EPISODE · May 28, 2025 · 1H 5M
Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool
from RevOps Roundtable · host Garvens Consulting
PanelistsJohn Garvens, Owner & Principal Architect, Garvens ConsultingMicah Gerger, Founder & Chief Technology Officer, Blue Robot DigitalContents00:00 Introduction02:05 Salesforce CPQ End of Sale Announcement10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud14:27 A functional AND technical transformation20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud24:34 RevOps Domain Knowledge + Technologist Mindset = Success32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines37:25 Selecting a Revenue Cloud implementation partner44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets55:16 PSA: Make a Slack workspace for your Salesforce friends56:37 Proofs of Concept (POCs) and Advisory Services1:04:05 Martial arts is more fun than Revenue Cloud
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Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool
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