28 mai 2025 · afficher les notes

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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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micah gerger

john garven

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MONTRER LES NOTES 🔗

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

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