In this episode you hear from Ali Najefi, Founder of CogentShift. Ali has 15+ years of business experience and lives with his family near Oxford, UK. Here he talks about his Salesforce native CPQ Solution CogentShift, their integration with CDS Visual and DocuSign, their "API friendly" solution architecture, why he sees integrations to other solutions as the biggest growth opportunity going forward and much more  web cogentshift.com LinkedIn https://www.linkedin.com/in/alinajefi/ email ali@cogentshift.com 

Interview with Ali Najefi, Founder of CogentShift

This Podcast is 100% focused on Configure-Price-Quote (CPQ) Tools and Processes and will provide you useful insights into this topic. We conduct interviews with many different CPQ leaders and contribute to increase CPQ knowledge in the Market space.

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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/ 

Interview with Brian Laufer, VP Strategy at Quotewerks

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 help@cloudely.com  

Interview with Suren Reddy, Co-Founder & CEO of Cloudely

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 tiffany.devlin-drye@piercewashington.com John  john.lehrkind@piercewashington.com  

Interview with John Lehrkind & Tiffany Devlin-Drye from Pierce Washington

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 Bill.Butler@sap.com   

Interview with Bill Butler, Global Solution Owner for SAP CPQ

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: jbruno@pros.com 

Interview with Ali Najefi, Founder of CogentShift

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