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    Callidus Training PDF

    Uploaded by

    Shailesh Kumar
    This document outlines the agenda and content for a 3-day Basic Admin Training course on CallidusCloud CPQ. The training provides hands-on labs and lectures to teach students how to set up and customize CallidusCloud CPQ. Students will learn how to model products, configure pricing and discounts, manage data and workflows, and generate quotes and documents. Requirements include individual laptops and internet access. Upon completing the course, students will be able to apply the knowledge to launch and maximize their company's use of CallidusCloud CPQ.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd

    Callidus Training PDF

    Uploaded by

    Shailesh Kumar
    448 views6 pages
    This document outlines the agenda and content for a 3-day Basic Admin Training course on CallidusCloud CPQ. The training provides hands-on labs and lectures to teach students how to set up and customize CallidusCloud CPQ. Students will learn how to model products, configure pricing and discounts, manage data and workflows, and generate quotes and documents. Requirements include individual laptops and internet access. Upon completing the course, students will be able to apply the knowledge to launch and maximize their company's use of CallidusCloud CPQ.

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    callidus training.pdf

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    This document outlines the agenda and content for a 3-day Basic Admin Training course on CallidusCloud CPQ. The training provides hands-on labs and lectures to teach students how to set up and customize CallidusCloud CPQ. Students will learn how to model products, configure pricing and discounts, manage data and workflows, and generate quotes and documents. Requirements include individual laptops and internet access. Upon completing the course, students will be able to apply the knowledge to launch and maximize their company's use of CallidusCloud CPQ.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    448 views6 pages

    Callidus Training PDF

    Uploaded by

    Shailesh Kumar
    This document outlines the agenda and content for a 3-day Basic Admin Training course on CallidusCloud CPQ. The training provides hands-on labs and lectures to teach students how to set up and customize CallidusCloud CPQ. Students will learn how to model products, configure pricing and discounts, manage data and workflows, and generate quotes and documents. Requirements include individual laptops and internet access. Upon completing the course, students will be able to apply the knowledge to launch and maximize their company's use of CallidusCloud CPQ.

    Copyright:

    © All Rights Reserved
    Download as PDF, TXT or read online from Scribd
    Download as pdf or txt
    of 6
    At a glance
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    The training provides skills for setting up and customizing CallidusCloud CPQ including modeling products, configuring pricing and discounts, and generating quotes.

    The training covers topics like product modeling, pricing configuration, data management, configuration rules, document generation, and more across six days of lectures and hands-on labs.

    Students will learn how to apply best practice modeling principles, complete configuration and data management tasks, model the sales process and generate configured quotes using the web-based CPQ Admin interface.

     

     
     

    CallidusCloud CPQ  
    Basic Admin Training 
     
     
     
     
     

    Designed  for CPQ Administrators  and Sales / Marketing  professionals,   the 


    Basic Admin Training  course  provides  the necessary  skills for setting  up and 
    customizing  CallidusCloud CPQ for end users. Each of these topics  involve 
    hands  on labs and lectures  designed  to fully create  a CallidusCloud CPQ 
    installation  by using one of the most common  and recognizable  products, 
    the Desktop PC. After successfully  modeling  this product,  which resides  in a 
    traditional  catalog  format,  you will be able to setup your own products  and 
    services  in CPQ. 

    Who Should Attend CallidusCloud CPQ administrators,  sales and marketing  professionals,  or 


    product  management 
     
    Expectations How to apply best practice modeling  principles,  complete  configuration 
    and data management  tasks, model the sales process and generate 
    configured  quotes using the web‐based  CPQ Admin interface.  How to 
    apply this knowledge  to launch, guide, configure,  maintain, and maximize 
    your company's  use of CallidusCloud CPQ. 
     
    Requirements Students:  Individual  laptops  or personal  computers  with Internet  access 
    Instructor:  A wireless  or LAN connection  and a VGA or DVI projector 
     

     
     
     
     
     
     
       

    CallidusCloud CPQ  Basic Admin Training  2 
     
     
     
     
     
     
     
     
    DAY 1 
     
    Introduction  A.  Class introductions (instructor, students)  
      B.  Configuration Concepts 
    C.  Project Timeline 
    D.  Handouts, i.e., Labs, Log In ID’s 
    E.  Review of Agenda, Training, Product Catalog 
     

    LAB 1    A.  Logging In – www.webcomuniversity.com 


    Getting Started ‐ Demo  B.  End User Functionality – Overview 
      C.  Set Up and Administration – Overview 
     

    LAB 2    A.  Gathering Product Data
    Workbook  B.  Populating Workbooks 
     

    LAB 3    A.  Defining Structure
    Categories and Products  B.  On‐line Catalog – Defining Categories and Products 
     

    LAB 4   A.  Create Simple Product
    Products  B.  Copy  Product 
    C.  Create Configurable Product 
    D. Managing and Modifying  Products 
     

    LAB 5    A.  Define User Groups
    Users  B.  Set up Users 
     
     
       

    CallidusCloud CPQ  Basic Admin Training  3 
     
     
     
     
     
     
     
     
    DAY 2 
     
    Review of Day 1   
     
    LAB 6   A.  Creating and Uploading Pricebooks
    Pricing  B.  Define and Configure Custom Tables 
     

    LAB 7    A.  Code Builder / Syntax Checker
    Introduction to Tag Usage  B.  Dynamic Part Number 
    C.  Dynamic Descriptions 
     

    LAB 8   A.  Mass Import/Export Simple Product
    Data Management  B.  Bulk Import/Export Attributes 
    C.  Bulk Import/Export Users 
    D.  Bulk Import/Export Customers 
     

    LAB 9  A.  Creating Attribute Dependencies
    Configuration Rules  B.  Selecting Attributes based on Attribute Values 
    C.  Using Code Builder to create Rules 
    D. Hidden Attributes and Calculations 
     
     
       

    CallidusCloud CPQ  Basic Admin Training  4 
     
     
     
     
     
     
     
     
    DAY 3 
     
    Review of Day 2 

    LAB 10  A.  Creating and Managing  Messages
    Messages  B.  Messages in the Configurator 
    C.  Messages in the Responder 
     

    LAB 11   A.  Discounting Rules
    Discounts and Markets  B.  Currencies 
    C.  Markets 
     

    LAB 12  A.  Status Definitions 
    Workflow  B.  Define Workflow  
    C.  Notifications 
    D.  Approval Rules 
     

    LAB 13  A.  Managing Quotation Templates 
    Document Generation  B.  Defining New Template 
     
     
     
       

    CallidusCloud CPQ  Basic Admin Training  5 
     
     
     
     
     
     
     
     
    DAY 4 
     Review of Day 3   
    Lab 14   A.  Attribute Type Container 
    Attribute Type Container 
    LAB 15  A.  Review Product Details Page 
    Design Product Details Page  B.  Create New Product Details Page 
     
    LAB 16  A.  Review Attributes Based Search 
    Attributes Based Search  B.  Create New Attribute Based Search 
     
    Lab 17  A.  Special Pricing & Promotions 
    Special Pricing & Promotions 
    CRM Setup  A.  Review Process 
    B.  Related Quotes Setup 
    B.  Customer Roles Mapping 
    C.  Custom Fields Mapping 
    User Interface (UI)  A.  Customer Category User Interface 
    B.  Styles and Images 
    C.  Product Configuration Templates 
     
    WorkFlow  A.  Introduce WorkFlow 
    B.  Creating a Case 
     
    Client Specific Product Modeling Review  A. Discussion 
    B.  
    Advanced Concepts Review  A. Collection of Configurable Products 
    B.  Configurable Systems 
    C.  Product Alias 
    D.  Help me choose link (pop‐up) 
     
    Conclusion  A.  Review 
    B.  Questions and Answers 
    C.   Training Feedback Forms – email to: 
    RateMyTraining@calliduscloud.com 
     

    CallidusCloud CPQ  Basic Admin Training  6 
     
     
     
     

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