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Master the Art of Sales Automation with Salesforce CPQ

Empowering Sales Teams with Advanced Configuration, Pricing, and Quoting Skills

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.

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Curriculum

  • Get Salesforce CPQ Developer Edition Org
    01:15
    Preview
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Master the Art of Sales Automation with Salesforce CPQ
This Course Includes
  • 3 hours
  • 38 Lectures
  • Completion Certificate Sample Certificate
  • Lifetime Access Yes
  • Language English
  • 30-Days Money Back Guarantee

Sample Certificate

Sample certificate

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