Apttus CPQ Training

Categories Other Courses
Course level:Intermediate

Apttus CPQ (Configure, Price, Quote) is a cloud-based solution designed to help businesses automate and streamline their quoting, pricing, and configuration processes. The platform is part of the broader Apttus suite, which is primarily focused on revenue management, and it integrates with Salesforce and other CRM systems.

Apttus CPQ Training
Apttus CPQ Training – Learn Online

Why should you choose Nisa For Apttus CPQ Training?

Nisa Trainings is the best online training platform for conducting one-on-one interactive live sessions with a 1:1 student-teacher ratio. You can gain hands-on experience by working on near-real-time projects under the guidance of our experienced faculty. We support you even after the completion of the course and happy to clarify your doubts anytime. Our teaching style at Nisa Trainings is entirely hands-on. You’ll have access to our desktop screen and will be actively conducting hands-on labs on your desktop.

Job Assistance

If you face any problem while working on Apttus CPQ Course, then Nisa Trainings is simply a Call/Text/Email away to assist you. We offer Online Job Support for professionals to assist them and to solve their problems in real-time.

The Process we follow for our Online Job Support Service:

  • We receive your inquiry for Online Job
  • We will arrange a telephone call with our consultant to grasp your complete requirement and the tools you’re
  • If our consultant is 100% confident in taking up your requirement and when you are also comfortable with our consultant, we will only agree to provide service. And then you have to make the payment to get the service from
  • We will fix the timing for Online Job Support as mutually agreed by you and our consultant.

Course Information

Apttus CPQ Training
Duration: 25 Hours
Timings: Weekdays (1-2 Hours per day) [OR] Weekends (2-3 Hours per day)
Training Method: Instructor Led Online One-on-One Live Interactive
Sessions.

COURSE CONTENT :

1. Introduction to CPQ
  • Overview of CPQ and its benefits for sales teams.
  • Understanding how CPQ helps automate configuration, pricing, and quoting.
  • Benefits of CPQ in terms of efficiency, accuracy, and compliance.
2. Navigating the User Interface
  • Understanding the layout and key components of the Apttus CPQ platform.
  • Learning how to access and navigate through different modules such as product configuration, pricing, quote management, and approvals.
3. Product Configuration
  • Creating and managing product bundles.
  • Setting up rules for product configuration (e.g., compatibility, dependencies, and exclusions).
  • Understanding the product catalog and creating/adding products to it.
4. Pricing Management
  • Configuring pricing rules, including discounting, markups, and price books.
  • Setting up different pricing models (e.g., tiered pricing, volume-based pricing).
  • Managing custom price lists and adjusting pricing based on factors such as geography, customer type, or contract terms.
5. Quote Creation and Management
  • Generating quotes based on the configured products and pricing.
  • Customizing quote templates to reflect the branding and requirements of your organization.
  • Managing quote approvals and workflows.
  • Handling multiple quote revisions and tracking quote status.
6. Approvals and Workflow Automation
  • Setting up approval workflows for quotes and discounts.
  • Automating the approval process to ensure compliance and avoid pricing errors.
7. Integration with Salesforce
  • Understanding the integration between Apttus CPQ and Salesforce CRM.
  • Creating opportunities, quotes, and contracts from within Salesforce.
  • Syncing data between Salesforce and Apttus CPQ to ensure seamless sales processes.
8. Reporting and Analytics
  • Using the built-in reporting tools to track sales performance, pricing, and quoting trends.
  • Configuring and customizing reports to suit business needs.
  • Analyzing quote-to-cash data for better decision-making.
9. Advanced Features
  • Using AI-powered tools for pricing optimization and sales forecasting.
  • Configuring subscription-based pricing, complex contracts, and advanced discounting.
  • Handling special pricing scenarios like multi-currency and multi-language support.
10. Best Practices and Troubleshooting
  • Learning best practices for managing configurations, pricing, and quoting.
  • Troubleshooting common issues faced by users.
  • Keeping up with updates and new features released by Apttus CPQ.
 
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