Manage Quotes, Orders, and Assets with Industries CPQ
Offered By: Salesforce via Trailhead
Course Description
Overview
Learn all about quoting, ordering, and asset handling to transform your sales process.
- Discover how Industries CPQ streamlines order capture.
- Optimize quote and proposal creation to offer best-fit products and services to customers.
- Create, submit, and change orders with ease to close sales faster.
- Simplify changes to customers' products and services, like upgrades, downgrades, and more.
- Streamline sales across multiple locations, service accounts, and subscribers.
- Configure CPQ Cart to match your business requirements.
Syllabus
- Industries CPQ Order Capture
- Get Started with Industries CPQ
- Explore Order Capture Flows
- Work with the Application
- Industries CPQ Quotes and Proposals
- Prepare a Quote
- Add Products to the Cart
- Configure a Customer Solution
- Generate a Proposal
- Industries CPQ Orders
- Create and Configure Orders
- Submit and Monitor Orders
- Change In-Flight Orders
- Industries CPQ Asset Management
- View Customer Assets
- Manage Customer Assets with Change Orders
- Perform Bulk Updates on Customer Assets
- Industries CPQ Multisite Quotes and Orders
- Get to Know Multisite Quotes and Orders
- Create and Configure Multisite Quotes
- Create and Submit Multisite Orders
- Work with Multisite Assets
- Industries CPQ Cart Configuration
- Explore Industries CPQ Cart
- Get Started with CPQ Cart APIs
- Get Ready for CPQ Cart Configuration
- Explore FlexCard Designer and CPQ Cart FlexCards
- Configure CPQ Cart Cards with FlexCard Designer
Tags
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