Beyond SteelBrick: Vlocity CPQ, Salesforce Revenue Cloud & AI | Manika Goyal
CPQ Podcast
Is migrating from Salesforce CPQ or Vlocity CPQ to Salesforce Revenue Cloud really a migration—or an opportunity to rethink how a business sells? In this episode of the CPQ Podcast, Frank Sohn welcomes back Manika Goyal, CEO and co-founder of Intellicloud Solutions, a Salesforce-focused system integrator. With more than 22 years of experience in telecom, Salesforce architecture, and enterprise transformation, Manika shares what has changed since her first appearance two years ago. Drawing on recent Revenue Cloud implementations in manufacturing, high-tech, and telecom, Manika explains why...
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Why CPQ Breaks After Signature: Amendments & Usage Pricing with Fibrin
CPQ Podcast
In this episode of the CPQ Podcast, Frank Sohn speaks with Chris Tabigo-On, founder and CEO of Fibrin, about how revenue lifecycle management is changing the way companies handle Configure, Price, Quote (CPQ), billing, and contract amendments after the deal is signed. Chris, a CPA turned systems leader, shares how early Salesforce and NetSuite projects, followed by order-to-cash automation at HubSpot and Dropbox, led her to build a system of record for revenue contracts that sits between the CRM and the ERP. She also explains how the company evolved from Tactic to Fibrin and the thinking...
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AI in CPQ: Configure One’s AI Model Builder & AI Seller | Kiana Mostajabian
CPQ Podcast
What if the biggest challenge in CPQ isn't the configuration engine itself, but getting the right product knowledge into it? In this episode of the CPQ Podcast, Frank Sohn welcomes back Kiana Mostajabian, Senior Director of Product Management at Configure One, to explore how artificial intelligence is changing product configuration, quoting, and sales processes for manufacturers of complex products. Kiana explains why product modeling and the dependence on a small number of technical experts remain major barriers to scaling CPQ. She introduces the Configure One Intelligence...
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From Visual CPQ to AI-Native CPQ: Threekit's AI Agents with Marc Uible
CPQ Podcast
What does AI-native CPQ actually mean, and how is it different from adding AI capabilities to traditional CPQ software? In this episode of the CPQ Podcast, Frank Sohn speaks with Marc Uible, VP of AI at Threekit, about the company's evolution from 3D product visualization to AI-native Configure, Price, Quote (CPQ) software and AI-powered sales agents. Marc explains how Threekit is addressing the challenges manufacturers face when selling complex, configurable products through direct sales teams and channel partners. He discusses how AI agents can simplify product selection, configuration,...
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A Smarter Way to Explore CPQ: Meet the Novus CPQ Advisor
CPQ Podcast
How much should you know about CPQ before relying on software vendors, consultants or implementation partners to guide your next steps? In this episode, Frank Sohn discusses why CPQ buyers should first learn enough to ask good questions, challenge assumptions and look at the market from more than one perspective. He also introduces the new Novus CPQ Advisor, an independent starting point for exploring CPQ vendors, solutions, research and next steps. The Advisor can help people who are new to CPQ as well as experienced CPQ stakeholders who want another perspective, information on a vendor, or...
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From zipCPQ to HeliozOne: Modular CPQ, AI & Visualization with Antonio Brkic
CPQ Podcast
In this episode of the CPQ Podcast, Frank speaks with Antonio Brkic, Chief Product Officer at Helioz Technologies, about the evolution of zipCPQ into HeliozOne and the company’s broader vision for configurable product sales. Antonio explains why Helioz is moving from a CPQ-focused solution toward a modular platform that can support product configuration, pricing, quoting, e-commerce, spare parts, document generation, production quoting, and integrations. He also discusses what this transition means for existing zipCPQ customers, noting that current solutions and support remain in place and...
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Agentic AI in CPQ and Quote-to-Cash: Where Autonomy Belongs | Sourabh Kukar, Salesforce
CPQ Podcast
Copilot, assistant, agent — the terms get thrown around interchangeably, but they describe three very different levels of AI autonomy. So where does agentic AI actually belong in the configure-price-quote process, and where should humans stay firmly in control? In this episode, Frank sits down with Sourabh Kukar, Director of Technical Consulting at Salesforce, where he leads a team of enterprise architects working across Revenue Cloud, Agentforce Revenue Management, CPQ, and H&A solutions for large enterprise customers. Sourabh was named Salesforce's FY24 CMT Technical Architect of...
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From Renewal Reminders to Revenue Automation: Channel CPQ, Agentic AI & the Long Tail | Yagna iQ
CPQ Podcast
Renewals are becoming a strategic revenue priority — but why do so many companies still manage them through disconnected systems, spreadsheets, emails, and partner portals? In this episode, Frank talks with Ram Rai, founder & CEO of Yagna iQ, and Manish Agrawal, Co-Founder & CTO, about how recurring revenue and renewal management are changing as companies move toward subscription and lifecycle-based business models. They discuss why renewals become particularly challenging in indirect sales channels, where OEMs, distributors, resellers, and end customers may all participate...
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Visual CPQ, Engineering Automation, and AI with Scott Heide of Engineering Intent
CPQ Podcast
Where does traditional CPQ stop—and where does engineering automation need to take over? In this episode, Frank sits down with Scott Heide, CEO of Engineering Intent, to explore how CPQ can support products that require far more than standard configuration, pricing, and quoting. Scott brings more than 30 years of experience working with engineer-to-order companies, knowledge-based engineering, and sales engineering automation. Returning to the CPQ Podcast for the first time since 2023, Scott explains why customers typically approach Engineering Intent when their products involve complex...
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From Salesforce CPQ to Agentforce Revenue Management | ShiftLogic.io
CPQ Podcast
Salesforce CPQ is officially end of sale — but what does that actually mean for your business, and where do you go from here? In this episode, host Frank sits down with Jamie Trigg and Timo Taipale from ShiftLogic.io to unpack the shift from Salesforce CPQ to Agentforce Revenue Management (ARM), and why this transition is a full revenue transformation, not just a platform swap. Jamie brings nearly 20 years of CPQ experience, from the early days at Big Machines and Steelbrick through a long run in Salesforce Revenue Cloud. Timo shares his journey as a self-described "accidental admin" who...
info_outlineOn June 29, 2021 TA Associates announced that they introduce a new brand "Revalize" that is comprised of five firms. Three CPQ Vendors FPX, Configure One, AQ/Axonom and Engineering Solution and Pipeflow. Interest in this announcement has been strong and so we summarize our feedback on this transaction in this short Podcast episode. Contact [email protected] if you have any additional questions and keep in mind that CPQ Circle Subscribers get this and much more information on a regular basis (and earlier than non-subscribers!)