Go from Lead to Cash with Salesforce CPQ and Billing
Offered By: Salesforce via Trailhead
Course Description
Overview
Optimize your quoting and invoice process and build better team relationships.
- Discover how Salesforce CPQ helps your sales team create quotes faster than ever before.
- Learn how the advanced features in Salesforce CPQ help optimize sales from lead to cash.
- Learn how Salesforce Billing optimizes the relationship between Finance and Sales.
Syllabus
- Salesforce CPQ Basics
- Get Started with Salesforce CPQ
- Learn About Quotes
- Select Products
- Calculate Prices
- Generate PDF Quotes
- Manage Contracts and Renewals
- Salesforce CPQ Features
- Continue Your CPQ Journey
- Understand Product and Price Rules
- Understand Advanced Approvals and Advanced Order Management
- Discover How CPQ Treats Time
- Salesforce Billing Basics
- Get Started with Salesforce Billing
- Manage the Billing Process
- Give Finance a Helping Hand
- Deploy and Integrate with Salesforce Billing
Tags
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