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Mastering Salesforce CPQ; Unlocking Efficient Quote and Pricing Management

Mastering Salesforce CPQ; Unlocking Efficient Quote and Pricing Management

$199.00
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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 Pricing Management



Course Overview

This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and unlock efficient quote and pricing management for your organization. With this course, you'll gain the skills and knowledge needed to streamline your sales process, improve accuracy, and increase revenue.



Course Objectives

  • Understand the fundamentals of Salesforce CPQ and its role in the sales process
  • Learn how to configure and customize CPQ to meet your organization's needs
  • Master the art of pricing and quoting with CPQ
  • Discover how to integrate CPQ with other Salesforce tools and features
  • Develop the skills needed to troubleshoot common CPQ issues
  • Learn best practices for implementing and managing CPQ


Course Outline

Module 1: Introduction to Salesforce CPQ

  • What is Salesforce CPQ?
  • Benefits of using CPQ
  • Overview of CPQ features and functionality
  • Setting up CPQ in Salesforce

Module 2: Configuring CPQ

  • Configuring products and pricing
  • Setting up pricing rules and formulas
  • Configuring quote templates and documents
  • Customizing the CPQ user interface

Module 3: Pricing and Quoting with CPQ

  • Understanding pricing methods and strategies
  • Creating and managing quotes
  • Managing quote lines and pricing
  • Using CPQ to generate proposals and contracts

Module 4: Integrating CPQ with Other Salesforce Tools

  • Integrating CPQ with Sales Cloud
  • Integrating CPQ with Service Cloud
  • Integrating CPQ with Marketing Cloud
  • Using CPQ with other Salesforce features and tools

Module 5: Troubleshooting and Best Practices

  • Troubleshooting common CPQ issues
  • Best practices for implementing and managing CPQ
  • Optimizing CPQ performance and scalability
  • Securing and backing up CPQ data

Module 6: Advanced CPQ Topics

  • Using CPQ with advanced pricing methods
  • Creating custom CPQ components and integrations
  • Using CPQ with AI and machine learning
  • Future-proofing your CPQ implementation


Course Features

  • Interactive and engaging course content
  • Comprehensive coverage of Salesforce CPQ
  • Personalized learning experience
  • Up-to-date and relevant course content
  • Practical and hands-on training
  • Real-world applications and examples
  • High-quality course content and materials
  • Expert instructors with real-world experience
  • Certification upon completion
  • Flexible learning schedule and pace
  • User-friendly and intuitive course platform
  • Mobile-accessible course content
  • Community-driven learning environment
  • Actionable insights and takeaways
  • Hands-on projects and exercises
  • Bite-sized lessons and modules
  • Lifetime access to course content
  • Gamification and interactive elements
  • Progress tracking and feedback


Certification

Upon completion of this course, participants will receive a certificate issued by The Art of Service. This certificate is a testament to your skills and knowledge in mastering Salesforce CPQ and unlocking efficient quote and pricing management.



Course Format

This course is delivered online and is accessible on any device with an internet connection. The course content is presented in a variety of formats, including video lessons, interactive exercises, and downloadable resources.

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