CPQ Podcast

This CPQ Podcast episode features Mitesh Sura, Practice Lead and Chief Growth Officer at GoCloudz. GoCloudz offers a modular CPQ solution built natively for the Salesforce platform.

In this interview, Mitesh discusses:

• GoCloudz CPQ Functionality: Learn about the core functionalities of GoCloudz, including product configuration, quoting with PDF generation, and order management.
• Use Cases and Industries: Discover the industries and business scenarios where GoCloudz CPQ is most commonly applied.
• Salesforce AppExchange Reviews: Learn about their user ratings and reviews to get a sense of how other Salesforce users experience GoCloudz.
• Free Trial Availability: Learn more about GoCloudz free trials so interested parties can test their solution before committing.

Additionally, the conversation touches on:

• The most frequent business needs that GoCloudz encounters from potential CPQ users.

Target Audience: This episode is interesting for Salesforce users or businesses considering a CPQ solution, particularly SMBs and mid-sized companies.

website https://gocloudz.com/

Linkedin https://www.linkedin.com/in/salesforcearchitect/

email [email protected]

In this episode, we dive into the world of CPQ implementations with Chirag Gulati, CEO & Chief Architect of RevSolutions.co. Chirag brings experience working with various CPQ solutions and projects on Salesforce and Conga.

Here's what you'll learn:

• The challenges and rewards of Chirag's experience with diverse CPQ implementations.
• Why RevSolutions.co prioritizes "rescue projects" and how they help companies get back on track.
• The pitfalls of over-customization and change management in CPQ projects, and how to avoid them.
• RevSolutions.co's vision for building proprietary software on top of Salesforce and Conga.
• Why Chirag views Salesforce's Revenue Lifecycle Management (RLM) Solution as a game-changer.
• The specific needs of mid-size and SMB customers in the CPQ landscape.
• The top CPQ requirements that RevSolutions.co consistently encounters.

Tune in for actionable insights and expert advice to streamline your sales process with CPQ!

• website https://revsolutions.co/
• Linkedin https://www.linkedin.com/in/cggulati/
• email [email protected]

This episode features a thought-provoking discussion about using Excel alongside CPQ with Dr. Sebastian Dewhurst, General Manager at EASA Software. We expect this topic to spark passionate views from our listeners!

Here's what you can expect to learn:

• Why EASA Software's customers often prefer Excel spreadsheets to traditional CPQ solutions.
• How EASA's no-code platform "appifies" existing Excel spreadsheets, making them secure and user-friendly for industries like finance, insurance, and manufacturing.
• What CPQ+ is – EASA's solution that combines appified spreadsheets with professional services and optional hosted deployment.
• How EASA's solution integrates seamlessly with Salesforce and other popular platforms, even though it offers a unique approach to CPQ.

Tune in for an engaging conversation filled with valuable insights on the intersection of CPQ and Excel.

Contacts

• website https://www.easasoftware.com/
• Linkedin https://www.linkedin.com/in/sebdewhurst/
• email [email protected]

In this two-part CPQ Podcast episode we explore Salesforce's latest offering: Revenue Lifecycle Management (RLM).

Brion Schweers, SVP at Salesforce Revenue Cloud, joins us to unpack RLM's capabilities.

Part 1: Building a Flexible Revenue Engine

• RLM's composable architecture lets you build a custom revenue solution
• Powered by Salesforce Einstein: RLM leverages AI for intelligent automation throughout the revenue process.
• Headless for seamless integration: RLM integrates with existing systems for maximum flexibility.
• Key RLM features: We'll explore product catalog management, pricing, transactions, contracts, and more.
• RLM in the Salesforce ecosystem: Discover how RLM works with Salesforce Manufacturing Cloud, Commerce Cloud, and others.
• Configuration and Testing: Learn how RLM enhances product configuration and streamlines testing.

Part 2: Unveiling RLM's Full Potential

• We'll explore RLM's performance with large and complex quotes.
• Dynamic Revenue Orchestration: See how RLM manages various revenue streams.
• Asset & Subscription Management: RLM automates these processes for greater control.
• RLM and Contract Management: Discover how RLM works with contract management.
• Beyond the Basics: We'll delve deeper into RLM's advanced features.

Join us for a comprehensive look at Salesforce's RLM and learn how RLM could support your revenue operations.

LinkedIn https://www.linkedin.com/in/brion-schweers-71363211/

In this two-part CPQ Podcast episode we explore Salesforce's latest offering: Revenue Lifecycle Management (RLM).

Brion Schweers, SVP at Salesforce Revenue Cloud, joins us to unpack RLM's capabilities.

Part 1: Building a Flexible Revenue Engine

• RLM's composable architecture lets you build a custom revenue solution
• Powered by Salesforce Einstein: RLM leverages AI for intelligent automation throughout the revenue process.
• Headless for seamless integration: RLM integrates with existing systems for maximum flexibility.
• Key RLM features: We'll explore product catalog management, pricing, transactions, contracts, and more.
• RLM in the Salesforce ecosystem: Discover how RLM works with Salesforce Manufacturing Cloud, Commerce Cloud, and others.
• Configuration and Testing: Learn how RLM enhances product configuration and streamlines testing.

Part 2: Unveiling RLM's Full Potential

• We'll explore RLM's performance with large and complex quotes.
• Dynamic Revenue Orchestration: See how RLM manages various revenue streams.
• Asset & Subscription Management: RLM automates these processes for greater control.
• RLM and Contract Management: Discover how RLM works with contract management.
• Beyond the Basics: We'll delve deeper into RLM's advanced features.

Join us for a comprehensive look at Salesforce's RLM and learn how RLM could support your revenue operations.

LinkedIn https://www.linkedin.com/in/brion-schweers-71363211/

This episode dives into the world of QuoteWerks CPQ software with Brian Laufer, a QuoteWerks VP with extensive business experience since 2000.

Here's what you'll learn:

• Why Saving Time Matters: Brian explains how QuoteWerks helps businesses streamline processes and free up time.
• Industry Agnostic Approach: Discover why QuoteWerks caters to an audience across various industries.
• Introducing QuoteWerks v24: Brian unveils the newest software version, highlighting its three key focus areas, including proprietary tax features.
• Focus on Small and Medium Businesses: While QuoteWerks caters to businesses with 5-50 sales reps (SMBs), they also serve larger clients.
• Streamlined Integrations: Learn about QuoteWerks' impressive library of over 200 integrations for various systems.
• Collaborative Quote Management: Brian explores the "Quote Valet" function, an online collaboration tool for quotes, and shares real-world use cases for this function
• QuoteWerks Web vs. Desktop: Brian clarifies the differences between the new QuoteWerks web version and the traditional on-premise (desktop) version.
• Affordable Entry Point: Discuss why QuoteWerks offers a low-cost entry point for businesses.
• Concurrent vs. Named Licenses: Brian explains their use of concurrent licenses and the benefits it provides compared to named licenses.

This episode offers valuable insights for businesses seeking an affordable CPQ solution.

• website https://www.quotewerks.com/
• Linkedin https://www.linkedin.com/in/blaufer/

In this episode of the CPQ Podcast, join me as I chat with Suren Reddy from Cloudely. Suren sheds light on their latest product, "Config," and delves into their System Integration Services tailored for Salesforce, Conga, and Logik.io. Throughout the discussion, Suren covers:

• The role of artificial intelligence within their proprietary solution and its application in supporting off-the-shelf solutions.
• The significance of plug-and-play systems.
• Integration packages designed to connect CPQ with other solutions.
• Cloudely's focus on serving SMBs and mid-size customers.
• Their utilization of ChatGPT internally and within their new product.
• Suren's perspective on the diminishing relevance of coding and the importance of embracing no-code/low-code solutions.
• Insights into Conga Connect, Dreamforce, and SaaStr.

Tune in for an engaging conversation packed with valuable insights into CPQ and beyond.

• website https://cloudely.com/
• Linkedin https://www.linkedin.com/in/surenreddykatta/
• email [email protected]

Join us for an interview with Tiffany Devlin-Drye (Principal Consultant) and John Lehrkind (Salesforce Practice Leader) from Pierce Washington!

About Pierce Washington

• System integrator specializing in Salesforce, Logik.io, and Oracle CPQ
• Backed by private equity investors
• Team of approximately 100 consultants
• Locations: Bay Area, USA and London, UK

Podcast Discussion:

This episode dives into the world of CPQ with insights from Pierce Washington's experts. We'll cover:

• Salesforce's New Revenue Lifecycle Management (RLM) Solution: Explore some functionalities and potential impact of this new offering.
• Demystifying "Total Commerce": Learn Pierce Washington's definition of "total commerce" and its relevance to CPQ.
• Top Client Business Needs: Discover the most common business requirements Pierce Washington encounters.
• Logik.io and Oracle CPQ: Delve into these CPQ solutions and their role in Pierce Washington's services.
• ERP Integrations and CPQ Success: Understand how ERP integrations can drive a thriving CPQ business.

We'll also explore other relevant topics to provide you a well-rounded understanding of Pierce Washington's CPQ practices.

Web

https://piercewashington.com

Linkedin

• Tiffany https://www.linkedin.com/in/tdevlindrye/
• John https://www.linkedin.com/in/johnlehrkind/

email

• Tiffany [email protected]
• John [email protected]

Join me as I speak with Bill Butler, Global Solution Owner for SAP CPQ at SAP. Bill brings over 25 years of CPQ experience across various vendors like FPX, PROS, and CallidusCloud (now SAP CPQ). He also has leadership experience with system integrator and visual vendor companies.

In this episode, Bill dives into key topics including:

• Integrating CPQ solutions with other systems
• Legal considerations surrounding AI use in CPQ
• The cost of customization and AI implementation
• Challenges faced by companies with multiple CRM and ERP solutions
• The benefits of a platform solution
• Overcoming customization challenges
• Price optimization strategies
• And much more!

Events

• CWG in April 2024 in New Orleans,
• SAPPHIRE in June 2024

Contact

• LinkedIn
• email [email protected]

Learn more about the future of sales with AI! This episode features John Bruno, VP of Strategy at PROS, who dives deep into the world of AI-powered CPQ (Configure, Price, Quote). John, a CPQ expert (formerly Forrester Analyst), discusses:

• How AI is revolutionizing CPQ, boosting margins, and raising conversion rates.
• Machine Learning and generative AI.
• Why John values collaboration with System Integrators.
• PROS' cutting-edge "smart CPQ" solution with real-time quoting.
• The power of neural networks and data security in PROS' technology.
• The exciting co-innovation with Microsoft on Sales Copilot, empowering both sales reps and buyers with AI.
• A brand new AI feature that streamlines data onboarding to PROS.

Plus, much more! Tune in to discover how PROS is planning to transform the sales landscape with the help of artificial intelligence.

Event

• PROS Outperform is from May 22-24 in Orlando FL. Register here.

Contacts

• website https://pros.com
• Linkedin https://www.linkedin.com/in/johnfbruno/
• email: [email protected]