Description

Introduction of Oracle CX CPQ 

The “Oracle CX CPQ (Configure, Price, Quote): Advanced Training” is designed for Oracle CX professionals, administrators, and developers who aim to enhance their expertise in Oracle CPQ (Configure, Price, Quote). This training provides an in-depth understanding of advanced CPQ functionalities, including product configuration, advanced pricing strategies, complex quoting processes, and integration with other Oracle CX applications. Participants will learn how to leverage Oracle CPQ to streamline the sales process, improve pricing accuracy, and enhance quote management to increase sales efficiency and customer satisfaction. The course also covers best practices for customizing and optimizing CPQ solutions to meet unique business requirements.

Prerequisites:

To fully benefit from this training, participants should have:

• Basic understanding of Oracle CX Cloud Suite and Oracle CPQ fundamentals.
• Experience with Oracle CPQ standard features such as basic product configuration, quoting, and pricing.
• Familiarity with sales processes and business logic in Oracle CPQ.
• Knowledge of basic scripting and workflow customization in Oracle CPQ.
• Understanding of integration concepts with other Oracle CX applications (e.g., Oracle Sales Cloud).

Table of Contents

1: Introduction to Advanced Oracle CPQ Capabilities

1.1 Overview of Oracle CPQ and Its Advanced Features
1.2 Key Benefits of Leveraging Advanced CPQ Functionalities
1.3 Overview of the CPQ Architecture and Data Model
1.4 Introduction to Advanced Configuration, Pricing, and Quoting Processes
1.5 Setting Up the Training Environment
1.6 Hands-on Exercise: Reviewing Basic CPQ Setup and Navigation

2: Advanced Product Configuration

2.1 Deep Dive into Product Configuration Rules and Constraints
2.2 Creating and Managing Complex Product Configurations
2.3 Utilizing Configuration Attributes and Options Effectively
2.4 Best Practices for Building Configurable Products
2.5 Hands-on Exercise: Designing Advanced Product Configuration Scenarios

3: Advanced Pricing Strategies and Management

3.1 Overview of Advanced Pricing Strategies in Oracle CPQ
3.2 Configuring Complex Pricing Rules and Discount Models
3.3 Implementing Price Books, Tiers, and Volume Pricing
3.4 Leveraging Pricing Matrices and Price Adjustments
3.5 Integrating CPQ Pricing with External Pricing Systems
3.6 Hands-on Exercise: Setting Up Advanced Pricing Rules and Strategies

4: Quoting and Proposal Generation

4.1 Understanding Advanced Quoting Capabilities in Oracle CPQ
4.2 Customizing Quote Templates and Document Generation
4.3 Automating Quote Approvals and Workflows
4.4 Integrating Oracle CPQ with eSignature and Contract Management Tools
4.5 Best Practices for Quote Management and Optimization
4.6 Hands-on Exercise: Generating Advanced Quotes and Proposals

5: Workflow and Process Automation in CPQ

5.1 Automating Sales Processes with Oracle CPQ Workflow
5.2 Configuring Approval Workflows and Automated Notifications
5.3 Using BML (BigMachines Language) for Advanced Scripting
5.4 Leveraging Workflow Actions and Triggers for Process Automation
5.5 Hands-on Exercise: Implementing Workflow Automation in CPQ

6: Integration with Oracle CX and External Systems

6.1 Integrating Oracle CPQ with Oracle Sales Cloud and Other CX Applications
6.2 Using Oracle Integration Cloud for Seamless Data Exchange
6.3 Configuring API and Web Services for CPQ Integration
6.4 Managing Data Synchronization and Integration Challenges
6.5 Hands-on Exercise: Integrating Oracle CPQ with Oracle Sales Cloud

7: Enhancing User Experience and UI Customization

7.1 Customizing Oracle CPQ User Interface for Enhanced Usability
7.2 Implementing Dynamic UI Elements and Custom Actions
7.3 Using JavaScript and HTML for Custom UI Development
7.4 Best Practices for Designing a User-Friendly CPQ Experience
7.5 Hands-on Exercise: Customizing the CPQ UI for Specific Business Needs

8: Advanced Data Management and Reporting

8.1 Managing Large Data Sets in Oracle CPQ
8.2 Utilizing Oracle CPQ Data Tables and Bulk Data Management Tools
8.3 Configuring Advanced Reporting and Analytics in Oracle CPQ
8.4 Integrating CPQ Data with Oracle Analytics Cloud
8.5 Hands-on Exercise: Building Custom Reports and Dashboards in CPQ

9: Security, Compliance, and Governance in CPQ

9.1 Overview of Security Features and Compliance Requirements in CPQ
9.2 Configuring User Roles, Permissions, and Data Access Controls
9.3 Implementing Compliance and Data Governance Policies
9.4 Best Practices for Securing CPQ Data and Processes(Ref: Manual Testing Essentials: Techniques and Processes)
9.5 Hands-on Exercise: Setting Up Security and Compliance Controls in CPQ

10: Troubleshooting, Optimization, and Best Practices

10.1 Common Issues in Oracle CPQ and Troubleshooting Techniques
10.2 Optimizing Performance for Large-Scale CPQ Implementations
10.3 Conducting Regular System Audits and Health Checks
10.4 Best Practices for Continuous Improvement in CPQ Deployments
10.5 Hands-on Exercise: Troubleshooting and Optimizing Oracle CPQ

11: Capstone Project and Real-World Applications

11.1 Capstone Project: Designing and Implementing a Comprehensive CPQ Solution
11.2 Configuring Advanced Product, Pricing, and Quoting Processes
11.3 Automating Sales Workflows and Integrating with External Systems
11.4 Enhancing User Experience and Ensuring Data Compliance
11.5 Case Studies: Successful CPQ Implementations in Different Industries
11.6 Hands-on Exercise: Completing and Presenting the Capstone Project

12: Certification Preparation and Next Steps

12.1 Preparing for Oracle CX CPQ Certification Exams
12.2 Review of Key Concepts and Best Practices
12.3 Study Tips and Resources for Certification Exams
12.4 Exploring Further Learning Opportunities in Oracle CX and CPQ
12.5 Course Wrap-Up and Feedback
12.6 Final Q&A and Course Completion

Conclusion

By the end of this training, participants will have mastered advanced Oracle CPQ functionalities, enabling them to configure, price, and quote effectively for complex business scenarios. They will gain hands-on experience with CPQ tools and integrations, preparing them for Oracle CX certification and advanced roles in Oracle CPQ projects

If you are looking for customized info, Please contact us here

Reference