Master the Art of Sales Automation with Salesforce CPQ

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Abhishek Bagherwal

3:08:01

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1 - Introduction

1 - Get Salesforce CPQ Developer Edition Org.mp4

01:15

1 - Link To Get Your Salesforce CPQ Developer Edition Org.txt

2 - Bundle Product Configuration

2 - Configure Bundle Products.mp4

05:18

3 - Dynamic Bundles.mp4

05:01

4 - Add Features On Bundle Product.mp4

06:10

5 - Features User Experience.mp4

02:47

3 - Guided Selling

6 - Guided Selling.mp4

10:32

4 - Custom Actions

7 - Custom Actions.mp4

14:49

5 - Pricing

8 - Pricing Tool Overview.mp4

02:07

9 - Price Waterfall Overview.mp4

03:19

10 - Block Pricing.mp4

05:57

11 - Percent Of Total Pricing.mp4

02:08

12 - Option Price Override.mp4

02:22

13 - Cost Plus Markup Pricing.mp4

01:46

14 - Contracted Pricing.mp4

02:40

6 - Product And Pricing Rules

15 - Product Rules Validation And Selection.mp4

08:23

16 - Product Rules Filter And Alert.mp4

11:12

17 - Price Rules.mp4

03:35

7 - Discounting

18 - Option Discount.mp4

02:07

19 - Volume Based Discount.mp4

03:29

20 - Additional Discount.mp4

02:55

21 - Channel Discount.mp4

01:52

8 - Subscription Quote Proposal

22 - Subscription And Multidimensional Quoting.mp4

04:54

23 - Proposal Document Design.mp4

06:25

9 - Order And Contract

24 - Order Generation.mp4

05:55

25 - Contract Generation.mp4

04:39

10 - Renewals And Amendments

26 - Renewal Opportunity Creation.mp4

02:19

27 - Create Quote For A Renewal Contract.mp4

01:57

28 - Amend Contract.mp4

03:55

29 - Amend Contract To Replace Product.mp4

03:48

30 - Amend Contract Through An Opportunity.mp4

04:19

31 - Amendment Start Date Filter For Subscription Products.mp4

02:38

32 - Significance Of Amendment End Date.mp4

04:06

33 - Amending Multidimensional Quote.mp4

04:43

11 - Attributes

34 - Configuration Attributes.mp4

06:21

35 - Global Attributes.mp4

14:20

12 - Lookup Queries And Summary Variables

36 - Lookup Queries.mp4

08:58

37 - Summary Variables.mp4

04:56

13 - CPQ Deployment

38 - CPQ Deployment.mp4

04:04

Description

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

What You'll Learn?

In this course, you will learn how to use Salesforce CPQ to streamline their 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.

Who is this for?

Sales Professionals

Business Analysts

Sales Operations Managers

Salesforce Administrators

Salesforce Developers

Salesforce Consultants

Salesforce CPQ Specialists

Anyone interested in Salesforce CPQ

What You Need to Know?

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.

More details

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.
Who this course is for:
Sales Professionals
Business Analysts
Sales Operations Managers
Salesforce Administrators
Salesforce Developers
Salesforce Consultants
Salesforce CPQ Specialists
Anyone interested in Salesforce CPQ

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Abhishek Bagherwal, a 10x 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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