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LinkedIn Learning

Learning Salesforce CPQ

via LinkedIn Learning

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

Syllabus

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

Taught by

Christine Volden

Reviews

4.7 rating at LinkedIn Learning based on 624 ratings

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