Zuora for Salesforce: Quote Basics

Zuora for Salesforce: Quote Basics

Self-Paced: for Sales Representatives who use the Zuora for Salesforce application to create new or amendment subscription quotes for customers.

About this course

This course is designed for Sales Representatives who use the Zuora for Salesforce application to create new or amendment subscription quotes for customers.

By the end of the course, you’ll be able to:
• Identify the two managed packages that comprise Zuora for Salesforce
• Identify the steps in creating a new quote
• Create a new quote
• Identify the steps in creating an amendment quote
• Create an amendment quote
• Identify the steps in creating a new quote with guided selling
• Create a new quote with guided selling

Prerequisites: None

The course is broken down as shown:

Module 1
Zuora for Salesforce
Welcome!
Topic 1: What’s in it for You?
Topic 2: What Is Zuora?
Topic 3: An Overview of Zuora for Salesforce
Topic 4: Preparing Zuora for Salesorce
Topic 5: Quotes with Zuora for Salesforce

Module 2
Creating a Quote in Salesforce
Topic 1: Creating a New Quote
Topic 2: Creating an Amendment Quote

Module 3
Creating a Quote with Guided Selling
Topic 1: What Is Guided Selling?
Topic 2: Creating  Quote with Guided Selling
Check your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Zuora for Salesforce

    Welcome!
    Topic 1: What’s in it for You?
    Topic 2: What Is Zuora?
    Topic 3: An Overview of Zuora for Salesforce
    Topic 4: Preparing Zuora for Salesorce
    Topic 5: Quotes with Zuora for Salesforce

  • Module 2
  • Creating a Quote in Salesforce

    Topic 1: Creating a New Quote
    Topic 2: Creating an Amendment Quote

  • Module 3
  • Creating a Quote with Guided Selling

    Topic 1: What Is Guided Selling?
    Topic 2: Creating  Quote with Guided Selling

  • Check Your Understanding
  • Module 4
  • Module 4: Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps

About this course

This course is designed for Sales Representatives who use the Zuora for Salesforce application to create new or amendment subscription quotes for customers.

By the end of the course, you’ll be able to:
• Identify the two managed packages that comprise Zuora for Salesforce
• Identify the steps in creating a new quote
• Create a new quote
• Identify the steps in creating an amendment quote
• Create an amendment quote
• Identify the steps in creating a new quote with guided selling
• Create a new quote with guided selling

Prerequisites: None

The course is broken down as shown:

Module 1
Zuora for Salesforce
Welcome!
Topic 1: What’s in it for You?
Topic 2: What Is Zuora?
Topic 3: An Overview of Zuora for Salesforce
Topic 4: Preparing Zuora for Salesorce
Topic 5: Quotes with Zuora for Salesforce

Module 2
Creating a Quote in Salesforce
Topic 1: Creating a New Quote
Topic 2: Creating an Amendment Quote

Module 3
Creating a Quote with Guided Selling
Topic 1: What Is Guided Selling?
Topic 2: Creating  Quote with Guided Selling
Check your Understanding

Module 4 
Course Summary
Course Summary
Completed Objectives
Next Steps

Course30 minutes

  • Module 1
  • Zuora for Salesforce

    Welcome!
    Topic 1: What’s in it for You?
    Topic 2: What Is Zuora?
    Topic 3: An Overview of Zuora for Salesforce
    Topic 4: Preparing Zuora for Salesorce
    Topic 5: Quotes with Zuora for Salesforce

  • Module 2
  • Creating a Quote in Salesforce

    Topic 1: Creating a New Quote
    Topic 2: Creating an Amendment Quote

  • Module 3
  • Creating a Quote with Guided Selling

    Topic 1: What Is Guided Selling?
    Topic 2: Creating  Quote with Guided Selling

  • Check Your Understanding
  • Module 4
  • Module 4: Course Summary

    Course Summary
    Completed Objectives

  • Course Rating
  • Next Steps