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CPQ

Salesforce’s CPQ allows you to automate your configure, price, quote processes so you can close deals more efficiently. The tool helps you generate accurate quotes and contracts, which ultimately generates greater revenue. This two-part course will teach you how to build easy and accurate quotes and create faster and cleaner proposals and contracts.

 

The first part is the “CPQ User” which is half a day. This section is user-focused and teaches you how to properly utilize the tool within your organization.

The second part is “CPQ Admin” which is a day and a half. This section takes a deeper dive into how to set up, edit, and customize basic functionality once the implementation has been completed.

 

CPQ User
Module 1: The Application & Data Structure
Module 2: Quote Creation & Usage
Module 3: Product Bundles & Product Rules
Module 4: Contract & Renewal Opportunities
Module 5: Quote Templates

CPQ Admin
Module 1: Quotes
Module 2: Configure
Module 3: Product Rules
Module 4: Quote Line Editor
Module 5: Pricing & Pricing Rules
Module 6: Quote Templates