Process, Tools & Systems
Consulting Pricing & Approvals
Building on your understanding of Quotes and the Quote Lifecycle in Salesforce, this training will cover how to add Consulting Products to a Quote and manage the bid review and approval process.
Skills
- Instructional Design
- Project Mgmt.
- Content/asset creation
- Copywriting
Tools & Systems
- Success Factors
- Articulate Rise
Deliverable
- eLearning course
End User
- Employee
- Sales
- Professional Services
Collaborators
- Sales operations
- Sales
- Salesforce system admin
- Consulting Dept.