28. Mai 2025 · Notizen anzeigen

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ÜBER DIESE EPISODE

Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

Panelists

John Garvens, Owner & Principal Architect, Garvens Consulting
Micah Gerger, Founder & Chief Technology Officer, Blue Robot Digital

Contents

00:00 Introduction
02:05 Salesforce CPQ End of Sale Announcement
10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud
14:27 A functional AND technical transformation
20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud
24:34 RevOps Domain Knowledge + Technologist Mindset = Success
32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines
37:25 Selecting a Revenue Cloud implementation partner
44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets
55:16 PSA: Make a Slack workspace for your Salesforce friends
56:37 Proofs of Concept (POCs) and Advisory Services
1:04:05 Martial arts is more fun than Revenue Cloud

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Management

Englisch

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IN DIESER FOLGE

micah gerger

john garven

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NOTIZEN ANZEIGEN 🔗

00:00:00Introduction

00:02:05Salesforce CPQ End of Sale Announcement

00:10:07Migrating from Salesforce CPQ to Salesforce Revenue Cloud

00:14:27A functional AND technical transformation

00:20:27Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud

00:24:34RevOps Domain Knowledge + Technologist Mindset = Success

00:32:28Revenue Cloud Implementation and Migration Timelines and Deadlines

00:37:25Selecting a Revenue Cloud implementation partner

00:44:27Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets

00:55:16PSA: Make a Slack workspace for your Salesforce friends

00:56:37Proofs of Concept (POCs) and Advisory Services

01:04:05Martial arts is more fun than Revenue Cloud

TRANSKRIPT 🔗

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Rechtliche Hinweise: Der auf dieser Seite eingebettete Podcast und das Bildmaterial stammen von Garvens Consulting, das Eigentum seines Eigentümers ist und nicht mit Listen Notes, Inc. verbunden ist oder von diesen unterstützt wird.