Afleveringen

  • 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 (https://novuscpq.com/subscriptions-cpq-circle/) CPQ Sales Report: Get the latest industry analyst report that addresses your CPQ questions about ONE CPQ solution (https://novuscpq.com/cpq-sales-report/) . Currently 2 reports are available and there will be more soon. CPQ Buyers 101 Course: Master the fundamentals of CPQ buying processes. (https://www.youtube.com/playlist?list=PLcf98S_lYEbGaOTwxlcmcm66CacC6b2tQ)

    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 [email protected]

  • 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 https://zilliant.com/ LinkedIn https://www.linkedin.com/in/pascalyammine/
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  • 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 here. 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: https://fhc-usa.com

    https://skosolutions.net

    Contact Info:

    Armando Rodriguez: [email protected] Jesse Dorado: [email protected] Reid Lehner [email protected] Kerrie Jordan: https://www.linkedin.com/in/kerriejordan
  • 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 @KerrieJordan, host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at @Epicor, to explore how @CMTP leveraged @EpicorCPQ 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 here.

    Don't miss out!

    Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor

    Contact CMTP:|

    https://www.cmtp.com.au Travis Meade (Managing Director) - https://www.linkedin.com/in/travis-meade-95072416/ Josh Martin (Digital Project Lead) - https://www.linkedin.com/in/joshua-martin-906181102/ Kerrie Jordan: https://www.linkedin.com/in/kerriejordan
  • 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 @KerrieJordan, host of the "Manufacturing the Future" Podcast and Group Vice President for Product Management at @Epicor, to explore how @SchoolSpecialty leveraged@EpicorCPQ 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 storieshere.

    Don't miss out!

    Guest: Kerrie Jordan, Host - "Manufacturing the Future" Podcast & Group Vice President for Product Management at Epicor

    Contact School Specialty:|

    https://select.schoolspecialty.com/ Adam Halfmann: https://www.linkedin.com/in/adam-halfmann Kerrie Jordan: https://www.linkedin.com/in/kerriejordan
  • 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!

  • 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: https://www.linkedin.com/in/vishalbelawade [linkedin.com]

  • 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

  • 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 https://conga.com/ Linkedin https://www.linkedin.com/in/noel-goggin-ceo-%E2%98%85-78ba45/
  • 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 https://www.siroccogroup.com/ Linkedin https://www.linkedin.com/in/laithalhashimi/ Twitter / X @LaithAlHashimi email [email protected]
  • 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 https://www.partnerite.com/ Linkedin https://www.linkedin.com/in/archanavadya/ email [email protected]
  • 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 https://argano.com/ Linkedin https://www.linkedin.com/in/derikquinn/ email [email protected]
  • 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 https://www.vistech.com/ Linkedin https://www.linkedin.com/in/rickhuebner/ Phone 860.251.8003
  • 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 https://www.inbound.com/

    website https://www.vloxq.com/

    Linkedin https://www.linkedin.com/in/wilma-eriksson/

    email [email protected]

  • 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 https://gocloudz.com/

    Linkedin https://www.linkedin.com/in/salesforcearchitect/

    email [email protected]

  • In this episode, we dive into the world of CPQ implementations with Chirag Gulati, CEO & Chief Architect of RevSolutions.co. 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 RevSolutions.co 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. RevSolutions.co'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 RevSolutions.co consistently encounters.

    Tune in for actionable insights and expert advice to streamline your sales process with CPQ!

    website https://revsolutions.co/ Linkedin https://www.linkedin.com/in/cggulati/ email [email protected]
  • 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 https://www.easasoftware.com/ Linkedin https://www.linkedin.com/in/sebdewhurst/ email [email protected]
  • 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 https://www.linkedin.com/in/brion-schweers-71363211/

  • 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 https://www.linkedin.com/in/brion-schweers-71363211/

  • 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 https://www.quotewerks.com/ Linkedin https://www.linkedin.com/in/blaufer/