Objective
- Understanding basic concepts such as configuration, pricing, and quote generation
- Learning product and service configuration in Salesforce CPQ
- Acquiring skills in product pricing using Salesforce CPQ
- Creation of customized quotes based on needs
Professions
- Head of Sales
- Sales
- Product Manager
- Head of Marketing
Modalities
Course in French or English Classroom-based or Online Course
For whom? : Students In-person Course: 8 hours
Prerequisites: None E-learning Course: 8 hours
Resources
Access to the Saas Software - Salesforce CPQ is provided for each student during the practical course
Certified Salesforce CPQ Trainer
Certificate: Certificate of Achievement
Practical Software Course
Module 1: Introduction to Salesforce CPQ
- Introduction to Salesforce CPQ and its Features
- User Account Creation
- Navigation in the User Interface
- Overview of the Lead to Quote Sales Process
Module 2: Configuration de Produits
- Understanding basic product configuration concepts
- Practical exercises on creating and managing product catalogs
- Configuration of a Basic Bundle
- Testing and validation
Module 3: Pricing in Salesforce CPQ
- Learning pricing techniques
- Creation of simple pricing rules
- Simulation of pricing scenarios
Module 4: Quote Generation
- Process of creating quotes in Salesforce CPQ
- Customizing quotes based on customer needs
- Managing discounts and promotions
Module 5: E-Signature
- Understanding Electronic Signature Features
- Exploring integrated electronic signature features in Salesforce CPQ
- Understanding the benefits and importance of electronic signature in the sales process
Module 6: Practical Project and Final Evaluation
- Application of acquired knowledge through a provided scenario
- Completion of an exercise involving configuration, pricing, and quote generation
Practical case and simulation of using Salesforce CPQ
- Process of developing a campaign
- Management of a B2C marketing campaign
- Evaluation and Success Certification
Functioning of the practical course
The in-school practical software course is a course from the Educ Software catalog that takes place within a classroom in your institution. The practical course occurs both in-person and partly through e-learning, with students completing individual assignments supported by an instructor, who can be reached via messaging if needed.
If you wish to have a customized course program, Educ Software offers its expertise to support your institution. Contact us
