Salesforce CLM & CPQ: Streamlining Contract Operations
Master Salesforce CLM & CPQ to streamline contracts, pricing, and approvals. Learn to configure, automate, and integrate for smarter decisions and operational efficiency. Ideal for admins, consultants, and business leaders.
Overview
This course includes:
1 hour of on-demand video
Certificate of completion
Direct access/chat with the instructor
100% self-paced online
Ready to elevate your organization’s contract and pricing processes into a seamless and efficient system?
In today’s competitive business landscape, mastering Salesforce CLM (Contract Lifecycle Management) and CPQ (Configure, Price, Quote) is a game-changer. This course provides the essential knowledge and skills to optimize contract operations and pricing strategies using Salesforce’s robust capabilities.
Through hands-on training, you’ll learn how to configure Salesforce for CLM and CPQ, enabling your team to streamline the entire contract lifecycle—from creation and negotiation to execution. Gain expertise in designing efficient pricing workflows and automating approval processes to ensure compliance and accuracy at every stage.
Harness the power of Salesforce reporting and analytics to uncover actionable insights that support smarter business decisions. Additionally, explore proven methods for integrating Salesforce with ERP, CRM, and other systems to create a unified data management approach.
By the end of this course, you’ll be equipped to customize Salesforce to meet your organization’s specific contract and pricing requirements. Whether you’re a Salesforce administrator, consultant, or business leader, this course will empower you to enhance operational efficiency and deliver exceptional results for your clients or stakeholders.
Let’s unlock the full potential of Salesforce CLM and CPQ and take the first step toward revolutionizing your contract operations today!
Skills You Will Gain
Learning Outcomes (At The End Of This Program, You Will Be Able To...)
- Apply the fundamentals of Contracts in Salesforce.
- Explore the core features and capabilities of CLM and CPQ.
- Implement automation using approval processes in Salesforce CPQ and CLM.
- Apply best practices for Seamless Integration of CLM and CPQ.
Prerequisites
Familiarity with Salesforce basics, including navigation, standard objects (e.g., Accounts, Contacts, Opportunities), and Salesforce terminology. Basic understanding of Salesforce automation tools like Process Builder, Flow, and Workflow Rules.
Who Should Attend
Designed for Salesforce Admins, Consultants, Business Analysts, and CRM users looking to streamline contract and pricing workflows, boost efficiency, and drive smarter business decisions with Salesforce CLM and CPQ.
