Hansen CPQ Fundamentals
This course provides you with hands-on experience of the Hansen CPQ application. By the end of the course, you should be comfortable navigating through the application as well as creating and editing quotes, managing customer portfolios and updating live orders.
By gaining a detailed understanding of the quotation, order enrichment and submission process within Hansen CPQ you will be able to provide faster, more accurate quotes and subsequent orders for your customers, with reduced order fallout.
Typical roles include:
- Sales team
- Customer services team
- Product manager
- Marketing manager
- Business manager
- Project manager
- Developers and integration specialists
Completion of the Hansen CPQ Overview is mandatory before attending this course.
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Once you have completed this course you will be able to complete the following:
- Create and configure quotes for both new and existing customers, including the use of upselling and cross-selling tools.
- Review and amend quotes, then convert quotes to orders.
- Perform order enrichment, review and submit orders to the order management system.
- Amend quotes and orders.
- Review and amend customer portfolios, including upgrades, downgrades and disconnections.
Logging in and selecting customers
Selecting products and understanding Hansen CPQ offer filters
Creating, configuring, reviewing quotes
Following guided selling suggestions
Converting quotes to orders
Enriching and submitting orders
Amending existing quotes
The order state model and amending orders
Reviewing and updating the customer portfolio
The course concludes with an online exam, which tests both theoretical and practical knowledge of Hansen CPQ. On successful completion of the exam and full course attendance, you gain Hansen CPQ Fundamentals Certification.
A Hansen CPQ training environment is required for each trainee for the duration of this training.