Drive Team Excellence with Salesforce CPQ Corporate Training

Empower your teams with expert-led on-site/in-house or virtual/online Salesforce CPQ Training through Edstellar, a premier corporate training company for organizations globally. Our tailored Salesforce CPQ corporate training course equips your employees with the skills, knowledge, and cutting-edge tools needed for success. Designed to meet your specific needs, this Salesforce CPQ group training program ensures your team is primed to drive your business goals. Transform your workforce into a beacon of productivity and efficiency.

Salesforce CPQ (Configure Price Quote) is a tool designed to streamline the sales process by automating the configuration, pricing, and quoting of products and services. It helps teams to eliminate manual errors, ensure consistency in pricing and quoting, and accelerate the sales cycle. Salesforce CPQ training helps professionals to simplify complex sales workflows, optimize pricing strategies, and streamline the quoting process.

Edstellar's virtual/onsite Salesforce CPQ training course is designed to address the demands of professionals by providing customizable sessions adapted to the distinct needs of every team. Our instructors provide deep insights, guaranteeing professionals gain a thorough comprehension of Salesforce CPQ functionalities and industry-leading practices. Salesforce CPQ instructor-led training course equips professionals to streamline sales processes and optimize pricing strategies.

Key Skills Employees Gain from Salesforce CPQ Training

Salesforce CPQ skills corporate training will enable teams to effectively apply their learnings at work.

  • Pricing Strategy Application
  • Workflow Streamlining
  • Quote Template Customization
  • Guided Selling Implementation
  • Automated Decision-making
  • Product Offering Configuration

Key Learning Outcomes of Salesforce CPQ Training

Edstellar’s Salesforce CPQ training for employees will not only help your teams to acquire fundamental skills but also attain invaluable learning outcomes, enhancing their proficiency and enabling application of knowledge in a professional environment. By completing our Salesforce CPQ workshop, teams will to master essential Salesforce CPQ and also focus on introducing key concepts and principles related to Salesforce CPQ at work.


Employees who complete Salesforce CPQ training will be able to:

  • Generate accurate quotes efficiently
  • Optimize contract management processes
  • Apply pricing strategies to maximize profitability
  • Execute custom actions to streamline workflows
  • Customize quote templates for brand consistency
  • Utilize guided selling to enhance sales effectiveness
  • Implement product rules for automated decision-making
  • Configure product offerings to meet customer requirements

Key Benefits of the Salesforce CPQ Corporate Training

Attending our Salesforce CPQ classes tailored for corporations offers numerous advantages. Through our on-site/in-house or virtual/online Salesforce CPQ training classes, participants will gain confidence and comprehensive insights, enhance their skills, and gain a deeper understanding of Salesforce CPQ.

  • Equips teams with techniques to streamline sales workflows
  • Enhances proficiency in enforcing pricing rules across teams
  • Empower professionals with skills to optimize pricing strategies
  • Develops required skills in professionals to generate accurate quotes efficiently
  • Instills ideas in teams for standardizing pricing methodologies among professionals
  • Provides professionals with the insights into configuring complex product offerings effectively

Topics and Outline of Salesforce CPQ Training

Our virtual and on-premise Salesforce CPQ training curriculum is divided into multiple modules designed by industry experts. This Salesforce CPQ training for organizations provides an interactive learning experience focused on the dynamic demands of the field, making it relevant and practical.

  1. Understanding package settings
    • Exploring package configuration options
    • Configuring package preferences
  2. Managing product catalogs
    • Adding new products to the catalog
    • Updating product information
    • Organizing products into categories
  1. Navigating the quote workspace
    • Accessing the quote workspace
    • Understanding the quote layout
    • Navigating between quote sections
  2. Creating and editing quotes
    • Initiating a new quote
    • Adding line items to the quote
    • Editing quote details
  1. Product configuration basics
    • Understanding product attributes
    • Configuring product options
    • Setting up product bundles
  2. Advanced configuration options
    • Implementing complex product configurations
    • Utilizing configuration rules
    • Integrating with external systems for configuration data
  1. Implementing exclusion rules
    • Defining exclusion criteria
    • Configuring rule actions for exclusions
  2. Defining dependency rules
    • Establishing dependencies between products
    • Configuring rule actions for dependencies
  1. Configuring custom actions
    • Creating custom actions
    • Assigning actions to specific events
  2. Integrating custom actions into the sales process
    • Triggering custom actions based on user interactions
    • Integrating with workflow processes
  1. Leveraging guided selling features
    • Configuring guided selling rules
    • Providing product recommendations based on customer needs
  2. Personalizing sales recommendations
    • Customizing guided selling experiences for different customer segments
    • Analyzing guided selling effectiveness
  1. Understanding pricing models
    • Exploring different pricing methodologies
    • Selecting appropriate pricing models for products
  2. Setting up pricing strategies
    • Defining pricing rules
    • Configuring price adjustments and discounts
  1. Creating discount schedules
    • Setting up discount schedules for products
    • Managing discount validity periods
  2. Implementing tiered pricing rules
    • Establishing pricing tiers based on quantity or customer type
    • Configuring tiered pricing structures
  1. Managing contract terms
    • Creating contract templates
    • Negotiating contract terms within Salesforce CPQ
  2. Utilizing e-signature features
    • Integrating electronic signature solutions
    • Streamlining contract approval processes
  1. Designing professional quote templates
    • Customizing template layouts
    • Incorporating branding elements
  2. Customizing templates for specific business needs
    • Adapting templates for different product lines
    • Creating specialized templates for unique sales scenarios

Target Audience for Salesforce CPQ Training Course

The Salesforce CPQ training course is ideal for sales representatives, account executives, business analysts, and sales operations professionals

The Salesforce CPQ training program can also be taken by professionals at various levels in the organization.

  • Salesforce CPQ training for managers
  • Salesforce CPQ training for staff
  • Salesforce CPQ training for leaders
  • Salesforce CPQ training for executives
  • Salesforce CPQ training for workers
  • Salesforce CPQ training for businesses
  • Salesforce CPQ training for beginners
  • Salesforce CPQ group training
  • Salesforce CPQ training for teams
  • Salesforce CPQ short course

Prerequisites for Salesforce CPQ Training

Professionals with a basic understanding of the Salesforce platform can take up the Salesforce CPQ training course.

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Corporate Training Delivery Modes
for Salesforce CPQ Training

At Edstellar, we understand the importance of impactful and engaging training for employees. To ensure the training is more interactive, we offer Face-to-Face onsite/in-house or virtual/online for companies. This approach has proven to be effective, outcome-oriented, and produces a well-rounded training experience for your teams.

 Virtual trainig

Our virtual training sessions bring expert-led, high-quality training to your teams anywhere, ensuring consistency and seamless integration into their schedules.

With global reach, your employees can get trained from various locations
The consistent training quality ensures uniform learning outcomes
Participants can attend training in their own space without the need for traveling
Organizations can scale learning by accommodating large groups of participants
Interactive tools can be used to enhance learning engagement
 On-site trainig

Edstellar's onsite training delivers immersive and insightful learning experiences right in the comfort of your office.

Higher engagement and better learning experience through face-to-face interaction
Workplace environment can be tailored to learning requirements
Team collaboration and knowledge sharing improves training effectiveness
Demonstration of processes for hands-on learning and better understanding
Participants can get their doubts clarified and gain valuable insights through direct interaction
 Off-site trainig

Edstellar's off-site training programs offer a unique opportunity for teams to immerse themselves in focused and dynamic learning environments away from their usual workplace distractions.

Distraction-free environment improves learning engagement
Team bonding can be improved through activities
Dedicated schedule for training away from office set up can improve learning effectiveness
Boosts employee morale and reflects organization's commitment to employee development

Explore Our Customized Pricing Package
for
Salesforce CPQ Corporate Training

Elevate your team's performance with our customized Salesforce CPQ training. Find transparent pricing options to match your training needs. Start maximizing your team's potential now.

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        Testimonials

        What Our Clients Say

        We pride ourselves on delivering exceptional training solutions. Here's what our clients have to say about their experiences with Edstellar.

        "Edstellar's IT Service Management training has been transformative. Our IT teams have seen significant improvements through multiple courses delivered at our office by expert trainers. Excellent feedback has prompted us to extend the training to other teams."

        Liam Anderson
        HR Head,
        A Global Technology Company

        "Edstellar's quality and process improvement training courses have been fantastic for our team of quality engineers, process engineers and production managers. It’s helped us improve quality and streamline manufacturing processes. Looking ahead, we’re excited about taking advanced courses in quality management, and project management, to keep improving in the upcoming months."

        David Park
        Operational Manager,
        A Global High-Tech Engineering and Manufacturing Company

        "Partnering with Edstellar for web development training was crucial for our project requirements. The training has equipped our developers with the necessary skills to excel in these technologies. We're excited about the improved productivity and quality in our projects and plan to continue with advanced courses."

        Carlos Fernandez
        Technical lead,
        Global e-Learning Company

        "Partnering with Edstellar for onsite ITSM training courses was transformative. The training was taken by around 80 IT service managers, project managers, and operations managers, over 6 months. This has significantly improved our service delivery and standardized our processes. We’ve planned the future training sessions with the company."

        Ewan MacLeod
        IT Director,
        Innovative IT Company

        "Partnering with Edstellar for onsite training has made a major impact on our team. Our team, including quality assurance, customer support, and finance professionals have greatly benefited. We've completed three training sessions, and Edstellar has proven to be a reliable training partner. We're excited for future sessions."

        Rajesh Mehta
        Operational Manager,
        Sustainable Mobility Company

        "Edstellar's online training on quality management was excellent for our quality engineers and plant managers. The scheduling and coordination of training sessions was smooth. The skills gained have been successfully implemented at our plant, enhancing our operations. We're looking forward to future training sessions."

        David Harris
        Head of Quality Assurance,
        Leading IT Services Company

        "Edstellar's online AI and Robotics training was fantastic for our 15 engineers and technical specialists. The expert trainers and flexible scheduling across different time zones were perfect for our global team. We're thrilled with the results and look forward to future sessions."

        John Smith
        Head of Technology Development,
        Defense Technology Company

        "Edstellar's onsite process improvement training was fantastic for our team of 20 members, including managers from manufacturing, and supply chain management. The innovative approach, and comprehensive case studies with real-life examples were highly appreciated. We're excited about the skills gained and look forward to future training."

        James Carter
        Head of Operations,
        Global Food Company

        "Edstellar's professional development training courses were fantastic for our 50+ team members, including developers, project managers, and consultants. The multiple online sessions delivered over several months were well-coordinated, and the trainer's methodologies were highly effective. We're excited to continue our annual training with Edstellar."

        John Davis
        Head of Training and Development,
        Leading Tech Consultancy

        "Edstellar's IT service management training for our 30 team members, including IT managers, support staff, and network engineers, was outstanding. The onsite sessions conducted over three months were well-organized, and it helped our team take the exams. We are happy about the training and look forward to future collaborations."

        John Roberts
        Head of IT Operations,
        Leading Broadband Provider

        "Edstellar's office productivity training for our 40+ executives, including project managers and business analysts, was exceptional. The onsite sessions were well-organized, teaching effective tool use with practical approaches and relevant case studies. Everyone was delighted with the training, and we're eager for more future sessions."

        Andrew Scott
        Head of Training and Development,
        Leading Real Estate Firm

        "Edstellar's quality management training over 8 months for our 15+ engineers and quality control specialists was outstanding. The courses addressed our need for improved diagnostic solutions, and the online sessions were well-organized and effectively managed. We're thrilled with the results and look forward to more."

        Olivia Martin
        Head of Quality Assurance,
        Innovative Diagnostics Solutions Provider

        "Edstellar's digital marketing training for our small team of 10, including content writers, SEO analysts, and digital marketers, was exactly what we needed. The courses delivered over a few months addressed our SEO needs, and the online sessions were well-managed. We're very happy with the results and look forward to more."

        Emily Brown
        Head of Digital Marketing,
        Leading Market Research Firm

        "Edstellar's telecommunications training was perfect for our small team of 12 network engineers and system architects. The multiple online courses delivered over a few months addressed our needs for network optimization and cloud deployment. The training was well-managed, and the case studies were very insightful. We're thrilled with the outcome."

        Matthew Lee
        Head of Network Services,
        Leading Telecom Solutions Provider

        "Edstellar's professional development training was fantastic for our 50+ participants, including team leaders, analysts, and support staff. Over several months, multiple courses were well-managed and delivered as per the plan. The trainers effectively explained topics with insightful case studies and exercises. We're happy with the training and look forward to more."

        Sarah Mitchell
        Head of Training and Development,
        Leading Outsourcing Firm

        Course Completion Certificate

        Upon successful completion of the Salesforce CPQ training course offered by Edstellar, employees receive a course completion certificate, symbolizing their dedication to ongoing learning and professional development.

        This certificate validates the employee's acquired skills and is a powerful motivator, inspiring them to enhance their expertise further and contribute effectively to organizational success.

        Course Completion Certificate

        We have Expert Trainers to Meet Your Salesforce CPQ Training Needs

        The instructor-led training is conducted by certified trainers with extensive expertise in the field. Participants will benefit from the instructor's vast knowledge, gaining valuable insights and practical skills essential for success in Access practices.

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