Patrick Flynn

Salesforce won’t invest more in CPQ. The market sentiment says so. Since the launch of RLM (Revenue Lifecycle Management), the market sentiment for CPQ has gone down. People are speculating: → no new advancement → differences b/w RLM and CPQ → CPQ as an outdated tool and more. Here’s the most absurd yet believable speculation: In light of RLM, Salesforce will discontinue CPQ in 2-3 years. But all of this may be just that - speculation. There is nothing to worry, yet. Because RLM isn’t ready to use. It is still in beta. I’ve been getting a lot of queries around - how to migrate from CPQ to RLM. My answer - There is no straight forward way. Even if we do, the migration is going to be costly. What do you think about the future of Salesforce CPQ? #cpq #salesforce #salesforcecpq #rlm

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Salesforce CPQ: Custom Actions Custom actions are buttons that sales representatives can utilize to perform specific actions within the CPQ interface. These actions are often tailored to streamline the quoting process and improve user efficiency. Here's a breakdown of key points about custom actions in Salesforce CPQ: ✈Follow these blog steps: https://lnkd.in/g7JSNk3F #SalesforceCPQ #SalesforceAutomation #CPQCustomization #SalesforceDev #SalesCloud

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Why reinvent the wheel and recreate reports and dashboards on the Quote object in Salesforce Revenue Cloud when you can pass primary quote data to the Opportunity object in Salesforce Sales Cloud via twin and rollup-summary fields?

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What happens if your Salesforce DevOps pipeline isn’t operating smoothly? ● Reduced ROI ● Weak data security ● Rough workday for team members Our next webinar “From Bottlenecks to Benchmarks” will show you how to identify and address problems in your pipeline. #DevSecOps #AutoRABIT #Salesforce #Shiftleft

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Sales reps spend just 20% of their time on the phone selling to prospective customers. New innovations from @Salesforce are designed to help sellers: ✅ generate call summaries ✅ identify actionable insights directly from their teams’ calls ✅ accelerate call preparation and follow-up through automated agendas and to-do lists Learn more:

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Learn six ways Salesforce admins can improve their org's security posture from @Own Company's Vice President of Services @Andrew Hart. https://lnkd.in/ed5Zt7fn Show more

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Salesforce isn’t just acquiring companies for growth—they’re doing it to reshape the future of CPQ. These acquisitions are strategic moves to enhance their CPQ and RevOps capabilities, not just to expand their portfolio. The real value? It’s in how these newly acquired technologies are driving innovation in pricing, quoting, and revenue management. Take Slack and MuleSoft, for example: These weren’t just tools to add to Salesforce’s stack. They’ve become integral parts of the CPQ process, connecting sales operations, streamlining workflows, and making it easier for teams to manage complex deals. Salesforce is positioning itself to lead in AI-driven CPQ, and these acquisitions are making it possible. What does this mean for your business? It means you’ll need to rethink your CPQ strategy. The old way of doing things—manual quotes, siloed processes, static pricing—won’t cut it anymore. If your sales team isn’t ready to adopt these changes, you’ll struggle to keep up. Salesforce’s acquisitions are about reshaping how you run your sales operations. #salesforce #slack #mulesoft

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So you know all about CPQ bundles (and if you don’t, you can find out all about them here: https://bit.ly/3OOxRdF) but what about dynamic bundles? Dynamic bundles are a feature that takes everything we already know about traditional bundles and elevates them to new heights! Dynamic bundles also gives your sales team the agency to make bundles work for them by fine-tuning bundle automation based on their own (human) knowledge of a customer. You can find out more about Salesforce CPQ’s dynamic bundles and how they can work for you, here: https://bit.ly/3s6K1qV #dynamicbundles #salesforce #salesforcecpq #revenuecloud

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Sellers spend too much time doing other things (70% non-selling tasks- Salesforce state of sales report)! Fast forward to your ICP, important relationships, & key contacts. We DO this natively in Salesforce Using #AI we are able to show you who your Champions & Blockers Direct Sellers & Partners Strengths & Weaknesses Advanced Relationships & Identified Gaps Forecast & Opportunities per your ideal view Friends & Foes Or custom 😎 Identify the most important contacts, and drive a better account strategy with SQUIVR's RM Suite (native to Salesforce)

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NO EXCUSES FOR MISSING SALESFORCE UPDATES Scratchpad's AI Sales Assistant helps reps update Salesforce even faster. ⚡ Suggested updates for MEDDIC or next steps ⚡ Call Summaries & Transcripts ⚡ Instantly updated to Salesforce Improve your CRM Hygiene instantly with Scratchpad at the 🔗👇 #Sales #CRM #CRMHygiene

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To all of our customers with AWS budgets. This is a great way to leverage your budgets for your innovation.

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Bring Salesforce where your sales team works Scratchpad gives salespeople the ability to update Salesforce faster than ever and sales leaders the visibility they need to inspect deals, forecast, and coach reps proactively. As Saura Johnston said so eloquently, "If you are using Salesforce, but not using Scratchpad... WHY?!" Learn more or try it out for free at the 🔗 👇 #Sales #Revenue #GTM

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Struggling with CPQ Implementation? Read this Guide: https://bit.ly/483Yche Our partner, SkyMaker AB, has a new guide to help you navigate the complexities of CPQ implementation. Highlights include… ✅ Why aiming for 80% coverage is actually a smart move. ✅ The magic of the MVP approach and a quiet launch. ✅ Tips on gathering user feedback that really counts. Want to see more? Check out the complete guide now! #cpq #configurator #digitalization #salesconfigurator #b2b #b2becommerce #digitaltransformation

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CPQ can come with a lot of headaches: complexity to implement and maintain is high on the list. But it doesn't have to be that way... This is 10 years for me implementing CPQ, back since the days of Steelbrick. And a great CPQ tool can make a huge difference in sales/finance orgs. The key is, you have to select the right tools and implement them the right way. Join Operatus and Nue.io next week to hear about: Some of the core reasons CPQ implementations go wrong & How to avoid the failure upfront when searching and evaluating tools https://lnkd.in/eZQwm9Xd #operatus #nue #cpq #revops #revenueoperations

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Resource allocation can make - or break a company... If your CRM maintenance is burning through budget without results - Omniskope's Managed Services could be a solution. Here's what that looks like: https://lnkd.in/gVeh3iB8 #Omniskope #SalesforceTips #Salesforce #CRM #SalesforceConsulting

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The launch of Salesforce’s Revenue Lifecycle Management has given birth to doubtful market sentiment: → RLM vs. CPQ → no new CPQ advancement → the death of Salesforce CPQ In my opinion, it shouldn’t be a point of debate. RLM is a smart move towards automating and managing the product-to-cash process. It caters to businesses of all sizes and industries, aiming to streamline operations across: → product/service design → price management → contract lifecycle management → configuration, quote, and order management → billing, collections, and revenue lifecycle intelligence Salesforce RLM isn't a standalone product but a suite of offerings designed to address the full revenue lifecycle for a diverse range of customers. This includes: → Salesforce CPQ → Salesforce Contracts → Salesforce Billing → And RLM itself I have written a full article explaining RLM and the operational areas it covers. Link in comments below. #salesforce #salesforcecpq #rlm

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Customers can now streamline Salesforce procurement and cloud spend through the convenient AWS Marketplace, delivering greater cost predictability. #CloudInnovation #CloudOptimization #SaaSProcurement #FinancialPredictability

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In a complex selling environment, businesses need to improve the seller experience, drive more revenue, and optimize how they go to market. New capabilities for @Salesforce Revenue Lifecycle Management address these challenges by providing an AI-guided quoting experience for direct sellers and more:

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Check out the PROS tip sheet to learn more about 6 of the best KPIs for tracking CPQ performance in any industry ➡️ http://ms.spr.ly/6047YR18D 1. Percent of Quotes Created via the New Quoting Tool 2. Elapsed Time to Respond to Customer 3. Revenue from Existing Customers 4. Price Realization Rate 5. Elapsed Time to Market for Price Changes 6. Percent of Quotes Issued with Errors #PROSAI #KPI #CPQ #PROSTip

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