Salesforce CPQ training
Structure your offers. Automate your quotes. Control your prices. Accelerate your sales.
Train your teams in CPQ fundamentals.
-
4 days -
In-person or virtual -
10 learners -
Beginner -
From 3 500€
CPQ Salesforce training
Training objectives
This Salesforce CPQ training course aims to give participants a comprehensive understanding of the process of configuring sales quotes in Salesforce.
By the end of the four days, learners will be able to configure simple and complex products, set up pricing and discount rules, and generate customized quotes that meet the needs of sales teams.
Audience
- Administrators, Consultants, Salesforce Project Managers
- Sales representatives and sales teams using Salesforce
- Pricing and revenue operations managers
- Developers working on CPQ integration and customization
- Anyone involved in implementing or administering the CPQ solution
Prerequisites
- Basic knowledge of Salesforce Sales Cloud.
- An understanding of product/pricing logic is a plus.
Prior knowledge of the Salesforce CRM environment is recommended to get the most out of the sessions.
Training program
CPQ: configure, price, quote
- Understanding the CPQ lifecycle
- Discovering the main CPQ objects
- Creating simple products
- Mastering the CPQ environment and navigation
- Configure product bundles
- Create product rules
- Set selection options and constraints
- Use configuration validation rules
- Understanding pricing rules and strategies in Salesforce CPQ
- Creating price rules
- Configuring discounts and promotions
- Advanced pricing automation
- Best practices for ensuring price consistency
- Create and customize quote templates
- Generate and send quotes
- Generate contracts and renewals
- Convert a quote into a contract
Next session
24 - 27 Nov
Monday to Thursday
9h00 - 17h30
Teaching methods and resources
The 4-day course is run face-to-face by an expert trainer in CPQ and Revenue Cloud in general.
This is an active, participative training program, designed to enable learners to play an active role in their training. It combines theory with practical exercises and real-life situations.
Our training is delivered by CPQ experts
Candice Tenailleau
After several years' experience as a senior auditor and management controller, Candice applies her knowledge to her job as a Revenue Cloud consultant. On a daily basis, Candice trains both users of the platform and consultants wishing to specialize. She is happy to share her knowledge with learners during training sessions.
Mélanie Texereau
With over 12 years' experience on Salesforce, nothing escapes Mélanie's attention when it comes to revenue cycle management on Salesforce! A true expert in her field, she has trained several hundred users, as well as internal and external consultants. Thanks to Mélanie's training, CPQ will no longer hold any secrets for you.
Optimize your sales with Salesforce CPQ
Salesforce CPQ lets you configure complex offers with ease, while respecting your business rules.
Integrated with your CRM, CPQ aligns your teams around a fluid, fast and error-free sales process.
Train your teams to make the most of CPQ and gain sales efficiency.
Focus on Salesforce CPQ
What is Salesforce CPQ?
Salesforce CPQ (configure, price, quote) is a Salesforce CRM-integrated solution for configuring offers, calculating dynamic prices and generating automated quotes.
What is CPQ?
Salesforce CPQ is used to speed up the sales process and make it more reliable, by guiding sales staff through product configuration, price application and the production of accurate quotations.
How does CPQ work?
Through a set of rules, product options and automations, you can generate a complete, personalized sales offer in line with your company’s policies, in just a few clicks.
Salesforce CPQ use case: Sell technical offers without errors using Salesforce CPQ
In the industrial or technology sectors, sales staff often have to put together tailor-made offers with numerous options, dependencies or technical constraints. Salesforce CPQ enables these products to be configured via automated rules, avoiding errors of combination or omission.
The user is guided step by step through the selection of compatible options, with prices updated in real time.
The result: faster, more reliable quotations, and a secure sales process even without advanced technical expertise.
How to finance your Salesforce training ?
Depending on your status – employee, self-employed or jobseeker – there are a number of different financing solutions available. These solutions can cover all or part of your training costs.
Our training organization is Qualiopi certified, giving you access to a wide range of funding schemes.
Any question about CPQ training ?
Read our FAQ to find out more.
You can register directly on our website by contacting us via the form.
Knowledge of the Salesforce platform is required to participate in the training.
No prior knowledge of CPQ is required, but an understanding of product/pricing logic is a plus.
Yes, the training can be taken in person, remotely, or in a hybrid format.
Throughout the training, you will apply the theoretical concepts explained by the trainer.
No, this training course does not lead to official certification, but a certificate of attendance is issued by 2PACE Academy.
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