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.
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.
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.
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:
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.
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:
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:
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!
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.
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!
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. 1. 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. 2. 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 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/
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