CPQ Podcast: Recent Episodes
Frank Sohn
This Podcast is 100% focused on Configure-Price-Quote (CPQ) Tools and Processes and will provide you useful insights into this topic. We conduct interviews with many different CPQ leaders and contribute to increase CPQ knowledge in the Market space.
In this episode, Frank talks about CPQ Podcast listener feedback. We’ve heard from many of you that the podcast brings value in different ways—whether it’s preparing for job interviews, learning about new CPQ solutions, or gaining insights from inspiring leaders and fresh ways of thinking.
To help more like-minded listeners discover the CPQ Podcast, we kindly ask you to leave an online review—especially on platforms like Apple Podcasts, Spotify, or Google Podcasts. Reviews make a big difference in helping others find the show.
We also share a quick update and acknowledgment about the CPQ Sales Report, including its online availability and the latest edition.
Finally, please note that registration for the June/July 2025 webinars will open on June 17. If you have any questions, feel free to reach out to us at Info@NovusCPQ.com —we’re happy to help!
In this special episode, host Frank Sohn shares exciting details about three upcoming webinars designed to help CPQ buyers, implementers, and decision-makers navigate the CPQ landscape more confidently.
🔹 June 24 (Date TBC) – Launch of the CPQ Briefing Subscription Get early access to exclusive insights on 15+ CPQ vendors, with 40+ briefings expected by year-end. Learn how this new resource can support your vendor research process.
🔹 July 9 (Date TBC) – CPQ Webinar auf Deutsch A German-language session covering the CPQ Sales Report and the CPQ Briefing Subscription—ideal for German-speaking CPQ professionals.
🔹 July 16 (Date TBC) – CPQ Selection Process at Novus CPQ Discover how the CPQ Briefing Documents, CPQ Sales Report, and our proven selection framework come together to help you choose the right CPQ solution.
✅ Perfect for: CPQ buyers, solution architects, sales ops leaders, and digital transformation teams
📺 Register, follow, or subscribe so you don’t miss out.
Looking for CPQ solutions and expert advice? In this episode of the CPQ Podcast, we're joined by Julian Hodges, Co-Founder of Sneeyeg, a ServiceNow system integrator specializing in CPQ, billing, and enterprise transformation. With over 20 years of experience from Amdocs, CloudSense, and Salesforce, Julian shares invaluable insights on achieving CPQ success. Discover why strong governance and effective modeling are crucial, and how focusing on business outcomes drives project success. Julian also discusses AI/ML in CPQ for cross-sell and up-sell, the challenges of customization versus configuration, and why large enterprises trust Sneeyeg for CPQ leadership. Tune in for essential CPQ guidance!
He also dives into:
- Sneeyeg’s 100% focus on ServiceNow and partnerships with ISVs like Logik.ai and Aria Systems
- The challenges of customization vs. configuration in modern CPQ implementations
- How AI/ML is transforming CPQ—especially in cross-sell, up-sell, and retention strategies
- Why large enterprises in telco, tech, and utilities look to Sneeyeg for CPQ leadership
- What makes productization a smart move for services firms—and what Sneeyeg is planning next
This episode is packed with real-world advice for CPQ professionals, ServiceNow customers, and anyone interested in scaling smarter with AI, governance, and business-led configuration.
🔗 Connect with Julian Hodges: https://www.linkedin.com/in/julian-hodges-1ab930/ 🌐 Learn more about Sneeyeg: https://sneeyeg.com
In this episode, Frank speaks with Kristian Frøstrup Madsen, a CPQ expert with over 13 years at CPC (now part of PDSVision), about how modular thinking is reshaping CPQ for complex manufacturing industries.
They cover:
- How CPC approaches Modular Architecture, Modular PLM, and Modular CPQ
- Why a product-focused background leads to better CPQ outcomes than pure IT consulting
- The growing need to connect PLM and CPQ
- Practical insights on where AI adds value to CPQ projects—and where it doesn't
- Partnerships with leading CPQ vendors like Tacton, Configit and Epicor
Kristian also shares a personal glimpse into his life near Denmark’s “Cold Hawaii,” where he surfs with his kids—and what keeps him passionate about solving complex configuration challenges.
Whether you work in CPQ, PLM, or complex B2B manufacturing, this episode offers valuable perspectives on building smarter, modular configurators.
🔗 Listen now at https://novuscpq.com/cpq-podcast-2025/ 🌐 Learn more at pfmp.com 📍 Catch CPC at Smart Variant Con in Berlin, June 23–24
In this episode of the CPQ Podcast, we sit down with Philip Cunningham—CPQ veteran and co-founder of Shiftlogic—to explore his journey from the early BigMachines days through Oracle, SteelBrick, Salesforce, and now to leading one of Europe’s fastest-growing Salesforce Revenue Cloud consultancies.
Philip shares how his experiences at global CPQ leaders shaped his vision for Shiftlogic, a bootstrapped firm that reached Summit Partner Status in under three years and is now delivering high-impact Revenue Cloud Advanced solutions across industries like manufacturing, automotive, high tech, and financial services. With a deep focus on Europe—including the UK, DACH, France, and the Nordics—Shiftlogic is thriving without outside investors, and Philip explains why that matters.
We discuss:
- Why demand for Salesforce CPQ and Revenue Cloud Advanced is growing fast in 2025
- How Shiftlogic’s company culture fuels feedback-driven growth and high performance
- Their plans to launch proprietary AI agents in response to growing customer demand
- What it takes to scale a specialized consultancy across diverse industries
- How Philip balances entrepreneurship with audiobooks and cycling
If you're interested in Salesforce Revenue Cloud, CPQ innovation, or building founder-led consultancies in Europe—this episode is for you.
Shiftlogic contact information:
📧 Email Philip: philip@shiftlogic.io
🔗 Learn more about Philip Cunningham: LinkedIn
🌐 Visit Shiftlogic: shiftlogic.io
How do you bring structure to the chaos of service pricing? In this episode, Frank talks with Tracey Shirtcliff, founder of ScopeBetter, a "Services CPQ" platform helping creative agencies and consultancies ditch the spreadsheets and build scalable, repeatable pricing models.
Tracey shares her journey from building Traffic Live to launching ScopeBetter, and why most of their competition is still Excel. You’ll hear about:
- Why service pricing is messy — and how to fix it
- How AI and automation are reshaping the billable hour
- The role of integrations, open APIs, and their 12-week implementation model
- What it means to give teams pricing consistency across roles, regions, and workflows
From SaaS innovation to outdoor adventure and biohacking, Tracey’s passion for pushing limits comes through—don’t miss this unique look into the future of services CPQ.
🎧 Listen now: https://novuscpq.com/cpq-podcast-2025/
ScopeBetter contact information:
- Website: https://www.scopebetter.com/
- LinkedIn: https://www.linkedin.com/in/traceyshirtcliff/
#CPQ #ProfessionalServices #SaaS #ScopeBetter #Pricing #AI #B2B
In this CPQ Podcast episode, Frank Sohn welcomes Jon Scott, Co-Founder and CEO of ScopeStack. With nearly 20 years of experience in the IT services industry, Jon shares the story behind launching ScopeStack in 2018 to eliminate the chaos of spreadsheets and manual SOW creation. Learn how ScopeStack’s innovative platform bridges CRM and PSA systems, complements product CPQ solutions like Salesforce and NetSuite, and helps IT service providers deliver consistent, accurate project scopes.
Jon discusses ScopeStack’s growth journey — from securing Series A funding with Cultivation Capital to serving clients across North America and Australia — and gives insights into their API-first architecture, PSA integrations, and emerging AI initiatives. Plus, Jon reflects on sales lessons learned, entrepreneurship challenges, and why getting back into golf is now on his personal to-do list.
Whether you're focused on streamlining IT services, improving project planning, or exploring CPQ and PSA integrations, this conversation offers valuable real-world insights.
Listen now to discover how ScopeStack is transforming IT service delivery for mid-market and enterprise organizations!
ScopeStack contact information:
- Website: https://scopestack.io/
- LinkedIn: https://www.linkedin.com/in/scopestackjon/
- YouTube: https://www.youtube.com/@scopestack/featured
In this CPQ Podcast episode, Frank Sohn speaks with Ethan, co-founder of Vendori, a fast-growing CPQ startup focused on reducing implementation time, cutting costs, and delivering faster ROI through a no-code, multi-tenant solution.
Ethan shares his journey from Wall Street M&A at Merrill Lynch to leadership roles at SAP and Citrix, where he saw firsthand how traditional CPQ tools often caused more friction than they solved—especially for companies shifting to SaaS. That experience inspired him to create a better path forward.
Vendori is built for B2B tech companies—hardware and SaaS—starting with 5-10 CPQ users and scaling into the hundreds. The platform offers subscription management, guided selling, and AI-assisted workflows, while boasting integrations with Salesforce, Hubspot, Oracle, SAP, Teams, and Slack—with some customers onboarded in under a day.
In the episode, Ethan unpacks:
- Why many customers are three years into “18-month” CPQ rollouts
- How Vendori focuses on control and velocity
- The real role of AI in CPQ—and why price optimization isn't the holy grail
- What it means to build a CPQ company around family, faith, and community
If you're exploring CPQ or rethinking your current solution, this is one episode you won't want to miss.
Vendori contact information:
- Website: https://vendori.com/
- LinkedIn: https://www.linkedin.com/in/ethan-garonzik-1565aa2b/
In this must-listen episode of the CPQ Podcast, we dive into one of the most talked-about trends in the Configure, Price, Quote (CPQ) space: Artificial Intelligence. Is AI in CPQ a game-changer today—or a promise for tomorrow?
Join us as we explore the real-world state of AI in CPQ from the perspective of a seasoned CPQ expert (not an AI evangelist!). We cut through the hype and take a practical look at how AI is being used—right now—to improve quoting processes, enhance guided selling, personalize upsell strategies, and even write quote letters and automate testing.
You'll learn: 🧠 Why AI excitement is high among vendors and analysts, but customer adoption (especially SMBs and mid-market companies) is still in early stages 🔀 How customers are navigating which AI to trust—Salesforce, SAP, Microsoft Copilot, open source LLMs, and more ⚙️ Real use cases for AI in CPQ—from automating approvals to predicting customer preferences ⚠️ What challenges still remain, including hallucinations, data security, and AI's “black box” behavior 💡 Why system integrators are building custom AI solutions for complex quotes, and how accurate those solutions really are
Whether you're a CPQ professional looking to separate fact from fiction—or just curious how AI could make quoting faster and smarter—this episode delivers insightful and grounded takeaways you won’t want to miss.
👉 Tune in now to discover where AI in CPQ is heading—and if it’s worth your investment today.
Send any questions or feedback you may have to info@NovusCPQ.com
Also check out our other CPQ Analyst offerings at https://novuscpq.com/cpq-sales-report/
In this episode, we explore a key question: How do you choose the right CPQ solution? Many customers come to Novus CPQ with a long list of vendors—often 6 to 20. Using our proven process, including targeted questionnaires, we help reduce that to a focused shortlist of 6–8 top candidates.
We explain how these lists are typically formed—from consulting partners, direct vendor outreach, internet research, personal contacts, and analyst reports. Once you're down to 3 vendors, our CPQ Sales Reports offer deep insights into leading solutions like SAP, Salesforce RCA, Bit2win, Xait, Engineering Intent, and Camos.
We also discuss the most requested CPQ capabilities in the past year: 🤖 AI tools to sell faster and smarter 🧩 Modern architectures (headless, API-first, composable) 🌐 Omni-channel support for sales, partners, and e-commerce
Plus, we touch on trends like analytics, subscriptions, and 3D/AR visualization.
👉 Tune in for expert tips to streamline your CPQ selection project and make better decisions faster.
In this episode of the CPQ Podcast, we sit down with Tom Stergios, co-founder of Craton Consulting, to explore his 35-year journey in the Quote-to-Cash space. Tom shares his experiences building high-impact consulting teams, including his leadership at ATG, where he scaled a 600-person Quote-to-Cash practice later acquired by Cognizant.
We dive into Craton's role in the CPQ ecosystem, helping ISVs, system integrators, and investors navigate complex challenges. Tom discusses key trends in Salesforce CPQ and Billing, the challenges faced by what he calls "orphan revenue cloud customers," and how his firm helps businesses evaluate their best path forward.
Beyond consulting, we explore AI’s growing role in CPQ, from automating provisioning and billing to enhancing sales and customer success. Tom also highlights the future of AI monetization, the shift toward usage-based pricing models, and what businesses must consider to stay competitive.
Plus, we get a glimpse into Tom’s personal journey, his deep ties to Montana, and his passion for creating opportunities through consulting and talent development.
Tune in for an insightful discussion on the future of CPQ, AI, and business transformation!
Craton Consulting contact information:
- Website: https://cratonconsulting.com/
- LinkedIn: https://www.linkedin.com/in/tom-stergios/
Learn from the Craton Advisor Network https://cratonconsulting.com/craton-advisor-network/ , a collective of seasoned quote-to-cash operators boasting over 200 years of combined experience across CRO, CFO, CIO roles, and more. Get practical, 'been there done that' insights alongside Craton Consulting's expertise.
Craton Affiliated Entity contact information:
- https://thewholegroup.com
- https://www.ravusinc.com
- https://www.theinsightstudio.com
In this episode, we answer key questions about our own Industry Analyst Report, the "CPQ Sales Report." Exciting news—it’s now available for SAP CPQ!
So far, we’ve released four reports covering Camos Software, Bit2Win, Xait, and Engineering Intent, with more coming soon, including Salesforce Revenue Cloud Advanced (RCA).
We discuss why we created this report (because the world clearly doesn’t have enough industry analyst reports yet! 😄), what it includes, and how customers are using it.
If you have any questions, feel free to reach out at info@novuscpq.com.
In this episode of the CPQ Podcast, Frank sits down with Kristofer to dive into the evolution of DynaMaker, a platform that seamlessly integrates CAD and visualization software with CPQ vendors. Kristofer shares insights on how DynaMaker enhances usability for engineers, fosters community engagement, and advances API integration.
They also discuss the growing demand for visual configuration in CPQ, highlighting how customers expect dynamic, interactive previews of their configurable products. Kristofer explains the benefits of parametric visualization, which enables real-time 3D model adjustments, reducing the reliance on static images and improving the quoting process.
Additionally, the conversation touches on DynaMaker’s focus on the European market, its potential for U.S. expansion, and its partnerships with CPQ vendors like Tacton, Elfsquad, and Experlogix.
Whether you're an engineer, a CPQ professional, or just interested in the intersection of visualization and automation, this episode offers valuable insights into the future of CPQ-driven visual configuration.
DynaMaker contact information:
- Website: https://dynamaker.com/
- LinkedIn: https://www.linkedin.com/in/kristofer-skyttner/
- YouTube: https://www.youtube.com/@dynamaker
In this episode of the CPQ Podcast, we sit down with Leon Panjtar, Co-Founder & CEO of SaleSqueze, to explore his journey from industrial automation and robotics to transforming manufacturing sales. Leon shares insights on how his company is simplifying complex manufacturing processes through CPQ and digital transformation, making sales and product configuration more accessible to non-technical users.
We discuss SaleSqueze's growth strategy, including its $1.5M seed funding, upcoming Series A round, and expansion into the US market. Leon also provides a deep dive into the platform’s architecture, with a focus on capabilities for dealer networks, API integrations with Microsoft Dynamics and SAP, and upcoming AI-powered automation for sales and order processing.
Join us as we unpack the post-Covid shift in manufacturing, the role of 3D configurators and CAD integrations, and why mid-market manufacturers are prioritizing efficiency and automation. Plus, get a glimpse into Leon’s personal life—from his passion for travel to coaching a successful handball team.
🚀 Tune in now to hear Leon’s take on the future of CPQ and manufacturing automation!
SaleSqueze contact information:
- Website: https://salesqueze.com/
- LinkedIn: https://www.linkedin.com/in/leonpanjtar/
- YouTube: https://www.youtube.com/@SaleSquezeCPQ
- Fit Show Birmingham https://www.fitshow.co.uk/
From dot-com dreams in Prague to cutting-edge 3D CPQ with AI, dive into the journey of Matthew Gertner, CEO of Salsita Software. Discover how his unique background in linguistics and computer science fuels a company revolutionizing custom product sales. We explore the rise of web-based CPQ, the power of 3D configurators, and how AI is shaping the future of online sales. Learn how Salsita is helping businesses, especially those in custom manufacturing, simplify complex pricing and reach global audiences. Tune in to hear about their innovative tech stack and why they believe AI-assisted configurator creation is the next big thing. Connect with Matthew and his team at salsita.ai.
Salsita Software contact information:
- Website: https://salsita.ai/
- LinkedIn: https://www.linkedin.com/in/matthewgertner/
Unlock the potential of your CPQ with AI and unified data. We discuss how combining these technologies can drive smarter quoting, personalized recommendations, and improved sales efficiency. This episode provides a high-level overview of the concepts, benefits, and crucial risk considerations for businesses looking to leverage this powerful combination.
Two years later, interest in CPQ and AI remains strong. While AI is now widely used daily for various tasks, CPQ adoption of AI is less clear. Although many vendors have announced AI capabilities (or rebranded existing machine learning as AI, which is technically accurate), it's still unclear what AI features customers truly need in CPQ solutions. Therefore, I explored what different language models suggest by asking them some basic questions. I encourage you to listen to their responses and use these tools for your own research, both before selecting a CPQ solution and after it's installed.
In this episode, we bring you key excerpts from a recent webinar featuring Configit and Coolshop. Configit, a leading CPQ vendor from Denmark, was represented by Max Mirbaz, VP of Global Partner Business. Coolshop, an IT & Service company that partners with Configit on solution implementations, was represented by Enrico Magnone, Chief Strategy Officer.
The discussion is divided into three key segments: ✅ How to Differentiate CPQ Solutions in 2025 ✅ Configit’s Overview & New Go-to-Market Program ✅ Coolshop’s Approach & a Real-World Partnership Example
If you're exploring partnership opportunities with Configit in North America or Europe, this episode is a must-listen! 🎧
🔗 Listen now: https://configit.com 🔗 Connect with Max: https://www.linkedin.com/in/mirbaz/ 🔗 Connect with Enrico: https://www.linkedin.com/in/enricomagnone/
#CPQ #Configit #PartnerEcosystem #B2BTech #SalesTransformation
Daniel shares his unique career path and how his background informs his approach to business. He discusses how servicePath helps businesses manage complex product configurations, pricing, and deployments. In the interview, you'll learn about:
- How servicePath evolved from addressing the challenges of Managed Service Providers (MSPs) to a broader solution for various industries.
- The platform's unique features, including detailed financial analysis tools and the ability to handle complex pricing scenarios.
- How servicePath integrates with other systems and their commitment to continuous innovation.
- The potential and challenges of integrating AI into CPQ systems, including ensuring accuracy and a user-friendly experience.
This episode is a must-listen for anyone interested in CPQ solutions, the future of AI in sales, and insights from a successful CEO.
servicePath contact information:
- Email: daniel.kube@servicepath.co
- Website: https://servicepath.co/
- LinkedIn: https://www.linkedin.com/in/danielkube/
In this episode of the CPQ Podcast, Frank sits down with Martin Spritzer, the founder and CEO of iQuoteXpress, a software designed to simplify and streamline CPQ processes for salespeople by salespeople.
Key discussion points:
- The impact of sales automation and customer success on businesses
- How iQuoteXpress simplifies CPQ processes with automation and customization
- The top 3 capabilities clients look for in a CPQ solution (guided selling, price book management, and quote to cash)
- iQuoteXpress's integration capabilities with various CRM systems and e-commerce platforms
- How iQuoteXpress leverages AI for catalog management, reporting, and data management
- The future of AI in CPQ and the growing adoption by businesses
This episode is a must-listen for anyone looking to:
- Improve their sales efficiency and accuracy
- Streamline the CPQ process
- Leverage automation and AI to gain a competitive edge
Listen and learn how iQuoteXpress can help you transform your CPQ game!
iQuoteXpress contact information:
- Email: mspritzer@iquotexpress.com
- Phone: 305.775.4616
- Website: https://www.iquotexpress.com/
- LinkedIn: https://www.linkedin.com/in/martinspritzer/
In this episode, we sit down with Sandhya, the visionary founder of DealDox. Sandhya shares her inspiring journey from a corporate sales role at giants like Disney and Salesforce to launching her own company to revolutionize the CPQ space.
We delve into:
- The Pain Points of Sales Teams: Sandhya discusses the inefficiencies and time-consuming tasks that plague sales teams and how Deal Docs addresses these challenges.
- The Rise of CPQ in Asia: We explore the growing demand for CPQ solutions in regions like India and the unique opportunities and challenges in these markets.
- The Power of AI and Automation: Sandhya sheds light on the potential of AI and automation to transform the CPQ landscape and how Deal Docs leverages these technologies.
- Building a Scalable CPQ Solution: We discuss the technical aspects of Deal Docs, including its customization capabilities, integrations with ERPs and CRMs, and its multi-lingual and multi-currency support.
- Client Success and Future Plans: Sandhya shares insights into DealDox' client-centric approach, the company's growth strategy, and its vision for the future.
This episode offers valuable insights for sales leaders, entrepreneurs, and anyone interested in the world of CPQ. Tune in to learn how DealDox is empowering sales teams and driving business growth.
Website: https://www.dealdox.io/
LinkedIn: https://www.linkedin.com/in/sandhyadealdox/
The CPQ Podcast team has some updates for you before we take a short break for the winter holidays.
- CPQ Sales Reports Are Here!
We've been busy collaborating with CPQ vendors throughout 2024. We're proud to announce the release of our first industry analyst report called "CPQ Sales Report." These insightful reports analyze leading CPQ solutions, highlighting their strengths and ideal use cases.
While we initially aimed to publish 10 reports by the end of the year, we're happy to report we're on track to deliver several more in the first quarter of 2025. Our goal remains to have 25-30 CPQ Sales Reports available by this time next year.
- Power Up Your Feedback
We want your help to make the CPQ Podcast even better in 2025!
Here are some ways you can contribute:
- Would you like to see us regularly on YouTube?
- What do you love (or not love) about the show?
- Would you prefer deeper dives into specific CPQ topics with experts?
- Are you craving more technical discussions?
Let us know your thoughts! Your feedback is crucial as we strive to create even more engaging CPQ content next year.
Share your ideas with us at info@novuscpq.com. We appreciate all your input and will take it to heart.
Happy Holidays from the CPQ Podcast Team!
We look forward to bringing you another year of thought-provoking episodes in 2025. The CPQ Podcast will be back on January 26, 2025
Join Frank as he sits down with Suren Reddy, co-founder and principal at Cloudely, a leading Salesforce and Conga CPQ System Integrator. In this insightful episode, Suren delves into the world of CPQ, discussing:
- A Diverse Client Base: Learn how Cloudely caters to a wide range of clients, from SMBs to large enterprises.
- Innovative No-Code/Low-Code Solutions: Discover "Config," Cloudely's proprietary solution that empowers businesses with three powerful modules: HRMS, PMS, and Quality.
- The Future of CPQ with Agentforce: Explore how Agentforce can revolutionize the way Cloudely's clients approach CPQ and leverage the power of data.
- Data Cloud Integration: Understand the synergy between Agentforce and Data Cloud, and how this combination can drive business growth.
- Industry Insights: Learn about industry events, including Tahoe Dreamin’, which Cloudely attends.
Tune in to this informative podcast to gain valuable insights into the latest CPQ trends and how Cloudely is helping businesses achieve their goals.
- Website: https://cloudely.com/
- email: sreddy@cloudely.com
- LinkedIn: https://www.linkedin.com/in/suren-reddy-94735887/
This week on the CPQ Podcast, we ditch the script and dive deep with industry veteran Manika Goyal, Founder of Intellicloud Solutions. With 20 years of experience conquering the telco landscape, Manika isn't afraid to shake things up. Discover why she ditched the traditional SI model and built an AI-powered product configurator specifically for the telecom industry.
Get ready to hear about:
- The spark that ignited Intellicloud's creation (hint: it involves frustration with the status quo!)
- The biggest challenges and triumphs of building a product-led services company
- The power of AI in product configuration and how it's transforming the telco industry
- Intellicloud's secret sauce: their cloud-agnostic product catalog and seamless 3rd party integrations
- The current state of the CPQ economy and what it means for your business
- And much more!
Manika is a force to be reckoned with, and this episode is packed with insights for anyone looking to push boundaries and leverage cutting-edge technology in the CPQ space.
Ready to learn from a true innovator? Tune in!
- Website: https://intellicloud-solutions.com
- email: sales@intellicloud-solutions.com
- LinkedIn: https://www.linkedin.com/in/manika-goyal-4a3386b/
Check online for events that were mentioned in this CPQ Podcast episode
Unleashing the CPQ Artist Within: Canidium Integrates Creativity with Technology
This episode of the CPQ Podcast takes a unique turn as Frank chats with Andy Kumar, the CPQ + Pricing Practice Lead at Canidium. Forget your typical CPQ expert – Andy's background in art and anthropology brings a fresh perspective to the table. Intrigued? We dive deep into how Canidium leverages a powerful trio of CPQ and Pricing tools – SAP CPQ, Pricefx, and Salesforce. You'll hear:
- The unexpected benefits of Andy's artistic background in his current CPQ and Pricing role.
- The full spectrum of Canidium's services, from SPM and CRM to, of course, CPQ and Pricing and more.
- Canidium's industry focus and the specific challenges their customers face.
- How Canidium bridges the gap between SAP, Pricefx, and Salesforce for seamless integration.
- The impact of the current economic climate on CPQ strategy.
- What truly matters to Canidium's customers right now.
This episode is more than just CPQ talk – it's about harnessing creativity for efficient and impactful solutions.
Ready to learn more? Head over to https://www.canidium.com for insights on their offerings and upcoming events.
LinkedIn https://www.linkedin.com/in/andrewakumar/
email andykumar@canidium.com
In this insightful conversation, Sandeep shares his entrepreneurial journey from the early days of February 2021 to the present. We delve into the crucial role of combining CPQ, Billing, and Metering, and explore how Artificial Intelligence is revolutionizing MonetizeNow.
Sandeep also discusses the latest trends in the CPQ/Billing/Metering industry, highlighting why MonetizeNow is the ideal solution for B2B SaaS businesses. We uncover the importance of timely implementation and delve into the challenges faced by salespeople when using CPQ software.
Don't miss this exciting episode where we uncover valuable insights and practical advice.
LinkedIn https://www.linkedin.com/in/sandeeja/
email sandeep@monetizenow.io
Website https://www.monetizenow.io/
Join us on this episode of the CPQ Podcast as we delve into the world of Configure, Price, Quote (CPQ) with industry veteran Charan Singh, Principal at Deloitte Digital.
Charan brings over 20 years of business experience to the table, and in this episode, he'll be sharing his insights on:
- Customer Segmentation Strategies: How does Deloitte Digital structure and understand their customer base?
- CPQ in Action: What are Charan's clients using CPQ for throughout the Quote-to-Cash lifecycle?
- Investment Landscape: What are CPQ investors looking for in today's market?
- The Future of CPQ: How will artificial intelligence, particularly generative AI, impact CPQ?
- Salesforce Revenue Cloud: Charan's take on the latest solutions from Salesforce.
- CFO Perspective: What are enterprise-level CFOs considering when it comes to CPQ?
- Global Outsourcing: Exploring the advantages and considerations of outsourcing to locations like Mexico and India.
- Deloitte Accelerators: How can you leverage the accelerators offered by the Deloitte team?
This episode is packed with valuable insights for anyone looking to optimize their CPQ processes and drive business growth.
Connect with Charan on LinkedIn: https://www.linkedin.com/in/charan-singh-1576a13/
Join us for a deep dive into Salesforce-focused CPQ solutions in Germany with Dennis Knodt, Founder & Managing Director, and Ivan Todorov, Managing Director, from Valuent. These industry experts share valuable insights on:
- The inspiration behind Valuent and its journey (combines "why" and "how" they started)
- Their target market segments (clarifies focus areas)
- Valuent's Salesforce consulting expertise (streamlines specific service offerings)
- Why they specialize in High Tech and Tech companies (highlights industry focus)
- Collaboration between their German and Bulgarian teams (explains teamwork structure)
- The dynamics of working with Salesforce Teams (clarifies partnership)
- The current Salesforce market landscape in Germany (streamlines market analysis)
- Their take on the evolution of Salesforce CPQ solutions (addresses "old + new" solutions)
Don't miss this opportunity to learn from these experts and explore the future of Salesforce CPQ in Germany!
Connect with Dennis and Ivan on LinkedIn:
- Dennis Knodt: https://de.linkedin.com/in/dennis-knodt
- Ivan Todorov: https://bg.linkedin.com/in/ivan-todoroff-8a8398167
Visit Valuent's website: https://www.valuent.io/en
In this episode, I sit down with Frederik Taleman, founder and CEO of Hive CPQ, and Vera Vingerhoets, their Sales and Marketing Director. Join us to hear their insights on:
- Growth Strategies: Frederik shares how Hive is scaling rapidly by building a powerful reseller and system implementer network.
- Low-Code/No-Code Approach: Vera highlights the impact of this approach that empowers users to build configurators.
- Microsoft Dynamics Success: Hive is now integrated with the Microsoft Dynamics 365 stack, offering streamlined sales processes.
- Omni-Channel Excellence: Hear how Hive supports businesses with partners, enabling efficient sales processes across multiple channels.
- Future Goals: Frederik and Vera explain their ambitious five-year plan and how they’re setting the stage for future growth.
Whether you’re a tech enthusiast or a business leader, this conversation offers insights into Hive CPQ. Connect with Frederik and Vera on LinkedIn or via email.
Connect with Frederik and Vera:
Frederik Taleman
- LinkedIn https://www.linkedin.com/in/frederik-taleman-a0176928/
- email: frederik@hivecpq.com
Vera Vingerhoets
- LinkedIn https://www.linkedin.com/in/veravingerhoets/
- email:vera@hivecpq.com
Website: http://hivecpq.com
Have you been wondering how to best leverage customer reference calls to make better CPQ Solution decisions? In this episode, we dive into the essential questions: who, what, when, where, why, and how. We'll share practical tips and best practices to make the most of these important and powerful calls.
Unleash the power of modularity! This episode features Karl-Johan Linghede, a business veteran with over 25 years of experience, hailing from Stockholm, Sweden. He's the mastermind behind Modular Management, a company that's been revolutionizing how businesses handle complexity since its research roots in the 90s at Sweden's Royal Institute of Technology.
Get ready to:
- Discover Karl-Johan's initial foray into the world of modularity and configurability.
- Learn the fascinating origin story of Modular Management – a research project turned industry leader.
- Deep dive into the MFD (Modular Function Deployment) Methodology – their secret weapon for tackling complexity.
- Explore their areas of expertise – from industries they serve to customer sizes and geographic reach.
- Gain insights into current market conditions and how they're shaping the future.
- Uncover the top 3 reasons why companies turn to Modular Management (hint: complexity is just one!).
- Get the scoop on their brand new PALMA configurator, just released in May 2024!
But that's not all! We'll also delve into much more, giving you a comprehensive understanding of how Modular Management can help your business conquer complexity.
Ready to take control? Tune in and unlock the power of modularity!
Links:
- Website: https://www.modularmanagement.com/en/
- LinkedIn: https://www.linkedin.com/in/karl-johan-linghede-710012b/
Ever wondered what Salesforce CPQ customers are asking about migrating to RLM? This episode dives deep with CPQ veteran Phil Rapp, who's seen it all from Big Machines to his own company, Ascribe IT. Phil unpacks current projects with Salesforce and Logik.io, shares insights from the Mile Hi Dreamin' event, and reveals the top integration needs and customization trends he's encountering. Learn what drives Phil's clients and get a glimpse into the future of CPQ!
Bonus: Get Phil's perspective on the current business climate for CPQ users and discover the top 3 customer requirements he sees most often.
Connect with Phil:
- LinkedIn: https://www.linkedin.com/in/phil-rapp-7460b42a
- Website: https://ascribe-it.com/
Join us for an insightful conversation with Heather Hershey, the Digital Commerce Research Director at IDC. Heather, a self-made entrepreneur with a unique journey from adult learner to commerce expert, shares her personal experiences and industry insights.
In this episode, we dive deep into the world of IDC Analyst Reports and explore the current state of CPQ. Heather discusses her early days in CPQ, the valuable lessons learned from recent ProductScape and MarketScape reports, and her surprising discoveries during CPQ solution reviews.
We also cover hot topics like digital quoting, subscriptions, and the "everything as a service" trend. Heather provides her expert perspective on these issues and shares her thoughts on the future of CPQ.
Don't miss this opportunity to hear from one of the industry's leading analysts. Tune in to learn more about IDC's research and gain valuable insights into the world of CPQ.
Note: Want to meet Heather in person? She'll be attending Optimizly Opticon the week of November 18th.
LinkedIn https://www.linkedin.com/in/heatherhershey1/
We're revisiting the dynamic duo behind CPQ.se, Magnus Fasth and Patrik Skjelfoss, to see how their Tacton-powered System Integration rocket is blasting off!
In this episode, you'll discover:
- How CPQ.se went from launchpad to success story in just 5 years (spoiler: it involves getting mid-sized companies up and running with Tacton in 4-5 months!)
- The latest trend of making CPQ solutions available for external users
- The most critical CPQ challenges you NEED to know about (and how to conquer them!)
- AI in CPQ: Myth or magic? We'll explore real-world examples!
- When to customize your Tacton solution (and when to keep it vanilla)
- Their partnership with SkyMaker: Unpacking the difference between Tacton Visualization and SkyMaker/DynaMaker (so you can choose the right tool for the job!)
Plus, even more insights to fuel your CPQ journey!
Connect with CPQ.se:
- LinkedIn - Magnus Fasth: https://www.linkedin.com/in/magnusfasth/
- LinkedIn - Patrik Skjelfoss: https://www.linkedin.com/in/patrikskjelfoss/
- Website: https://www.cpq.se
Don't miss this episode – it's a Tacton treasure trove!
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 info@NovusCPQ.com
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/
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: Armando@FHC-USA.com
- Jesse Dorado: Jesse@FHC-USA.com
- Reid Lehner Reid@SKOSolutionsinc.com
- 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 Frank.Sohn@NovusCPQ.com.
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 laith.al-hashimi@siroccogroup.com
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 archana.vadya@partnerite.com
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 derik.quinn@argano.com
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 wilma@vloxq.com
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 mitesh@gocloudz.com
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 cgulati@revsolutions.co
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 info@easasoftware.com
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/
In this episode of the CPQ Podcast, join me as I chat with Suren Reddy from Cloudely. Suren sheds light on their latest product, "Config," and delves into their System Integration Services tailored for Salesforce, Conga, and Logik.io. Throughout the discussion, Suren covers:
- The role of artificial intelligence within their proprietary solution and its application in supporting off-the-shelf solutions.
- The significance of plug-and-play systems.
- Integration packages designed to connect CPQ with other solutions.
- Cloudely's focus on serving SMBs and mid-size customers.
- Their utilization of ChatGPT internally and within their new product.
- Suren's perspective on the diminishing relevance of coding and the importance of embracing no-code/low-code solutions.
- Insights into Conga Connect, Dreamforce, and SaaStr.
Tune in for an engaging conversation packed with valuable insights into CPQ and beyond.
- website https://cloudely.com/
- Linkedin https://www.linkedin.com/in/surenreddykatta/
- email help@cloudely.com
Join us for an interview with Tiffany Devlin-Drye (Principal Consultant) and John Lehrkind (Salesforce Practice Leader) from Pierce Washington!
About Pierce Washington
- System integrator specializing in Salesforce, Logik.io, and Oracle CPQ
- Backed by private equity investors
- Team of approximately 100 consultants
- Locations: Bay Area, USA and London, UK
Podcast Discussion:
This episode dives into the world of CPQ with insights from Pierce Washington's experts. We'll cover:
- Salesforce's New Revenue Lifecycle Management (RLM) Solution: Explore some functionalities and potential impact of this new offering.
- Demystifying "Total Commerce": Learn Pierce Washington's definition of "total commerce" and its relevance to CPQ.
- Top Client Business Needs: Discover the most common business requirements Pierce Washington encounters.
- Logik.io and Oracle CPQ: Delve into these CPQ solutions and their role in Pierce Washington's services.
- ERP Integrations and CPQ Success: Understand how ERP integrations can drive a thriving CPQ business.
We'll also explore other relevant topics to provide you a well-rounded understanding of Pierce Washington’s CPQ practices.
Web
https://piercewashington.com
- Tiffany https://www.linkedin.com/in/tdevlindrye/
- John https://www.linkedin.com/in/johnlehrkind/
- Tiffany tiffany.devlin-drye@piercewashington.com
- John john.lehrkind@piercewashington.com
Join me as I speak with Bill Butler, Global Solution Owner for SAP CPQ at SAP. Bill brings over 25 years of CPQ experience across various vendors like FPX, PROS, and CallidusCloud (now SAP CPQ). He also has leadership experience with system integrator and visual vendor companies.
In this episode, Bill dives into key topics including:
- Integrating CPQ solutions with other systems
- Legal considerations surrounding AI use in CPQ
- The cost of customization and AI implementation
- Challenges faced by companies with multiple CRM and ERP solutions
- The benefits of a platform solution
- Overcoming customization challenges
- Price optimization strategies
- And much more!
Events
- CWG in April 2024 in New Orleans,
- SAPPHIRE in June 2024
Contact
- email Bill.Butler@sap.com
Learn more about the future of sales with AI! This episode features John Bruno, VP of Strategy at PROS, who dives deep into the world of AI-powered CPQ (Configure, Price, Quote). John, a CPQ expert (formerly Forrester Analyst), discusses:
- How AI is revolutionizing CPQ, boosting margins, and raising conversion rates.
- Machine Learning and generative AI.
- Why John values collaboration with System Integrators.
- PROS' cutting-edge "smart CPQ" solution with real-time quoting.
- The power of neural networks and data security in PROS' technology.
- The exciting co-innovation with Microsoft on Sales Copilot, empowering both sales reps and buyers with AI.
- A brand new AI feature that streamlines data onboarding to PROS.
Plus, much more! Tune in to discover how PROS is planning to transform the sales landscape with the help of artificial intelligence.
Event
- PROS Outperform is from May 22-24 in Orlando FL. Register here.
Contacts
- website https://pros.com
- Linkedin https://www.linkedin.com/in/johnfbruno/
- email: jbruno@pros.com
This episode features Jan Brolsma, founder and CEO of Elfsquad, a Dutch CPQ vendor focused on small and medium-sized manufacturing companies (mostly up to $200 million annual revenue, and some beyond that) since 2016. Brolsma discusses:
- The impact of app development on the CPQ space.
- How Elfsquad's easy-to-use solution minimizes the need for professional services and custom coding.
- Their "API-first" approach and its benefits for Elfsquad and its customers.
- Elfsquad's expansion plans into new markets.
- Their pre-built integrations with other software solutions.
- "Archer," their proprietary development engine and its capabilities.
- The importance of visualization in the CPQ process.
- What a typical Elfsquad project entails.
- Their decision to operate without outside investors.
- "Archer 2.0" and other upcoming developments.
Subscribe to the CPQ today to regularly receive CPQ insight for businesses of all sizes!
- Website: https://www.elfsquad.io/
- LinkedIn: https://www.linkedin.com/in/jan-brolsma-18598649/details/experience/
- Email: jan@elfsquad.io
Join us for a conversation with Scott Green, a seasoned business leader with over 30 years of international experience. Scott is the Founder & CEO of Profit Drivers, a company specializing in System Integration and pricing strategy services for solutions like Pricefx. They also offer their own proprietary software to help businesses tackle their pricing challenges.
In this episode, Scott dives deep into:
- The benefits of diverse industry experience in navigating the complexities of pricing strategy.
- Profit Drivers' offering: a fractional Center of Excellence (CoE) to empower businesses with pricing expertise.
- Top business priorities companies are facing today.
- C-suite expectations and how to meet their needs.
- The typical project process at Profit Drivers.
- Why pricing consulting goes beyond simply improving margins and unlocks broader business value.
This episode is packed with insights for anyone looking to gain a competitive edge through strategic pricing.
- website: https://profitdrivers.com
- LinkedIn: https://www.linkedin.com/in/scottgreen5/
- email: scott.green@profitdrivers.com
Puneet, a seasoned leader with over 25 years of experience at Oracle, Amazon, and other industry giants, has a passion for innovation. Living in Saratoga with his family, he's been obsessed with metering, billing, and CPQ/Quoting solutions for over a decade. This passion led him to launch his second startup in 2020, driven by the belief that usage-based pricing is critical for his target customers.
In this episode, Puneet delves into the exciting journey of his startup. He'll share:
- The motivations behind his second entrepreneurial venture.
- Why usage-based pricing is a game-changer for his customers.
- How he secured $20 million in VC funding, with the potential for more on the horizon.
- The strategic role of their API architecture and the decision to build natively on Salesforce.
- The unveiling of their brand-new CPQ solution, just released 4 weeks ago!
And that's not all! Puneet will also be sharing valuable insights and industry trends, making this episode a must-listen for anyone interested in the future of CPQ and usage-based pricing
Subscribe to the CPQ Podcast today to regularly receive CPQ insights for businesses of all sizes!
- Website: https://www.amberflo.io/
- LinkedIn: https://www.linkedin.com/in/puneetguptausa/
- Email: puneet@amberflo.io
Sarika brings over 20 years of experience from companies like SAP and Ariba, along with startup insights, to discuss cacheflow's "deal closing platform." This platform offers CPQ capabilities specifically designed for SaaS businesses, along with features like deal room, subscription management, and billing. Despite being just 3 years old, cacheflow has already secured an investment from Google Ventures. In this episode, Sarika dives deep into:
- Consultative selling and how cacheflow approaches it
- Remote-first company culture and its benefits
- Target market: short-term and long-term goals
- Why cacheflow is valuable for both SMBs and larger customers
- Typical project implementation
- The role of AI in subscriptions
- No-code solutions and their impact on customers
- Much more!
Subscribe to the CPQ Podcast today to regularly receive CPQ insights for businesses of all sizes!
- Website: https://www.getcacheflow.com
- LinkedIn: https://www.linkedin.com/in/sarikagarg/
- Email: sarika.garg@getcacheflow.com
Join us on this episode as we explore the dynamic world of subscriptions, AI, and CPQ (Configure, Price, Quote) alongside Dipesh Biswas, founder of WisKey LLC and author of an upcoming book. With over 30 years of consulting experience for firms like PwC, Deloitte, Cognizant, and Wipro, Dipesh brings a wealth of knowledge to the table.
In this episode, you'll discover:
- The challenges of managing multiple subscription models: You'll learn why keeping up with multiple subscription models can be complex, and how AI can be leveraged to streamline the process.
- The power of predictive AI: Dipesh talks about existing AI and CPQ capabilities.
- The shift from subscriptions to consumption: We discuss the growing trend of transitioning from fixed subscription models to flexible, usage-based consumption models, exploring the "rule of 40" and the revenue potential it unlocks.
- Various subscription models: Discover different pricing strategies like value-based pricing and membership models.
- Real-world experience: Dipesh shares insights from his experience helping 9 companies successfully implement subscription models, offering valuable takeaways for your own business.
Get ready to:
- Gain insider knowledge on the complex world of subscriptions.
- Understand the role of AI in optimizing your pricing and sales process.
- Navigate the shift from subscriptions to consumption models with confidence.
- Explore different pricing strategies to maximize your revenue potential.
Don't miss out!
Access the document discussed in the podcast here: https://drive.google.com/drive/folders/1M14Qmi6zuBd5M3uM0zC4PEEvVNx-4kPh?usp=drive_link
Connect with Dipesh Biswas: dipeshbiswas@gmail.com
This episode is packed with valuable insights for businesses of all sizes, so sign up for the CPQ Podcast today!
To mark this milestone, we've prepared something special. We're thrilled to present excerpts from our recent webinar titled "Thought Leader Summit Series - Unleashing the Power of Visuals in CPQ." Featuring prominent figures from the CPQ and visual realms such as CDS Visual (a Dover company), Elfsquad, Engineering Intent, Epicor, Threekit, Walpole Partnership, Zaelab, and Super Radiator Coils, this discussion offers diverse perspectives. Our podcast delivers a wealth of information, compelling you to listen closely to capture every detail. It's a must-listen for prospective customers keen on delving deeper into CPQ and visualization. Additionally, stay tuned for an upcoming YouTube video addressing key discussion points. For inquiries or event details, reach out to info@novuscpq.com. Also, note that we're now planning quarterly Thought Leader Summit Series events focusing on intriguing CPQ-related topics.
In this episode we dive into the world of Salesforce Revenue Cloud with Josh Nelson, Founder & CEO of High Tide Consulting. Josh packs a decade of CPQ experience gained through diverse roles. He started as a CPQ customer at Lexmark, tackling the implementation of Oracle CPQ. Then, at Traction on Demand (later acquired by Salesforce), he transformed a failing CPQ practice into a thriving success story as the CPQ Practice Lead. In this interview, Josh pulls back the curtain on:
- Consulting pitfalls: Learn about "switch & bait" tactics and how to avoid them.
- Investor insight: Meet Ajay Gupta, an investor featured in a Tony Robbins book, and discover his role in High Tide's success.
- Near-shore advantage: Uncover why Josh champions the near-shore model and its benefits for the company.
- Remediation rescue: Explore the reasons behind High Tide's frequent remediation projects and gain valuable insights.
- Project failure factors: Unmask the top three reasons why CPQ projects go off track and how to prevent them.
- Shiny object syndrome: Understand this common stumbling block and learn how to stay focused on what matters.
Plus, much more! Buckle up for a candid and insightful conversation that will leave you yearning for more.
website www.hightideco.com
Linkedin https://www.linkedin.com/in/joshunelson/
email josh@hightideco.com
Get ready to hear from Walter Wijnands,CEO of Sposea, a Pricing Solution Provider with headquarters in the Netherlands. Walter has 30+ years of business expertise. In this episode he talks about
- starting Sposea in 2016
- changing from an on-prem solution to a cloud solution in 2018
- his wife as a professional musician
- BrightPrice Suite capabilities
- being a strategic OEM Partner for SAP
- being an Industry Cloud Partner for the Chemical Industry
- Rebate Management
Don't miss this insightful conversation with Walter as he provides pricing information that is interesting for customers with SAP systems.
website: https://www.sposea.com
LinkedIn https://www.linkedin.com/in/walter-wijnands/
Get ready to hear from Ryan Lott, Founder & CEO of Neocol, a Salesforce Revenue Cloud system integrator experiencing explosive growth! In just 3 years, Neocol has quadrupled its team, driven by Ryan's 20+ years of business expertise. He's based in Las Vegas and Nashville, and in this episode, he'll take us on a deep dive into:
- Their journey from IBM to Salesforce Revenue Cloud: Discover why they made the switch and what benefits they've reaped.
- Unveiling their service offerings: Learn about Neocol's diverse portfolio and how they help businesses thrive.
- Learn more about the 25-30 accelerators they developed this year.
- Investing in innovation: Get more info on their spring 2023 funding from Salesforce Ventures.
- Partnering for power: Learn about their strategic collaboration with RightRev and its impact.
- Salesforce Summit Partner: Learn what that nomination as a Salesforce Summit Partner is doing for them
- AI/ML/LLM: Learn what Neocol thinks about this and where they see the biggest interest.
Don't miss this insightful conversation with Ryan Lott as he shares the secrets behind Neocol's impressive success and their vision for the future!
- website: neocol.com
- LinkedIn: https://www.linkedin.com/in/ryan-lott-538313b/
In this episode you hear from Nishit Rawat, Founder & CEO of Bluvium. Nishit has 20+ years of business experience and founded Bluvium in 2015. Here he talks about the services his Salesforce Revenue Cloud focused lead-to-cash Consulting business offers, proprietary products they offers to simplify Salesforce Revenue Cloud implementations, the top business requirements they hear about from their High Tech Customers, subscriptions, AI and much more
- website www.bluvium.com
- LinkedIn https://www.linkedin.com/in/nishitrawat/
- email nr@bluvium.com
In this episode you hear from Mike Bristol, Director Product Management at Infor, about their recent Infor CPQ Connect 2023 event in Columbus, OH. Mike has 30+ years of business experience and lives with his family in Longmont, CO. Here he talks about the purpose of this event, the roadmap that he shared at this event, the key capabilities that the Infor CPQ team is focused on, the Infor User Group, how they planned the event, if and when there will be a next Infor Connect event, lessons learned and much more.
- website https://www.infor.com/solutions/service-sales/configure-price-quote
- LinkedIn https://www.linkedin.com/in/mikebristol/
- email mike.bristol@infor.com
In this episode you hear from Daniel DeRosa (Chief Customer Officer) and Kiana Mostajabian (Director Product Management) of Revalize Software. Daniel has 30+ years of executive leadership experience and recently joined Revalize and Kiana has worked with Configure One CPQ since before the acquisition of Configure One by Revalize. Here they talk about the various Revalize brands like Configure One and AutoQuotes, the last Configure One Cloud release that also offers an integration with Axonom (visuals), an outlook on acquiring more CPQ solutions, subscriptions, AI and much more
- website revalizesoftware.com
- LinkedIn Daniel https://www.linkedin.com/in/danderosa/
- LinkedIn Kiana https://www.linkedin.com/in/kianamos/
In this episode, Chris DiEllo, Vice President of Business Development at Engineering Intent, shares his insights on the company's CPQ solution called KBridge (short for Knowledge Bridge). With well over 30 years of business experience, Chris, who resides in Florida, spent 20 years with Configure One (now part of Revalize) and is very familiar with the manufacturing industry. Here, he discusses why he views their configuration- and engineering-focused platform as unique. He also touches upon the top three business requirements they frequently encounter, the impact of the current economic situation on their business, integrations with CAD, and much more.
- website www.engineeringintent.com
- LinkedIn https://www.linkedin.com/in/chrisdiello/
- email ChrisDiEllo@engineeringintent.com
Tim Fraser, Chief Customer Officer at Forsys, shares his insights on the company's CPQ solutions, proprietary products, and the role of data in sales success. With over 35 years of experience in the industry, Tim Fraser has a wealth of knowledge to share about CPQ solutions and how they can help businesses achieve their sales goals. In this episode, he discusses Forsys' support for Conga CPQ and Salesforce CPQ, along with the company's three proprietary products: Flo Data, Ayara, and Rise. He also highlights the importance of data in sales and the role of AI/ML in CPQ and CLM.
- website www.forsysinc.com
- LinkedIn https://www.linkedin.com/in/timfraser/
- email tim.fraser@forsysinc.com
In this episode you hear from John Banks (CEO & Founder) and Sean Joyce (Head of Go-To-Market) of Continuous Technologies which have a combined 45+ years of business experience. Here they talk about usage consumption pricing models, their relationship with Salesforce, credit burndown, scaling their solution, enhancing their solution, clicks-not code, integrations/enhancements with billing systems, AI/ML and much more
John Banks - Contact Info
- LinkedIn https://www.linkedin.com/in/banks/
- email john@continuoustech.com
Sean Joyce - Contact Info
- LinkedIn https://www.linkedin.com/in/seanjoyce/
- email sean@continuoustech.com
In this episode you hear from Charles Bensoussan, President & CEO of Techform, a company he founded in 2000 and sold to Visiativ in 2023. Charles has 25+ year of business experience and is based near Toulouse, France. Here he talks about the former Techform (now Visiativ CPQ) solution, results his customers experienced, AI/ML, Business Intelligence, Data Analytics, subscriptions, the importance of visual capabilities, customer satisfaction and much more * website www.techform.fr/techformcpq/ * LinkedIn https://www.linkedin.com/in/charles-bensoussan-54621724/
In this episode you hear from Parag Jagdale, Co-Founder & CEO of Unific. His company just released a new CPQ Solution called Quotific CPQ. Parag has 20+ years of business experience and is based in Akron, OH. Here he talks about their new CPQ Solution, the investment they raised in 2016, their HubSpot Partnership and their Customer Experience Manage Platform (called Unific) for eCommerce businesses using Shopify, Magento, Big Commerce, Woo Commerce with HubSpot, their focus on B2B customers and much more
- website https://www.unific.com
- LinkedIn https://www.linkedin.com/in/paragjagdale/
In this episode you hear from Meredith Schmidt (EVP & GM) and Brion Schweers (SVP) of Salesforce which have a combined 55+ years of business experience! Here they talk about the latest Salesforce Revenue Cloud release as well as upcoming releases that are expected to bring big changes, Dreamforce 2023, Salesforce layoffs from earlier this year, "re-platforming" of their solution, Salesforce price increases, artificial intelligence and much more
- LinkedIn Meredith https://www.linkedin.com/in/meredith-schmidt-5446a0/
- LinkedIn Brion https://www.linkedin.com/in/brion-schweers-71363211/
In this episode you hear from Sri Nagavarapu, Sr. Director of Business Applications at Crowdstrike. Sri has 20+ years of business experience and was with companies like PwC, Splunk, Brocade and Tech Mahindra before he joined Crowdstrike in 2022. He lives in the San Francisco Bay Area with his family. Here he talks about Salesforce CPQ, Dreamforce 2023, hypergrowth for SaaS customers, eCommerce, AI, his experience as CPQ customer and CPQ consultant, customer satisfaction with CPQ Solutions, demands for user experience much more
- website www.crowdstrike.com
- LinkedIn https://www.linkedin.com/in/nagavarapu/
We are excited to announce two new events we will start soon:
- CPQ Solution Deep Dives
- CPQ Thought Leader Summits
CPQ Solution Deep Dives: Provide information about a typical customer journey with a specific CPQ Solution from selecting a solution to implementing that solution to the experience with that CPQ Solution in a production environment. Here a CPQ Vendor, a customer (and if needed, a CPQ System Implementer) will participate.
CPQ Thought Leader Summits: Are educational, relationship building events where topics related to CPQ (i.e., AI + CPQ) will be discussed with multiple CPQ stakeholders. CPQ Vendors, CPQ System Implementers, CPQ customers and CPQ Educators.
Also make sure to check out our YouTube channel here and subscribe since some excerpts from these events may be published there.
Send any questions you have to Frank.Sohn@NovusCPQ.com
In this episode you hear from VP Product Marketing Giacinto Mozzetta. Giacinto is based in Rome, Italy and has 20+ years of business experience and joined Bit2Win in 2015. Here he talks about the bit2win suite of products, their multi-cloud solution, integration with Microsoft Dynamics, a new Engineer-to-Order (ETO) capability for manufacturing companies, subscriptions, artificial intelligence and much more
- web www.bit2win.com
- email info@bit2win.com
- LinkedIn https://www.linkedin.com/in/giacintomozzetta/
In this episode you hear from Zuora VP & GM of Product Kyle Kolich. Kyle has 20+ years of experience and was with companies like Accenture, Deloitte and Salesforce before he joined Zuora in 2011. He lives with his family in New York City, NY. Here he talks about Zuora CPQ, integrations with eCommerce solutions, AI, headless, open API and much more
- Subscribed Connect London - https://www.zuora.com/resources/events/subscribed-connect-london/
- Kyle's Product Manager Podcast - https://plus.zuora.com/plus/can-i-speak-to-your-product-manager
- LinkedIn https://www.linkedin.com/in/kylekolich/
In this episode you hear from CDS Visual (a Dover Company) General Manager John Major. John is based in the San Francisco Bay Area and has 30+ year of business experience. He sold CDS Visual to Dover in 2021. Here he talks about the time since and after the acquisition by Dover, their visualization platform solution and new products, their relationship to multiple CPQ Vendors, use of AI in visual CPQ, adoption of AR and much more
- web: cdsvisual.com
- email: jmajor@cdsvisual.com
- LinkedIn: https://www.linkedin.com/in/johnmajor1/
In this episode you hear from Omar Bendada, Founder & CEO of Ben Consulting Services (BCS). BCS is a System Integrator (SI) that works with multiple CPQ Vendors like Salesforce, Oracle, Epicor CPQ, PROS, Logik.io, Zilliant & Techform and other SI's like Walpole Partnership. Here Omar talks about their general CPQ methodology, their Partnerships, AI, subscriptions, eCommerce and much more
- LinkedIn https://www.linkedin.com/in/omarbendada/
- email omar.bendada@benconsulting.services
- phone +33 (0) 6 81 03 07 93
In this episode you hear from nue.io CEO Mark Walker who lives in Toronto, Canada. Mark has 30+ years of business experience and held a number of executive leadership positions before joined nue.io. Here he talks about this Revenue Operations and (C)PQ Solution, their land & expand approach, their recent seed extension, the top business requirements they see, integrations they support, Dreamforce, OpsStars and much more
- LinkedIn https://www.linkedin.com/in/markwalker/
- OpsStars https://www.ops-stars.com
In this episode you hear from Compatio AI CEO & Founder Tim Baynes who lives in Springfield, MO. Tim has 30+ years of business experience with companies like Oracle, Gartner and Configit before he founded Compatio AI in 2018. Here he talks about their recent rebranding from compat.io to Compatio AI, their cross-selling platform solution, the difference of regular configurators and configurators with AI, social commerce, funding rounds and much more
- LinkedIn https://www.linkedin.com/in/timothybaynes/
- email tim@compat.io
We wish everyone a great summer and want to let you know that we will be back on September 3 with a great lineup of interesting CPQ guests. Please let us know if you know of any CPQ Thought Leaders which have not been on the CPQ Podcast yet. If you do send an email to Frank.Sohn@NovusCPQ.com so we can talk to them. Here some more interesting information
- Teams looking at more CPQ Information before they select a CPQ Solution may want to look at our CPQ Buyers 101 Course. This is a 2 hour free overview of CPQ. Learn more here.
- We have a YouTube channel. Check it out here
- Our yearly CPQ Circle Subscription, which ensures that CPQ Vendors, System Integrators, Customers, Prospects, and individuals keen on CPQ are consistently informed with impartial, monthly updates from the CPQ world. Additionally, the subscription includes a small number of advisory hours for personalized CPQ inquiries. Learn more here.
Learn more about CPQ. Every day!
In this episode you hear from Oracle NetSuite Group Vice President Allison Auclair. Allison has over 25 years of business experience with companies like SAP and IBM before she joined Oracle NetSuite in 2013. She lives with her family in Amesbury, MA. Here she talks about the acquisition and integration of Verenia CPQ into NetSuite, ecommerce, visualization, subscriptions, headless and much more
LinkedIn https://www.linkedin.com/in/allisonauclair/
web https://www.netsuite.com/portal/products/crm/cpq.shtml
In this episode you learn a little more about regulatory requirements that impact CPQ Solutions. For example you hear about Scope 1-3 emissions, California Senate Bill 261, Cap & Trade Systems, the difficult environment for current solutions because regulations are available on federal, state and city level, sourcing requirements, CSRE, CSRDDD and much more. If you need to learn more about these regulations checkout "Reuters Events" paper called "Legislation Directory: Insights on all major sustainabililty legislations (2023 Edition)" which was authored by Simran Kaur Chana, David Odhiambo and Oliver Pike.
In this episode you hear from Renaissance Tech Co-Founder & Partner Jeremy Finley. He founded this Infor CPQ focused system integrator in 2013 after 5 years with TDCI. He lives with his family near Columbus, OH. Here he talks about their services offerings, top business requirements they see, challenges their customers experience, AI/ML, IoT, subscriptions and much more
- web renaissancetech.com
- LinkedIn www.linkedin.com/company/renaissancetech/
- See them @ "Infor CPQ Connect" Nov 6-8, 2023 in Columbus, OH
These are excerpts from our recent webinar with Ron Giuntini (G35 Software), Kiana Mostajabian + Eric Brockway (Revalize), Greg Bretz (Grundfos), Madeleine Bergrahm (Tacton), Alexis de Kerchove (Xylem), Patrick Johnston (Yagna iQ) and Bryan Holloway (Slalom). Here they talk about their understanding of sustainability and how it fits into a CPQ Solution.
In this episode you hear from mobileforce founder & CEO Jagadish Bandhole. He is a successful entrepreneur with 25+ years of business experience and already sold a startup to Veritas before he founded mobileforce in 2013. He lives with his family in the Silicon Valley. Here he talks about their Q2C/CPQ Solution including their user-centric approach, the 3 C's they address, AI/NLP and much more
- web mobileforcesoftware.com
- mail marketing@mobileforcesoftware.com
- LinkedIn https://www.linkedin.com/in/jagsband/
In this episode you hear from Epicor Sr. Product Manager Garret Tornquist. He has been with Epicor since 2021 and has experience in the Medical Device, Ed Tech and manufacturing industry. He lives in Minneapolis, MN. Here he talks about Epicor's CPQ Solution (formerly KBMax), SNAP, their visualization capabilities, CAD integrations, the relationship with Salesforce Revenue Cloud, Analyst Reports, and much more
- LinkedIn https://www.linkedin.com/in/garret-tornquist-92813161/
- email garret.tornquist@epicor.com
In this episode you hear from Forrester Analyst Robert Muñoz. Robert has 30 years of business experience with companies like HP, Avaya, Lucent and AT&T before he joined Forrester in 2019. He lives with his family in Miami, Florida. Here he talks about Forrester's CPQ related research, reports and services, Revenue Management, Price Optimization, Rebate Management, Visualization, Subscriptions, the CPQ Market over the next 12 months and much more * LinkedIn https://www.linkedin.com/in/robertmunoz/ * Twitter @rmunoz_
In this episode Frank provides some insights and considerations regarding the CPQ Market and about selecting a CPQ Solution. It provides basic info about Product Configurators (rule -based vs constraint-based solutions), Pricing and Quoting as well as some outlook regarding additional capabilities like AI/ML, visualization and so on.
It also shows some homework that customers have to do to increase the likelihood of a successful project. If you have any follow up questions contact Frank at Frank.Sohn@NovusCPQ.com .
Note: Novus CPQ offers a 2 hour FREE course for interested customers who want to dive a little deeper into some of the topics that Frank mentions here. Send email to info@NovusCPQ.com to learn more about that offer.
In this episode you hear from Bernard Kang, Global Pricing & Commercial Analytics Leader at EY. Bernard has 20+ years of business experience and lives with his family in Los Angeles, CA. Here he talks about the EY Service Offering and approach in the CPQ and Pricing area, why he looks where value is created, Price Optimization, differences between Rev. Mgmt and CPQ, Top Customer requirements and much more
- web https://www.ey.com/en_us/people/bernard-kang
- LinkedIn https://www.linkedin.com/in/bernardkang/
In this episode you hear from Anthony Mirante (President) and Mark Keenan (Partner) of Technicon. Tony has 30+ years and Mark has 25+ years of business experience working with discrete manufacturers. They both live in the San Francisco Bay Area and have spent the last couple of decades working with CPQ Solutions. Here they talk about common CPQ Implementation challenges, why they think implementers need 5 years of experience and much more
web www.technicon.com
LinkedIn https://www.linkedin.com/in/mirante/
In this episode you hear from Ali Najefi, Founder of CogentShift. Ali has 15+ years of business experience and lives with his family near Oxford, UK. Here he talks about his Salesforce native CPQ Solution CogentShift, their integration with CDS Visual and DocuSign, their "API friendly" solution architecture, why he sees integrations to other solutions as the biggest growth opportunity going forward and much more
- web cogentshift.com
- LinkedIn https://www.linkedin.com/in/alinajefi/
- email ali@cogentshift.com
In this episode I share some thoughts about how (generative) AI may be used in CPQ going forward. There are also some thoughts about how users may use it and some thoughts on how CPQ administrators may use it. I'm very interested to hear what you think about this topic and how important it is for your company / use case.
Send feedback to Frank.Sohn@NovusCPQ.com
In this episode I talk to Google's Bard about CPQ topics to learn if and how Bard can be used for anyone that is interested in CPQ. At the end of each question there is a short note from me about the quality of the answer. Take a listen and try it yourself as well.
Anyone interested to follow up on this go to https://bard.google.com and try it yourself.
In this episode you hear from Dmitri Leichik, Founder & CEO Sculptor CPQ. Dmitri has 20+ years of business and is also a co-Owner of Twistellar Group, a Salesforce Consulting company. Here he talks about Sculptor CPQ, why they build the solution on the Salesforce platform, why they have a free version and what the limitations are, the pricing capabilities they offer, their interactive quoting capabilities and much more
- web https://sculptor.cloud
- LinkedIn https://www.linkedin.com/in/dmitri-leichik-11296423/
In this episode you hear from Tim Beck, CEO & Founder of SaaSteps and Ron Costa, Co-Founder of SaaSteps. Tim has 20+ years of business experience with companies like Conga, FPX and BigMachines and lives in Denver, CO. Ron has 10+ years of business experience with companies like Embraer and lives near Sao Paolo in Brazil. Here they talk about their product incl. ecommerce, payment processing, CPQ, subscriptions, Billing, Renewals and more.
LinkedIn https://www.linkedin.com/in/saasteps/
email: tim.beck@saasteps.com
In this episode you hear from Vinay Toomu, Founder & CEO of ScaleFluidly. Vinay has 20+ years of business experience and lives with his family in Cary, NC. Here he talks about ScaleFluidly's Quote CX solution, why that solution is built for start-ups and SMB customers, reduced total cost of ownership, collaboration features, integrations to Salesforce, SAP and more, a roadmap published on their website, free software trial and much more
- Web scalefluidly.com
- LinkedIn https://www.linkedin.com/in/vinaytoomu/
In this episode you hear from Alexander Franck, CPQ Practice Lead at Fluido. Alexander has 10+ years of business experience with CPQ Solutions and lives with his family in Helsinki, Finland. Here he talks about Salesforce Revenue Cloud, Salesforce Industries, Epicor CPQ, Logik.io and Tacton, top CPQ customer requirements, expectations on modern CPQ Solutions from manufacturers, headless CPQ architecture and much more
- web www.fluidogroup.com
- email alexander.franck@fluidogroup.com
- LinkedIn https://www.linkedin.com/in/afranck/
In this episode you hear from Mitchell Lee, VP or Product Marketing at Vendavo. Mitch has 30+ years of business experience with companies like BASF and Orica and lives in Norfolk, Virgina. Here he talks about Vendavo's Revenue Optimization Platform (Pricing+CPQ) for manufacturers and distributors, the Market Medium acquisition in 2022, Gartner's MQ Report, managed services, omni-channel usage, ChatGPT and much more
- web www.vendavo.com
- email mdlee@vendavo.com
- LinkedIn https://www.linkedin.com/in/mitchelldlee/
In this episode you hear from Jens Ellebaek, Consulting Offerings Manager at Configit. Jens has 15+ years of business experience and lives with his family in Copenhagen, Denmark. Here he talks about Configit's CPQ Solution, Aftermarket Services, Visual Configuration, Business Intelligence & Analytics, Pricing, customer experience and more
- web configit.com
- email je@configit.com
- LinkedIn https://www.linkedin.com/in/jens-ellebæk-5249285/
- SmartCon www.smart-variant.de
- CLM Summit https://clm23.virtualhive.live
In this episode I talk to ChatGPT about CPQ topics to learn if and how ChatGPT can be used for anyone that is interested in CPQ. At the end of each question there is a short note about the answer. Take a listen and try it yourself as well.
Anyone interested to follow up on this go to https://chat.openai.com/chat and try it yourself.
In this episode you hear from Nils Olsson, CPO & CSO of Tacton. Nils has over 25 years of business experience with manufacturing companies and Tacton and lives with his family in Stockholm, Sweden. Here he talks about Tacton's SaaS CPQ Solution, their placement in the Gartner MQ Report, combinatorial problem solving, demand for subscription capabilities, demand for visualization, CAD Automation, Pricing capabilities and much more
- web www.tacton.com
- LinkedIn https://www.linkedin.com/in/nils-olsson-400715/
In this episode you hear from Sudhakar Jukanti, Director Business Systems (GTM) at Confluent. Sudhakar has 20+ years of business experience with companies like Oracle, Conga/Apttus and Deloitte. He lives with his family in the Bay Area. Here he talks about his experience with different CPQ Solutions, how Confluent uses their solution, his role as a customer advisory board member, important CPQ KPI's and much more
- LinkedIn https://www.linkedin.com/in/sudhakar-jukanti-b109201/
- email sjukanti@gmail.com
In this episode you hear from Rick Huebner, CEO & Founder of VISTECH. Rick has software development experience since 1984 and founded VISTECH in 1998. He lives with his family in Hartford, CT. Here he talks about his Software Development experience, their newly announced CPQ Solution SolSuite, the acquisition of a CPQ Vendor by VISTECH that is the basis of SolSuite, data warehouse they provide for BI and Reporting and much more
- web www.vistech.com
- LinkedIn https://www.linkedin.com/in/rickhuebner/
In this episode you hear from Gianluca Cagiano, CEO & Founder of Apparound. Gianluca has worked with Product Configuration Solutions since 1995 and founded Apparound in 2008. He lives with his family in Pisa, Italy. Here he talks about the three main Apparound application modules, their average implementation times, the latest Gartner MQ Report, Sustainability efforts, Subscriptions, AI and Machine Learning and much more
- web www.apparound.com
- LinkedIn https://www.linkedin.com/in/gianluca-cagiano-ba968a1/
In this episode you hear from Ralph Schwarz, Global CPQ Product Manager at Cincom. Ralph has been with Cincom for ~40 years and has worked on the Cincom CPQ Product for the last 15 years. He lives in Cincinnati. Here he talks about their cloud-based and on-prem solutions, Omni-Channel capabilities, CPQ Analyst Reports, CPQ and artificial intelligence, headless, micro-services and much more
- web https://www.cincom.com/us/cpq
- LinkedIn https://www.linkedin.com/in/ralph-schwarz-697395b/
- email RSchwarz@cincom.com
In this episode you hear from John Dionne, President of CloudFirst Labs. John has ~ 25 years of business experience and lives with his family in Tampa, Florida. Here he talks about their SI and ISV Partnership with Salesforce, their Product Offerings incl. AgileQuote (their flagship CPQ Product) which is built on Salesforce Lightning, their - Professional Service Offering, -focus on P+Q, - subscription offering, -roadmap and much more.
Web loudfirstlabs.com
LinkedIn https://www.linkedin.com/in/johndionne/
In this episode you hear from Mahesh Baxi, the CEO & Co-Founder of Provus Inc. a software company that provides a end-to-end services quoting solution. Mahesh has 30+ years of experience and lives with his family in the San Francisco Bay Area. Here he talks about Provus Service Quoting Solution, Product CPQ vs Services CPQ, their investors, collaboration with Salesforce Revenue Cloud, integrations and more
- Web www.provusinc.com
- LinkedIn https://www.linkedin.com/in/maheshbaxi/
- email mahesh@provusinc.com
In this episode you hear from Patrick Johnston, VP Global Sales at Yagna iQ. Patrick has 30+ years of international business experience working for large corporations and startups in Asia, Europe and North America. Here he talks about Yagna's channel eco-system platform, channel CPQ, Gartner MQ Report for CPQ, their relationship with Cisco, their ISO 27001 certification and much more
- Web www.yagnaiq.com
- LinkedIn https://www.linkedin.com/in/patrick-johnston-1725412/
- email patrick.johnston@yagnaiq.com
We wish all our listeners a happy and healthy 2023! Here we announce a couple of short updates
- Next CPQ Podcast episode will be released January 15, 2023
- Review the CPQ Podcast so more like-minded listeners can find it
- We now have YouTube channel that regularly provides video of CPQ Leaders, Customers, Thoughtleaders etc. Subscribe to it at https://youtu.be/D-j7hzi4nQc
Any questions send to Frank.Sohn@NovusCPQ.com
In this episode you hear from Kevin Geraghty, CPQ Practice Lead & Managing Director at Xait. Kevin lives in Cheltenham, UK and was a guest on the CPQ Podcast before as founder & CEO of Blueprint CPQ. Here he talks about various Xait CPQ features & functions, the CPQ product integration with other Xait products, their Sales & Revenue Enablement Solution focus, their AI/ML and service efforts and much more
- web www.xait.com
- LinkedIn https://www.linkedin.com/in/kevingeraghty1/
- email kevin.geraghty@xait.com
In this episode you hear from Oz Lavee, CTO of Panaya-Foresight. Oz has 15+ years of business experience and lives near Tel Aviv in Israel. Here he talks about their new CPQ Change Impact Analysis solution for Salesforce CPQ called Panaya-Foresight, dependency maps, how trust speeds up change, how improv acting and computer science enhance each other, Dreamforce '22 and much more
LinkedIn https://www.linkedin.com/in/ozlavee/
web https://www.panaya.com/salesforce/simplify-salesforce-cpq-changes/
In this episode you hear from Rob Zesch (CEO & Founder) and from Mladen Sudar (Chief Visionary & Success Officer) at Helioz Technologies. Both have 25+ years of business experience, Rob lives in Cincinnati, OH and Mladen in Croatia. Here they talk about products and services of Helioz Technologies, the relationship to TraceParts (a 3D company), zipCPQ, top customer requirements, headless architecture and more
LinkedIn https://www.linkedin.com/in/robzesch/
Rob Phone 513-450-9950
web www.helioztechnologies.com
In this episode you hear from former LiquidFrameworks Founder & CEO Travis Parigi. He sold his company in 2021 to ServiceMax and left ServiceMax early in 2022. Travis lives in Houston, TX with his family and is currently thinking about his next endeavor. Here he talks about how he started the company, why he converted the code in 2012, what (CPQ) start-ups should consider, how to approach investments, common pitfalls of early stage start-ups and much more.
LinkedIn https://www.linkedin.com/in/tparigi/ Twitter @tparigi
In this episode you hear from Kuldip Hillyer, Founder & CEO of Kugamon. Kuldip has 20+ years of business experience and Kugamon is providing a CPQ and Subscription Billing application for Salesforce-Lightning. Here he talks about three key product capabilities they have focused on in the last 12 months incl. core cpq functions, new admin and eCommerce functions, their App Empathy Design Philosophy, the importance of design and much more
- linkedin https://www.linkedin.com/in/kuldip/
- website www.kugamon.com
This is a special episode with Rick Hassman, who was previously also the CIO of Pella. Our discussion is centered around 2 blog posts that talk about acquisitions of Software Vendors. Here the link to my blog post and here the link to Rick's blog post
Hear what Rick's thoughts and concerns are for the Fenestration Industry and what he suggests customers should do now that Paradigm was acquired by Builders FirstSource.
LinkedIn https://www.linkedin.com/in/rickhassman/
email Rick.Hassman@leantechadvisors.com
In this episode you hear from Chris Shutts, Co-Founder & CEO at Logik.io. Here Chris talks about the growth of Logik.io, Dreamforce '22, Commerce Logic Engine, their customer KeySight Technologies, their new Oracle Migration Program, a study called "State of B2B e-commerce for manufacturers", the importance and impact of a headless architecture, the future of CPQ, their Partner Program and much more
- web www.logik.io
- email Chris@logik.io
- LinkedIn https://www.linkedin.com/in/christopher-shutts-0622237/
In this episode you hear from Sven Krause who has 20+ years of business and technology experience and recently joined In Mind Cloud (specialized manufacturing CPQ Vendor) as a board member and advisor. For the last 2 years, Sven served as the CIO of Hillrom, a $3B MedTech company based in Chicago (now part of Baxter). Prior to that, he was with E&Y and Arthur Andersen for over 17 years serving manufacturers in Germany and the US. Today, Sven talks about his experience with CPQ from a customer and CIO perspective, what results he has seen with CPQ at Hillrom, how they selected their CPQ Solution, what critical capabilities they needed, and much more.
In this episode you hear from Ziliant's new CEO Pascal Yammine. Pascal was previously the GM and SVP of Salesforce Revenue Cloud and joined Zilliant in August 2022. He lives with his family in Chicago. Here he talks about his recent move from Salesforce to Zilliant, the opportunities he sees for Zilliant, agreement management and quoting, Zilliant's Partnerships, first impressions from customer discussions and much more
email Pascal.Yammine@zilliant.com
LinkedIn https://www.linkedin.com/in/pascalyammine/
In this episode you hear from Calvin Chow and Karl Hinderks of Slalom Consulting. Both have worked for 15+ years in Quote-to-Cash and CPQ. Calvin lives in Dallas/Ft Worth and Karl in Vancouver, Canada. Here they talk about their service offerings, what topics are most interesting for their customers, top business requirements, current demand and much more
- email calvin.chow@slalom.com karl.hinderks@slalom.com
- LinkedIn https://www.linkedin.com/in/calvin-chow-3179425/ https://www.linkedin.com/in/khinderks/
In this episode you hear from Boaz Meridor, Co-Founder & Board Member at Uptima (a System Integrator) Boaz is an entrepreneur at heart and has 25 years of business experience and is based in the San Francisco Bay Area. Here he talks about Salesforce Revenue Cloud, Manufacturing Cloud, a recent investment they received from Salesforce and DocuSign, current demand for CPQ, their "Everything to Revenue" approach and much more
- email boazm@uptima.com
- LinkedIn https://www.linkedin.com/in/meridor/
- website uptima.com
In this episode you hear from Mark Sloan Managing Director Asaph Advisors. Mark has ~ 30 years of business experience with companies like Accenture & Convergys and is based in Washington D.C.. Here he talks about how (tech) companies that sell Hardware and Software products or pure consulting companies should sell professional services (incl. educational, managed), the RARE methodology and much more.
- email mark@asaphadvisors.com
- Phone 703-507-9788
- LinkedIn https://www.linkedin.com/in/mark-sloan-70500b3/
In this episode you hear from Chris Hergesell Managing Director NA B2B Sales & Commerce Lead and Global B2B Sales & Commerce Product Lead at Accenture. Chris has 25+ years of business experience and is based in Houston, TX. Here he talks about Accenture's CPQ professional services, triple citizenship, current demand for CPQ solutions, why he sees CPQ as a critical enabler of commercial excellence, cpQ, visual & virtual capabilities, AI/ML, Metaverse and more
LinkedIn https://www.linkedin.com/in/hergesell/
In this episode you hear from Eyal Orgil, CRO at dealhub.io. Dealhub offers a solution with CPQ, CLM and more capabilities. Eyal lives with his family near Tel Aviv in Israel and has 25+ years of business experience. Here he talks about the latest investment rounds Dealhub received, some key capabilities their solution offers, their global expansion plans, their collaboration with Hubspot, upcoming Industry Analyst Reports and much more.
- web: dealhub.io
- LinkedIn: https://www.linkedin.com/in/eyalorgil/
In this episode you hear from Brion Schweers (SVP) and Kevin Whitley (VP) of Salesforce Revenue Cloud. Both have 20+ years of business experience and will be at Dreamforce in San Francisco from September 20-22. Here they talk about the newest Salesforce Revenue Cloud component: Subscription Management, current economic headwinds, Logik.io, collaboration with Salesforce Industries and much more.
- LinkedIn Brion https://www.linkedin.com/in/brion-schweers-71363211/
- LinkedIn Kevin https://www.linkedin.com/in/kevin-whitley-aa0333/
In this episode you hear from Sergy Jermakov, COO & Co-Founder of Graip.ai . This is a company that offers an AI platform that automates manual tasks related to document processing. Sergey lives in Riga, Latvia and here he talks about how their Robotic Process Automation (RPA) and self-learning AI based product can help to automate sales related processes, how this can be integrated with CPQ and much more.
- web: www.graip.ai
- LinkedIn: https://www.linkedin.com/in/jermakov/
- email: hello@graip.ai
In this episode you hear from Sandeep Jain, CEO & Co-Founder of MonetizeNow. This is a company that offers a unified CPQ, Billing and Usage Solution for B2B SaaS businesses in the tech industry. Sandeep lives with his family in the San Francisco Bay Area and here he talks about their solution approach, their solution architecture, an investment they received, competitors they see, their focus on the P in CPQ and much more.
web: www.monetizenow.io
LinkedIn: https://www.linkedin.com/in/sandeeja/
email: Sandeep@monetizenow.io
In this episode you hear from Steve Clune, CEO of CLD Partners. They offer a quoting product for Professional Services called PSQuote. Steve lives with his family in Virginia and has 25+ years of business experience with ERP Solutions and is a long-term partner of FinancialForce. Here he talks about their Salesforce native PSQuote solution, what other PSA tools they support, how long it takes to install the solution and much more.
web: https://psquote.com
LinkedIn: https://www.linkedin.com/in/steveclune/
In this episode you hear from Experlogix CEO Bill Fox and learn more about their CPQ Solution. Bill lives with his family in Birmingham, AL and has an MBA from Harvard. Here he talks about his business experience before he joined Experlogix in 2020, the current business growth and expansion plans of Experlogix, top customer requirements they see, market worries, their relationship to Microsoft and more
- web: www.experlogix.com
- email: BFox@experlogix.com
- LinkedIn: https://www.linkedin.com/in/bill-fox-3b60b94/
We wish everyone a great summer and announce that we will be back in August with a great lineup of interesting CPQ guests. We also ask you to take to minutes to help us
- provide CPQ Podcast Reviews, since that really helps likeminded listeners to find us
- suggest interesting learning events for CPQ so our listeners can attend them
- suggest guests for the CPQ Podcast that have something important to say about CPQ
Learn more about CPQ. Every day!
Many CPQ Demos are done each day but many of them are sub-optimal. Why is that and what can be done to improve that? In this episode Frank talks about his experience with CPQ (and Pricing) Demos and provides Tips & Tricks to make better Demos for CPQ Vendors and potential customers.
If you have more questions about this contact him at Frank.Sohn@NovusCPQ.com
In this episode you hear from Laith Al-Hashimi, Founder & CEO of the Sirocco Group. His team is providing System Implementation Services for CRM and CPQ Solutions globally. He lives in Stockholm, Sweden and has 20+ years experience. Here he talks about their CPQ Vendor Partners: Salesforce, Tacton and Experlogix, Aftermarket Services, IoT, AI/ML, Subscriptions, customer expectations and much more
- website: sirocco.se
- LinkedIn: https://www.linkedin.com/in/laithalhashimi/
- email: laith.al-hashimi@sirocco.se
In this episode you hear from Luigi Aditiarama VP Product & Strategy at Veloce. Luigi lives with his family in the San Francisco Bay Area and has experience with CPQ for 10+ years. Here he talks about why Veloce is an option for customers with failed CPQ Projects, why Veloce is a high performance option for complex configuration & pricing requirements, what headless CPQ is and much more
- website: https://www.veloceapps.com
- LinkedIn: https://www.linkedin.com/in/luigiaditiarama/
- email: luigi.aditiarama@veloceapps.com
In this episode you hear from Sreekanth Lapala, the founder & CEO of Dextara Digital. Dextara Digital is a unique, India based, company because they are a Salesforce System Integrator, and they also offer a proprietary CPQ Solution. Here Sreekanth talks about their uniquely wide product and service offerings, team growth, their CPQ architecture, the top business requirements they see and more
- web: www.dextara.com
- LinkedIn: https://www.linkedin.com/in/sreekanth-lapala-b3a4171/
- email: sreekanthl@dextara.com
In this episode you hear from Kristina Harrington, Founder, President and COO of GenAlpha Technologies. Kristina co-founded the company in 2011 and lives near Milwaukee, WI. Since Feb '22 they offer a CPQ in addition to their eCommerce & Aftermarkets Solutions. Here she talks about their new and existing solutions, what top business requirements they see, Data Analytics, omni channel and much more.
- website: genalpha.com
- LinkedIn: https://www.linkedin.com/in/kristinaharrington/
- email: kharrington@genalpha.com
If you want to learn more about Bit2Win's ( https://www.bit2win.com ) omni-channel sales suite plan to attend this industry event in Essen, Germany from June 21-23, 2022.
Learn more about the event @ https://www.e-world-essen.com/en/
In this episode you hear from Jos Harms and Marcel Jonker from Virtutech BV, this is a Dutch startup company that was founded in 2020. They offer a visual solution (2D, 3D, AR, VR) with 3 different products for Sales & Marketing, mounting processes and Services. Here they talk about their product offering and how they help customers
- virtutec.io (website will be live soon May 2022)
- LinkedIn https://www.linkedin.com/in/marcelljonker/ https://www.linkedin.com/in/jos-harms-45153ba/
- email jos.harms@virtutec.io
In this episode you hear from Andy Pieroux, Founder & Managing Director + Ingmar Hermans, Senior Managing Partner at Walpole Partnership. This IT consultancy is based in the UK + both have 20+ years of business experience. Here they talk about CPQ Solutions they support, the top CPQ related customer requirements they see and much more
walpolepartnership.com
LinkedIn https://www.linkedin.com/in/ingmarhermans/
https://www.linkedin.com/in/apieroux/
andy@walpolepartnership.com ingmar@walpolepartnership.com
In this episode you hear from Emil Westrin, co-Founder and CEO of vloxq. Emil has 8 years of business experience and lives in Stockholm, Sweden. Here he talks about Vloxq's challenges as a CPQ startup founded in 2020, their Products & Services, what they mean by "Plug & Play CPQ", what an ideal customer is for their solution, how long a typical implementation project is, what 3rd party solutions they integrate with and more
- vloxq.com
- LinkedIn https://www.linkedin.com/in/emil-at-vloxq/
- email emil@vloxq.com
In this episode you hear from Brian McCann, Chief Product Officer at CloudSense. Brian has 30+ years of business experience and lives in Austin, TX. Here he talks about Cloudsense's Products & Services, why Gartner did not have them in their latest MQ Report, how the Vlocity acquisition by Salesforce impacted them, growth areas he sees, most common challenges their customers experience and much more.
- www.cloudsense.com
- LinkedIn https://www.linkedin.com/in/brianmccann2/
- email brian.mccann@cloudsense.com
Looking for a remote sales position in the US. Willing to travel 50%. Send email to Frank.Sohn@NovusCPQ.com if you want to get in contact with that person
In this episode you hear from Matthias Schwuchow (CEO) and Kay Giertzuch (Head of Sales) from Orisa Software. Their company is headquartered in Jena, Germany and has around 60 employees. Here they talk about their Solution CREALIS CPQ, the top three requirements they see from their customers, you hear why their customers want an offline capability and what their customers think of AI/ML and data analytics and much more.
Orisa CPQ Day www.orisa.de/en/cpq-day
website: www.orisa.de
Send a message to Frank.Sohn@NovusCPQ.com if you want to be put in contact with this person.
If you are interested in this position please send an email to sales@yagnaiq.com or to Ram.Rai@yagnaiq.com and mention this CPQ Job & Event Cast Episode
To learn more about this opportunity go to https://candidate.hr-manager.net/ApplicationInit.aspx?cid=1351&ProjectId=143727&DepartmentId=18973&MediaId=5
In this episode you hear from Nathan Shinn, Co-Founder & CSO at BillingPlatform. Nathan has 20+ year business experience and lives in Fort Collins, CO. Here he talks about their CPQ Solution, Billing, Revenue Recognition and other products they offer, as well as their solution architecture, how they integrate with other solutions, what CPQ capabilities customers can expect from BillingPlatform in the next 12 months & much more * LinkedIn: www.linkedin.com/in/nathan-shinn-bb90b71/ * website: billingplatform.com
Interesting opportunity for CPQ Vendors to add an accomplished Sales Manager to their team.
This is an individual with 25+ years of business experience. Hear what this individual is looking for and send an email to Frank.Sohn@NovusCPQ.com if you want to be connect to that person.
RFI (Request for Information) and RFP (Request for Proposals) that are coming to CPQ Vendors without them expecting it are called "unrequested RFI's/RFP's" and while they are rare they are becoming more common. Customers are typically surprised by this and so here are some reasons why CPQ Vendors decide to pass on or outright decline to answer these RFI's and RFP's. This Podcast provides some useful tips for customers and CPQ Vendors to have this happen less often.
Job Description Senior Project Manager, Enterprise Software (m/f/d) (hr-manager.net) Configit Career Page https://configit.com/about/careers/
In this episode you learn more about B2B Aftermarket Advanced Services from Ron Giuntini, Founder of G35 Software and Senior Partner at Avrogan. Ron is based near New York, has 45+ years of business experience and is looking for a CPQ Vendor that is interested to help him develop a solution. He can do a brain-dump in 3 days to get started. Here he talks about 3 key features these Services, how they are related to CPQ and much more
- LinkedIn https://www.linkedin.com/in/rongiuntini/
- email ron@g35software.com
We see lots of interest in CPQ job opportunities from listeners at the same time as CPQ Vendors and CPQ System Integrator are looking to find CPQ resources and we looked for ways to help. In this Pilot Program, which runs from March to May 2022 we want to explore if and how we can help. On top of that we want to make sure more people know about interesting CPQ Events. So every week there will be two announcements that show job opportunities and CPQ Events. Let us know how you like this.
In this episode you hear from Dr. Ekkehard Beier. He is the founder & CEO of intelligentgraphics AG and the founder of a LinkedIn Group called "Open Configuration" (OC). OC is focused on offering an open format to exchange visual and CPQ / Product Configurator Data to prevent vendor lock-ins. Here he talks about digital twins, master & exchange data and more. * LinkedIn Group https://www.linkedin.com/groups/8952610/ * LinkedIn https://www.linkedin.com/in/intelligentgraphics/ * email eb@intelligentgraphics.biz
In this episode you hear from Tom Connard, Co-Founder & COO at 3D Source, a US company that provides visual capabilities. Tom was previously on the CPQ Podcast and in this episode he talks about Unreal Engine 5, photo realism, Pixel Streaming, WebGL and when to use it, immersive experiences that are not possible in the real world, digital photography and their benefits, digital twins, product animations and more * web www.3dsource.com * LinkedIn https://www.linkedin.com/in/tomconnard/ * email tom@3dsource.com c
In this episode you hear from Kristofer Skyttner, Founder and CEO of Skymaker AB, a swedish company that provides tools (DynaMaker) to visualize CAD data in tools like CPQ or eCommerce. Kristofer is based in Linköping and here he talks about how they work with Tacton and Elfsquad, parametric visualization, how they integrate with CAD Solutions, why maintenance resources should know Javascript and more
web www.skymaker.se
LinkedIn https://www.linkedin.com/in/kristofer-skyttner/
email kristofer.skyttner@skymaker.se
In this episode you hear from Matthew Day, the Founder and Chief Architect at CRM Team Global. His team offers a Product called Flexpricer for Salesforce (in 3 flavors) and Professional Services called CRM SuperStars. Matthew lives near London, UK and here he talks about their product offering, what customers get the most benefit out of their products, a new feature called "greener selling" and much more
Web: https://flexpricer.com
LinkedIn https://www.linkedin.com/in/matthewday-com/
Email: matthewday@flexpricer.com
In this episode you hear from Mikhail Palatnik, VP of Product Management & Data Solutions at Zywave. Mikhail has 20+ years of business experience and lives with his family in Milwaukee, WI. Here he talks about Zywave's end-to-end CPQ Solution for the Insurance Industry, what they mean by end-to-end solution, how 8 acquisitions in 2 years have impacted them, how they improve the user experience and more
- web www.zywave.com
- LinkedIn https://www.linkedin.com/in/palatnikm/
- mikhail.palatnik@zywave.com
In this episode you hear from Marc Murphy, the founder of Ignite Labs an investment platform. Marc has 20+ years of business experience including ~ 4 years as CEO of Atlatl Software. Here he talks about his investment into Pierce Washington, the CPQ Market through the eyes of investors, how he envisions a successful investment, how to exit successfully from an investment, due diligence process and more * www.ignite-labs.com * Marc.Murphy@ignite-labs.com * LinkedIn https://www.linkedin.com/in/marcmurphy1/
In this episode you hear from Steve Schneider, Co-Founder at WorkRails. This is a Vendor that offers features and functions to manage Technology Services with a CPQ Solution. Steve talks about how they help customers to generate SoW, Proposals, High Level Estimates, Change Requests and he talks about the majority of their customers (Enterprise Software Companies) and who benefits most from their solution and much more. * www.workrails.com * steve@workrails.com * https://www.linkedin.com/in/steven-schneider-0b281251/
While it is no longer common to build CPQ Software it is still a question that some customers face at the beginning of a Sales Transformation Project. In this episode Frank provides the PROS and CONS of Buying a CPQ Solution as well as the PROS and CONS of Building a CPQ Solution. Contact Frank @ Frank.Sohn@NovusCPQ.com if you have any questions.
In this episode you hear from Martin Spritzer, Founder & CEO of iQuoteXpress. This is a CPQ Vendor that is based near Los Angeles in California. Martin talks about how they got started in CPQ, eCommerce capabilities, the customers they focus on, why he expects Artificial Intelligence and Machine Learning to be big for their customers, what it means when B2B and B2C merge, visual CPQ and much more.
- https://www.iquotexpress.com
- sales@iquotexpress.com
- 818.765.3149
- https://www.linkedin.com/in/martinspritzer/
In this episode you learn more about the recent Canidium, Pricefx Partnership announcement. Bill Thane (Go to Market Lead) at Canidium and Garth Hoff (Director, Pre-Sales) at Pricefx talk about why they decided to partner, how they both work with SAP, how they envision their collaboration, why Pricefx and SAP CPQ are not competitors and much more.
- Websites canidium.com + www.pricefx.com
- LinkedIn Bill https://www.linkedin.com/in/billthane/
- LinkedIn Garth https://www.linkedin.com/in/garthhoff/
This is a special episode where Manish Agrawal, CTO of Yagna iQ talks about Channel Sales. He talks about the full channel sales process, defines the different roles in channel sales, names the challenges channel sales experiences, and introduces their Renewal Cloud for channel solution, their install base monetization product as well as their workflow app "Journey Builder". Listen and learn more about channel sales and make sure you check out the webinar that will follow.
Send questions to info@yagnaiq.com
In this episode, you hear from A5, a fast-growing System Integrator that works with Salesforce and Oracle Solutions. Vinay has 20+ years of business experience and lives with his family in the San Francisco Bay Area. Here he talks about his beginnings in the CPQ space, the growth of A5 (previously name Config Consultants), a 1% pledge program partner, and they also implement Billing, RevRec, eCommerce, Visualization, and more.
LinkedIn https://www.linkedin.com/in/kruttiventi/
website a5corp.com
email info@a5corp.com
Brillio recently acquired Standav, in this episode we talk about what that means for Brillio and their Partnership with Salesforce. Guests are Protik Mukhopadhyay, GVP Sales Transformation and Brion Schweers, VP Salesforce Revenue Cloud. In this episode they provide more information about this acquisition, what that means for employees and customers going forward and much more.
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LinkedIn Protik https://www.linkedin.com/in/protikm/
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LinkedIn Brion https://www.linkedin.com/in/brion-schweers-71363211/
This week we have Neil Dholakia, SVP Product & Strategy from Revalize as a guest. Neil joined Revalize 4 months ago and lives in Austin, TX. In this episode he answers many questions about Revalize like who is "Revalize", how do they add breadth & depth to their new solution offering, how do various stakeholders benefit from the new solution offering, how they plan to add more CPQ+ capabilities and much more
email neil.dholakia@revalizesoftware.com
LinkedIn https://www.linkedin.com/in/ndholakia/
In this episode you hear from Tata Consultancy Service (TCS) Global Head of Quote to Cash Amit Gandotra. Amit has 20+ years business experience and lives with his family in Orange Country, California. Here he talks about Quote-to-Cash, CPQ, eCommerce, CLM, Billing, subscriptions, some industries that grow their investment into their CPQ Solutions, TCS HOBS, advanced pricing requirements, integrations of CPQ Solutions and much more
- https://www.linkedin.com/in/amitgandotra/
- gandotra.amit@tcs.com
In this episode Mike Molson, a co-Founder of servicePath is our guest. He lives in Toronto, Canada with his wife & two kids and was previously a guest on the Podcast (2018). Here he talks about what has changed for them since 2018, pre-quote functionality, how they support deal modeling, Gartner MQ Report 2021, G2 reports, their roadmap, expansion beyond technology vendors & managed service providers, servicepath job opportunities and much more.
Send questions to mike@servicepath.co
website: servicepath.co
In this episode you can learn more about the newest company of Chris Shutts and Godard Abel, the two co-founders of BigMachines. Both have 20+ years of experience and success in the CPQ space and beyond. Here they talk about how Logik.io was started, what customers they target, what team they have assembled, how they work with Threekit, their giving pledge and more
- Chris@logik.io Godard@g2.com
- LinkedIn https://www.linkedin.com/in/christopher-shutts-0622237/ https://www.linkedin.com/in/godardabel/
In this episode you hear from Original Shift co-founder Joe Jagassar. Original Shift is a Salesforce CPQ & Billing focused System Integrator and has numerous leaders & employees that previously worked at SteelBrick and Salesforce. Here Joe talks about founding Original Shift, company growth during the pandemic, industries they focus on, key Salesforce CPQ & Billing requirements, and challenges and much more.
LinkedIn https://www.linkedin.com/in/joseph-jagassar/
email: Hello@originalshift.com
website: originalshift.com
In this episode you hear from Connected2Fiber CEO & Founder Ben Edmond. Ben has 25 years of business experience in the connectivity industry and is based outside of Boston, MA. In this podcast he talks about his experience in the connectivity industry, why CPQ is key to them, the impact of the pandemic, the funding they received this year, top business requirements they see, data analytics, how they use visuals, price optimization and much more
For follow up questions checkout www.connected2fiber.com
In this episode Frank Sohn provides some short notes about recent Mergers & Acquisitions in the CPQ space, about the current hiring market, payment integrations, pricing capabilities, Services CPQ, Subscriptions and more.
This episode provides a short, high-level impression of what we provide regularly with a CPQ Circle Subscription. Take a listen and judge for yourself. If interested to learn send an email to Frank.Sohn@NovusCPQ.com
n this episode you hear from Charan Singh the Quote-to-Cash US Capability Leader of Deloitte Digital. Charan has 20+ years of business experience and is based in Seattle, WA. His teams are located in the US and India. Here he talks about his end-to-end lead-to-cash responsibilities, CPQ Partners they work with, CPQ integrations with eCommerce, Billing, Sales Compensation, visualization, price optimization, top business requirements they see and much more.
LinkedIn https://www.linkedin.com/in/charan-singh-1576a13/
In this episode you'll learn more about the recent acquisition of UK and India-based Hansen by Navint. Navint CEO Jim Martindale and Hansen MD Steve Crosby share why and how they started the acquisition process, how they support lead-to-revenue transformation, what opportunities and challenges they see in the CPQ market, what new after-market opportunities they see, their partnership with Salesforce Revenue Cloud and much more. See also www.navint.com to learn more about their services
In this episode you hear from Noel Goggin, CEO and Culture Leader of Conga. Noel is based near Denver, CO and leads Conga since the fall of 2020. In this interview he talks about his key take-aways from two decades of leadership, how Jim Collins and Pat Lencioni influence him, business numbers that show Conga's progress towards its goals, Revenue Operations, virtual events vs in-person event, the "Conga Way", key improvements and much more
LinkedIn https://www.linkedin.com/in/noel-goggin-ceo-★-78ba45/
Twitter @noelgoggin
In this episode you learn about CPQ + Revenue Recognition from Chris Benoit and Kathy Pearson from RightRev. RightRev was founded in 2020 and is native to Salesforce. In this episode Chris and Kathy talk about ASC606, IFRS 15, how they work with the Salesforce teams, their company focus and growth, that revenue does not only happen at the end of a sales process and much more
- Chris LinkedIn https://www.linkedin.com/in/chrisbenoit3/ + email chris.benoit@rightrev.com
- Kathy email kathy.pearson@rightrev.com
In this episode you hear from Josh Plamondon, CEO of Aqua-Pak Industries. Aqua-Pak is a manufacturer and Verenia CPQ customer and is based near Vancouver, Canada. Josh talks about what small and medium manufacturing companies need in regard to CPQ, why the ERP integration is important to them, what got them started looking for a CPQ Solution, how they selected Verenia CPQ, what challenges they experienced before go-live, the business benefits they see now and much more.
- email: Josh josh.p@aquapak.com
In this episode Girish Juneja, SVP & Chief Digital Officer of Dover and John Major, CEO of CDS Visual talk about the recent acquisition of CDS Visual by Dover. Girish is based in Lexington, MA and John is based in San Jose, CA. Girish and John talk about where Dover plans to use CDS Visual's technology, Dover's CPQ capabilities, how manufacturers can benefit from visualization and CPQ, how existing CPQ Vendor relationships are impacted and much more
- John jmajor@cdsvisual.com
- Girish gjuneja@dovercorp.com
In this episode Michael Kiruba-Raja talks about the Salesforce Revenue Cloud offering from PolSource. PolSource is a Platinum Salesforce Partner and System Integrator with offices in Poland, UK and US. Michael is based near London and worked with several CPQ Vendors before he joined PolSource. In this interview he talks about remote first, Vlocity, delivering CPQ Projects faster, AI/ML, visualization, billing and much more
- LinkedIn https://www.linkedin.com/in/michaelkirubaraja/
- email m.raja@polsource.com
We wish everyone (in the northern hemisphere) a great summer and announce that we will be back by late August / early September with a great lineup of interesting CPQ guests. We also ask you to take to minutes to help us
- provide CPQ Podcast Reviews, since that really helps likeminded listeners to find us
- provide interesting learning events for CPQ so our listeners can attend them
- suggest guests for the CPQ Podcast that have something important to say about CPQ
Learn more about CPQ. Every day!
Nikola Zagorac is based in Belgrade, Serbia and is the lead product manager at SAP CPQ. In this interview he talks about SAP CPQ (the former CallidusCloud), how he is involved with the CWG, a pre-packaged solution that features SAP VC + SAP CPQ + SAP BRIM (Billing & Revenue Innovation Management), outcome-based pricing, their roadmap, which capabilities see high demand, subscriptions and much more
- website https://www.sap.com/products/cpq.html
- LinkedIn https://www.linkedin.com/in/nikola-zagorac-474534a5/
In this episode Pascal Yammine (General Manager) and Brion Schweers (VP) from Salesforce talk about Salesforce Revenue Cloud. They share what impact the pandemic had on their business and on them personally, they talk about what it means to democratize the CPQ space, how the business model change from one time product sales to recurring revenue is changing businesses and much more
- LinkedIn Pascal https://www.linkedin.com/in/pascalyammine/
- LinkedIn Brion https://www.linkedin.com/in/brion-schweers-71363211/
On June 29, 2021 TA Associates announced that they introduce a new brand "Revalize" that is comprised of five firms. Three CPQ Vendors FPX, Configure One, AQ/Axonom and Engineering Solution and Pipeflow. Interest in this announcement has been strong and so we summarize our feedback on this transaction in this short Podcast episode. Contact Frank.Sohn@NovusCPQ.com if you have any additional questions and keep in mind that CPQ Circle Subscribers get this and much more information on a regular basis (and earlier than non-subscribers!)
Matthew (Matt) Mong is VP of Project Business Automation (PBA), Marketing and Communications at Adeaca, a company based in Atlanta, GA. In this interview he talks about a very different kind of CPQ Solution that is embedded into Microsoft Dynamics 365 and is called PBA. He further mentions who is using this solution, how to maintain this solution, why he sees this as a new product category, which companies can use this solution and more * website www.adeaca.com
- LinkedIn https://www.linkedin.com/in/mgmong/
Dr. Albert Haag has worked with Product Configuration and CPQ Solutions since 1985 and was one of the architects of the SAP Variant Configuration (VC) and IPC and lives in Bad Duerkheim, Germany. In this interview he talks about compressed tables and how these can benefit customers, his research work with his daughter Laura (a PhD candidate), his Judo skills, his time at SAP and Tacton, investment opportunities, and more links: http://product-management-haag.de http://researchgate.net/profile/Albert-Haag
Scott Heide is a successful entrepreneur with 30+ years of business experience in Engineering Processes and Solutions and lives in Medfield, Massachusetts. In this interview he talks about EPQ (Engineering, Price, Quote), the difference between EPQ and CPQ, the capabilities of their product KnowledgeBridge, their Partners, standard and custom system integrations they support, top 3 requests they hear from their customers and much more
- website www.engineeringintent.com
- email ScottHeide@engineeringintent.com
Lawrence Matusek has 30+ years of professional experience with Product Configuration, CPQ, and ERP Solutions in the Manufacturing Industry and lives in Rochester, NY. In this interview he talks about various CPQ Solutions that eLogic has implemented, their SAP Partnership, the Configuration Work Group (CWG - an SAP User Community), the business impact of the pandemic, SAP Quote 2.0, interest in visualization, analytics, artificial intelligence/machine learning, IoT Solutions and much more
- website www.elogic.com
Jordan Hahn has 10+ years of business experience with Pricing & CPQ Solutions. He lives with his family in Denver, Colorado and is responsible for the Vendavo Intelligent Pricing CPQ product. In this interview he talks about his product, the convergence and trends he sees from CPQ adjacent spaces, mentions a surprising influencer he listens to, value pricing in general as well as challenges & benefits of value pricing and much more
- website www.vendavo.com
- LinkedIn https://www.linkedin.com/in/jordanhahndenver/
Stephane Kors has 14+ years of experience with Product Configuration and CPQ Solutions. He lives with his family in Paris, France and is focused on the French CPQ Market. In this interview he talks about his partners Salesforce CPQ, KBMax, PROS, Conga/Apttus, Tacton and Threekit, consultant certifications, why 3D is so interesting, the biggest customer challenges they see and much more
- website itcelerator.fr
- email skors@itcelerator.fr
- LinkedIn https://www.linkedin.com/in/stephane-kors-crm-cpq-digital/
Dr. Markus Lindemann is an experienced business leader who also spent some time teaching at the University of Aachen. He lives in Germany and spent time with SAP and webMethods beside others before he joined Configit. In this interview he talks about Configit's Configuration Lifecycle Management offering, Virtual Tabulation Technology, three configurator options, SaaS Software, subscriptions, growth plans, partner communities, Software Review Sites and much more
- website configit.com
- email ml@configit.com
Kuldip Hillyer is the founder & CEO of Kugamon, a Quote-to-Cash + CPQ Solution that is 100% native to Salesforce and build on Lightning. In this interview we continue the discussion we started recently to talk about their capabilities for Product Configuration, Pricing, Quoting, Subscriptions, integrations with eCommerce and how they work with Salesforce, that Salesforce is exiting the standalone CPQ business and a customer success story.
- website kugamon.com
- LinkedIn https://www.linkedin.com/company/kugamon/
Wessel de Haan is Commercial Director at Elfsquad and lives in the Groningen Area, Netherlands. Elfsquad is a CPQ Software Solution that is focused on manufacturers and based in Drachten, Netherlands. In this interview Wessel talks about how their AI-based solution helps manufacturers, native visual capabilities, API first principle, support of ATO/CTO/ETO, rich quotation documents, plans for the remainder of 2021 and much more
- website www.elfsquad.io/en/
- LinkedIn https://www.linkedin.com/in/wesseldehaan/
Suren Reddy is a leader with 25+ years of business experience who lives in the San Francisco Bay Area. He founded 2 companies in the last decade, Cloudely + Infocomply.com. In this interview he talks about Cloudely, shortly about Infocomply, their Service offerings for Conga/Apttus CPQ+CLM and Salesforce Revenue Cloud, their business expansion plans, that people in certain industries have more CPQ knowledge, Robotic Process Automation and much more.
- website cloudely.com
- email sreddy@cloudely.com
Barry Hoffman is an experienced business leader with 20+ years of experience in various large and small businesses and lives with his family in the San Francisco Bay Area. In this interview he talks about how they work with partners like VW, Mitsubishi, Lucid an GM, their Beam + Spotlight products, what a Retail Configurator is, how they use pixel streaming, Enterprise VR , AR, the ZeroLight Product Landing Page offering and much more
- website zerolight.com
- LinkedIn https://www.linkedin.com/in/bhoffmannl/
Kuldip Hillyer is the founder and CEO of Kugamon, a CPQ and Subscription Billing application for Salesforce. Kuldip is based in San Francisco and Boston. In this interview (part 1 of 2) he talks about what he did before he founded Kugamon, how the pandemic impacted them, Salesforce Classic vs. Lightning and much more.
website kugamon.com
LinkedIn https://www.linkedin.com/company/kugamon/
Andrea Galbiati is the CEO of Bit2Win, which was until recently a part of Accenture. He lives with his family near Milan, Italy. Bit2Win is focused on these Industries: Telco, Energy, Utility, Retail and Financial Services. In this interview Andrea talks about their Salesforce Product Offering, their expansion to other CRM Solutions, how Gellify supports them, their expansion plans, why they use Google for AI and much more.
- website www.bit2win.com
- LinkedIn https://www.linkedin.com/in/andrea-galbiati-2579533/
Stephan Liozu, PH.D. is a globally recognized expert for value-based pricing. He lives in Phoenix, AZ, and is well known through his work with the Professional Pricing Society (PPS) as well as his work at Thales (Chief Value Officer), Case Western Reserve University and his firm Value Innoruption Advisors. In this interview he shares information around Value Based Pricing and how it is related to CPQ.
- website http://stephanliozu.com
- LinkedIn https://www.linkedin.com/in/stephanliozu/
- Twitter @StephanLiozu
Beck Besecker is a successful entrepeneur who has 20+ years of business experience with multiple firms he founded. He is the founder & CEO of Marxent and lives in St. Petersburg, FL with his family. In this interview he talks about his experience at Copient, the Marxent company culture, their Room Commerce, room & scene configurator offerings which includes 3D, AR and VR, starting a configuration from a photo and much more
www.marxentlabs.com
LinkedIn https://www.linkedin.com/in/bbesecker/
beck@marxent.com
Magnus Fasth and Patrik Skjelfoss co-founded cpq.se in Sweden in 2019 after spending many years at Tacton. Magnus lives in Uppsala and Patrik lives in Stockholm. In this interview they talk about why they founded cpq.se, about Tacton (CPQ) and Dynamaker (Sales CAD) that they sell and implement, what small and medium manufacturers in northern Europe value about their offering, Hubspot CRM becoming more popular with customers and much more.
LinkedIn contacts:
https://www.linkedin.com/in/magnusfasth/
https://www.linkedin.com/in/patrikskjelfoss/
Sergey Jermakov joined Clarity in 2019 as a senior partner and monetization architect. He joined Clarity after working at SAP, Oracle and Microsoft and lives with his family in Latvia. In this interview he talks about his experience partnering with SAP, Pricefx and CDS Visual as well as various topics related to CRM, Billing, RevRec, eCommerce, Servitization, their expansion to North America and southern Europe and much more
- website: www.clarity.cx
- LinkedIn: https://www.linkedin.com/in/jermakov/
Tyler Moini founded Expedite Commerce in 2008 and is the Chief Customer Officer. He lives with his family in the Dallas/Ft Worth Area in Texas. In this interview he talks about working on the initial Verizon Wireless team, why they decided to develop CPQ, eCommerce and Billing capabilities at the same time, their proprietary visualization solution, how they work with Salesforce, their plans for '21 and much more
- email: Tyler@expeditecommerce.com
- LinkedIn: https://www.linkedin.com/company/expeditecommerce/
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Marin Ukalovic is VP + Chief Product Owner, Digital Configuration Lifecyle and has been with SAP since 1999. He lives with his family in Walldorf, Germany. In this interview he talks about co-authoring 5 books that made it to the SAP Bestseller List, the Configuration Workgroup (CWG), various SAP configuration products including Advanced VC (AVC), commerce, subscriptions, APIs and much more
- CWG: configuration-workgroup.com/
- email sapvc@sap.com
- LinkedIn: https://www.linkedin.com/in/marin-ukalovic-7b8a5511/
This is an episode where I share a short outlook of what you can expect from the CPQ market in 2021. Main capabilities discussed are
- CPQ + eCommerce/self serve
- Integration with other solutions + data integration
- More CPQ+ Solutions
Anyone interested to get regular and more detailed information about the global CPQ market should consider our "CPQ Circle Subscription" which provides a monthly Newsletter and 20 hours of personalized advisory. Send an email to Frank.Sohn@NovusCPQ.com to learn more
Brian Lesczynski is Director of CPQ at Lippert and lives in Fort Worth, TX. He has been working with the Infor CPQ Solution for 13+ year. In this interview he shares his experience working with Infor CPQ, he talks about how and where CPQ is used, how many users use Infor CPQ, he provides some tips and tricks regarding CPQ maintenance, talks about selecting and implementing a CPQ Solution and much more.
- website: https://www.lci1.com
- LinkedIn: https://www.linkedin.com/in/brian-lesczynski-45b067102/
Eirik Gudmundsen is the CEO of Xait and lives with his family in Stavanger, Norway and Kevin Geraghty, former CEO of Blueprint CPQ, lives in Cheltenham, England. Xait recently acquired Blueprint CPQ. In this interview Eirik and Kevin talk about the acquisition process, their combined product offering, their future plans, that they closed the acquisition without meeting in person and much more.
- Website: www.xait.com
- email
- Eirik: Eirik.Gudmundsen@xait.com
- Kevin: kevin.geraghty@xait.com
Protik Mukhopadhyay is a Quote-to-Cash (QTC) expert that works and lives in the San Francisco Bay Area. In this episode he is talking about his new book "Reimagine Enterprise Sales Systems". This book is for QTC practioners and covers topics like data readiness, subscriptions and their importance for B2B, pre-packaged SI Solutions, Process Mining and much more and we also talk about the process of writing and publishing this book.
- website: www.protikm.com
- LinkedIn: https://www.linkedin.com/in/protikm/
Lakshmi is the Infosys CPQ Delivery Head based in Banaglore, India and Anand is the CPQ Chief Architect based in Frankfurt, Germany. In this interview they talk about what CPQ related services Infosys offers, how they work with various CPQ Vendors, for which CPQ capabilities they see increased demand March and much more
- email: eng_services@infosys.com
- LinkedIn Lakshmi: https://www.linkedin.com/in/lakshminarayanan-c-8a887618/
- LinkedIn Ananad: https://www.linkedin.com/in/anand-kothalkar/
David Demres is VP of Marketing, Strategic Development at AQ and Mike Belongie was CEO of Axonom. AQ recently acquired Axonom and David and Mike share in this interview how they started the M&A activities, what they expect to do together going forward, what benefits and changes customers can expect from the combined company and much more.
- Website: aq-fes.com
- emails: ddemres@aq-fes.com, mbelongie@aq-fes.com
LinkedIn:
- David https://www.linkedin.com/in/daviddemres/
- Mike https://www.linkedin.com/in/mikebelongie/
Catalin Adam is B2B Product Manager at 2Checkout (now Verifone) and based in Bucharest, Romania. 2Checkout was recently acquired by Verifone and has just launched a CPQ capability for sales-assisted deals, simplifying B2Any digital commerce globally. In this Interview Catalin talks about their all-in-one monetization solution, how COVID-19 has impacted them, what solution capabilities are in high demand, Subscriptions, Payments, Pricing, Quoting and much more.
- Website: www.2checkout.com
- LinkedIn: https://www.linkedin.com/in/catalin-adam/
Mark Tanner is based in Sydney, Australia and co-founded Qwilr in 2014. In this interview he talks about his startup experience before and with Qwilr, his learnings from working at Google and McKinsey, how he envisions to work with high-end CPQ Solutions, skiing in Japan, his vision for Qwilr and why PDF, doc and pps files are no longer up-to-date for B2B and B2C businesses and much more.
- email: Mark@qwilr.com
- LinkedIn: https://www.linkedin.com/in/marketanner/
- Twitter: @marketanner
Sunil John is the VP Product B2B Commerce at PROS and based in Houston, TX. In this interview he talks about his role in the acquisition of Cameleon in 2013, SaaS Business Models, what he expects from Omni-Channel capabilities now and in the future, the impact of Artificial Intelligence on CPQ, the rise of eCommerce and Marketplace Sales Channels and why he thinks these will converge in some form in the future and much more.
- email: sjohn@pros.com
- LinkedIn: https://www.linkedin.com/in/sunil-j-848126/
This 44 minute Podcast provides key information for teams investigating CPQ Solutions and covers these areas
- Product Configuration (Type of Engine, Type of Configuration Use Cases)
- Pricing (Integration with CRM, ERP and Pricing)
- Quoting (including approval workflows
You can also "see" this course with slides at https://novuscpq.com/resources/ . Send any questions you have to info@novuscpq.com
In this episode you learn about CPQ Best Practices and Basic Skills. The information is helpful for anyone who is expected to work with CPQ. In this episode the end-to-end CPQ Process is review, Tips are provided for Vendor Selection and to prepare a implementation project.
Note: If you want to hear and see (the slides) for this session you can go to https://novuscpq.com/resources/ to attend this course online.
Send any questions to Frank.Sohn@NovusCPQ.com
Simon Märkle is the managing director for professional services at camos Software, a German CPQ Vendor and Consultancy. In this interview he talks about their CPQ solution that is focused on medium to large mechanical engineering firms, their integration capabilities, demand for self-service CPQ solutions in times of COVID-19, the current opportunities for CPQ talent, offline + cloud CPQ, Analyst Reports, Integrations with 3rd party SW and much more.
- website: www.camos.de
- email: S.Maerkle@camos.de
Bo Gyldenvang is the recently appointed CEO of Tacton and has 20+ years of experience in the Software Industry. In this interview he talks about his previous positions at Software AG, BMC, why Tacton hired him as CEO, potential changes to the Tacton Solution, his Sales and Sales Execution focus and strength, his commitment to the US expansion, moving from on-premise to cloud solutions and much more. * website www.tacton.com * LinkdedIn https://www.linkedin.com/in/bo-gyldenvang/ * Twitter @BGyldenvang
Gabe is a business leader with 20 years of experience in the pricing and CPQ space. In this interview he talks about the current, COVID-19 driven, interest in pricing solutions, the various accelerators that Pricefx offers (i.e. from Bain), the acquisition of Brennus Analytics, the partnership with SAP, their investment strategy in CPQ, the Forbes Business Council and much more
- website: www.pricefx.com
- LinkedIn: https://www.linkedin.com/in/gabesmith/
- twitter: https://twitter.com/SwEvangelist
This week I provide a short summary of PROS' Outperform 2020 event that was held from October 7-8. My main take-aways from their session are
- digital business increases considerably
- the future is in digital business
- faster time to value is a key pre-condition
- personalization is another key factor.
If you have any questions please send them to Frank.Sohn@NovusCPQ.com . We can help you will all questions around CPQ.
Eyal is a business leader with 25+ years of experience who co-founded DealHub in 2014 near Tel Aviv in Israel. In this interview he talks about their sales engagement solution including CPQ, Contract Management, eSignature, Subscription Management, Document generator as well as their use of social media, the impact of COVID-19, their use of G2, their view on Industry Analyst Reports and much more
- website: dealhub.io
- email: eyal.orgil@dealhub.io
- LinkedIn: https://www.linkedin.com/in/eyalorgil/
Brian is an inventor and entrepreneur with 25+ years of experience in the CPQ space. In this interview he talks about their ability to read native configurations from JD Edwards and SAP into eRep CPQ, their e-commerce solutions, their solutions for the manufacturing industry, the impact of COVID-19, integration of 3rd party SW Solutions and much more
- website: erepcpq.com
- email: brianc@bcatech.com
- Phone: 321.303.7340
- LinkedIn: https://www.linkedin.com/in/briancumming/
Frederik is a Belgian entrepreneur whose company, Hive CPQ, provides the building and construction industry with a B2B e-commerce platform including a Configure Price Quote (CPQ) solution. In this interview he talks about their latest product offering, what resources they currently hire, how their business is progressing inside and outside of Europe, why 50% of their customers use visualization and much more * Website: hivecpq.com * LinkedIn: https://www.linkedin.com/in/frederik-taleman-a0176928/
In this episode I talk about the challenge that there are no standardized CPQ Documentation Rules. Why is that a challenge you may ask? Because Customers may not know themselves which rules are setup in their CPQ Solution. This in turn makes it harder for them to change CPQ Solutions even though customers now review more frequently if they still use the right solution for their business. Send an email to Frank.Sohn@NovusCPQ.com if you want more info.
Ruediger Dehn is a successful entrepreneur with 30+ years of business experience. He lives in Mainz, Germany and founded Lino in 2007. His company partners with Tacton and SolidWorks to integrate CAD and CPQ capabilities. In this interview he talks about running 33 marathons, visualization trends, Design Automation, reduction of 3D CAD data for CPQ visualization, 3D configurable digital twin, data model and data synchronization, displaying visualization in a browser and much more.
- website: www.lino.de
- LinkedIn: https://www.linkedin.com/in/ruedigerdehn/
Tom is a manufacturing expert with 20+ years of business experience in discrete and process manufacturing and is leading the Center of Excellence for Infosys/Simplus. In this interview he talks about Simplus before and after the Infosys acquisition, COVID-19 impact, how they work with their colleagues in Australia and the UK, their partnerships with KBMax and Threekit, how they work with the Conga team, CLM, PLM and much more.
- Website: www.simplus.com
- LinkedIn: https://www.linkedin.com/in/tomlovell1/
Ram is a successful entrepreneur with 25+ years of business experience. He sold his first company to Cisco in 2000 and co-founded Yagna IQ in 2008. In this interview, he talks about moving to a cloud native solution, the impact of COVID-19, how the three key offerings of their platform support manufacturers and distributors/resellers, where they use AI/ML, being a front-end for quoting, plans regarding expanding partnerships, and much more.
Checkout their website at www.yagnaiq.com and their youtube channel!
Gerald is a successful entrepreneur and manages to partner successfully with SAP and Salesforce at the same time! He lives in Cincinnati, OH & founded enosix in 2014. In this interview he talks about the impact of COVID-19, their new products, their open API platform with 300+ APIs for the SAP-Salesforce integration, a true end-to-end customer view, current eCommerce+CPQ demand and much more.
Website: www.enosix.com
email: gerald.schlechter@enosix.com
LinkedIn: https://www.linkedin.com/in/geraldschlechter/
John is a successful entrepreneur with 30+ years of business experience. He lives in San Jose, CA and founded CDS Visual in 2005. CDS Visual is a partner for CPQ firms like Oracle, SAP, FPX, Vendavo and others. In this interview he talks about the impact of COVID-19, digital photography, Design Automation, 2D, 3D and Augmented Reality, the progress visualization has made in the last years and much more.
- Website: www.cdsvisual.com
- JMajor@catalogds.com
- LinkedIn: https://www.linkedin.com/in/johnmajor1/
Stephen Crane is Product Manager at Prodly and lives in Salt Lake City, UT. He is responsible for the AppOps product line. In this interview he talks about what the new AppOps Product Versions (Test and Release) do, for which customers this product was developed, what kind of testing they support, how reference & meta data is supported, the impact of COVID-19, how Gilles Muys is supporting them, pricing, implementation times and much more
* LinkedIn https://www.linkedin.com/in/swcrane/
- Website www.prodly.co
Ryan Lott is a successful entrepreneur who founded his first company, Neocol, before he was 25! He currently lives in Chicago and his company Neocol is a System Integration Partner for SaaS and subscription companies that want to use or use Salesforce CPQ & Billing. In this interview Ryan talks about his move from the UK, his growth plans, why he is passionate about CPQ and Billing, and much more
- LinkedIn https://www.linkedin.com/in/ryan-lott-538313b/
- Website neocol.com
- email Ryan.Lott@neocol.com
Matt Gorniak is well known in the CPQ world through his involvements with Oracle CPQ Cloud, G2, Steelbrick and Salesforce. In this interview he talks about his newfound passion for basketball, learnings from his previous positions, growth plans, what they did with the funding they received, customers that use their visualization solution, digital trust, why he strives to be like DocuSign and much more.
- LinkedIn https://www.linkedin.com/in/mattgorniak/
- Website www.threekit.com
- email Matt@ThreeKit.com
Jason is responsible for implementing and using Apttus CPQ together with SAP Pricing and Salesforce CRM at Bayer. He is splitting his time between the UK and the US for the last 15 years and is currently based in Englewood, New Jersey. Jason has been with Bayer for 14+ years and in this interview he talks about how Bayer selected a CPQ solution, what challenges his team encountered, what they learned in the process, how they increased tool adoption and much more
LinkedIn https://www.linkedin.com/in/japritchard/
Henry (aka Hank) Wilkinson recently joined Onepath Systems as Director of Procurement in Atlanta, Georgia. Onepath Systems provides a single source for designing, deploying, and supporting technology solutions, from cable to cloud and is a QuoteWerks CPQ Customer. In this interview Hank talks about his experience with QuoteWerks CPQ, impact of COVID-19, what challenges, benefits and experiences he has from working with CPQ Solutions and much more.
- LinkedIn www.linkedin.com/in/henry-wilkinson-10119b6/
- Website 1path.com
Walter is a successful entrepreneur with 20+ years of business experience who lives in The Hague, Netherlands. He joined Sposea as CEO in January 2016. In this interview he talks about the Sposea BrightPrice Suite and their customer sweet spot, the impact of COVID-19, their relationship with SAP, value-based pricing, how to start a pricing project and much more.
- LinkedIn https://www.linkedin.com/in/walter-wijnands/
- Websites www.sposea.com
- email: Walter@sposea.com
- Pricing Influencer: Ernst-Jan Bouter
Mark Stiving Ph.D. is a widely recognized pricing expert with 27 years of experience. His mission is to educate people about pricing and value so they win more revenue at higher margins. In this Interview Mark talks about his origin story, benefits and challenges of value pricing, and why black box pricing isn't ideal
- LinkedIn linkedin.com/in/stiving/
- Websites impactpricing.com, championsofvalue.com
- Impact Pricing Podcast podcast.impactpricing.com
- Ron Baker Podcast thesoulofenterprise.com
Justin Scott was recently named as CEO of Atlatl Software and lives with his family in Charleston, SC. In this Interview he talks about his time at Zillow & Tumblr, visual commerce, their focus shift from CPQ to visualization, interactive product experiences, how to achieve cost reductions with digital photography, impact of COVID-19, their digital asset management practice, their partnership with Oracle & Salesforce and more
- LinkedIn https://www.linkedin.com/in/justinkscott/
- Website www.atlatlsoftware.com
The CPQ Market is fragmented with 100+ CPQ Solutions and so it is challenging to find the best Solution for any customer. We make it easier to find a suitable solution by providing eight common evaluation views. While a specific Industry focus is common, do you know what a "Swiss Army Knife CPQ" is? Listen and find out
List of CPQ Vendors and SI's @ https://novuscpq.com/cpq-circle-community/foundational-knowledge/
Always stay up-to-date with CPQ @ https://novuscpq.com/subscriptions-cpq-circle/
In this episode you can learn what impact the current COVID-19 Pandemic has on CPQ stakeholders (CPQ Vendors, System Integrators and Customer). You further hear what is currently in high demand with customers and some tips concerning starting a CPQ Project during COVID-19.
Send any questions you may have to Frank.Sohn@NovusCPQ.com
and/or check our website @ https://novuscpq.com
Blog Posts regarding COVID-19 & CPQ
- Blog Post
- G2 Blog Post
In this episode of CPQ Podcast we discuss me joining MGI Research as the CPQ Practice Lead and share my interview with MGI Research Managing Director and co-founder Igor Stenmark. We cover COVID-19 impact on CPQ, MGI 360 Ratings for CPQ vendors, CPQ as a key element of the Agile Monetization Platform and much more.
Note that the CPQ Podcast & CPQ Circle subscriptions from Novus CPQ are not impacted by this announcement.
- LinkedIn https://www.linkedin.com/in/istenmark/
- Website www.mgiresearch.com
David Demres has master’s degrees from Harvard and Stanford and is currently the VP of Marketing and Strategic Development at AutoQuotes. In this interview he talks about the impact of COVID-19 to the Foodservice Equipment and Supply Industry, the private equity investment from Luminate Capital Partners into AQ, their AQ Cares program that includes a no-layoff pledge, electronic quotes, equipment financing, eCommerce, and much more.
LinkedIn https://www.linkedin.com/in/daviddemres/
email ddemres@aq-fes.com
Website https://aq-fes.com
Lindsay Duran has been with Zilliant for 8+ years and was previously with Deloitte + Dun & Bradstreet. In this Interview she talks about Club Blue, why pricing is so important, fair & rational prices, the impact of coronavirus to their business, what solutions Zilliant integrates with, why CPQ and Pricing is different and much more
LinkedIn https://www.linkedin.com/in/lindsayduran/
Club Blue in Austin http://www.clubblueaustin.org
Website www.zilliant.com
Pricing Influencer: Bert Thompson, Brooks Hamilton
Our listeners asked us why we mention the CPQ Circle Subscription in each CPQ Podcast episode for the last 12 months or so. This episode provides an answer to this question. The CPQ Circle Subscription provides high quality and low cost, monthly CPQ Industry News, Industry Trends, Tips and much more that you can't find anywhere else. Just spend 5 minutes to learn more and see if this is for you. We strive to be "the" industry-leading CPQ Subscription for all CPQ Stakeholders.
Richard has 20 years of experience with various CPQ Solutions like BigMachines/Oracle CPQ Cloud, Apttus, Zuora and Salesforce CPQ at various organizations. In this Interview he explains why it is important for CPQ teams to have broad experience, what challenges and benefits teams can expect from CPQ Solutions, what to consider for global CPQ usage, why some people and/or teams should potentially not use a CPQ tool and much more
LinkedIn https://www.linkedin.com/in/richard-hare-677a43/ mention “CPQ Podcast”
Alexandria is a native of Portland, Oregon that moved to Denmark seven years ago and received her masters and PhD from DTU in Copenhagen. In this interview she talks about Complexity Management and the impressive results she achieved during her 3-year Industrial PhD project which includes a product variety reduction from 80,000 to 38,000 products. She also talks about the key success factors and the key objectives for Complexity Management and much more
Contact her on LinkedIn https://www.linkedin.com/in/alexandriatrattner/
In this Podcast SPECIAL you can hear what CPQ Vendors (eCon CPQ, Sofon), CPQ System Integrators (Cognizant) and CPQ Customers (Philips) took away from this event in Amsterdam, Netherlands on March 5, 2020. Andrew Dailey from MGI Research also explains why he said that “Quote to Cash is dead” at the beginning of this event. www.mgiresearch.com
Ulf Harlou, a PhD in Product Development, founded CPC in 2007 as a spin-off from the Technical University of Denmark (DTU) in Copenhagen. In this interview he explains why his team only employs experts with a Master degree, why he partners with Configit and Tacton, why they always want to work with their customers on-site, who he considers thought leaders in modularization and configuration, how they use their “Office Fridays”, where he expects growth and much more
- Website www.pfmp.com
- email uha@pfmp.com
Josh Nelson has worked as a Product Owner for Lexmark International and as a CPQ Consultant before he became the CPQ Practice Lead at Traction on Demand. In this Interview he talks about why they are so big on educating their customers about CPQ, how they educate customers, their unique company culture, why he considers AI and Billing the most beneficial CPQ capabilities and much more
Web www.tractionondemand.com
Email JNelson@tractionondemand.com
LinkedIn https://www.linkedin.com/in/joshunelson/
Kevin Geraghty & Ron Giuntini are co-founders of Blueprint AMS a Servitization & AfterMarket Solution that works with any CPQ Tool. In this Interview they talk about why companies transition from build & sell to outcome-based pricing, how to transition quick and safe, how big the market opportunity is and much more
Web www.blueprintams.com
Conference https://www.advancedservicesgroup.co.uk/ssc2020
LinkedIn: https://www.linkedin.com/in/kevingeraghty1/ https://www.linkedin.com/in/rongiuntini/
Jordan has been a Research Analyst with IDC since 2015 and is covering commerce, CPQ, ERP, PIM order management and payment solutions. In this Interview he talks about his data obsession for restaurant and flights, how he is changing the upcoming CPQ Marketscape report, why commerce and CPQ need each other, headless commerce, why customers and CPQ Vendors should follow an API first approach, micro-services and much more
Website: https://www.idc.com/getdoc.jsp?containerId=US41156617
email JJewell@idc.com
Daniel has been working in Product Configuration and CPQ for the last 20 year and co-founded ConfigAir in 2011. In this interview he shares what drove him to first start eSpline and then ConfigAir, why ConfigAir focuses on SAP and visualization, why he recommends the CWG Group, what visualization capabilities he considers still maturing, why he thinks companies should put their best people on CPQ and much more
- LinkedIn www.linkedin.com/in/danielnaus/
- Website www.configair.com
- Email info@configair.com
Frank Holland is a Microsoft veteran executive who joined Apttus as CEO in January 2019. In this Interview he talks about how he supports his wife who is breeding horses, his time as the leader of the Microsoft Dynamics business, who he considers thought leaders in CPQ, the Apttus company culture, leadership changes, Glassdoor reviews, their partner restructuring, Max (Apttus’ AI-based virtual assistant), the on-going collaboration with Salesforce and Microsoft, their future CPQ focus and much more
Website: apttus.com
Tuomas Koskiniemi (CEO) and Mikko Peltola (CTO) are with Klaro CPQ which is based in Helsinki, Finland. Klaro CPQ, is the first startup that offers an Open Source CPQ Solution. In this interview they share why it took them 10+ years to found Klaro CPQ, why they offer an Open Source CPQ Solution, what they currently work on, what capabilities their solution offers, their plans for 2020 and much more.
- LinkedIn Tuomas https://www.linkedin.com/in/tuomas-koskiniemi/
- Website https://www.klarocpq.fi/en/
Sean Joyce has 20 years of Product Configuration and CPQ experience, he had his own company for a number of years and was with Zuora, Apttus and Salesforce CPQ & Billing before he joined Navint in 2019. In this Interview he talks about how they help connecting Sales and Finance, the Statera acquisition, challenging their customers, why CPQ can’t stand alone, how subscriptions change CPQ and ERP systems and much more
- Thought Leader mentioned: Richard Hare
- Website www.navint.com
- Email sjoyce@navint.com
Amy is the CPQ practice lead at Canidium. Before joining Canidium, Amy was with BigMachines/Oracle CPQ Cloud. Amy is also a certified professional coach, and an energy leadership index master. In this interview she talks about how her coaching skills advance the CPQ practice, Canidium’s massive growth in 2019, what SAP Implementation Packages they offer, what questions are most important to their customers and much more.
- LinkedIn www.linkedin.com/in/amygoldberg42/
- Website canidium.com
Joe Parlett is a Sales Professional and just recently joined Veloce from Apttus. He lives with his family in the San Francisco Bay Area. In this interview he talks about why he joined Veloce, some of the capabilities that he considers their key strengths, why they can work with customers of all sizes, their strategic Partnership with Salesforce, their integration to Siebel and much more
- LinkedIn https://www.linkedin.com/in/joe-parlett-6292718/
- email joe.parlett@veloceapps.com
- Website www.veloceapps.com
In this interview Christian shares why he likes Western Australia and Karan tells me why he is an “adventurous foodie”. They further talk about their Manufacturing X Platform, their recent funding round and the business plans they pursue now, their company growth, their relationship to System Integrators, Internet of Things, CRM and much more. * LinkedIn Christian https://www.linkedin.com/in/christiancuske/ * LinkedIn Karan https://www.linkedin.com/in/karansood08/ * Website https://www.inmindcloud.com
This Podcast provides a short overview of CPQ that can help you to plan for a CPQ Project. It addresses questions like:
- What should you know about CPQ before you start a CPQ Project?
- What is included in CPQ Solutions? What is an Art of the Possible Phase?
- What is "core CPQ" vs "advanced CPQ"?
If you want to learn more details on these and other related topics consider attending one of our upcoming 1 Day Workshops in 2020. Send inquiries to info@novuscpq.com
Louis is an expert in CRM, CPQ, PLM and ERP systems and works as a Principal at Dassault Systems. He is also a well-known Forbes Columnist. In this interview he shares why he thinks Machine Learning, Pricing and Visualization are CPQ topics to watch out for, why he thinks “auto-complete” is an important CPQ capability, how manufacturers stay away from price wars, what he means by collaborative selling and much more. * Follow him on Twitter @LouisColumbus * LinkedIn https://www.linkedin.com/in/louiscolumbus/
Steve is the Founder & CEO of Strategic Pricing Services and has 30 years of pricing experience. In this interview he talks about his experience working with pricing-focused CPQ Companies like PROS, Vendavo, Pricefx & Zilliant, what results pricing-focused CPQ customers can expect to achieve, what PPS is, why AI and ML is important, what he thinks about the latest Gartner MQ Report and much more
- LinkedIn https://www.linkedin.com/in/steve-wilkins-690a4419/
- Website http://www.strategicpricingservices.com
Greg has been with Salesforce for 13 years and leads the Product Marketing Team for Salesforce CPQ & Billing. In this interview he shares why he climbed bridges in Australia in 2017, what announcements customers can expect at the Dreamforce CPQ & Billing Keynote later this month, why they are different than other vendors, how Dreamforce has changed over the last 15 years, what he thinks it key for virtual training and much more.
- Follow him on Twitter @GregGsell
- Website https://www.salesforce.com/cpq