Mastering Salesforce CPQ: Unlocking Revenue Growth and Sales Efficiency
Course Overview This comprehensive course is designed to help you master Salesforce CPQ (Configure, Price, Quote) and unlock revenue growth and sales efficiency for your organization. With a focus on interactive and engaging learning, this course provides a personalized and up-to-date learning experience that is both practical and applicable to real-world scenarios.
Course Objectives - Understand the fundamentals of Salesforce CPQ and its role in sales automation
- Learn how to configure and implement Salesforce CPQ to meet your organization's needs
- Master the art of pricing and quoting with Salesforce CPQ
- Discover how to optimize sales efficiency and revenue growth with Salesforce CPQ
- Develop hands-on skills with interactive projects and real-world applications
Course Outline Module 1: Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Understanding the CPQ process: Configure, Price, Quote
- Introduction to Salesforce CPQ terminology and concepts
- Hands-on exercise: Setting up Salesforce CPQ
Module 2: Configuring Salesforce CPQ
- Configuring products and pricing in Salesforce CPQ
- Setting up pricing rules and discount structures
- Configuring quote templates and generating quotes
- Hands-on exercise: Configuring products and pricing
Module 3: Pricing and Quoting with Salesforce CPQ
- Understanding pricing strategies and tactics
- Creating and managing price lists and price books
- Generating and managing quotes with Salesforce CPQ
- Hands-on exercise: Creating and managing price lists and quotes
Module 4: Optimizing Sales Efficiency and Revenue Growth
- Understanding sales efficiency metrics and KPIs
- Optimizing sales processes with Salesforce CPQ
- Using data and analytics to drive revenue growth
- Hands-on exercise: Analyzing sales data and optimizing sales processes
Module 5: Advanced Salesforce CPQ Topics
- Using Salesforce CPQ with other Salesforce products (e.g. Sales Cloud, Marketing Cloud)
- Integrating Salesforce CPQ with external systems (e.g. ERP, CRM)
- Customizing and extending Salesforce CPQ with Apex and Visualforce
- Hands-on exercise: Integrating Salesforce CPQ with external systems
Module 6: Best Practices and Troubleshooting
- Best practices for implementing and managing Salesforce CPQ
- Troubleshooting common issues and errors
- Optimizing performance and scalability
- Hands-on exercise: Troubleshooting and optimizing Salesforce CPQ
Course Features - Interactive and engaging learning experience
- Comprehensive and up-to-date course content
- Personalized learning experience with expert instructors
- Hands-on projects and real-world applications
- Bite-sized lessons and flexible learning schedule
- Lifetime access to course materials and community support
- Gamification and progress tracking
- Certificate of Completion issued by The Art of Service
Course Benefits - Master Salesforce CPQ and unlock revenue growth and sales efficiency
- Develop hands-on skills with interactive projects and real-world applications
- Stay up-to-date with the latest Salesforce CPQ features and best practices
- Enhance your career prospects and earning potential
- Join a community of like-minded professionals and experts
,
- Understand the fundamentals of Salesforce CPQ and its role in sales automation
- Learn how to configure and implement Salesforce CPQ to meet your organization's needs
- Master the art of pricing and quoting with Salesforce CPQ
- Discover how to optimize sales efficiency and revenue growth with Salesforce CPQ
- Develop hands-on skills with interactive projects and real-world applications
Course Outline Module 1: Introduction to Salesforce CPQ
- Overview of Salesforce CPQ and its benefits
- Understanding the CPQ process: Configure, Price, Quote
- Introduction to Salesforce CPQ terminology and concepts
- Hands-on exercise: Setting up Salesforce CPQ
Module 2: Configuring Salesforce CPQ
- Configuring products and pricing in Salesforce CPQ
- Setting up pricing rules and discount structures
- Configuring quote templates and generating quotes
- Hands-on exercise: Configuring products and pricing
Module 3: Pricing and Quoting with Salesforce CPQ
- Understanding pricing strategies and tactics
- Creating and managing price lists and price books
- Generating and managing quotes with Salesforce CPQ
- Hands-on exercise: Creating and managing price lists and quotes
Module 4: Optimizing Sales Efficiency and Revenue Growth
- Understanding sales efficiency metrics and KPIs
- Optimizing sales processes with Salesforce CPQ
- Using data and analytics to drive revenue growth
- Hands-on exercise: Analyzing sales data and optimizing sales processes
Module 5: Advanced Salesforce CPQ Topics
- Using Salesforce CPQ with other Salesforce products (e.g. Sales Cloud, Marketing Cloud)
- Integrating Salesforce CPQ with external systems (e.g. ERP, CRM)
- Customizing and extending Salesforce CPQ with Apex and Visualforce
- Hands-on exercise: Integrating Salesforce CPQ with external systems
Module 6: Best Practices and Troubleshooting
- Best practices for implementing and managing Salesforce CPQ
- Troubleshooting common issues and errors
- Optimizing performance and scalability
- Hands-on exercise: Troubleshooting and optimizing Salesforce CPQ
Course Features - Interactive and engaging learning experience
- Comprehensive and up-to-date course content
- Personalized learning experience with expert instructors
- Hands-on projects and real-world applications
- Bite-sized lessons and flexible learning schedule
- Lifetime access to course materials and community support
- Gamification and progress tracking
- Certificate of Completion issued by The Art of Service
Course Benefits - Master Salesforce CPQ and unlock revenue growth and sales efficiency
- Develop hands-on skills with interactive projects and real-world applications
- Stay up-to-date with the latest Salesforce CPQ features and best practices
- Enhance your career prospects and earning potential
- Join a community of like-minded professionals and experts
,
- Interactive and engaging learning experience
- Comprehensive and up-to-date course content
- Personalized learning experience with expert instructors
- Hands-on projects and real-world applications
- Bite-sized lessons and flexible learning schedule
- Lifetime access to course materials and community support
- Gamification and progress tracking
- Certificate of Completion issued by The Art of Service