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Getting started with Apttus CPQ

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#SalesforceSaturday Session by Radhe Shyam as part of New Delhi Salesforce Developer Group.

CPQ (Configure Price Quote) helps your channels close bigger deals faster with visibility into the latest product and pricing information, and the ability to quote quickly—from any device. With built-in analytics and intuitive workflows, your reps and partners can discount smarter, run faster than the competition, and be easy to do business with—no matter how complex your business becomes.

The World’s #1 CPQ (Configure Price Quote) Solution​. ... CPQ (Configure Price Quote) helps your channels close bigger deals faster with visibility into the latest product and pricing information, and the ability to quote quickly—from any device.

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Getting started with Apttus CPQ

  1. 1. New Delhi Salesforce Developer User Group
  2. 2. What is Salesforce Saturday? Stephanie Herrera • Salesforce MVP • Founder of #SalesforceSaturday Austin, Texas • She was interviewed on the #ButtonClickAdmin Podcast. Listen to the Podcast here: https://admin.salesforce.com/always-learning- stephanie-herrera Follow her on Twitter: @steph_herrera_
  3. 3. What is Salesforce Saturday? • First started by Stephanie Herrera in Austin, Texas. • Every Saturday we will meet either online or offline to discuss, learn about Salesforce, prepare for Salesforce Certifications. • Helping each other learning new stuff. • Volunteer based program where anyone can share any kind of expertise, they might have in Salesforce.
  4. 4. Who am I? Radhe Shyam • An Apttus Professional/Salesforce Developer • Active on Salesforce Success Community • Blogging at www.letsapttus.com • Find me on Twitter @r_shyam_sfdc
  5. 5. Apttus CPQ : Getting Started About Apttus • Leading Quote-to-Cash (QTC) software provider. • Apttus’ Quote-to-Cash solutions, including Configure-Price-Quote (CPQ), Contract Management, E-Commerce, and Revenue Management. Ref: https://apttus.com/company/about/
  6. 6. Today’s Agenda 1. How It Works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  7. 7. Apttus CPQ: How It Works Account Asset Line 1 Asset Line 2 Opportunity Opportunity Line1 Opportunity Line1 Quote/Proposal Proposal Line 1 Proposal Line 2 Order Order Line 1 Order Line 2 Salesforce APTTUS (Once Order is Activated) (Once Quote Is Accepted)
  8. 8. Apttus CPQ : Getting Started Today’s Agenda 1. How It works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  9. 9. Apttus CPQ : Getting Started How to get and Install Apttus CPQ packages
  10. 10. Apttus CPQ : Getting Started How to get and Install Apttus CPQ packages From AppExchange
  11. 11. Apttus CPQ : Getting Started How to get and Install Apttus CPQ packages From Apttus Community Portal
  12. 12. Apttus CPQ : Getting Started How to get and Install Apttus CPQ packages->From Apttus Community Portal
  13. 13. Apttus CPQ : Getting Started Today’s Agenda 1. How it works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  14. 14. Product Setup Product Setup OptionsOption Groups Attribute Values Products Attribute Groups
  15. 15. Product Setup
  16. 16. Apttus CPQ : Getting Started Today’s Agenda 1. How it works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  17. 17. Apttus CPQ Pricing Setup Pricing Setup Price Rule Price List Item Price Rule Set Price List Price Matrices Price Matrices Entries
  18. 18. Quiz Time
  19. 19. Apttus CPQ : Getting Started Today’s Agenda 1. How it works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  20. 20. Define Categories/Catalogs Vodafone Prepaid Recharge Pack Chhota Recharge Full Talk TimeInternet Packs Post Paid Red 199 Red 499
  21. 21. Apttus CPQ : Getting Started Today’s Agenda 1. How it works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  22. 22. Some Hands On – Running CPQ Cycle
  23. 23. Apttus CPQ : Getting Started Today’s Agenda 1. How it works 2. How to get Apttus CPQ package 3. Product Model 4. Pricing Model 5. Catalogs 6. Run Complete CPQ Cycle and Quote Generation for Customers
  24. 24. Apttus CPQ - Upcoming Sessions 1. Complex Pricing 2. Numerical Expression 3. Attribute Based Configuration(ABC) 4. Understanding of Cart/Different Pricing fields 5. Understanding Of Apttus Custom Settings 6. Understanding of Callback Classes 7. Constraints Rules 8. X-Author For Template 9. Asset Based Ordering(ABO) 10.Introduction of Apttus CLM
  25. 25. Reach out to me! Radhe Shyam • An Apttus Professional/Salesforce Developer • Active on Salesforce Success Community • Blogging at www.letsapttus.com • Find me on Twitter @r_shyam_sfdc
  26. 26. Follow New Delhi SFDC DUG Twitter @newdelhisfdcdug Hashtag #newdelhisfdcdug Meetup.com http://www.meetup.com/New-Delhi-Salesforce-Platform-Developer-User- Group Success Community http://sforce.co/1oc0lQA
  27. 27. Thanks You

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