Templates
Salesforce CPQ
Train, enable, and empower your team in Salesforce CPQ – in minutes. Salesforce CPQ is complex, but Spekit makes it easy. Customize our expert-written CPQ training templates and surface this training directly within CPQ, exactly where your users need it.
3 steps to enable your team in Salesforce CPQ with Spekit
1.
Chat with our CPQ training experts
Chat with us to see how easily Spekit can help your team train, onboard, and reinforce learning in real-time, right where questions arise in Salesforce CPQ.
2.
Customize training to your needs
Customize the Salesforce CPQ training template in a few clicks to meet your unique business needs. Add videos, images, tables, and more to reinforce processes in the moment of need.
3.
Automatically see training in Salesforce CPQ
See your processes, definitions, and more surface right where your team is working in Salesforce CPQ beside defined terms, fields, and picklist values. Then, invite your team to join!
Free Salesforce CPQ Training Templates
Get your team up and running on Salesforce CPQ in days, not months. Don’t write your training from scratch. We’ve collaborated with CPQ expert and Salesforce MVP, Brad Gross, to prepare the complete guide to get your team up and running in Salesforce CPQ.
We’ve included customizable training templates on:
- How to edit quotes
- How to create quotes
- How to amend contracts and accounts
- Understanding discounts and discount tiers
- Finding products, configuration, and more!
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What our customers say
We’d been looking at training tools for Salesforce CPQ for two years. When I saw Spekit I was almost speechless. It allows us to do everything we’ve been looking to do. We can train in-app, in real-time with content, videos, specific processes - all in one place.
Julie Legleu
Salesforce Trainer
It's simple to use from everyone's perspective. The implementation process was painless and very quick - I've never deployed a new system so easily. We were up and running within a week of executing our contract with quality prebuilt content as well as custom content around our core sales knowledge-base and tied our launch of Spekit to a launch a new Salesforce workflow.
Rachel Fisher
Director, Sales Operations and Enablement
In searching for an in-app solution for user guidance, Spekit was the clear leader early on. Their ability to connect knowledge to business outcomes, reducing the time our reps spend learning tools and processes is going to be a critical component of our growth strategy moving forward.”
Keith Jones
REVENUE OPERATIONS SYSTEMS LEAD
After purchasing and rolling out Spekit to our 450 employees in just four business days during COVID, I just couldn’t stop bragging about your “white glove” approach to Customer Service.“
Daniel Ritch
CHIEF INFORMATION OFFICER
Spektacular Features
Customize the templates in Spekit to appear in Salesforce CPQ.
Consolidate Salesforce CPQ training within a single, accessible solution
With Spekit, all your Salesforce CPQ training lives in one, consolidated solution. Customize, build, and scale training to help your team easily adopt processes and best practices.
Surface Salesforce CPQ training and resources in your own instance
With Spekit, surface knowledge, and training directly within Salesforce CPQ, right where questions arise.
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