From SteelBrick and Vlocity to Agentforce Revenue Management

Panelists

• John Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTube
• Micah Gerger, Founder & Chief Technology Officer, Blue Robot Digital
• Georgii Saveliev, Founder & Salesforce Certified Technical Architect, Stratus Carta

Content

• 00:00 Introduction
• 01:34 Participant Intros: John Garvens, Micah Gerger, Georgii Saveliev
• 04:19 Origins: SteelBrick, Vlocity, & Agentforce Revenue Management History
• 12:50 Prefab House vs. Home Depot: Out-of-the-Box vs. In-the-Box
• 17:05 Agentforce Revenue Management Industry Accelerators
• 23:12 The Importance of Human Experience in the Age of AI
• 28:52 Strengths & Weaknesses: SteelBrick, Vlocity & RLM/RCA/ARM
• 38:51 Deep Dive: Context Definitions, Expression Sets & Pricing Procedures
• 47:38 What’s “In-the-Box”? — Key Revenue Cloud Modules
• 54:37 DevOps & Data Migration Challenges: Deployments, Tooling & Legacy Data
• 01:02:46 Favorite Features — OmniStudio/DRO, Advanced Approvals, Asset Model
• 01:12:02 Tips for SteelBrick & Vlocity Veterans / Transformation Readiness & Closing

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.