Description
Introduction
Advanced Quote Management with CPQ Apttus is a critical aspect of modern sales processes, enabling organizations to efficiently create, manage, and optimize their quotes and proposals. CPQ (Configure, Price, Quote) software, like Apttus, streamlines the quoting process, ensuring accuracy, reducing errors, and speeding up the time-to-market for quotes. This training focuses on leveraging the advanced capabilities of CPQ Apttus for creating complex quotes, automating workflows, and enhancing sales efficiency.
Prerequisites
To gain the most from this training, participants should have:
- A basic understanding of CPQ concepts and their role in sales automation.
- Familiarity with Salesforce CRM, as Apttus CPQ integrates deeply with Salesforce.
- A solid understanding of pricing strategies, discounting rules, and contract terms.
- Experience using standard quoting tools or basic knowledge of the sales cycle.
- Access to a Salesforce or Apttus CPQ environment for hands-on practice.
TABLE OF CONTENT
1 : Introduction to CPQ
1.1 Overview of Configure, Price, Quote
1.2 Importance of CPQ in Sales Processes
2 : Key Concepts in Apttus CPQ
2.1 Understanding Product Configuration
2.2 Pricing Strategies in CPQ
3 : Getting Started with Apttus CPQ
3.1 Installation and Setup
3.2 Configuring Apttus CPQ for your organization
4 : Product Configuration
4.1 Creating and Managing Product Catalogs
4.2 Configuring Product Rules(Ref: Coupa for Procurement and Expense Management)
5 : Pricing Management
5.1 Pricing Models in Apttus CPQ
5.2 Discounting Strategies
6 : Quote Generation
6.1 Creating and Customizing Quotes
6.2 Quote Approval Processes
7 : Workflow Automation
7.1 Streamlining Quote Approval Processes
7.2 Automating Workflows with Apttus CPQ
8 : Integration with CRM and ERP
8.1 Integrating Apttus CPQ with CRM and ERP systems
8.2 Data Exchange and Synchronization
9 : User Training and Adoption
9.1 Training Users on Apttus CPQ
9.2 Strategies for User Adoption
10 : Reporting and Analytics
10.1 Generating Reports and Analytics with Apttus CPQ
10.2 Monitoring Sales Performance
Conclusion
By the end of this training, participants will have a comprehensive understanding of advanced quote management using CPQ Apttus. From product configuration and complex pricing to approval workflows and integration with CRM and ERP systems, this course equips sales teams and administrators with the tools needed to optimize the quoting process. Advanced features like dynamic quoting, contract lifecycle management, and real-time analytics will enable teams to create accurate and customized quotes while improving overall sales performance.
Reference
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