Quote to Renewal in 5 Minutes with Salesforce CPQ

Starting from the Salesforce environment you already have, I will show you that you can implement, in 5 minutes or less of config that I will complete live, a brand new workflow using Salesforce CPQ; with a few clicks and no code, it will take you from the creation of a quote related to a new business opportunity, to a PDF quote document for your customer, to a contract and renewal forecast with dynamically priced subscriptions and assets for one-time purchases. Then I will walk you through the different functional areas that were covered and what's under the hood to help you and your organization prioritize what areas to focus on to gain the most benefit from the tool.

Admin/Declarative Developer
Location: Salon 1 Date: August 8, 2019 Time: 3:00 pm - 3:40 pm Christopher Hickman