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Mastering Salesforce CPQ; Unlocking Efficient Quote and Order Management

Mastering Salesforce CPQ; Unlocking Efficient Quote and Order Management

$199.00
When you get access:
Course access is prepared after purchase and delivered via email
How you learn:
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: Unlocking Efficient Quote and Order Management



Course Overview

This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and unlock efficient quote and order management. With this course, you'll gain hands-on experience and in-depth knowledge of Salesforce CPQ, enabling you to streamline your sales processes, improve accuracy, and increase productivity.



Course Features

  • Interactive and engaging learning experience
  • Comprehensive and up-to-date course content
  • Personalized learning approach
  • Practical, real-world applications and examples
  • High-quality content developed by expert instructors
  • Certificate of Completion issued by The Art of Service
  • Flexible learning options, including self-paced and instructor-led
  • User-friendly and mobile-accessible learning platform
  • Community-driven discussion forums
  • Actionable insights and hands-on projects
  • Bite-sized lessons and lifetime access
  • Gamification and progress tracking features


Course Outline

Module 1: Introduction to Salesforce CPQ

  • Overview of Salesforce CPQ and its benefits
  • Understanding the CPQ process: configure, price, quote
  • Setting up and configuring Salesforce CPQ

Module 2: Product and Pricing Management

  • Creating and managing products in Salesforce CPQ
  • Understanding pricing methods and strategies
  • Configuring pricing rules and discounts

Module 3: Quote and Order Management

  • Creating and managing quotes in Salesforce CPQ
  • Understanding the quote-to-order process
  • Managing orders and fulfillment

Module 4: Advanced CPQ Features

  • Using advanced CPQ features, such as bundles and options
  • Configuring and managing CPQ workflows
  • Integrating CPQ with other Salesforce features

Module 5: Reporting and Analytics

  • Understanding CPQ reporting and analytics
  • Creating and managing CPQ reports and dashboards
  • Using data and insights to optimize CPQ processes

Module 6: Implementation and Best Practices

  • Best practices for implementing Salesforce CPQ
  • Understanding common CPQ implementation challenges
  • Strategies for successful CPQ adoption and adoption

Module 7: Advanced Topics and Case Studies

  • Advanced CPQ topics, such as AI and machine learning
  • Real-world case studies and success stories
  • Expert insights and panel discussions

Module 8: Final Project and Assessment

  • Hands-on final project to demonstrate CPQ skills
  • Comprehensive assessment and feedback
  • Certificate of Completion issued by The Art of Service


Certificate of Completion

Upon completing this course, participants will receive a Certificate of Completion issued by The Art of Service. This certificate demonstrates your expertise and knowledge in Salesforce CPQ and can be used to enhance your career prospects and professional development.

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