RevOps Roundtable
RevOps Roundtable
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Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

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Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

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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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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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