Learning Salesforce CPQ

Learn how to use Salesforce CPQ, which leverages the power of the Salesforce Sales Cloud, to easily create quotes and pricing.

Salesforce CPQ helps you manage the last stage of the sales process by making it easier to deliver pricing and quotes to your buyers. In this course, learn how to leverage this enterprise-level pricing solution for bundled pricing, discounting, quote management, and more—all inside Salesforce. Instructor Christine Pereira discusses the benefits of CPQ, how to identify who should be using this sales tool, and how to integrate CPQ into your own sales cycle. She also dives into the areas of quotes, products, and pricing as they relate to CPQ. Discover how to access and edit quotes in CPQ, add products and navigate the guided selling wizard to generate a quote, and generate pricing of products and product bundles.

Introduction

• Welcome
• What is CPQ for Salesforce?
• What you need to know about CPQ

1. Getting Started with CPQ

• The benefits of CPQ
• CPQ and the sales cycle
• Who uses CPQ?

2. Quotes

• How quotes work in CPQ
• How to access and edit quotes in CPQ
• Primary quotes

3. Products

• How to add products
• Product bundles
• Guided selling

4. Pricing

• Generate pricing
• Price books
• Discounting

Conclusion

• Next steps