CPQ Podcast
The CPQ Podcast is your go-to source for all things Configure-Price-Quote (CPQ). Each episode features in-depth interviews with industry leaders, innovators, and practitioners who share real-world insights, strategies, and success stories. Whether you're in Sales Ops, RevOps, IT, or Product Management, this podcast helps you stay ahead in the evolving CPQ landscape — from CPQ tools and processes to digital selling, product configuration, pricing strategy, and Quote-to-Cash trends. Tune in to expand your CPQ knowledge, explore new solutions, and hear from the voices shaping the future of B2B sales automation.
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🎙️ CPQ Podcast: Tina Kung – 4 Generations of CPQ + Billing, Nue.io, and the Future of RevTech
06/29/2025
🎙️ CPQ Podcast: Tina Kung – 4 Generations of CPQ + Billing, Nue.io, and the Future of RevTech
In this episode, we’re joined by Tina Kung, Co-Founder and CTO of , a rising CPQ & Billing platform redefining the quote-to-cash experience for modern SaaS businesses. With a career spanning Ariba, Oracle, Zuora, Salesforce, CA Technologies, and more, Tina brings over two decades of experience building and evolving four generations of CPQ and Billing systems. 🔍 We discuss: Her journey from on-premise software to modern SaaS Key insights from working at Salesforce and Zuora, where cracks in the CPQ–Billing integration became clear to her How Amazon’s B2C user experience inspired her to rethink B2B ’s product strategy: real-time pricing, platform-agnostic architecture, and a unified data model The importance of empathy, resilience, and communication in solving complex RevOps challenges Why hybrid pricing models, mid-term changes, and renewals are critical in SaaS Her vision for AI in CPQ & Billing over the next 12 months The recent $20M Series A funding, the acquisition of Approvals Pro, and ’s plans for Dreamforce and Q3 events Tina also shares what sets apart from other CPQ vendors—and how their metadata-driven, Salesforce-native approach aims to eliminate handoffs between quoting and billing entirely. 🎧 Whether you're a CPQ buyer, system integrator, SaaS leader, or RevOps pro, this episode offers rare insights into the future of revenue technology. 🔗 Learn more about : 📊 Learn more about Nue.io in our CPQ Sales Report @ 📬 Contact Tina via LinkedIn or email
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How Twyn.ai Is Redefining Telco CPQ with AI and No-Code Simplicity – A Conversation with Frits Haas
06/22/2025
How Twyn.ai Is Redefining Telco CPQ with AI and No-Code Simplicity – A Conversation with Frits Haas
In this CPQ Podcast episode, Frank Sohn speaks with Frits Haas, consultant at Twyn.ai—a no-code, AI-powered platform purpose-built for the telecom industry. Based in South Africa and backed by Jurumani with 450+ employees, Twyn.ai delivers a unified OSS/BSS solution that includes CRM, CPQ, order management, help desk, and more. Frits shares how Twyn.ai empowers Tier 1 to Tier 3 telcos and ISPs across Africa, Europe, and beyond—offering end-to-end quoting, product configuration, and proposal workflows powered by NLP and intelligent automation. He explains how the platform’s rule-based configurator and geospatial tools help simplify complex telecom offerings, while real-time APIs enable seamless integration with systems like Salesforce, SAP, and Oracle BI. Beyond tech, Frits emphasizes that "people buy from people"—a lesson rooted in his role as a trusted advisor and his passion for competitive mounted archery on his farm near Johannesburg. Tune in to discover how Twyn.ai is changing the CPQ landscape for telcos—one digital twin at a time. This episode is packed with real-world advice for CPQ professionals, ServiceNow customers, and anyone interested in scaling smarter with AI, governance, and business-led configuration. 🔗 Connect with Frits Haas: 🌐 Learn more about Twyn.ai:
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Why Your Feedback Matters – A CPQ Podcast Community Update
06/15/2025
Why Your Feedback Matters – A CPQ Podcast Community Update
In this episode, Frank talks about CPQ Podcast listener feedback. We’ve heard from many of you that the podcast brings value in different ways—whether it’s preparing for job interviews, learning about new CPQ solutions, or gaining insights from inspiring leaders and fresh ways of thinking. To help more like-minded listeners discover the CPQ Podcast, we kindly ask you to leave an online review—especially on platforms like Apple Podcasts, Spotify, or Google Podcasts. Reviews make a big difference in helping others find the show. We also share a quick update and acknowledgment about the CPQ Sales Report, including its online availability and the latest edition. Finally, please note that registration for the June/July 2025 webinars will open on June 17. If you have any questions, feel free to reach out to us at —we’re happy to help!
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🎙️ CPQ Podcast | Upcoming Webinars for CPQ Buyers & Professionals
06/08/2025
🎙️ CPQ Podcast | Upcoming Webinars for CPQ Buyers & Professionals
In this special episode, host Frank Sohn shares exciting details about three upcoming webinars designed to help CPQ buyers, implementers, and decision-makers navigate the CPQ landscape more confidently. 🔹 June 24 (Date TBC) – Launch of the CPQ Briefing Subscription Get early access to exclusive insights on 15+ CPQ vendors, with 40+ briefings expected by year-end. Learn how this new resource can support your vendor research process. 🔹 July 9 (Date TBC) – CPQ Webinar auf Deutsch A German-language session covering the CPQ Sales Report and the CPQ Briefing Subscription—ideal for German-speaking CPQ professionals. 🔹 July 16 (Date TBC) – CPQ Selection Process at Novus CPQ Discover how the CPQ Briefing Documents, CPQ Sales Report, and our proven selection framework come together to help you choose the right CPQ solution. ✅ Perfect for: CPQ buyers, solution architects, sales ops leaders, and digital transformation teams 📺 Register, follow, or subscribe so you don’t miss out.
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Julian Hodges (Sneeyeg) on CPQ, ServiceNow, and Scaling Smart with Governance
06/01/2025
Julian Hodges (Sneeyeg) on CPQ, ServiceNow, and Scaling Smart with Governance
Looking for CPQ solutions and expert advice? In this episode of the CPQ Podcast, we're joined by Julian Hodges, Co-Founder of Sneeyeg, a ServiceNow system integrator specializing in CPQ, billing, and enterprise transformation. With over 20 years of experience from Amdocs, CloudSense, and Salesforce, Julian shares invaluable insights on achieving CPQ success. Discover why strong governance and effective modeling are crucial, and how focusing on business outcomes drives project success. Julian also discusses AI/ML in CPQ for cross-sell and up-sell, the challenges of customization versus configuration, and why large enterprises trust Sneeyeg for CPQ leadership. Tune in for essential CPQ guidance! He also dives into: Sneeyeg’s 100% focus on ServiceNow and partnerships with ISVs like Logik.ai and Aria Systems The challenges of customization vs. configuration in modern CPQ implementations How AI/ML is transforming CPQ—especially in cross-sell, up-sell, and retention strategies Why large enterprises in telco, tech, and utilities look to Sneeyeg for CPQ leadership What makes productization a smart move for services firms—and what Sneeyeg is planning next This episode is packed with real-world advice for CPQ professionals, ServiceNow customers, and anyone interested in scaling smarter with AI, governance, and business-led configuration. 🔗 Connect with Julian Hodges: 🌐 Learn more about Sneeyeg:
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🎙 CPQ & PLM Integration: Modular Architecture Insights with Kristian Madsen
05/25/2025
🎙 CPQ & PLM Integration: Modular Architecture Insights with Kristian Madsen
In this episode, Frank speaks with Kristian Frøstrup Madsen, a CPQ expert with over 13 years at CPC (now part of PDSVision), about how modular thinking is reshaping CPQ for complex manufacturing industries. They cover: How CPC approaches Modular Architecture, Modular PLM, and Modular CPQ Why a product-focused background leads to better CPQ outcomes than pure IT consulting The growing need to connect PLM and CPQ Practical insights on where AI adds value to CPQ projects—and where it doesn't Partnerships with leading CPQ vendors like Tacton, Configit and Epicor Kristian also shares a personal glimpse into his life near Denmark’s “Cold Hawaii,” where he surfs with his kids—and what keeps him passionate about solving complex configuration challenges. Whether you work in CPQ, PLM, or complex B2B manufacturing, this episode offers valuable perspectives on building smarter, modular configurators. 🔗 Listen now at 🌐 Learn more at 📍 Catch CPC at Smart Variant Con in Berlin, June 23–24
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Building a Top Salesforce Revenue Cloud Consultancy: Philip Cunningham's Insights
05/18/2025
Building a Top Salesforce Revenue Cloud Consultancy: Philip Cunningham's Insights
In this episode of the CPQ Podcast, we sit down with Philip Cunningham—CPQ veteran and co-founder of Shiftlogic—to explore his journey from the early BigMachines days through Oracle, SteelBrick, Salesforce, and now to leading one of Europe’s fastest-growing Salesforce Revenue Cloud consultancies. Philip shares how his experiences at global CPQ leaders shaped his vision for Shiftlogic, a bootstrapped firm that reached Summit Partner Status in under three years and is now delivering high-impact Revenue Cloud Advanced solutions across industries like manufacturing, automotive, high tech, and financial services. With a deep focus on Europe—including the UK, DACH, France, and the Nordics—Shiftlogic is thriving without outside investors, and Philip explains why that matters. We discuss: Why demand for Salesforce CPQ and Revenue Cloud Advanced is growing fast in 2025 How Shiftlogic’s company culture fuels feedback-driven growth and high performance Their plans to launch proprietary AI agents in response to growing customer demand What it takes to scale a specialized consultancy across diverse industries How Philip balances entrepreneurship with audiobooks and cycling If you're interested in Salesforce Revenue Cloud, CPQ innovation, or building founder-led consultancies in Europe—this episode is for you. Shiftlogic contact information: 📧 Email Philip: 🔗 Learn more about Philip Cunningham: 🌐 Visit Shiftlogic:
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🎙️ Services CPQ: Rethinking Pricing (Podcast w/ Tracey Shirtcliff)
05/11/2025
🎙️ Services CPQ: Rethinking Pricing (Podcast w/ Tracey Shirtcliff)
How do you bring structure to the chaos of service pricing? In this episode, Frank talks with Tracey Shirtcliff, founder of ScopeBetter, a "Services CPQ" platform helping creative agencies and consultancies ditch the spreadsheets and build scalable, repeatable pricing models. Tracey shares her journey from building Traffic Live to launching ScopeBetter, and why most of their competition is still Excel. You’ll hear about: Why service pricing is messy — and how to fix it How AI and automation are reshaping the billable hour The role of integrations, open APIs, and their 12-week implementation model What it means to give teams pricing consistency across roles, regions, and workflows From SaaS innovation to outdoor adventure and biohacking, Tracey’s passion for pushing limits comes through—don’t miss this unique look into the future of services CPQ. 🎧 Listen now: ScopeBetter contact information: Website: LinkedIn: #CPQ #ProfessionalServices #SaaS #ScopeBetter #Pricing #AI #B2B
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Revolutionizing IT Services Delivery: A Conversation with ScopeStack CEO Jon Scott
05/04/2025
Revolutionizing IT Services Delivery: A Conversation with ScopeStack CEO Jon Scott
In this CPQ Podcast episode, Frank Sohn welcomes Jon Scott, Co-Founder and CEO of ScopeStack. With nearly 20 years of experience in the IT services industry, Jon shares the story behind launching ScopeStack in 2018 to eliminate the chaos of spreadsheets and manual SOW creation. Learn how ScopeStack’s innovative platform bridges CRM and PSA systems, complements product CPQ solutions like Salesforce and NetSuite, and helps IT service providers deliver consistent, accurate project scopes. Jon discusses ScopeStack’s growth journey — from securing Series A funding with Cultivation Capital to serving clients across North America and Australia — and gives insights into their API-first architecture, PSA integrations, and emerging AI initiatives. Plus, Jon reflects on sales lessons learned, entrepreneurship challenges, and why getting back into golf is now on his personal to-do list. Whether you're focused on streamlining IT services, improving project planning, or exploring CPQ and PSA integrations, this conversation offers valuable real-world insights. Listen now to discover how ScopeStack is transforming IT service delivery for mid-market and enterprise organizations! ScopeStack contact information: Website: LinkedIn: YouTube:
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Reimagining CPQ: Speed, Control, and No-Code with Vendori's Ethan Garonzik
04/27/2025
Reimagining CPQ: Speed, Control, and No-Code with Vendori's Ethan Garonzik
In this CPQ Podcast episode, Frank Sohn speaks with Ethan, co-founder of Vendori, a fast-growing CPQ startup focused on reducing implementation time, cutting costs, and delivering faster ROI through a no-code, multi-tenant solution. Ethan shares his journey from Wall Street M&A at Merrill Lynch to leadership roles at SAP and Citrix, where he saw firsthand how traditional CPQ tools often caused more friction than they solved—especially for companies shifting to SaaS. That experience inspired him to create a better path forward. Vendori is built for B2B tech companies—hardware and SaaS—starting with 5-10 CPQ users and scaling into the hundreds. The platform offers subscription management, guided selling, and AI-assisted workflows, while boasting integrations with Salesforce, Hubspot, Oracle, SAP, Teams, and Slack—with some customers onboarded in under a day. In the episode, Ethan unpacks: Why many customers are three years into “18-month” CPQ rollouts How Vendori focuses on control and velocity The real role of AI in CPQ—and why price optimization isn't the holy grail What it means to build a CPQ company around family, faith, and community If you're exploring CPQ or rethinking your current solution, this is one episode you won't want to miss. Vendori contact information: Website: LinkedIn:
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Is AI in CPQ All Hype – or Just Getting Started?
04/20/2025
Is AI in CPQ All Hype – or Just Getting Started?
In this must-listen episode of the CPQ Podcast, we dive into one of the most talked-about trends in the Configure, Price, Quote (CPQ) space: Artificial Intelligence. Is AI in CPQ a game-changer today—or a promise for tomorrow? Join us as we explore the real-world state of AI in CPQ from the perspective of a seasoned CPQ expert (not an AI evangelist!). We cut through the hype and take a practical look at how AI is being used—right now—to improve quoting processes, enhance guided selling, personalize upsell strategies, and even write quote letters and automate testing. You'll learn: 🧠 Why AI excitement is high among vendors and analysts, but customer adoption (especially SMBs and mid-market companies) is still in early stages 🔀 How customers are navigating which AI to trust—Salesforce, SAP, Microsoft Copilot, open source LLMs, and more ⚙️ Real use cases for AI in CPQ—from automating approvals to predicting customer preferences ⚠️ What challenges still remain, including hallucinations, data security, and AI's “black box” behavior 💡 Why system integrators are building custom AI solutions for complex quotes, and how accurate those solutions really are Whether you're a CPQ professional looking to separate fact from fiction—or just curious how AI could make quoting faster and smarter—this episode delivers insightful and grounded takeaways you won’t want to miss. 👉 Tune in now to discover where AI in CPQ is heading—and if it’s worth your investment today. Send any questions or feedback you may have to Also check out our other CPQ Analyst offerings at
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How to Select the Right CPQ Solution — Key Tips and Trends
04/13/2025
How to Select the Right CPQ Solution — Key Tips and Trends
In this episode, we explore a key question: How do you choose the right CPQ solution? Many customers come to Novus CPQ with a long list of vendors—often 6 to 20. Using our proven process, including targeted questionnaires, we help reduce that to a focused shortlist of 6–8 top candidates. We explain how these lists are typically formed—from consulting partners, direct vendor outreach, internet research, personal contacts, and analyst reports. Once you're down to 3 vendors, our CPQ Sales Reports offer deep insights into leading solutions like SAP, Salesforce RCA, Bit2win, Xait, Engineering Intent, and Camos. We also discuss the most requested CPQ capabilities in the past year: 🤖 AI tools to sell faster and smarter 🧩 Modern architectures (headless, API-first, composable) 🌐 Omni-channel support for sales, partners, and e-commerce Plus, we touch on trends like analytics, subscriptions, and 3D/AR visualization. 👉 Tune in for expert tips to streamline your CPQ selection project and make better decisions faster.
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Navigating Quote-to-Cash, AI, and Consulting with Tom Stergios from Craton Consulting
04/06/2025
Navigating Quote-to-Cash, AI, and Consulting with Tom Stergios from Craton Consulting
In this episode of the CPQ Podcast, we sit down with Tom Stergios, co-founder of Craton Consulting, to explore his 35-year journey in the Quote-to-Cash space. Tom shares his experiences building high-impact consulting teams, including his leadership at ATG, where he scaled a 600-person Quote-to-Cash practice later acquired by Cognizant. We dive into Craton's role in the CPQ ecosystem, helping ISVs, system integrators, and investors navigate complex challenges. Tom discusses key trends in Salesforce CPQ and Billing, the challenges faced by what he calls "orphan revenue cloud customers," and how his firm helps businesses evaluate their best path forward. Beyond consulting, we explore AI’s growing role in CPQ, from automating provisioning and billing to enhancing sales and customer success. Tom also highlights the future of AI monetization, the shift toward usage-based pricing models, and what businesses must consider to stay competitive. Plus, we get a glimpse into Tom’s personal journey, his deep ties to Montana, and his passion for creating opportunities through consulting and talent development. Tune in for an insightful discussion on the future of CPQ, AI, and business transformation! Craton Consulting contact information: Website: LinkedIn: Learn from the Craton Advisor Network , a collective of seasoned quote-to-cash operators boasting over 200 years of combined experience across CRO, CFO, CIO roles, and more. Get practical, 'been there done that' insights alongside Craton Consulting's expertise. Craton Affiliated Entity contact information:
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Unpacking the CPQ Sales Report: Now Including SAP CPQ!
03/30/2025
Unpacking the CPQ Sales Report: Now Including SAP CPQ!
In this episode, we answer key questions about our own Industry Analyst Report, the "CPQ Sales Report." Exciting news—it’s now available for SAP CPQ! So far, we’ve released four reports covering Camos Software, Bit2Win, Xait, and Engineering Intent, with more coming soon, including Salesforce Revenue Cloud Advanced (RCA). We discuss why we created this report (because the world clearly doesn’t have enough industry analyst reports yet! 😄), what it includes, and how customers are using it. If you have any questions, feel free to reach out at .
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Interview with Kristofer Skyttner Founder & CEO of SkyMaker
03/23/2025
Interview with Kristofer Skyttner Founder & CEO of SkyMaker
In this episode of the CPQ Podcast, Frank sits down with Kristofer to dive into the evolution of DynaMaker, a platform that seamlessly integrates CAD and visualization software with CPQ vendors. Kristofer shares insights on how DynaMaker enhances usability for engineers, fosters community engagement, and advances API integration. They also discuss the growing demand for visual configuration in CPQ, highlighting how customers expect dynamic, interactive previews of their configurable products. Kristofer explains the benefits of parametric visualization, which enables real-time 3D model adjustments, reducing the reliance on static images and improving the quoting process. Additionally, the conversation touches on DynaMaker’s focus on the European market, its potential for U.S. expansion, and its partnerships with CPQ vendors like Tacton, Elfsquad, and Experlogix. Whether you're an engineer, a CPQ professional, or just interested in the intersection of visualization and automation, this episode offers valuable insights into the future of CPQ-driven visual configuration. DynaMaker contact information: Website: LinkedIn: YouTube:
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Interview with Leon Panjtar Co-Founder & CEO of SaleSqueze
03/16/2025
Interview with Leon Panjtar Co-Founder & CEO of SaleSqueze
In this episode of the CPQ Podcast, we sit down with Leon Panjtar, Co-Founder & CEO of SaleSqueze, to explore his journey from industrial automation and robotics to transforming manufacturing sales. Leon shares insights on how his company is simplifying complex manufacturing processes through CPQ and digital transformation, making sales and product configuration more accessible to non-technical users. We discuss SaleSqueze's growth strategy, including its $1.5M seed funding, upcoming Series A round, and expansion into the US market. Leon also provides a deep dive into the platform’s architecture, with a focus on capabilities for dealer networks, API integrations with Microsoft Dynamics and SAP, and upcoming AI-powered automation for sales and order processing. Join us as we unpack the post-Covid shift in manufacturing, the role of 3D configurators and CAD integrations, and why mid-market manufacturers are prioritizing efficiency and automation. Plus, get a glimpse into Leon’s personal life—from his passion for travel to coaching a successful handball team. 🚀 Tune in now to hear Leon’s take on the future of CPQ and manufacturing automation! SaleSqueze contact information: Website: LinkedIn: YouTube: Fit Show Birmingham
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Interview with Matthew Gertner, Founder & CEO of Salsita Software
03/09/2025
Interview with Matthew Gertner, Founder & CEO of Salsita Software
From dot-com dreams in Prague to cutting-edge 3D CPQ with AI, dive into the journey of Matthew Gertner, CEO of Salsita Software. Discover how his unique background in linguistics and computer science fuels a company revolutionizing custom product sales. We explore the rise of web-based CPQ, the power of 3D configurators, and how AI is shaping the future of online sales. Learn how Salsita is helping businesses, especially those in custom manufacturing, simplify complex pricing and reach global audiences. Tune in to hear about their innovative tech stack and why they believe AI-assisted configurator creation is the next big thing. Connect with Matthew and his team at salsita.ai. Salsita Software contact information: Website: LinkedIn:
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Unlock the potential of your CPQ with AI and unified data.
03/02/2025
Unlock the potential of your CPQ with AI and unified data.
Unlock the potential of your CPQ with AI and unified data. We discuss how combining these technologies can drive smarter quoting, personalized recommendations, and improved sales efficiency. This episode provides a high-level overview of the concepts, benefits, and crucial risk considerations for businesses looking to leverage this powerful combination.
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A discussion about CPQ with chatgpt, gemini and deepseek
02/23/2025
A discussion about CPQ with chatgpt, gemini and deepseek
Two years later, interest in CPQ and AI remains strong. While AI is now widely used daily for various tasks, CPQ adoption of AI is less clear. Although many vendors have announced AI capabilities (or rebranded existing machine learning as AI, which is technically accurate), it's still unclear what AI features customers truly need in CPQ solutions. Therefore, I explored what different language models suggest by asking them some basic questions. I encourage you to listen to their responses and use these tools for your own research, both before selecting a CPQ solution and after it's installed.
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Partner with Configit to Conquer the Mid-Market
02/16/2025
Partner with Configit to Conquer the Mid-Market
In this episode, we bring you key excerpts from a recent webinar featuring Configit and Coolshop. Configit, a leading CPQ vendor from Denmark, was represented by Max Mirbaz, VP of Global Partner Business. Coolshop, an IT & Service company that partners with Configit on solution implementations, was represented by Enrico Magnone, Chief Strategy Officer. The discussion is divided into three key segments: ✅ How to Differentiate CPQ Solutions in 2025 ✅ Configit’s Overview & New Go-to-Market Program ✅ Coolshop’s Approach & a Real-World Partnership Example If you're exploring partnership opportunities with Configit in North America or Europe, this episode is a must-listen! 🎧 🔗 Listen now: 🔗 Connect with Max: 🔗 Connect with Enrico: #CPQ #Configit #PartnerEcosystem #B2BTech #SalesTransformation
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Interview with Daniel Kube, CEO of servicePath, a CPQ vendor specializing in solutions for technology vendors and managed service providers.
02/09/2025
Interview with Daniel Kube, CEO of servicePath, a CPQ vendor specializing in solutions for technology vendors and managed service providers.
Daniel shares his unique career path and how his background informs his approach to business. He discusses how servicePath helps businesses manage complex product configurations, pricing, and deployments. In the interview, you'll learn about: How servicePath evolved from addressing the challenges of Managed Service Providers (MSPs) to a broader solution for various industries. The platform's unique features, including detailed financial analysis tools and the ability to handle complex pricing scenarios. How servicePath integrates with other systems and their commitment to continuous innovation. The potential and challenges of integrating AI into CPQ systems, including ensuring accuracy and a user-friendly experience. This episode is a must-listen for anyone interested in CPQ solutions, the future of AI in sales, and insights from a successful CEO. servicePath contact information: Email: Website: LinkedIn:
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Transform your CPQ game with automation and AI with Martin Spritzer from iQuoteXpress
02/02/2025
Transform your CPQ game with automation and AI with Martin Spritzer from iQuoteXpress
In this episode of the CPQ Podcast, Frank sits down with Martin Spritzer, the founder and CEO of iQuoteXpress, a software designed to simplify and streamline CPQ processes for salespeople by salespeople. Key discussion points: The impact of sales automation and customer success on businesses How iQuoteXpress simplifies CPQ processes with automation and customization The top 3 capabilities clients look for in a CPQ solution (guided selling, price book management, and quote to cash) iQuoteXpress's integration capabilities with various CRM systems and e-commerce platforms How iQuoteXpress leverages AI for catalog management, reporting, and data management The future of AI in CPQ and the growing adoption by businesses This episode is a must-listen for anyone looking to: Improve their sales efficiency and accuracy Streamline the CPQ process Leverage automation and AI to gain a competitive edge Listen and learn how iQuoteXpress can help you transform your CPQ game! iQuoteXpress contact information: Email: Phone: 305.775.4616 Website: LinkedIn:
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From Salesperson to SaaS Founder with Sandhya Hegde, co-founder at DealDox
01/26/2025
From Salesperson to SaaS Founder with Sandhya Hegde, co-founder at DealDox
In this episode, we sit down with Sandhya, the visionary founder of DealDox. Sandhya shares her inspiring journey from a corporate sales role at giants like Disney and Salesforce to launching her own company to revolutionize the CPQ space. We delve into: The Pain Points of Sales Teams: Sandhya discusses the inefficiencies and time-consuming tasks that plague sales teams and how Deal Docs addresses these challenges. The Rise of CPQ in Asia: We explore the growing demand for CPQ solutions in regions like India and the unique opportunities and challenges in these markets. The Power of AI and Automation: Sandhya sheds light on the potential of AI and automation to transform the CPQ landscape and how Deal Docs leverages these technologies. Building a Scalable CPQ Solution: We discuss the technical aspects of Deal Docs, including its customization capabilities, integrations with ERPs and CRMs, and its multi-lingual and multi-currency support. Client Success and Future Plans: Sandhya shares insights into DealDox' client-centric approach, the company's growth strategy, and its vision for the future. This episode offers valuable insights for sales leaders, entrepreneurs, and anyone interested in the world of CPQ. Tune in to learn how DealDox is empowering sales teams and driving business growth. Website: LinkedIn:
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Some Updates Before Our Winter Break!
12/22/2024
Some Updates Before Our Winter Break!
The CPQ Podcast team has some updates for you before we take a short break for the winter holidays. 1. CPQ Sales Reports Are Here! We've been busy collaborating with CPQ vendors throughout 2024. We're proud to announce the release of our first industry analyst report called "CPQ Sales Report." These insightful reports analyze leading CPQ solutions, highlighting their strengths and ideal use cases. While we initially aimed to publish 10 reports by the end of the year, we're happy to report we're on track to deliver several more in the first quarter of 2025. Our goal remains to have 25-30 CPQ Sales Reports available by this time next year. 2. Power Up Your Feedback We want your help to make the CPQ Podcast even better in 2025! Here are some ways you can contribute: Would you like to see us regularly on YouTube? What do you love (or not love) about the show? Would you prefer deeper dives into specific CPQ topics with experts? Are you craving more technical discussions? Let us know your thoughts! Your feedback is crucial as we strive to create even more engaging CPQ content next year. Share your ideas with us at [email protected]. We appreciate all your input and will take it to heart. Happy Holidays from the CPQ Podcast Team! We look forward to bringing you another year of thought-provoking episodes in 2025. The CPQ Podcast will be back on January 26, 2025
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Unleashing the Power of CPQ with Suren Reddy, co-founder and principal at Cloudely
12/15/2024
Unleashing the Power of CPQ with Suren Reddy, co-founder and principal at Cloudely
Join Frank as he sits down with Suren Reddy, co-founder and principal at Cloudely, a leading Salesforce and Conga CPQ System Integrator. In this insightful episode, Suren delves into the world of CPQ, discussing: A Diverse Client Base: Learn how Cloudely caters to a wide range of clients, from SMBs to large enterprises. Innovative No-Code/Low-Code Solutions: Discover "Config," Cloudely's proprietary solution that empowers businesses with three powerful modules: HRMS, PMS, and Quality. The Future of CPQ with Agentforce: Explore how Agentforce can revolutionize the way Cloudely's clients approach CPQ and leverage the power of data. Data Cloud Integration: Understand the synergy between Agentforce and Data Cloud, and how this combination can drive business growth. Industry Insights: Learn about industry events, including Tahoe Dreamin’, which Cloudely attends. Tune in to this informative podcast to gain valuable insights into the latest CPQ trends and how Cloudely is helping businesses achieve their goals. Website: email: LinkedIn:
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Interview with Manika Goyal, CEO & Founder of Intellicloud Solutions
12/08/2024
Interview with Manika Goyal, CEO & Founder of Intellicloud Solutions
This week on the CPQ Podcast, we ditch the script and dive deep with industry veteran Manika Goyal, Founder of Intellicloud Solutions. With 20 years of experience conquering the telco landscape, Manika isn't afraid to shake things up. Discover why she ditched the traditional SI model and built an AI-powered product configurator specifically for the telecom industry. Get ready to hear about: The spark that ignited Intellicloud's creation (hint: it involves frustration with the status quo!) The biggest challenges and triumphs of building a product-led services company The power of AI in product configuration and how it's transforming the telco industry Intellicloud's secret sauce: their cloud-agnostic product catalog and seamless 3rd party integrations The current state of the CPQ economy and what it means for your business And much more! Manika is a force to be reckoned with, and this episode is packed with insights for anyone looking to push boundaries and leverage cutting-edge technology in the CPQ space. Ready to learn from a true innovator? Tune in! Website: email: LinkedIn: Check online for events that were mentioned in this CPQ Podcast episode
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Interview with Andrew Kumar (CPQ & Pricing Practice Lead) at Canidium
12/01/2024
Interview with Andrew Kumar (CPQ & Pricing Practice Lead) at Canidium
Unleashing the CPQ Artist Within: Canidium Integrates Creativity with Technology This episode of the CPQ Podcast takes a unique turn as Frank chats with Andy Kumar, the CPQ + Pricing Practice Lead at Canidium. Forget your typical CPQ expert – Andy's background in art and anthropology brings a fresh perspective to the table. Intrigued? We dive deep into how Canidium leverages a powerful trio of CPQ and Pricing tools – SAP CPQ, Pricefx, and Salesforce. You'll hear: The unexpected benefits of Andy's artistic background in his current CPQ and Pricing role. The full spectrum of Canidium's services, from SPM and CRM to, of course, CPQ and Pricing and more. Canidium's industry focus and the specific challenges their customers face. How Canidium bridges the gap between SAP, Pricefx, and Salesforce for seamless integration. The impact of the current economic climate on CPQ strategy. What truly matters to Canidium's customers right now. This episode is more than just CPQ talk – it's about harnessing creativity for efficient and impactful solutions. Ready to learn more? Head over to for insights on their offerings and upcoming events. LinkedIn email
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Tune in to our latest CPQ Podcast episode with Sandeep Jain, Founder & CEO of MonetizeNow!
11/24/2024
Tune in to our latest CPQ Podcast episode with Sandeep Jain, Founder & CEO of MonetizeNow!
In this insightful conversation, Sandeep shares his entrepreneurial journey from the early days of February 2021 to the present. We delve into the crucial role of combining CPQ, Billing, and Metering, and explore how Artificial Intelligence is revolutionizing MonetizeNow. Sandeep also discusses the latest trends in the CPQ/Billing/Metering industry, highlighting why MonetizeNow is the ideal solution for B2B SaaS businesses. We uncover the importance of timely implementation and delve into the challenges faced by salespeople when using CPQ software. Don't miss this exciting episode where we uncover valuable insights and practical advice. LinkedIn email Website
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Interview with Charan Singh, Principal at Deloitte Digital
11/17/2024
Interview with Charan Singh, Principal at Deloitte Digital
Join us on this episode of the CPQ Podcast as we delve into the world of Configure, Price, Quote (CPQ) with industry veteran Charan Singh, Principal at Deloitte Digital. Charan brings over 20 years of business experience to the table, and in this episode, he'll be sharing his insights on: Customer Segmentation Strategies: How does Deloitte Digital structure and understand their customer base? CPQ in Action: What are Charan's clients using CPQ for throughout the Quote-to-Cash lifecycle? Investment Landscape: What are CPQ investors looking for in today's market? The Future of CPQ: How will artificial intelligence, particularly generative AI, impact CPQ? Salesforce Revenue Cloud: Charan's take on the latest solutions from Salesforce. CFO Perspective: What are enterprise-level CFOs considering when it comes to CPQ? Global Outsourcing: Exploring the advantages and considerations of outsourcing to locations like Mexico and India. Deloitte Accelerators: How can you leverage the accelerators offered by the Deloitte team? This episode is packed with valuable insights for anyone looking to optimize their CPQ processes and drive business growth. Connect with Charan on LinkedIn:
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Uncover the World of Salesforce CPQ Solutions in Germany with Dennis Knodt and Ivan Todorov from Valuent.io
11/10/2024
Uncover the World of Salesforce CPQ Solutions in Germany with Dennis Knodt and Ivan Todorov from Valuent.io
Join us for a deep dive into Salesforce-focused CPQ solutions in Germany with Dennis Knodt, Founder & Managing Director, and Ivan Todorov, Managing Director, from Valuent. These industry experts share valuable insights on: The inspiration behind Valuent and its journey (combines "why" and "how" they started) Their target market segments (clarifies focus areas) Valuent's Salesforce consulting expertise (streamlines specific service offerings) Why they specialize in High Tech and Tech companies (highlights industry focus) Collaboration between their German and Bulgarian teams (explains teamwork structure) The dynamics of working with Salesforce Teams (clarifies partnership) The current Salesforce market landscape in Germany (streamlines market analysis) Their take on the evolution of Salesforce CPQ solutions (addresses "old + new" solutions) Don't miss this opportunity to learn from these experts and explore the future of Salesforce CPQ in Germany! Connect with Dennis and Ivan on LinkedIn: Dennis Knodt: Ivan Todorov: Visit Valuent's website:
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