RevOps Roundtable

Panelists
John Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTube
CC Chiderski, Solution Architect, CLD Partners
Alexandra Stehman, AI Strategy Lead, Uptima
Travis Lee, Salesforce Consultant, TJL Consulting

Content

• 00:00 Introduction
• 03:07 Biggest Challenges with Revenue Cloud
• 07:42 Implementation: Theory vs. Reality
• 10:54 Migrating from Legacy CPQ Tools
• 13:30 Hard Left Turns: Frequency and Significance
• 15:35 Developers Required to Implement and Administer
• 20:04 Hiring Dedicated Resources to Administer Revenue Cloud
• 25:10 Advanced Approvals: Are They “Advanced”?
• 32:10 Is Revenue Cloud “At Parity” with Salesforce CPQ?
• 35:36 Context Definitions and the Absence of “Twin Fields”
• 37:04 Should You Use Revenue Cloud?
• 38:35 A Shameless Pitch for Advisory Services and Proofs-of-Concept (POCs)
• 43:39 How would you think about the decision to purchase Revenue Cloud?

Panelists

• John Garvens, Owner & Principal Architect, Garvens Consulting
• Micah Gerger, Founder & Chief Technology Officer, Blue Robot Digital

Contents

• 00:00 Introduction
• 02:05 Salesforce CPQ End of Sale Announcement
• 10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud
• 14:27 A functional AND technical transformation
• 20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud
• 24:34 RevOps Domain Knowledge + Technologist Mindset = Success
• 32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines
• 37:25 Selecting a Revenue Cloud implementation partner
• 44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets
• 55:16 PSA: Make a Slack workspace for your Salesforce friends
• 56:37 Proofs of Concept (POCs) and Advisory Services
• 1:04:05 Martial arts is more fun than Revenue Cloud

Panelists
John Garvens, Owner & Principal Architect, Garvens Consulting
Jean-Michel Tremblay, Managing Principal, Aleysian
Ravi Maturi, Managing Partner, MN Squared
Jason Anderson, Founder & Senior Principal Advisor, Spherelight Consulting
Travis Lee, Senior Director, Revenue Systems & Processes, AvidXchange
Micah Gerger, Founder & Chief Technology Officer, Blue Robot Digital

Contents

• 00:00 Introduction
• 04:18 Summer ’25 Release Notes Discussion
• 07:08 Default Catalog, Guided Selling, Enhanced Attribute Support, and Quote Visibility
• 18:02 Transaction Management and Agentforce Integration
• 26:50 Smart Approvals and Pricing Procedure Simulation
• 34:09 Advanced Configurator and Constraint Engine
• 34:42 Dynamic Revenue Orchestrator (DRO) Fulfillment Plans
• 39:00 Collections and Licensing Considerations
• 52:14 Final Thoughts and Future Topics

Resources

• Product Catalog Management
• Salesforce Pricing
• Product Configurator
• Transaction Management
• Usage Management (Generally Available)
• Salesforce Contracts
• Dynamic Revenue Orchestrator
• Billing

Panelists

• Jessica Roundy, Solution Architect
• John Garvens, Owner & Principal Architect, Garvens Consulting
• Tiffany Devlin-Drye, Principal Consultant, Pierce Washington
• John Bishop, Principal Consultant, Pierce Washington
• Micah Gerger, Founder & Chief Technology Officer, Blue Robot Digital

Contents

I spoke with Jessica Roundy, Tiffany Devlin-Drye, John Bishop, and Micah Gerger about Salesforce Revenue Cloud and its past, present, and future.

We covered many topics, including what Revenue Cloud is and why it matters, how Revenue Cloud careers will evolve, how AI will impact revenue-centric and adjacent business processes, what excites us most about the future of Revenue Cloud, and more.

• 00:00 Introduction
• 04:15 What is Salesforce Revenue Cloud?
• 11:40 Revenue Cloud Career Opportunities
• 24:48 Revenue Cloud and Agentforce / AI

Panelists

• John Garvens, Owner & Principal Architect, Garvens Consulting
• Jean-Michel Tremblay, Solution Architect, The Cloud Update
• Wayne Salazar, Solution Architect, Simplus
• Matt Coker, Solution Architect, Amwintech

Contents

• 00:00 Introductions: John Garvens, Jean-Michel Tremblay, Wayne Salazar & Matt Coker
• 08:24 Salesforce Revenue Cloud at Dreamforce 2024
• 22:15 Salesforce Revenue Cloud: Winter ’25 Release
• 47:15 Salesforce Revenue Cloud Careers

Resources

• Garvens Consulting YouTube Channel
• The Cloud Update YouTube Channel

Hello, and welcome to the RevOps Roundtable! I am your host, John Garvens, owner and principal architect at Garvens Consulting.

The RevOps Roundtable is a discussion-based podcast about Revenue Operations, featuring thought leaders and notable executives discussing the commercial, operational, and technical challenges facing Revenue Operations teams today.

The show aims to promote open and honest conversations and to offer practical solutions, guidance, and direction to RevOps professionals around the world. I hope you enjoy it!

To ask questions, share feedback, or suggest show ideas, email me at [email protected].