ConnectWise Certifications | CPQ (Sell) Quote and Proposal Certification
This course helps TSP professionals uncover time-saving automation for your quoting process. You'll review the basics of creating and delivering quotes, then move through ways to standardize and simplify quoting for you and your growing team. Earning a role-based ConnectWise CPQ (Sell) certification helps demonstrate your software expertise. This credential validates your quoting and proposal skills within ConnectWise CPQ.
Course Topics:
• Quote Templates
• The Order Porter
• Product Sourcing
• Creating Sales Teams
• CRM Integration
• Sales Process Automation
• Accountability via Sales Approvals
Skills / Knowledge
- Quoting
- Product Sourcing
- Sales Process Automation
- CRM Integration
- Sales Notifications
- Procurement
- Pricing and Packaging
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