Conga CPQ Essentials: Optimize Quote Generation (Salesforce)

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5:37:42

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1. Conga Community and Package Installation.mp4

05:14

2. Lets do Config Settings.mp4

21:59

3. Our First Sample Cart.mp4

19:18

4. The Summary till Cart Finalization.mp4

04:13

5. List of Products to Setup for the Kitchen.mp4

05:10

6. Adding Standalone Products.mp4

12:07

7. Adding Categories to the Catalogue.mp4

16:22

8. Understand Bundles and Options.mp4

10:43

9. Create a Bundle and Configure it.mp4

15:34

10. Option Groups and Options.mp4

11:08

11. Associate Attributes to Products.mp4

16:53

12. Apply Product Attribute Rules.mp4

19:03

13. Attribute Value Matrices.mp4

09:44

14. Compare Product with Feature Sets.mp4

04:22

15. Promoting PAAA Kitchen to B2B.mp4

02:37

16. Adding Products to B2B PriceList.mp4

18:50

17. Attribute Based Pricing.mp4

11:35

18. Dimension Price Matrix (Range).mp4

11:58

19. Dimension Pricing Matrix (Cumulative Range).mp4

06:27

20. Dimensional Price Matrix (Cum-Range Line Item).mp4

07:26

21. Defining Packaging Fee (THE WRONG WAY).mp4

10:18

22. Adding Packaging Fee (THE RIGHT WAY).mp4

10:27

23. Price Ramp Scenario.mp4

03:20

24. Implement the Price Ramp Scenario.mp4

15:15

25. Option Pricing and Cascade Quantity.mp4

25:03

26. Max and Min Cap on Base Price.mp4

11:05

27. Related Based Price List.mp4

07:13

28. Waiving off Delivery Fee (Charge Type Criteria).mp4

07:30

29. Lect-29.mp4

02:55

30. Pricing - Config Setting.mp4

02:55

31. Constraint Rules - Auto Include Scenario (Standalone + Bundle).mp4

10:58

Description

A Step-by-Step Journey to Mastering Conga CPQ for Efficient Sales Operations in Salesforce ecosystem

What You'll Learn?

Gain a comprehensive understanding of the core concepts and components of CPQ, including configuration rules, pricing models, and quote generation processes.
Become proficient in using Conga CPQ tools and functionalities to configure products, manage pricing, and generate accurate quotes efficiently.
Develop the ability to apply Conga CPQ to real-world business scenarios, such as complex product configuration, pricing negotiations, and handling custom quote.
Learn strategies to optimize sales processes, including streamlining quote generation, improving quote accuracy, and enhancing customer experience.

Who is this for?

Salesforce CPQ Developer, Sales Operations Professionals, CRM Administrators and Salesforce Users, Business Analysts, Consultants and Solution Architects

What You Need to Know?

Knowledge of Salesforce CRM System

More details

Description
Unlock the power of Conga CPQ and transform your sales process with our comprehensive course designed for beginners and advanced users alike. This course will guide you through every step of the Configure, Price, Quote (CPQ) process, ensuring you gain the skills needed to streamline your sales operations, improve accuracy, and increase efficiency.
What You Will Learn:
The fundamentals of Conga CPQ and its role in the sales process.
How to set up and configure Conga CPQ to meet your organizationâ€™s specific needs.
Best practices for creating and managing product catalogs, pricing structures, and discounting rules.
Techniques for generating accurate and professional quotes quickly and easily.
Advanced features and customization options to enhance your CPQ implementation.
Tips and tricks to troubleshoot common issues and optimize your CPQ system.
Course Highlights:
Step-by-Step Guidance: Detailed instructions and practical examples to help you understand and apply Conga CPQ features effectively.
Hands-On Exercises: Real-world scenarios and hands-on activities to reinforce learning and build confidence.
Expert Insights: Learn from industry experts with extensive experience in implementing and using Conga CPQ.
Certification Preparation: Comprehensive coverage of topics to help you prepare for Conga CPQ certification exams.
Who Should Enroll:
Sales professionals looking to enhance their quoting and pricing skills.
Administrators and IT professionals responsible for implementing and managing CPQ systems.
Business analysts and consultants seeking to understand CPQ best practices.
Anyone interested in streamlining their sales processes and improving efficiency.
By the end of this course, you will have a thorough understanding of Conga CPQ and be equipped with the knowledge and skills to leverage its capabilities for your organizationâ€™s benefit. Join us and take the first step towards mastering Conga CPQ and revolutionizing your sales process.
Who this course is for:
Salesforce CPQ Developer, Sales Operations Professionals, CRM Administrators and Salesforce Users, Business Analysts, Consultants and Solution Architects

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Instructor's Courses

With over 10 years of extensive experience in Salesforce development and architecture, I'm thrilled to share my knowledge and expertise with you on Udemy. As a seasoned Salesforce developer and architect, I've had the privilege of working on numerous projects, honing my skills in various Salesforce technologies.My journey in Salesforce began over a decade ago, and since then, I've specialized in VisualForce, Aura Lightning Components, Lightning Web Components (LWC), Apex, CPQ, CLM, Building Lightning Flows etc. Throughout my career, I've been passionate about staying at the forefront of Salesforce innovation, ensuring that I can provide my clients and teams with the most effective solutions tailored to their needs.In my courses, I aim to distill my years of experience into practical, easy-to-understand lessons that will empower you to excel in Salesforce development and architecture. Whether you're just starting your journey in Salesforce or looking to deepen your expertise, my goal is to equip you with the skills and insights you need to succeed in today's dynamic tech landscape.Join me as we dive into the exciting world of Salesforce development and architecture. Let's unlock your full potential together!

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