From Salesforce CPQ to Agentforce Revenue Management | ShiftLogic.io
Release Date: 08/02/2026
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...
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With Javed Jafar, CPQ and Billing Expert with 20+ years of experience across enterprise implementations, advisory work, and customer-side transformation programs. How will AI change CPQ for customers, vendors, system integrators, and CPQ professionals? In this episode, Javed shares his perspective on why AI is not replacing CPQ expertise, but changing what good CPQ expertise looks like. Routine configuration work, documentation, testing, and delivery tasks are becoming easier to accelerate with AI tools. At the same time, deep domain knowledge is becoming more important, since customers...
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Can AI actually replace the sales engineer in complex product configuration — without sacrificing accuracy? In this episode of the CPQ Podcast, host Frank sits down with Stanislav "Stan" Chirk, founder of R[ai]sing Sun, an EU-based AI solutions company building custom AI agents for B2B companies. Stan walks us through his journey from engineering and entrepreneurship into the world of Configure, Price, Quote (CPQ), and how that combination led him to found R[ai]sing Sun just over a year ago. We dig into the company's "AI-native" philosophy — building AI-first rather than retrofitting AI...
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Can you trust an AI agent to configure your products, apply your pricing rules, and generate an accurate quote — every single time? According to Dr. Sanjay Mittal, founder of and one of the original pioneers of constraint-based product configuration, the answer right now is: not without guardrails. In this episode of the CPQ Podcast, Sanjay breaks down one of the most underappreciated risks in enterprise AI adoption — logic hallucinations. Unlike factual hallucinations, where an AI simply makes up information it doesn't have, logic hallucinations happen when an AI has all the right facts...
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In this episode of the CPQ Podcast, Frank Sohn speaks with Tiffany Devlin-Drye, Head of Solution Architecture at , about Roadrunner’s view of the CPQ market and its AI-native approach to quoting, approvals, and revenue operations. Tiffany shares her background as a Salesforce CPQ developer, solution architect, and former system integrator before joining . She explains why Roadrunner describes its platform as PQA — Prompt, Quote, Approve — and why the company believes traditional CPQ is being challenged by a new generation of AI-native quote automation platforms. The conversation covers...
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In this episode of the CPQ Podcast, Frank Sohn speaks with Jagadish Bandhole, CEO and Founder of , about how CPQ is changing as AI, no-code administration, mobile workforces, and broader revenue operations requirements reshape the market. Jagadish describes himself as an engineer turned entrepreneur and shares how MobileForce has evolved since his last appearance on the CPQ Podcast in 2023. The discussion covers the company’s move from Mobile Force Software to , why the shift is more than a rebrand, and how the company’s approach has moved from AI-enabled toward AI-first while still...
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In this short CPQ Podcast update, Frank Sohn shares a temporary Novus CPQ research access window running from June 18 to July 17. During this period, visitors can request one free CPQ Vendor Briefing from the Novus CPQ Briefing Library. In addition, selected CPQ Sales Reports are available through sponsored free access, starting with camos CPQ 365 and soon Engineering Intent / kBridge. The Yagna iQ Customer Pulse Report on recurring revenue and renewals is also available after registration. This short episode explains what is available, who the resources may be useful for, and where listeners...
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In this solo episode of the CPQ Podcast, Frank Sohn discusses why many organizations are reassessing their Salesforce CPQ roadmap, what the shift toward Salesforce’s newer Revenue Cloud and Agentforce Revenue Management direction may mean, and why customers should evaluate their next step through a practical lens: CPQ fit, technical debt, ERP integration, lifecycle requirements, administrative capacity, and total cost. Frank also discusses four possible paths Salesforce CPQ customers may consider: maintaining the current Salesforce CPQ environment, rebuilding in the newer Salesforce revenue...
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In this episode of the CPQ Podcast, Frank Sohn speaks with Godard Abel, co-founder and CEO of G2, about how AI, software reviews, and answer engines are changing the way companies evaluate CPQ and enterprise software. Godard shares G2’s key priorities for 2026, including AI transformation, the integration of Gartner Digital Markets, and the growing importance of trusted software review data. With the acquisition of Capterra, Software Advice, and GetApp, G2 now works with more than 6 million reviews and a significantly larger buyer audience. This creates new opportunities for software buyers,...
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In this episode of the CPQ Podcast, Frank Sohn speaks with Rohit Chhabra, Chief Product Officer at Conga, about Conga’s CPQ strategy, the role ofConga Smart CPQ, and how AI is becoming a broader part of the quote-to-cash and commercial operations landscape. Rohit shares insights from more than 25 years of business, engineering, and product leadership experience, including how his background shapes the way he works with teams, prioritizes product investments, and focuses on customer outcomes. He also discusses his involvement with the Juvenile Diabetes Research Foundation / Breakthrough T1D...
info_outlineSalesforce 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 chose Revenue Cloud over Steelbrick CPQ during a greenfield implementation, long before joining ShiftLogic.io.
Frank, Jamie, and Timo also examine why "end of sale" doesn't mean "end of life," and why experienced CPQ practitioners often find ARM the hardest transition to make — thanks to a deeply ingrained "quote-centric" mindset that doesn't always translate cleanly to a revenue-centric world.
In this conversation we cover:
- Why the real urgency behind ARM adoption comes from customers wanting more capability, not from Salesforce forcing a switch
- Why experienced CPQ practitioners often struggle most with the shift to ARM
- How to tackle technical debt and legacy CPQ rules with a "vision lock" approach
- The difference between engineering CPQ and sales CPQ, and where ARM fits for manufacturing and complex products
- How AI and Agentforce adoption is accelerating across CPQ and revenue lifecycle management
- Real customer adoption patterns, typical implementation timelines, and what to expect from a Salesforce CPQ to Revenue Cloud migration
If you're a Salesforce CPQ admin evaluating your next move, a revenue operations leader planning an ARM implementation, or simply curious about where CPQ and revenue management are headed, this episode offers grounded, practitioner-level insight from two people who've lived it on both sides of the table.
Learn more: ShiftLogic.io · Jamie Trigg on LinkedIn · Timo Taipale on LinkedIn
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