Cyril Treacy

➡ ➡ ➡ In case you missed it - my fav report, State of Marketing report from Salesforce is out, offering key insights for UK and Ireland marketers 💜 🇮🇪 🇬🇧 🚀 Highlights: - Customer Trust: Prioritising trust and enhancing AI tools - AI Adoption: 73% of UK and 75% of Irish marketers are using or experimenting with AI - Data Challenges: Only 34% of UK and 23% of Irish marketers are happy with data unification 🤔 Why It Matters: As customer expectations rise, AI is essential for personalisation and efficiency. And data integration is going to help you do that- it's going to be critical for accurate insights and seamless customer experiences. Check out the report!

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You’ve probably heard the buzz about Salesforce’s next-generation revenue management platform, RLM or Revenue Lifecycle Management, which will eventually become a successor to Salesforce CPQ. As Salesforce’s preferred migration partner from CPQ to RLM, the team here at Prodly has been building the tooling to streamline migration for the past eight months, and I’d like to share some learnings ahead of time. To begin with, there are some fundamental differences between CPQ and RLM. 1️⃣ RLM is built “in core” or inside the Salesforce platform. 2️⃣ RLM  has a much more robust—but also more complex—configuration data model. Whereas CPQ has a pretty flat structure, RLM has multiple levels of hierarchies with product classifications, attributes, and attribute groups to name a few. 3️⃣ RLM is API first, which makes it much more composable and customizable. 4️⃣ RLM is built for omni-channel, so you can expose the same product catalog and pricing to your internal sales team, to partners through a partner portal, or to customers for self-service. All in all, RLM is a highly configurable & flexible but also more complex platform. Stay tuned for the next post in our CPQ to RLM series, where I discuss migrating bundles from CPQ to RLM. #salesforce #revenuecloud #cpq #revenuelifecyclemanagement #rlm #migration

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In last week’s post, I discussed some important differences between CPQ and RLM (https://lnkd.in/gTJ7bU-C). In this week’s post, I’m starting a deeper dive into the mechanics of migration for each of the major areas of CPQ, starting with features and options (or bundles and kits). Migrating features and options from Salesforce CPQ to Revenue Lifecycle Management is a relatively straightforward process — with one exception and some critical considerations. Here’s what you need to know: ✅ MIGRATION 1️⃣ Both CPQ and RLM use the standard Product (Product2) object to represent a SKU, though they enhance it with a different set of fields. This is both good and bad. Good because CPQ and RLM can peacefully co-exist in the same org. Bad because migration is required to move from one to the other. 2️⃣ In CPQ, possible selections within a bundle/kit are stored in Product Options (SBQQ__ProductOption__c) object. These map pretty cleanly to Product Related Component (ProductRelatedComponent) object in RLM. 3️⃣ In CPQ, product options are grouped into Product Features (SBQQ__Feature__c) object. Again, these map pretty cleanly into Component Group (ComponentGroup) object in RLM. *️⃣ The only wrinkle is that in RLM, bundled products must have Type field set to “Bundle”. Since that field can only be set when you create a new Product (Product2) record this means you have to at least duplicate bundled SKUs between CPQ and RLM. ❗ CONSIDERATIONS The object mapping described above achieves what I call a lowest common denominator migration. It will create functional bundles in RLM, but it fails to take advantage of the power of the RLM data model to build a scalable product catalog. For example, RLM allows you to configure Product Classification Components, which are basically placeholders that reference a dynamic product template that gets resolved to actual products at run time. This enhances scalability considerably and facilitates the management of large product catalogs at scale. And there is no equivalent functionality in CPQ. All things considered, this migration allows for a high level of automation, which simplifies the process, but I strongly encourage you to take this opportunity to refactor your product catalog to take full advantage of RLM functionality. Next week I’ll be covering Configuration Attributes. Stay tuned! #salesforce #revenuecloud #cpq #revenuelifecyclemanagement #rlm #migration

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Another thought-provoking podcast from a16z on 'Death of a Salesforce'. Makes perfect sense with the development of the technology where capturing, processing and extracting lots of client-related data which is now done manually is becoming easy. Exciting to see how the market will turn for Salesforce and Hubspot. Would be great to see similar development for the finance tech stack but it looks like for now we are stuck with the old way with accounting and reporting being more of art and requiring a lot of human input. Could be wrong there, though. Will report back once I find evidence to the contrary. https://lnkd.in/eegqdmNw

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Unlock the Secrets of Salesforce's GTM Success! Ever wondered how Salesforce sets up its sales organisation for success? Join us for an exclusive webinar where we'll spill the beans on our GTM planning strategies. Gain insights into: - The winning formula behind our sales organisation design - Leveraging Salesforce Cloud tech from planning to execution - Proven GTM strategies for accelerated growth Don't miss out on this golden opportunity! Register now to learn from the best. #Salesforce #SPM #Salesforce

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Salesforce surveyed 5,500 sales leaders from around the world and the results are stunning. 89% of salespeople are actively using partners today and, for those that aren’t, 58% will be soon. This will reach the magical 96% of revenue that we believe is partner-assisted today. Oh, and 84% are improving their sales results from last year by working more closely with partners. As the decade of the ecosystem hits half-time (year 5) we are more convinced than ever that partnerships are the key to success. No time for a victory lap - we have more work to do!

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“The Cloobees team have been terrific from the start... I particularly appreciate the holistic involvement across the various Salesforce products, which gives confidence in the offering and feedback" - ⭐️⭐️⭐️⭐️⭐️ review from a recent project in the Financial Services sector - and we couldn't be more grateful! Read the full review here: https://lnkd.in/dJf9Va3P 🐝 #DigitalTransformation #FinancialServices #Salesforce #Cloobees

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A super summary of how Ironclad accelerates deal cycles using our Salesforce integration at: https://lnkd.in/ejdsAM-4

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We’ve got some exciting updates to share! Here’s What’s New: You Can Now ⬇ Create #Salesforce lists and see them in Leadbeam to help reps prep and crush their day ➡ Check out the 5 second video 👉 https://lnkd.in/eArTJABK #HubSpot Linked Objects- Now you can link your objects, just like you can with Leadbeam/Salesforce. ➡ Check out the 9 second video 👉 https://lnkd.in/eZ_RUYfN Improved UI & Update Flow- Smoother than ever on iOS & Android, now Undo any update ➡ Check out the 29 second video 👉 https://lnkd.in/ehvCCKXQ If you're interested in checking out in-person sales tech, reach out! Best case, Leadbeam can help you solve your CRM adoption and forecast problems, worst case you get to learn everything about the in-person sales tech landscape. #outsidesales #fieldsales #leadbeam

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Three big announcements for the #Salesforce Data curious and data passionate #TrailblazerCommunity members as well as business leaders: 1. Data Matters Community Session on Tools and Techniques Salesforce uses internally to manage one of the oldest org's in the ecosystem is now live https://lnkd.in/gdXg7P6y 2. Dreamin In Data conference's first Key Note Speakers are confirmed!!! https://dreaminindata.com/ William Dressler, Head of AI Innovation and Adoption, and Courtney Prince, Head of Data Strategy and Operations at Salesforce will share their practical experiences, DOs and DON'Ts. William will share insights into the success and challenges of AI across various organizations, drawing from internal and extensive customer experiences. Meanwhile, Courtney will delve into the evolution of Salesforce’s internal data strategies, managing one of the oldest and most complex orgs. This keynote is designed for business, data, and IT leaders, as well as Salesforce admins, architects, and consultants. It's a unique opportunity to learn about proven practices and common pitfalls in AI and data management that could transform how you approach technology in your roles. 3. Dreamin In Data Call for Speakers is open until Friday. While we have a great set of candidates already, there is room to submit: Join us to share your expertise and insights on - Data Strategies for different industries - Data Governance and Stewardship for Quality, Compliant, Secure data - Data Integration patterns, tips, and techniques with MuleSoft or Data Cloud - Data Visualization and Storytelling with Tableau, CRM-A, Reports and Dashboards or sign up to attend for the early bird benefits. It will be a great event. #BetterTogether #SalesforceAdmin #SalesforceArchitect #SalesforceConsultant #DataFam #DataMatters #DataManagement #DataGovernance #DataQuality #DataIntegration #DataCloud #Tableau #MuleSoft #SalesforceEvent

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That time of the year! But this one is different. With the launch of #Agentforce, #Salesforce is betting big on Automation and AI and bringing AI to our day to day lives while building a large ecosystem of partners around the workflows. However, the biggest challenge that most organisations will face is siloed unstructured data to maximise the benefits of AI and Agentforce. Organisations need to get their Data act together and ensure access to contextual structured data. Nektar.ai is helping organisations in managing their customer engagement data to drive revenue efficiency through leading indicators that #revenue leaders get direct access to See you at #dreamforce24 #df24

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With Salesforce introducing their new Revenue Lifecycle Management (RLM), how do you decide if Salesforce CPQ or RLM is right for your business? 🤔 In our latest article, our Head of Revenue Cloud, Jacky Zhu deep dives into the differences between both solutions, breaking down RLM’s native integration with Salesforce and its enhanced performance capabilities. If you're managing complex sales channels or require high-volume transactions, RLM might be worth the investment. However, it is crucial to understand your business requirements first. 💡 🛠️ Cloudwerx is here to guide you through the decision-making process with tailored insights and tools. 📖 Check out our latest article to help you make an informed decision or reach out to us to explore further: https://lnkd.in/gHEsSHiR #Cloudwerx #SalesforcePartner #SalesforceCPQ #SalesforceRLM

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Accidentally giving away too much user access to your Salesforce data? Does any of the following sound familiar? See more on why this can be such an issue, what native Salesforce options offer, and why you may need better options for moving forward on our blog: bit.ly/3wcRtCt 

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👀 Heading to #DF24? Let Salesforce insiders guide you! Get essential tips to maximize your experience and build your perfect agenda. Register today.

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In his Dreamforce keynote, Marc Benioff and guests addressed how every business can become an AI enterprise 🚀 Highspot is proud to be part of Salesforce's Agentforce ecosystem and help organizations everywhere use AI to increase sales productivity ✨ Follow Dreamforce here 👇 https://hghspot.co/3MNVhiC #salesforce #Agentforce #AI

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Ground your Salesforce AI prompts To prevent bad responses. Simple. Effective. Here. Built-in Support for grounding rules is now available in 1.6, our latest release. Standardize your grounding rules - You can have a set of grounding rules that can be applied consistently to any prompt. Custom grounding supported - GPTfy always let you add your grounding to the prompt, and now you can add those custom grounding rules to the set as well. That way, a repository of tried and tested ones can be selectively applied as needed. This ensures that the AI responses are in line with your internal standards for ethics, content, privacy, and security. Learn more about this new feature in our release notes for 1.6. https://bit.ly/3UjACYA #salesforce #salescloud #servicecloud #aicloud #ai #gptfy #appexchange GPTfy

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🇮🇪Irish SME’s🇮🇪 Discover firsthand success stories from leading Irish organisations from startup to mature that have leveraged Salesforce integration and automation solutions to drive innovation, streamline operations, and accelerate digital initiatives. You can register below. #Ireland #smallbusiness #productivity #integration #valuetomoney #dublin #SalesforceIreland #streamline #digital #techstack #consolidation

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Why Top Salesforce Partners Need a Fractional Sales Consultant: Reason 347 🚀 Smaller Partners Get Access to Expert Talent to Help Them Grow Transformationally 🔍 The Reality Many partners in the Salesforce ecosystem generate less than $10 million in annual revenue and aspire to double their size for greater success. 💰 The Financial Constraints Smaller, self-funded partners must carefully manage their finances, unlike larger counterparts (e.g., global systems integrators and 'Summit' partners). Every dollar matters, making high salaries hard to justify. 🔒 The Problem Experienced sales leaders demand high salaries (often $200K-$300K annually). Without venture capital, this is a tough investment for many partners. ⚙️ The Attempts to Address Partners either have CEOs leading sales (often technologists, not salespeople) or hire less experienced sales leaders. This often results in suboptimal outcomes, as new leaders struggle with leadership and the unique demands of the Salesforce ecosystem. 💡 The Solution Hiring a fractional sales consultant with Salesforce experience transforms businesses from average to exceptional performers. These experts deliver high-impact results on a part-time basis, at a fraction of the cost of full-time sales leaders. I've been in the Salesforce ecosystem for 14+ years, leading sales teams and Salesforce to sell over $300M of services and licenses combined. ✨ Let's talk and drive transformational growth together!

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