Adam Honig

In the latest iDialogue Flow CPQ+AI release, transactions are divided into guided chat prompts and Auto-Launched flows. This is the traditional Model-View-Controller (MVC) development pattern many developers are familiar with, where the “View” is implemented as a GPT AI Agent and the Controller is an auto-launched flow that handles validation and record INSERT. This division of responsibility aligns well with the job functions of Business Analyst (BA) and Salesforce Developer; where the BA defines product bundles and add-ons using natural language expressions that are passed to Flows for more deterministic validation and record handling. This implementation is far faster because the BA's requirements and specifications are immediately executable "code" that offers real-time feedback.

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B2B authorities (industry analysts, investors, etc) are realizing they need to prioritize and scale #presales expertise to survive in an increasingly technical and competitive buyer landscape. XC Executive Committee member Matthew D. heard it firsthand at this month's Salesforce Ventures CEO Summit. In this blog, Matt breaks down the advice for success given to the CEO audience, and what it all means for Technical Sales and Solutions executives.

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#SundayReading 📖 “Going backward” on your organization's level of functionality is not an option when migrating to the #cloud. Bruce Bookbinder shares why keeping your ability to customize is a critical enabler to #digitaltransformation 👉 https://lnkd.in/ebrXrXGT #SaaS #PLM #ArasInnovator #digitalthread

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But for many operators across #RevOps and finance, this move towards simplicity has created a bigger mess than it was originally meant to solve for 😱 Join James McArthur 👋, Director of RevOps at Nue.io, and 🐰 Jen Igartua, CEO of Go Nimbly, on June 4 @ 1 PM ET to learn: ❤️‍🔥 Real life examples of automations going horribly wrong (and some that we've gotten right too) 🕵️ How to detect these problems before a fire drill morphs into a fiasco 🎂 How to bake our lessons learned into your tech stack evaluation and implementation process Register now and learn how you can find your automation zen. 🧘 https://hubs.li/Q02x_mMx0

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🚨 🚨 Neocol Salesforce CPQ to Salesforce RLM Migration Framework 🚨 🚨 With Revenue Lifecycle Management continuing to gain momentum, many of our partners and customers are asking us "If we've invested in CPQ for years, how do we eventually get over to RLM to propel future innovation?" That has been a difficult question to answer for many. Until now. We've launched a Salesforce CPQ to Salesforce RLM Migration Framework to help customers understand the migration path, plan for the future, and make the right decision for their business. View the video to learn more. And, If you're interested in understanding your path --> Click the link below for Neocol's CPQ to RLM Migration Survey!!! https://lnkd.in/gRPkqBVA

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Quest Software leveraged Prodly DevOps to enhance Salesforce Field Service, automating data deployments and eliminating errors, significantly speeding up release cycles. 🚅 With Prodly's help, Quest has standardized its release management across Salesforce platforms, reducing manual effort and allowing focus on value-driven projects. Discover how Prodly transforms complex data management into a streamlined process in this case study: https://lnkd.in/gmP88FzK

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Learn how InFaith transformed their financial posting process with Omatic's integration for Salesforce and Blackbaud Financial Edge NXT. By adopting a new approach to streamline and connect their financial data to Salesforce, the InFaith team is equipped with accurate, real-time data insights into their revenue, all while saving time and resources. Read the full story here: https://hubs.ly/Q02BmQcK0

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💡💡💡💡 Salesforce Revenue Cloud CPQ and Salesforce Revenue Lifecycle Management coexisting 💡💡💡💡 One of the most frequently asked questions to Neocol as of late: "We are an existing Salesforce Revenue Cloud customer using #CPQ for our direct sales - Can we also leverage Salesforce #RevenueLifecycleManagement for other channels such as Product-Assisted (Self Service) or Partner Sales?" The answer is "YES"  Neocol's "Consolidated Revenue Lifecycle Assets" accelerator provides a consolidated view at the account level of products sold via Salesforce CPQ and Salesforce Revenue Lifecycle Management.

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Combining multiple products into a single demo can be tricky, especially after acquiring new technologies. It's key to present them as a unified solution. At #Demostack, we simplify this challenge. Our tools help companies like Gainsight effortlessly blend their diverse products into a seamless demo that tells one compelling story. Discover how we make it easier for teams to showcase their complete range of solutions effectively. 🔗 https://lnkd.in/gig969eR #ProductDemo #Demostack #Gainsight #SalesStrategy

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🚀Cut implementation time from months to weeks! Use LumenData's Salesforce Accelerator for Customer360 SaaS.    Top features:  ✅Toolkit to integrate Salesforce with Customer360 SaaS ✅Prebuilt CDI & CAI assets for Batch and Real-time data integrations ✅Synchronizes Business Account, Person Account, & Contact entities from Salesforce   Book a demo: https://lnkd.in/gZ5BETi4   #accelerators #lumendataaccelerators #saas #saasmdm #mdm #lumendata Nimish Mehta Tarun Batra Aakash Desai David Gwinup Ganesan Jeeva Vinayan Valappil Paul Veilleux

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🚀 Launch Day: Introducing Sequence CPQ 🚀 Today we’re announcing Sequence CPQ, our new quoting and order form builder designed specifically for Fintech, AI, and B2B SaaS startups. Whether you're selling custom deals with usage tiers, minimum commitments, or ramped pricing, Sequence CPQ has got you covered. 👉 Our new quote builder is a smart and easy way for commercial teams to build great-looking sales proposals and automate downstream finance workflows. 👉 Leverage templates, make custom pricing adjustments and publish your quote in minutes - all synced with your CRM. 👉 Native e-signature integrations unlock frictionless signing for your customers. Once agreed, you can automate downstream billing, invoicing and revenue collection in one click. Take a look at our demo below and reach out to our team to book a product tour.

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Sequence has just launched their CPQ Product for B2B software businesses with hybrid pricing, designed specifically for Fintech, AI, and B2B SaaS startups. This release powers B2B teams to: 💪 Build and e-sign flexible pricing proposals or contracts: For teams selling custom deals with usage tiers, minimum commitments, or ramped pricing, Sequence CPQ works for any pricing model or deal term. 🚀 Implement an intuitive product (synced with the CRM) to power sales productivity: "Sequence is like a notion page supercharged with pricing tools." 💸 Automate finance: Once a quote is executed teams can automate all downstream billing, invoicing and revenue collection workflows.

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Portfolio company Sequence has just launched their CPQ Product for B2B software businesses with hybrid pricing, designed specifically for Fintech, AI, and B2B SaaS startups. This release powers B2B teams to: Build and e-sign flexible pricing proposals or contracts: For teams selling custom deals with usage tiers, minimum commitments, or ramped pricing, Sequence CPQ works for any pricing model or deal term. Implement an intuitive product (synced with the CRM) to power sales productivity: "Sequence is like a notion page supercharged with pricing tools." Automate finance: Once a quote is executed teams can automate all downstream billing, invoicing and revenue collection workflows.

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Avoiding Technical Debt: Lessons Learned from Building a Salesforce ISV Muj and Cedric discuss all things technical debt. How to spot it and how to avoid it! Full video here: https://lnkd.in/da8DNj8G #TechnicalDebt #BuildingBusinessPlatforms #SalesforceTips #Innovation #BusinessStrategies #StartupLessons #SoftwareDevelopment #DependencyManagement #ITInsights #BusinessSuccess

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🚀 Empower your team with ServiceNow’s Low Code & Intelligent Automation solutions! 🧠 This platform allows anyone to build new workflows and multiply your developer force with AI. It’s all about creating enterprise apps fast and governing for scale. 📈 Automate work across people, silos, and systems today! 🌐 Check it out here: ServiceNow Low Code & Automation #trinitee #digitaltransformation

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Want to start orchestrating and automating all of your revenue motions with AI? Check out our demo on Dimmo 🦖!

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🎥 Our CTO, Davide, provides here some actionable tips on enhancing #code quality and adherence to #Salesforce Well-Architected best practices. Watch now 👇

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❓ HOW TO RUN YOUR NEXT CPQ RFP ❓ The truth is that most companies are still using a #CPQ that was built for simpler products and simpler times. So, how can you evolve your CPQ to meet your needs today and future-proof for tomorrow? It starts with revamping your CPQ RFP and evaluation process. Our CPQ evaluation guide includes 50 questions to ask in your next RFP, covering areas that include: ✅ Configuration & Rules Engine ✅ Admin Experience ✅ Sales & End-User Experience ✅ Innovation & Omni-Channel Capabilities ✅ Partners & Customer Proof ✅ Company & Vision Plus, you'll get a #CPQRFP planning worksheet to help you get started. Download the guide and bookmark it for your next CPQ evaluation: 🔗 https://lnkd.in/ge5r-Kjm

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