- Module 1: Sales Overview
- Module 2: Working with Opportunities
- Module 3: Quotes to Orders
- Module 4: Sales Analytics and Insights
Module 1: Perform discovery, planning, and analysis
- Create and validate documentation
- Perform continuous collaboration with the customer
Module 2: Working with Opportunities
- Manage customers
- Working with opportunities
- Embedded intelligence
- Playbooks
- Integrated sales tools
- Module summary
Module 3:Quotes to Orders
- Order processing overview
- Manage product catalog
- Create and manage quotes
- Create and manage orders and invoices
- Module summary
Module 4: Sales Analytics and Insights
- Overview
- Power BI
- AI for Sales
- Module summary