University Live

Make the most of your time at C3 by connecting to CallidusCloud University (CU) LIVE at C3. Using the same format as our popular virtual instructor-led webinar series of the same name, an instructor will be showing you tips, tricks, and paths to success—but in person!
Bring your questions and get ready to get your learn on.

All CU LIVE training courses are on Monday, September 18.

Monday, Sept. 188:30 AM – 10:00 AM

Compensation
Knowing how to manage effective dates is critical to compensation management. In this session, you’ll learn how to use effective dating to manage change in your organization.

Trainer: Krista Peters
Room: Latour 1

Insurance
In this course, you’ll learn how to update search and detail screens in Producer Pro, as well as how to change the labels and locations of portals, tabs, and menu items where applicable.

Trainer: Molly Feltus
Room: Latour 4

CPQ
In this session, you’ll learn how to use a variety of methods to manage custom pricing in CPQ. Using the example of a seasonal pricing scenario, you’ll see how to create a product and use custom tables, import/export, and formulas to make it easy for your sales operations team to manage pricing in CPQ.

Trainer: Michael Burnes
Room: Lafite 1

Litmos
Arigato gozaimasu (thank you very much) and welcome. In this first Litmos session of three, you will start with the fundamentals and best practices for managing your Litmos environment; adding and assigning courses, people, and teams; and running preconfigured reports. You must first learn to crawl before you walk, so you must master the basics before you move on to upper functionality (and belts). This class is for students who are new or fairly new to Litmos and will guide students confidently through their first and most crucial steps.

Trainer: Michael Martin
Room: Lafite 7

10:30 AM – 12:00 PM

Compensation
How do you know for certain that your calculation has the right results, and what do you do if it doesn’t work as expected? This course focuses on making sure the process runs smoothly from one period to the next. We’ll show you how to view results and fix common issues with a focus on best practices.

Trainer: Michael Burnes
Room: Latour 1

Compensation
In this session you’ll see how easy it is to manage even complex dispute workflows using the dynamic duo of CallidusCloud Commissions and CallidusCloud Workflow.

Trainer: Krista Peters
Room: Latour 4

Insurance

Making sure all your Producers are in compliance is a complex task, but the Okay to Sell component of Producer Pro makes it a snap. In this session, you’ll learn how to set up and configure Okay to Sell.

Trainer: Molly Feltus
Room: Lafite 1

Litmos
This Litmos Green Belt class will focus primarily on learning and strengthening skills with the Litmos core module building tools: survey, assessment, page of information, embed, checklist, link, learner upload, live session, and video assessment. It will also introduce the top third-party tools outside of Litmos that you should consider using to build high-end content for your LMS. This class is for students with a familiarity and general confidence with Litmos.

Trainer: Michael Martin
Room: Lafite 7

12:00 PM – 1:00 PM

1:00 PM – 2:30 PM

Compensation

If you’re responsible for managing the reporting and analytics side of Commissions, this session is for you! You’ll learn about all the newest standard reporting options and dashboards available with Commissions. You’ll learn how to run reports, configure custom dashboards and see how easy it is to manage reports in Commissions to keep your Sales team informed and motivated.

Trainer: Michael Burnes
Room: Latour 1

Insurance

In this session, you’ll learn how to easily manage even the most complex onboarding processes. See how Workflow and Producer Pro work together to make onboarding your producers a breeze.

Trainer: Molly Feltus
Room: Latour 4

Compensation

In this session, you’ll learn how Plan Communicator makes it easy to create and distribute plan documents to your organization’s payees. You’ll learn how to create a plan document, set up a distribution list, and manage and track distributions.

Trainer: Lara Golden
Room: Lafite 1

Litmos
In this black belt class, you will learn the newest arts (functionalities) of Litmos, including Litmos Assign, Boost, Persist, Brands, and how to manage automatic communication strategies like email templates and text messaging. This class is for students with strong confidence and competence working with and using Litmos.

Trainer: Michael Martin
Room: Lafite 7