April 2022
Intermediate to advanced
316 pages
7h 17m
English
Overview
The Salesforce CPQ Implementation Handbook serves as your go-to guide for mastering Salesforce CPQ. From understanding Quote-2-Cash processes to configuring pricing strategies and creating guided selling scenarios, this book covers everything to help you streamline sales processes for B2B and B2C environments. Leverage this resource to implement Salesforce CPQ effectively and enhance business outcomes.
What this Book will help me do
- Set up Salesforce CPQ opportunities, products, and quotes for robust sales management.
- Leverage multidimensional quoting and custom CPQ pricing strategies for tailored solutions.
- Understand Salesforce CPQ contracts, renewals, and amendments for lifecycle management.
- Use Salesforce Schema Builder to configure object relationships and optimize the CPQ data model.
- Implement CPQ billing and explore Industries CPQ to meet diverse business needs.
Author(s)
Madhu Ramanujan combines years of hands-on experience as a Salesforce consultant with a passion for sharing practical insights into intricate systems. Her expertise spans Salesforce configurations, CPQ implementations, and CRM optimization. Through this book, she brings her deep understanding of Salesforce ecosystems to empower learners with actionable knowledge.
Who is it for?
This handbook is perfect for Salesforce administrators, business analysts, and CPQ consultants aiming to deepen their Salesforce CPQ expertise. Tailored for professionals with a basic understanding of the Salesforce ecosystem, it offers clear guidance for those implementing CPQ or preparing for CPQ certification exams. If streamlining sales processes is your goal, this book is for you.
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