Conga CPQ Essentials: Optimize Quote Generation (Salesforce)

Conga CPQ Essentials: Optimize Quote Generation (Salesforce), available at $54.99, has an average rating of 4.75, with 50 lectures, based on 2 reviews, and has 42 subscribers.

You will learn about Gain a comprehensive understanding of the core concepts and components of CPQ, including configuration rules, pricing models, and quote generation processes. Become proficient in using Conga CPQ tools and functionalities to configure products, manage pricing, and generate accurate quotes efficiently. Develop the ability to apply Conga CPQ to real-world business scenarios, such as complex product configuration, pricing negotiations, and handling custom quote. Learn strategies to optimize sales processes, including streamlining quote generation, improving quote accuracy, and enhancing customer experience. This course is ideal for individuals who are Salesforce CPQ Developer, Sales Operations Professionals, CRM Administrators and Salesforce Users, Business Analysts, Consultants and Solution Architects It is particularly useful for Salesforce CPQ Developer, Sales Operations Professionals, CRM Administrators and Salesforce Users, Business Analysts, Consultants and Solution Architects.

Enroll now: Conga CPQ Essentials: Optimize Quote Generation (Salesforce)

Summary

Title: Conga CPQ Essentials: Optimize Quote Generation (Salesforce)

Price: $54.99

Average Rating: 4.75

Number of Lectures: 50

Number of Published Lectures: 48

Number of Curriculum Items: 50

Number of Published Curriculum Objects: 48

Original Price: $99.99

Quality Status: approved

Status: Live

What You Will Learn

Gain a comprehensive understanding of the core concepts and components of CPQ, including configuration rules, pricing models, and quote generation processes.
Become proficient in using Conga CPQ tools and functionalities to configure products, manage pricing, and generate accurate quotes efficiently.
Develop the ability to apply Conga CPQ to real-world business scenarios, such as complex product configuration, pricing negotiations, and handling custom quote.
Learn strategies to optimize sales processes, including streamlining quote generation, improving quote accuracy, and enhancing customer experience.

Who Should Attend

Salesforce CPQ Developer, Sales Operations Professionals, CRM Administrators and Salesforce Users, Business Analysts, Consultants and Solution Architects

Target Audiences

Salesforce CPQ Developer, Sales Operations Professionals, CRM Administrators and Salesforce Users, Business Analysts, Consultants and Solution Architects

Unlock the power of Conga CPQ and transform your sales process with our comprehensive course designed for beginners and advanced users alike. This course will guide you through every step of the Configure, Price, Quote (CPQ) process, ensuring you gain the skills needed to streamline your sales operations, improve accuracy, and increase efficiency.

What You Will Learn:

The fundamentals of Conga CPQ and its role in the sales process.
How to set up and configure Conga CPQ to meet your organization’s specific needs.
Best practices for creating and managing product catalogs, pricing structures, and discounting rules.
Techniques for generating accurate and professional quotes quickly and easily.
Advanced features and customization options to enhance your CPQ implementation.
Tips and tricks to troubleshoot common issues and optimize your CPQ system.

Course Highlights:

Step-by-Step Guidance: Detailed instructions and practical examples to help you understand and apply Conga CPQ features effectively.
Hands-On Exercises: Real-world scenarios and hands-on activities to reinforce learning and build confidence.
Expert Insights: Learn from industry experts with extensive experience in implementing and using Conga CPQ.
Certification Preparation: Comprehensive coverage of topics to help you prepare for Conga CPQ certification exams.

Who Should Enroll:

Sales professionals looking to enhance their quoting and pricing skills.
Administrators and IT professionals responsible for implementing and managing CPQ systems.
Business analysts and consultants seeking to understand CPQ best practices.
Anyone interested in streamlining their sales processes and improving efficiency.

By the end of this course, you will have a thorough understanding of Conga CPQ and be equipped with the knowledge and skills to leverage its capabilities for your organization’s benefit. Join us and take the first step towards mastering Conga CPQ and revolutionizing your sales process.

Course Curriculum

Chapter 1: Introduction

Lecture 1: Conga Community and Package Installation

Lecture 2: Lets Do Some Config Settings

Lecture 3: Our First Sample Cart

Lecture 4: The FLOW till the Cart Finalization

Chapter 2: Product Setup – Standalone, Bundle, Option, Option Group, Categories

Lecture 1: List of Products to Setup for the Kitchen

Lecture 2: Adding Standalone Products

Lecture 3: Adding Categories to the Catalogue

Lecture 4: Understand Bundles and Options

Lecture 5: Create a Bundle and Configure it

Lecture 6: Option Groups and Options

Chapter 3: Product Setup – Product Attributes, Feature Set, Recurring Products

Lecture 1: Associate Attributes to Products

Lecture 2: Apply Product Attribute Rules

Lecture 3: Attribute Value Matrices

Lecture 4: Compare Product with Feature Sets

Lecture 5: Promoting PAAA Kitchen to B2B

Lecture 6: Adding Products to B2B PriceList

Lecture 7: Attribute Based Pricing

Chapter 4: Product Setup – Pricing Matrix

Lecture 1: Dimension Price Matrix (Range)

Lecture 2: Dimension Pricing Matrix (Cumulative Range)

Lecture 3: Dimensional Price Matrix (Cum-Range Line Item)

Lecture 4: Defining Packaging Fee (THE WRONG WAY)

Lecture 5: Adding Packaging Fee (THE RIGHT WAY)

Chapter 5: Product Setup -Price Ramp, Related PriceList, ChargeType Criteria, Usage Pricing

Lecture 1: Price Ramp Scenario

Lecture 2: Implement the Price Ramp Scenario

Lecture 3: Option Pricing and Cascade Quantity

Lecture 4: Max and Min Cap on Base Price

Lecture 5: Related Based Price List

Lecture 6: Waiving off Delivery Fee (Charge Type Criteria)

Lecture 7: Usage Based Pricing

Lecture 8: Pricing – Config Setting

Chapter 6: Contraint Rules

Lecture 1: Constraint Rules – Auto Include Scenario (Standalone + Bundle)

Lecture 2: Constraint Rule Auto Inclusion for Groups and Field-Set

Lecture 3: Constraint Rule – Multiple Conditions and Exclusion

Lecture 4: Contraint Rule – Validation and Action Criterias

Lecture 5: Constraint Rule – Config Settings

Chapter 7: Pricing Rules and Search Filer (CPQ)

Lecture 1: Pricing Rule

Chapter 8: Callback Classes

Lecture 1: Validation Callback Class

Lecture 2: Product Filter Callback

Chapter 9: CPQ Approvals

Lecture 1: NINE steps for Approval Setup

Lecture 2: The Cart Level Approval

Lecture 3: Cart and LI Approval Together (using Search Filter – Child Filter)

Lecture 4: Approval Rule and Rule Entries and Rule Assignees

Lecture 5: Line Item Approval Rules

Chapter 10: Project Management

Lecture 1: Account Level Talks

Lecture 2: Opportunity Level Talks

Lecture 3: Proposal Level Talks

Lecture 4: Summary Group Talks

Lecture 5: Line Item Level Talks

Instructors

Paaa Leaders
– Bringing Transformation

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Frequently Asked Questions

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You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

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