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.
Curriculum
Instructors
Frequently Asked Questions
How much do the courses at Starweaver cost?
We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.
Do you offer any certifications upon completion of a course at Starweaver?
Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.
Does Starweaver offer any free courses or trials?
No, we don't offer any free courses, but we do offer 5-day trial only on our subscriptions-based plans.
Are Starweaver's courses designed for beginners or advanced students?
Our course is designed with three levels to cater to your learning needs - Core, Intermediate, and Advanced. You can choose the level that best suits your knowledge and skillset to enhance your learning experience.
What payment options are available for Starweaver courses?
We accept various payment methods such as major credit cards, PayPal, wire transfer, and company purchase orders. For more information related to payments contact customer support.
Do you offer refunds?
Yes, we do offer a 100% refund guarantee for our courses within a specified time frame. If you are not satisfied with the course, contact our customer support team to request a refund with your order details. Some restrictions may apply.
