Learn how to use Salesforce CPQ, which leverages the power of the Salesforce Sales Cloud, to easily create quotes and pricing.
Overview
Syllabus
Introduction
- Welcome
- What is CPQ for Salesforce?
- What you need to know about CPQ
- The benefits of CPQ
- CPQ and the sales cycle
- Who uses CPQ?
- How quotes work in CPQ
- How to access and edit quotes in CPQ
- Primary quotes
- How to add products
- Product bundles
- Guided selling
- Generate pricing
- Price books
- Discounting
- Next steps
Taught by
Christine Volden
