CPQ Podcast

Inthis 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 architecturelets 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 performancewith 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/

Inthis 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 architecturelets 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 performancewith 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.

• websitehttps://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.

• websitehttps://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

• Tiffanyhttps://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 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 Outperformis from May 22-24 in Orlando FL. Registerhere.

Contacts

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

This episode features Jan Brolsma, founder and CEO of Elfsquad, a Dutch CPQ vendor focused on small and medium-sized manufacturing companies (mostly up to $200 million annual revenue, and some beyond that) since 2016. Brolsma discusses:

• The impact of app development on the CPQ space.
• How Elfsquad's easy-to-use solution minimizes the need for professional services and custom coding.
• Their "API-first" approach and its benefits for Elfsquad and its customers.
• Elfsquad's expansion plans into new markets.
• Their pre-built integrations with other software solutions.
• "Archer," their proprietary development engine and its capabilities.
• The importance of visualization in the CPQ process.
• What a typical Elfsquad project entails.
• Their decision to operate without outside investors.
• "Archer 2.0" and other upcoming developments.

Subscribe to the CPQ today to regularly receive CPQ insight for businesses of all sizes!

• Website: https://www.elfsquad.io/
• LinkedIn:https://www.linkedin.com/in/jan-brolsma-18598649/details/experience/
• Email:[email protected]

Join us for a conversation withScott Green, a seasoned business leader with over 30 years of international experience. Scott is theFounder & CEO of Profit Drivers, a company specializing inSystem Integration andpricing strategyservices for solutions likePricefx. They also offer their ownproprietary softwareto help businesses tackle their pricing challenges.

In this episode, Scott dives deep into:

• The benefits of diverse industry experiencein navigating the complexities of pricing strategy.
• Profit Drivers' offering:afractional Center of Excellence (CoE)to empower businesses with pricing expertise.
• Top business prioritiescompanies are facing today.
• C-suite expectationsand how to meet their needs.
• The typical project processat Profit Drivers.
• Why pricing consulting goes beyond simply improving marginsand unlocks broader business value.

This episode is packed with insights for anyone looking togain a competitive edgethroughstrategic pricing.

• website: https://profitdrivers.com
• LinkedIn:https://www.linkedin.com/in/scottgreen5/
• email:[email protected]

Puneet, a seasoned leader with over 25 years of experience at Oracle, Amazon, and other industry giants, has a passion for innovation. Living in Saratoga with his family, he's been obsessed with metering, billing, and CPQ/Quoting solutions for over a decade. This passion led him to launch his second startup in 2020, driven by the belief that usage-based pricing is critical for his target customers.

In this episode, Puneet delves into the exciting journey of his startup. He'll share:

• The motivations behind his second entrepreneurial venture.
• Why usage-based pricing is a game-changer for his customers.
• How he secured $20 million in VC funding, with the potential for more on the horizon.
• The strategic role of their API architecture and the decision to build natively on Salesforce.
• The unveiling of their brand-new CPQ solution, just released 4 weeks ago!

And that's not all! Puneet will also be sharing valuable insights and industry trends, making this episode a must-listen for anyone interested in the future of CPQ and usage-based pricing

Subscribe to the CPQ Podcast today to regularly receive CPQ insights for businesses of all sizes!

• Website:https://www.amberflo.io/
• LinkedIn:https://www.linkedin.com/in/puneetguptausa/
• Email:[email protected]