Drive Team Excellence with Salesforce CPQ Corporate Training

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.

Get Customized Expert-led Training for Your Teams
Customized Training Delivery
Scale Your Training: Small to Large Teams
In-person Onsite, Live Virtual or Hybrid Training Modes
Plan from 2000+ Industry-ready Training Programs
Experience Hands-On Learning from Industry Experts
Delivery Capability Across 100+ Countries & 10+ Languages
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Skills Your Employees Will Gain

These are the core, hands-on capabilities your team builds during the program.

  • Pricing Strategy Application
    Pricing Strategy Application involves analyzing market trends and consumer behavior to set optimal prices. This skill is important for roles in marketing, finance, and sales, as it drives revenue and competitive advantage.
  • Workflow Streamlining
    Workflow Streamlining is the process of optimizing tasks to enhance efficiency and reduce redundancy. This skill is important for roles in project management and operations, as it boosts productivity and ensures timely project delivery.
  • Quote Template Customization
    Quote Template Customization is the ability to tailor quotes to meet specific client needs. this skill is important for sales and customer service roles, enhancing client satisfaction and driving conversions.
  • Guided Selling Implementation
    Guided Selling Implementation is the process of using structured approaches to help customers make informed purchasing decisions. This skill is important for sales roles as it enhances customer experience, boosts conversion rates, and drives revenue growth.
  • Automated Decision-making
    Automated Decision-Making involves using algorithms and data to make decisions without human intervention. This skill is important for roles in data analysis, AI development, and operations, as it enhances efficiency, accuracy, and scalability in decision processes.
  • Product Offering Configuration
    Product Offering Configuration is the ability to customize and optimize product features and options. this skill is important for roles in product management and marketing, ensuring offerings meet customer needs and drive sales.

What Your Team Will Achieve After This Training

  • 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

Topics & Program Outline

The curriculum is organized into focused modules built by industry experts and delivered virtually or on-premise. Interactive sessions reflect the evolving demands of the workplace, keeping the learning both 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

Who Should Attend?

This program suits professionals at many levels across the organization, including:

  • Salesforce Administrators
  • CPQ Specialists
  • Business Analysts
  • Sales Operations Analysts
  • IT Specialists
  • CRM Developers
  • Systems Integrators
  • Solution Architects
  • Project Managers
  • Sales Enablement Managers
  • Technical Support Engineers
  • Revenue Operations Analysts

What are the Prerequisites?

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

Request a Quote for your Corporate Training Requirements

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Delivering Training for Organizations across 100 Countries and 10+ Languages

Choose the Format That Fits Your Team

We design training your teams actually engage with, and deliver it the way that suits you best. Through a vetted global trainer network, Edstellar runs sessions in 10+ languages with consistent quality anywhere.

Virtual Salesforce CPQ Training

Virtual / online: expert-led live sessions delivered anywhere, with consistency and easy scheduling.

We deliver anywhere worldwide
Standardized content for consistent outcomes
Join from own workspace, no travel
We scale to large groups across sites
Interactive tools keep remote learners engaged
On-site Salesforce CPQ Training

On-site (in-house): immersive, instructor-led learning at your office.

Our trainers run face-to-face at your office
We tailor setup/content to your workplace and tools
Group exercises drive collaboration
Live demos +  hands-on practice
Direct trainer access to clarify doubts
Off-site Salesforce CPQ Training

Off-site: focused, instructor-led group learning away from everyday workplace distractions.

We host your teams at a venue of your preferred choice
Built-in group activities for bonding
Full uninterrupted schedule for focus/retention
Boosts morale and signals commitment

Get a Proposal Shaped to Your Needs

Need pricing for onsite, offsite, or virtual delivery? Get a proposal tailored to your team's needs.

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        Starter
        120 licences

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        400 hours of group training (includes VILT/In-person On-site)

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        Unlimited duration

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        What Sets Edstellar Apart

        Experienced Trainers

        Our trainers are drawn from a vetted global network and bring years of industry expertise, keeping every session practical and impactful.

        Proven Quality

        With a strong global track record, Edstellar is known for quality and engaging delivery.

        Industry-Relevant Curriculum

        Our programs are built by experts to match the demands of today's industry.

        Fully Customizable

        Every program can be tailored to your organization's goals.

        Comprehensive Support

        We provide pre- and post-session support for a complete learning experience.

        Global Multi-Location & Multilingual Training Delivery

        We deliver in multiple languages to support diverse global teams.

        Hear from Organizations We've Trained

        "The Salesforce CPQ training exceeded my expectations in every way. As a Functional Consultant, I gained comprehensive knowledge of strategic frameworks that transformed my approach to technical mastery. The and immediately applicable. These specialized skills have positioned me for significant advancement opportunities within my organization. The instructor's expertise in expert-led workshops made complex concepts crystal clear and actionable.”

        Moshe Palmer

        Functional Consultant,

        CRM Platform Implementation Partner

        "This Salesforce CPQ course was precisely what I needed to design robust technical mastery architectures. The hands-on approach to real-world case studies and seamless integration with interactive labs was projects using advanced techniques from this training. We've successfully expanded our service portfolio based on these enhanced capabilities. The comprehensive curriculum has elevated my solution delivery capabilities significantly.”

        Zhang Xin

        Sales Systems Analyst,

        Sales Automation Solutions Provider

        "This Salesforce CPQ course provided our team with comprehensive industry best practices capabilities we immediately put into practice. As a Salesforce Consultant managing complex operational excellence projects, the significantly enhanced our delivery capacity. We reduced operational costs by 40% while simultaneously improving service quality standards. The training fundamentally improved our team's performance metrics and overall efficiency.”

        Divya Raghavan

        Salesforce Consultant,

        Cloud CRM Solutions Provider

        “Edstellar’s IT & Technical training programs have been instrumental in strengthening our engineering teams and building future-ready capabilities. The hands-on approach, practical cloud scenarios, and expert guidance helped our teams improve technical depth, problem-solving skills, and execution across multiple projects. We’re excited to extend more of these impactful programs to other business units.”

        Aditi Rao

        L&D Head,

        A Global Technology Company

        Recognition That Motivates Your Team

        Upon successful completion of the 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.

        Recognition That Motivates Your Team

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