Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool

Panelists

• John Garvens, Owner & Principal Architect, Garvens Consulting
• Micah Gerger, Founder & Chief Technology Officer, Blue Robot Digital

Contents

• 00:00 Introduction
• 02:05 Salesforce CPQ End of Sale Announcement
• 10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud
• 14:27 A functional AND technical transformation
• 20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud
• 24:34 RevOps Domain Knowledge + Technologist Mindset = Success
• 32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines
• 37:25 Selecting a Revenue Cloud implementation partner
• 44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets
• 55:16 PSA: Make a Slack workspace for your Salesforce friends
• 56:37 Proofs of Concept (POCs) and Advisory Services
• 1:04:05 Martial arts is more fun than Revenue Cloud

What is RevOps Roundtable?

The RevOps Roundtable is a discussion-based podcast on Revenue Operations hosted by John Garvens, a prominent Salesforce architect and the owner of Garvens Consulting.

The show, known for its "Hot Takes" and candid insights, features a panel of other experts, including architects from various consultancies and notable executives in the RevOps ecosystem, to provide a comprehensive and balanced view of the commercial, operational, and technical challenges facing Revenue Operations teams.

Above all, the show aims to provide open, honest, and practical conversations, guidance, and direction to RevOps professionals worldwide.