CPQ Podcast
This Podcast is 100% focused on Configure-Price-Quote (CPQ) Tools and Processes and will provide you useful insights into this topic. We conduct interviews with many different CPQ leaders and contribute to increase CPQ knowledge in the Market space.
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Interview Karl-Johan Linghede, CEO at Modular Management
10/20/2024
Interview Karl-Johan Linghede, CEO at Modular Management
Unleash the power of modularity! This episode features Karl-Johan Linghede, a business veteran with over 25 years of experience, hailing from Stockholm, Sweden. He's the mastermind behind Modular Management, a company that's been revolutionizing how businesses handle complexity since its research roots in the 90s at Sweden's Royal Institute of Technology. Get ready to: Discover Karl-Johan's initial foray into the world of modularity and configurability. Learn the fascinating origin story of Modular Management – a research project turned industry leader. Deep dive into the MFD (Modular Function Deployment) Methodology – their secret weapon for tackling complexity. Explore their areas of expertise – from industries they serve to customer sizes and geographic reach. Gain insights into current market conditions and how they're shaping the future. Uncover the top 3 reasons why companies turn to Modular Management (hint: complexity is just one!). Get the scoop on their brand new PALMA configurator, just released in May 2024! But that's not all! We'll also delve into much more, giving you a comprehensive understanding of how Modular Management can help your business conquer complexity. Ready to take control? Tune in and unlock the power of modularity! Links: Website: LinkedIn:
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Interview with Phil Rapp, Owner & CRO at Ascribe IT
10/13/2024
Interview with Phil Rapp, Owner & CRO at Ascribe IT
Ever wondered what Salesforce CPQ customers are asking about migrating to RLM? This episode dives deep with CPQ veteran Phil Rapp, who's seen it all from Big Machines to his own company, Ascribe IT. Phil unpacks current projects with Salesforce and , shares insights from the Mile Hi Dreamin' event, and reveals the top integration needs and customization trends he's encountering. Learn what drives Phil's clients and get a glimpse into the future of CPQ! Bonus: Get Phil's perspective on the current business climate for CPQ users and discover the top 3 customer requirements he sees most often. Connect with Phil: LinkedIn: Website:
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Interview with Heather Hershey, Digital Commerce Research Director
10/06/2024
Interview with Heather Hershey, Digital Commerce Research Director
Join us for an insightful conversation with Heather Hershey, the Digital Commerce Research Director at IDC. Heather, a self-made entrepreneur with a unique journey from adult learner to commerce expert, shares her personal experiences and industry insights. In this episode, we dive deep into the world of IDC Analyst Reports and explore the current state of CPQ. Heather discusses her early days in CPQ, the valuable lessons learned from recent ProductScape and MarketScape reports, and her surprising discoveries during CPQ solution reviews. We also cover hot topics like digital quoting, subscriptions, and the "everything as a service" trend. Heather provides her expert perspective on these issues and shares her thoughts on the future of CPQ. Don't miss this opportunity to hear from one of the industry's leading analysts. Tune in to learn more about IDC's research and gain valuable insights into the world of CPQ. Note: Want to meet Heather in person? She'll be attending Optimizly Opticon the week of November 18th. LinkedIn
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Interview Patrik Skjelfoss & Magnus Fasth from CPQ.se
09/29/2024
Interview Patrik Skjelfoss & Magnus Fasth from CPQ.se
We're revisiting the dynamic duo behind , Magnus Fasth and Patrik Skjelfoss, to see how their Tacton-powered System Integration rocket is blasting off! In this episode, you'll discover: How went from launchpad to success story in just 5 years (spoiler: it involves getting mid-sized companies up and running with Tacton in 4-5 months!) The latest trend of making CPQ solutions available for external users The most critical CPQ challenges you NEED to know about (and how to conquer them!) AI in CPQ: Myth or magic? We'll explore real-world examples! When to customize your Tacton solution (and when to keep it vanilla) Their partnership with SkyMaker: Unpacking the difference between Tacton Visualization and SkyMaker/DynaMaker (so you can choose the right tool for the job!) Plus, even more insights to fuel your CPQ journey! Connect with : LinkedIn - Magnus Fasth: LinkedIn - Patrik Skjelfoss: Website: Don't miss this episode – it's a Tacton treasure trove!
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Late Summer Break Announcement 2024
09/09/2024
Late Summer Break Announcement 2024
Attention CPQ enthusiasts! We've been overwhelmed with your interest in the CPQ Podcast since September 1st, and we appreciate your enthusiasm! To ensure we deliver the best possible content, we're taking a short, late-summer break until the end of September or early October. But fear not, we've already lined up some amazing guests for your listening pleasure when we return. In the meantime, dive deeper into the world of CPQ with these resources: CPQ Circle Subscription: Learn more about CPQ each month with our Newsletter and available advisory hours () CPQ Sales Report: Get the latest industry analyst report that addresses your CPQ questions about ONE CPQ solution ( . Currently 2 reports are available and there will be more soon. CPQ Buyers 101 Course: Master the fundamentals of CPQ buying processes. () We also have a quick update about the CPQ Thought Leader Summit on CPQ + AI. Due to unavailable live-customers, the summit has been canceled for now. For any questions, feel free to reach out to us at
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Interview with Pascal Yammine, CEO of Zilliant
08/25/2024
Interview with Pascal Yammine, CEO of Zilliant
In this episode, we sit down with Pascal Yammine, the dynamic CEO of Zilliant, to delve deep into the world of pricing, CPQ, and the future of revenue operations. Get ready to be inspired as Pascal shares his insights on: Zilliant's journey: Learn about Pascal's experience at the helm of Zilliant and how the company has evolved under his leadership. The power of partnership: Discover how Zilliant's collaboration with private equity partners and system integrators is driving innovation and growth. Strategic vision: Uncover Zilliant's ambitious plans for the future, including key priorities and product innovations. AI revolution: Explore how artificial intelligence is changing pricing and CPQ, and Zilliant's role in this changed landscape. Competitive edge: Understand how Zilliant differentiates itself from competitors and delivers exceptional value to customers. Whether you're a seasoned pricing professional or just starting your journey in the CPQ space, this episode offers invaluable insights and inspiration. Don't miss this opportunity to learn from one of the industry's leading experts! CPQ Podcast is your go-to source for the latest trends and best practices in CPQ (and pricing). Subscribe now to stay ahead of the curve! Website LinkedIn
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Epicor CPQ Optimization Champion Award (Part 3 of 3)
08/18/2024
Epicor CPQ Optimization Champion Award (Part 3 of 3)
What does it take to win the Epicor Optimization Champion Award? In this special episode, we dive deep with @KerrieJordan, host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at @Epicor, to explore how @FramelessHardwareCompany (FHC) and @SKOSolutions earned this prestigious award for 2024. Join us as we delve into: The winning formula of Frameless Hardware Company (FHC) and SKO Solutions. The challenges they overcame before implementing Epicor CPQ. How Epicor CPQ 3D configurators revolutionized their ability to capture client needs and offer dynamic pricing. The key performance indicators (KPIs) they use to measure the impact of these innovations. The valuable lessons learned during their optimization journey with Epicor CPQ. Ready to optimize your CPQ solution? Tune in for this episode packed with valuable tips and inspiring examples, and find even more great stories . Don't miss out! Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor Contact FHC and/or SKO Solutions: Website: Contact Info: Armando Rodriguez: Jesse Dorado: Reid Lehner Kerrie Jordan:
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Epicor CPQ Collaboration Champion Award (Part 2 of 3)
08/11/2024
Epicor CPQ Collaboration Champion Award (Part 2 of 3)
What does it take to win the Epicor CPQ Collaboration Champion Award? In part two of a special three-part series, we dive deep with , host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at , to explore how leveraged to collaborate in their business. Join us as we uncover: The secret sauce behind CMTP's award-winning collaboration. The challenges they faced before implementing Epicor CPQ. How CMTP revolutionized their customer engagement and satisfaction. The notable improvements CMTP has experienced since implementing Epicor CPQ. The story of successful collaboration between Epicor CPQ and CMTP. Looking to elevate your own customer experience? This episode is packed with actionable insights and inspiration, and you can find even more great stories . Don't miss out! Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor Contact CMTP:| Travis Meade (Managing Director) - Josh Martin (Digital Project Lead) - Kerrie Jordan:
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Epicor CPQ Innovation Champion Award (Part 1 of 3)
08/04/2024
Epicor CPQ Innovation Champion Award (Part 1 of 3)
What does it take to win the Epicor CPQ Innovation Champion Award? In part one of a special three-part series, we dive deep with , host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at , to explore how leveraged to innovate their business. Join us as we uncover: The secret sauce behind School Specialty's award-winning innovation. The challenges they faced before implementing Epicor CPQ. How School Specialty revolutionized their customer engagement and satisfaction. The power of integrating Epicor CPQ with their Salesforce CRM. The key metrics they use to measure the impact of these innovations. The story of successful collaboration between Epicor CPQ and School Specialty. Looking to elevate your own customer experience? This episode is packed with actionable insights and inspiration, and you can find even more great stories. Don't miss out! Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor Contact School Specialty:| Adam Halfmann: Kerrie Jordan:
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CPQ for Small Businesses: A Beginner's Guide
07/28/2024
CPQ for Small Businesses: A Beginner's Guide
Are you a small or medium-sized business (SMB) looking to explore CPQ (Configure-Price-Quote) solutions? This episode is designed for you! We dive into the key considerations that SMBs should keep in mind when choosing a CPQ system. In this short and informative episode, we'll cover: Understanding CPQ Vendor Pricing: Get the facts upfront! We'll discuss the importance of transparent pricing models and how to avoid hidden fees associated with implementation, training, and ongoing maintenance. Features & Functionality Basics: No need to be a tech expert. We'll guide you through understanding the core features of a CPQ system to ensure it aligns with your specific business needs. Customization for Your Business: Not all SMBs require extensive customization. We'll help you determine the level of customization offered by different CPQ solutions. Training and Support: A smooth implementation starts with proper training. We'll explore the training and support resources available from CPQ vendors to ensure your team is comfortable using the system. Data Security Matters: CPQ solutions handle sensitive customer and pricing information. We'll discuss the importance of data security and how to choose a vendor with robust security measures in place. Implementation and Future Growth: A CPQ solution should be a long-term investment. We'll explore the implementation process and ongoing maintenance requirements to ensure a smooth transition and future scalability as your business grows. Taking the First Step: This episode provides a foundational understanding of CPQ for SMBs. If you have further questions specific to your SMB needs, don't hesitate to reach out! Send an email to me at [email protected]. Join us and empower SMB's with the right CPQ solution!
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Interview with Vishal Belawade, a CPQ expert and Director of Business Applications
07/21/2024
Interview with Vishal Belawade, a CPQ expert and Director of Business Applications
Ever considered a career in CPQ? This episode is your roadmap to success! CPQ veteran Vishal Belawade, Director of Business Applications, spills the beans on hot career paths, essential skills, and certifications you need to land your dream job. But wait, there's more! Vishal also shares a pivotal career moment that will inspire you. Thinking of switching from Salesforce CPQ to Revenue Lifecycle Management (RLM)? We've got you covered. Vishal dives deep into the advantages, potential challenges, and user satisfaction impact he expects with RLM. Plus, learn about: Essential "boundary systems" skills for CPQ experts Must-know RLM features and functionalities Ready to take your CPQ expertise to the next level? Don't miss this information-packed episode, and connect with Vishal on LinkedIn:
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CPQ Sales Report - 🚀 Exciting New Episode Alert! 🎧
07/14/2024
CPQ Sales Report - 🚀 Exciting New Episode Alert! 🎧
Join me in the latest episode of the CPQ Podcast as we delve into the groundbreaking CPQ Sales Report now available from Novus CPQ! 📊✨ This isn't just any report—it's a deep dive into a single CPQ solution, offering unparalleled insights. We go beyond the basics to provide: 🔍 A comprehensive breakdown of the solution's strengths 💡 Ideal use cases and best practices to maximize effectiveness Tune in to hear all about: 📝 What's inside the report 🛠️ How to utilize it to its full potential 📍 Where to get your hands on it 🌟 Future plans for the CPQ Analyst Report Don't miss out on this valuable resource that can revolutionize your CPQ strategy! Listen now and stay ahead of the curve! 🔗🎙️ #CPQ #SalesReport #NovusCPQ #Podcast #IndustryInsights #BestPractices #FuturePlans
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Interview with Noel Goggin, CEO & Culture Leader at Conga
07/07/2024
Interview with Noel Goggin, CEO & Culture Leader at Conga
This episode of the CPQ Podcast features Noel Goggin, a seasoned leader with over 25 years of experience at companies like Aptos and Epicor Software. Now, at the helm of Conga, Noel sheds light on: pivotal moments that shaped his impressive career his unique leadership style Conga's company culture and how they empower their teams insights from influential figures like Jim Collins the power of mentorship - both the guidance he received and how he fosters it at Conga Conga's cutting-edge Revenue Lifecycle Management platform artificial intelligence and its role at Conga why Rebate Management is a game-changer for Conga and much more! This episode is packed with valuable insights, and because it was so informative, we've created a Part 2 (under 15 minutes with new material that is not published in this audio version of the CPQ Podcast) coming soon to YouTube! website Linkedin
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Interview with Laith Al-Hashimi, Founder & Group CEO Sirocco Group
06/30/2024
Interview with Laith Al-Hashimi, Founder & Group CEO Sirocco Group
We're thrilled to welcome Laith Al-Hashimi, founder of the Sirocco Group, back to the CPQ Podcast! Since his last appearance in 2022, Laith's Swedish system integration company specializing in CRM and CPQ solutions has experienced tremendous growth globally. In this episode, Laith dives deep into several key topics: From University Startup to Industry Leader: Laith shares his inspiring story of launching his first company while still a student. Sirocco Group's Growth Trajectory: He discusses the impressive growth the company has achieved in the past few years and shares their ambitious plans for the next five years. CPQ Expertise Across the Board: Laith offers insights on Salesforce Revenue Cloud & RLM, Experlogix, and their exciting new global partnership with Tacton. The Value of CPQ Certifications: He explores his perspective on CPQ vendor certifications and the benefits they bring to customers. Navigating the Market Landscape: Laith sheds light on the current economic climate within their operating markets. Agile Success with Safe: He explains how his team leverages the Scaled Agile Framework (SAFE) to achieve agility and deliver exceptional results for their clients. This episode promises a wealth of knowledge and practical takeaways for anyone interested in CPQ solutions and scaling a successful business. Don't miss it! website Linkedin Twitter / X email
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Interview with Archana Vadya, Co-Founder, Product & Strategy at PartneRite
06/23/2024
Interview with Archana Vadya, Co-Founder, Product & Strategy at PartneRite
This episode of the CPQ Podcast features the inspiring Archana Vadya. With over 25 years of experience at giants like Oracle, Conga, and VMWare, she's taking the tech world by storm as the co-founder of PartneRite. Join us for a deep dive as Archana discusses: Her incredible journey: From a Finance MBA to a trailblazing tech entrepreneur. The startup hustle: How to navigate the exciting (and sometimes challenging) world of building a new company,especially in today's economic climate. The future of co-selling: Discover Archana's AI-powered platform that streamlines partner ecosystems for maximized co-selling success. CPQ integration made easy: Learn how PartneRite works with existing CPQ solutions. Orchestration mastery: Unpack the power of PartneRite's features – catalog, deal, fulfillment, and settlement orchestration – for a smoother co-selling experience. Cloud vs. resell co-selling: Demystify the differences between these two co-selling models and choose the best fit for your business. And that's not all! Archana has even more insights to share. Tune in and get ready to be inspired! website Linkedin email
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Interview with Derik Quinn, VP Strategic Client Partner - Revenue Transformation at Argano
06/16/2024
Interview with Derik Quinn, VP Strategic Client Partner - Revenue Transformation at Argano
This episode of the CPQ Podcast features Derik Quinn, a CPQ expert with over 25 years of experience. Derik has worked with industry giants like Huron, Deloitte, and PwC, as well as boutique consultancies specializing in CPQ (like aMind). Join us as we delve into: Derik's journey: How maintaining a rigorous running routine keeps him sharp for the demands of the CPQ field. The evolving landscape: Challenges facing the high-tech CPQ industry, particularly the shift towards usage-based and consumption models. The future of CPQ: How Artificial Intelligence (AI) is transforming the way businesses manage CPQ processes. Argano's unique approach: Discover how Argano is carving out its niche and delivering exceptional value to customers. Internal transformation: Gain insights into Argano's ongoing revenue transformation efforts. Beyond accelerators: Learn why Argano prioritizes frameworks and reference architecture guidelines over pre-built accelerators. Salesforce RLM and its potential: We explore the opportunities that Salesforce Revenue Cloud Might (RLM) present for Argano's clients. And much more! This episode is packed with valuable insights for anyone interested in staying ahead of the curve in the CPQ world. website Linkedin email
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Interview with Rick Huebner, CEO & Founder of VISTECH
06/09/2024
Interview with Rick Huebner, CEO & Founder of VISTECH
Get ready for a fascinating journey into the world of CPQ! This episode features Rick Huebner, the founder and CEO of VISTECH. Buckle up as Rick dives deep into his software development experience that began way back in the early 80s. But that's not all! We'll also explore: The VISTECH CPQ story: Discover how their CPQ adventure started in 2019 and how they're transforming an acquired solution into something truly innovative. No-code customization explained: Demystify what Rick means by "no-code customization" and see how it can empower your CPQ experience. SolSuite's latest and greatest: Stay ahead of the curve with insights into the newest update for SolSuite, VISTECH's CPQ solution. AI in CPQ: The future is here: Explore how VISTECH is integrating AI features into CPQ, what they're currently working on, and what's on the horizon. Building a best-in-class solution: Dive into VISTECH's approach to CPQ with their API-first, headless, and composable architecture. And that's just the tip of the iceberg! This episode is packed with valuable insights you won't want to miss. So, tune in and get ready to take your CPQ knowledge to the next level! website Linkedin Phone 860.251.8003
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Interview with Wilma Eriksson, CEO & Co-founder of vloxq
06/02/2024
Interview with Wilma Eriksson, CEO & Co-founder of vloxq
This episode features Wilma Eriksson, co-founder and newly appointed CEO of vloxq! Vloxq, is a Swedish startup, that is focused on Europe for the time being but also has worldwide customers in the US and Japan. In our conversation, we delve into: The origins of vloxq: We explore how Wilma and her team brought vloxq to life. Market fit mastery: We discuss vloxq's current position in terms of both product-market fit and go-to-market fit. The power of spreadsheets: Discover how vloxq leverages existing customer Excel sheets to expedite CPQ implementation. Partnering for success: We unpack the concept of a "partner-first" strategy and how vloxq utilizes it to expand their customer base. Targeting the right audience: Learn about vloxq's ideal customer size and the industries they focus on. HubSpot harmony: We explore how vloxq integrates with HubSpot and how their solutions align. Customer-centric benefits: We'll get insights from an in-house study revealing the value vloxq delivers to its customers. And much more! This episode is packed with valuable insights for anyone interested in CPQ solutions. HubSpot INBOUND in Boston website Linkedin email
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Interview with Mitesh Sura, Practice Lead & Chief Growth Officer at GoCloudz
05/26/2024
Interview with Mitesh Sura, Practice Lead & Chief Growth Officer at GoCloudz
This CPQ Podcast episode features Mitesh Sura, Practice Lead and Chief Growth Officer at GoCloudz. GoCloudz offers a modular CPQ solution built natively for the Salesforce platform. In this interview, Mitesh discusses: GoCloudz CPQ Functionality: Learn about the core functionalities of GoCloudz, including product configuration, quoting with PDF generation, and order management. Use Cases and Industries: Discover the industries and business scenarios where GoCloudz CPQ is most commonly applied. Salesforce AppExchange Reviews: Learn about their user ratings and reviews to get a sense of how other Salesforce users experience GoCloudz. Free Trial Availability: Learn more about GoCloudz free trials so interested parties can test their solution before committing. Additionally, the conversation touches on: The most frequent business needs that GoCloudz encounters from potential CPQ users. Target Audience: This episode is interesting for Salesforce users or businesses considering a CPQ solution, particularly SMBs and mid-sized companies. website Linkedin email
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Interview with Chirag Gulati, CEO & Chief Architect at RevSolutions
05/19/2024
Interview with Chirag Gulati, CEO & Chief Architect at RevSolutions
In this episode, we dive into the world of CPQ implementations with Chirag Gulati, CEO & Chief Architect of . Chirag brings experience working with various CPQ solutions and projects on Salesforce and Conga. Here's what you'll learn: The challenges and rewards of Chirag's experience with diverse CPQ implementations. Why prioritizes "rescue projects" and how they help companies get back on track. The pitfalls of over-customization and change management in CPQ projects, and how to avoid them. 's vision for building proprietary software on top of Salesforce and Conga. Why Chirag views Salesforce's Revenue Lifecycle Management (RLM) Solution as a game-changer. The specific needs of mid-size and SMB customers in the CPQ landscape. The top CPQ requirements that consistently encounters. Tune in for actionable insights and expert advice to streamline your sales process with CPQ! website Linkedin email
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Interview with Dr. Sebastian Dewhurst, General Manager at EASA Software
05/12/2024
Interview with Dr. Sebastian Dewhurst, General Manager at EASA Software
This episode features a thought-provoking discussion about using Excel alongside CPQ with Dr. Sebastian Dewhurst, General Manager at EASA Software. We expect this topic to spark passionate views from our listeners! Here's what you can expect to learn: Why EASA Software's customers often prefer Excel spreadsheets to traditional CPQ solutions. How EASA's no-code platform "appifies" existing Excel spreadsheets, making them secure and user-friendly for industries like finance, insurance, and manufacturing. What CPQ+ is – EASA's solution that combines appified spreadsheets with professional services and optional hosted deployment. How EASA's solution integrates seamlessly with Salesforce and other popular platforms, even though it offers a unique approach to CPQ. Tune in for an engaging conversation filled with valuable insights on the intersection of CPQ and Excel. Contacts website Linkedin email
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Interview with Brion Schweers, SVP Salesforce Revenue Cloud
05/08/2024
Interview with Brion Schweers, SVP Salesforce Revenue Cloud
In this 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 architecture lets 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 performance with 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
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Interview with Brion Schweers, SVP Salesforce Revenue Cloud
05/05/2024
Interview with Brion Schweers, SVP Salesforce Revenue Cloud
In this 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 architecture lets 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 performance with 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
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Interview with Brian Laufer, VP Strategy at Quotewerks
04/28/2024
Interview with Brian Laufer, VP Strategy at Quotewerks
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. website Linkedin
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Interview with Suren Reddy, Co-Founder & CEO of Cloudely
04/21/2024
Interview with Suren Reddy, Co-Founder & CEO of Cloudely
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 . 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. website Linkedin email
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Interview with John Lehrkind & Tiffany Devlin-Drye from Pierce Washington
04/14/2024
Interview with John Lehrkind & Tiffany Devlin-Drye from Pierce Washington
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, , 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. 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 Linkedin Tiffany John email Tiffany John
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Interview with Bill Butler, Global Solution Owner for SAP CPQ
04/07/2024
Interview with Bill Butler, Global Solution Owner for SAP CPQ
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 , Contact email
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Interview with John Bruno, VP Strategy at PROS
03/31/2024
Interview with John Bruno, VP Strategy at PROS
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 Outperform is from May 22-24 in Orlando FL. Register . Contacts website Linkedin email:
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Interview with Jan Brolsma, Founder & CEO of elfsquad
03/24/2024
Interview with Jan Brolsma, Founder & CEO of elfsquad
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: LinkedIn: Email:
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Interview with Scott Green, Founder & CEO of Profit Drivers
03/17/2024
Interview with Scott Green, Founder & CEO of Profit Drivers
Join us for a conversation with Scott Green, a seasoned business leader with over 30 years of international experience. Scott is the Founder & CEO of Profit Drivers, a company specializing in System Integration and pricing strategy services for solutions like Pricefx. They also offer their own proprietary software to help businesses tackle their pricing challenges. In this episode, Scott dives deep into: The benefits of diverse industry experience in navigating the complexities of pricing strategy. Profit Drivers' offering: a fractional Center of Excellence (CoE) to empower businesses with pricing expertise. Top business priorities companies are facing today. C-suite expectations and how to meet their needs. The typical project process at Profit Drivers. Why pricing consulting goes beyond simply improving margins and unlocks broader business value. This episode is packed with insights for anyone looking to gain a competitive edge through strategic pricing. website: LinkedIn: email:
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