounting
  • Product Recommendations
  • Integration with Other Salesforce Tools

Module 5: Reporting and Analytics

  • Reporting and Dashboards
  • Analytics and Insights
  • Data Visualization

Module 6: Implementation and Administration

  • Implementation Planning
  • Configuration and Setup
  • Administration and Maintenance

Module 7: Best Practices and Optimization

  • Best Practices for Salesforce CPQ
  • Optimizing Salesforce CPQ
  • Troubleshooting and Support


Certificate of Completion

Upon completion of this course, you will receive a certificate issued by The Art of Service, demonstrating your expertise in Salesforce CPQ and your ability to streamline sales processes for maximum efficiency.

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