Master the Art of Sales Automation with Salesforce CPQ
Empowering Sales Teams with Advanced Configuration, Pricing, and Quoting Skills
Updated on Jul, 2024
Language - English
Salesforce,Salesforce Administration,Salesforce Development,Salesforce Certification,Salesforce Other,
Lectures -41
Resources -1
Duration -3 hours
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Course Description
In this course, you will dive deep into the world of Salesforce CPQ, learning how to configure products and bundles, create pricing rules and discounts, renewals and amendments and automate the entire quoting process. You will also gain hands-on experience with the platform, working through real-world scenarios and building your own CPQ solutions. Along with CPQ implementations, this course also covers CPQ deployment which is tedious because metadata and records go together.
I will guide you through the entire process, providing step-by-step instructions and best practices to ensure you not only understand the tool but are able to use it to its full potential.
By the end of this course, you'll have the skills and knowledge you need to streamline your sales process, close more deals, and maximize your revenue. Whether you're new to Salesforce or an experienced user looking to up your CPQ game, this course is the perfect place to start. Enroll today and start mastering Salesforce CPQ!
Whether you're a sales professional, a Salesforce administrator, or a developer, this course will equip you with the skills and knowledge needed to become a Salesforce CPQ expert. Join us today and take the first step toward revolutionizing your sales processes!
Apart from mastering the CPQ product, this course will also help you to clear the Salesforce CPQ Specialist certification exam.
Goals
In this course, you will learn how to use Salesforce CPQ to streamline sales processes and reduce errors.
You will learn how to configure products and set up discount schedules in Salesforce CPQ to create accurate quotes.
You will learn how to use Salesforce CPQ's guided selling feature to help their sales reps choose the right products for each customer.
You will learn how to create contracts and track renewals using Salesforce CPQ's contract management features.
You will learn CPQ deployment.
Prerequisites
Recommended that you have a basic understanding of Salesforce and its ecosystem.
Advisable to have some knowledge of sales and quoting processes.
Prior experience with other Salesforce products, such as Salesforce Sales Cloud or Salesforce Service Cloud, can also be beneficial.
Curriculum
Check out the detailed breakdown of what’s inside the course
Introduction
3 Lectures
-
Course Overview
03:40
03:40
-
Introduction To Salesforce CPQ
01:37
01:37
-
Get Salesforce CPQ Developer Edition Org
01:15
01:15
Bundle Product Configuration
4 Lectures
Pricing
7 Lectures
Guided Selling
1 Lectures
Custom Actions
1 Lectures
Product And Pricing Rules
3 Lectures
Discounting
4 Lectures
Subscription, Quote, Proposal
2 Lectures
Order And Contract
2 Lectures
Renewals And Amendments
8 Lectures
Attributes
2 Lectures
Lookup Queries And Summary Variables
2 Lectures
CPQ Deployment
1 Lectures
Proration
1 Lectures
Instructor Details
Abhishek Bagherwal
Abhishek Bagherwal, a 12x certified Salesforce expert with over 4 years of experience in the industry, is passionate about helping individuals and organizations achieve success through the effective use of Salesforce.
As an instructor, I bring a wealth of practical experience to the classroom, along with a dynamic teaching style that engages learners and makes complex concepts easy to understand. I am committed to helping students not only master the technical skills necessary to use Salesforce effectively but also to develop a deeper understanding of how Salesforce fits into the broader context of business strategy and operations.
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