Christmas-to-Cash: Gifts from Agentforce Revenue Management

Holiday Gift

• Learn Agentforce Revenue Management, formerly called Salesforce Revenue Cloud, formerly called Revenue Lifecycle Management

Panelists

• John Garvens, Owner & Principal Architect, Garvens Consulting, Garvens Consulting on YouTube
• Jean-Michel Tremblay, Managing Principal, Aleysian, The Cloud Update on YouTube
• Chris Hickman, Product-to-Cash Architect, PointClickCare, cmhtechconsulting on Substack
• Khaled Halabieh, Principal Technical Architect, Stratus Carta

Contents

• 00:00 Introduction
• 08:58 The Agentforce Revenue Management Product Suite
• 11:34 Product Catalog Management, Order Management & Asset Management
• 18:21 Parity vs. Progress: Comparing two different products
• 22:05 Flow Approvals vs. Advanced Approvals
• 24:38 The Future of Flow: A friendly debate
• 27:47 Product Catalog Management
• 29:22 Apex Hooks: Jean-Michel’s favorite thing
• 34:31 Salesforce Contracts Sold Separately: When you just need Contract Lifecycle Managment
• 35:23 Revenue Cloud Billing: “Already a lot better than managed package [Salesforce] Billing”
• 36:39 15,000 Quote Lines & Large Data Volume Considerations
• 43:51 Words of Wisdom for the Revenue World
• 44:33 Learn like a six-year-old
• 46:26 Have a beginner’s mind, try things, don’t be afraid
• 49:00 Keep learning, understand how and why
• 49:33 Get used to discomfort and uncertainty, build your crew, give yourself grace

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.