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Recently, I have been presenting the following session at various Community (aka, Dreamin') events.

 

It is called: "CPQ" for Salesforce 101 - What are your options.

 

The session provides a foundational understanding of all the options available for "CPQ" for Salesforce.

 

It will covers the various ways businesses do "CPQ" for Salesforce

 

(1) Basic (via Standard Salesforce objects)

- Using Salesforce Opportunities w/Opportunity Products

- Using Salesforce Quotes

(2) Light CPQ

- Using Standard Salesforce objects with AppExchange Apps

(3) External/Integrated CPQ

- Using External CPQ / Quoting Apps that Integrate with Salesforce

(4) Native Replacement CPQ

- Using Native CPQ Apps that are Built in Salesforce

 

Here is the session Presentation

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