CPQ
What is CRM?
What is CPQ?
Package Setup and Configuration
CPQ and its features.
Advantages of CPQ
CPQ Package Settings
Subscription and Renewals
Prorate Precision Consideration
Using the Quote line Editor
Adding Columns to the Line Editor
Quote Line Editor Drawer
Dynamically Change Quote line Editor Column Headers
Default Buttons
Groups
Guidelines for Cloning Quote Line
Show Product Image Fields in the Quote Line Editor
Custom Actions
Search Filters
Real Time Scenarios
What is Guided Selling
Use Case
How to Configure
Real Time Scenarios
Products – An Overview
Subscription & Perpetual products
Configuring products
Explain the Use Cases with Real Time Scenarios.
Products – Overview
Subscription & Perpetual products
Configuring products
Explain 2 Real Time Scenarios
What is Bundle?
What are Product Options
How do we group Options Logical in a Feature?
Configuration Type
Configuration Event
Option Layout
Option Selection Method
Explain 3 Real Time Scenarios
Option Constrains
Use Cases to Demonstrate
Dependency
Exclusions
Option Constrain Group
Twin Fields
Twin Fields- Object & Configuration Mappings
Special Fields
Configuration Attributes
In-Line Attributes
Global Attributes
Real Time Scenario explanations
Introduction to Product Rules
Types of Product Rules
Use Cases
Real Time Use cases
Introduction to price Rules
Creating a Price Rule
Price Rule Advantages
Lookup Queries
Explain Real Time Use cases
What is price Waterfall
Unit Prices Vs Total Prices
Levers to Influence Pricing
Tools to Modify Price Waterfall
Explain 2 Real Time Use cases
Discount Schedule
Slab Discount
Range Discount
Setting up a Discount Schedule
Discount Schedules with Block Pricing
Real Time Scenario explanations
Steps for CPQ Calculation Sequence
Overview of Document Generation
Template Content
Types of Content
HTML
Line Items
Quote Teams
Additional Documents
Real Time Scenarios for CPQ Quote Document
Introduction to Contracts
Renewal Model
Contract from Opportunity
Amendment process & Considerations
Renewals Process & Considerations
Contracted Pricing
Use cases Real Time Scenarios.
What is Multi-Dimensional Quoting
Creating and Using MDQ Products
MDQ Product Considerations
Use cases Real Time Scenarios.
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Renewed Importance of Revenue
Salesforce Adapts to Changes
Revenue Cloud – Intro and Benefits
Explain the Complete real Time Concepts end to end.
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Advantages
1. Covering the topics with real time scenarios
2.Providing guidance to complete CPQ Specialist certification
3. Providing support for resume preparation
4. Clarifying interview/work related questions even after the course
5. Candidates can attend the course any number of times once they join for one time.
6. Providing recording sessions if the candidate misses any class due to power cut/ internet problem or personal work.