How to master Salesforce CPQ

1. SIMPLIFYING THE
COMPLEXITY OF
SALESFORCE CPQ
Tips & Best
Practices

2. All lines are
muted for
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quality
Submit your
questions in
the Q&A Box
This session
is being
recorded

3. AGENDA
Meet the speakers
—
CPQ Post-go-live consideration and
challenges
—
Optimal planning of new CPQ
implementation
—
Debugging CPQ issues
—

4. MEET THE SPEAKERS
VP, Customer Solutions
Email | LinkedIn
GILLES MUYS
Gilles Muys, VP, Customer Solutions at
Simplus has more than 23 years of experience
in the Quote-to-Cash (QTC) space and has
implemented or significantly influenced more than
1,000 QTC projects across all industries. His
broad experience in CPQ (Configure-Price-
Quote) spans finance, manufacturing, information
technology, e-business, marketing, and more.
He is one of the first 3 SteelBrick employees, and
the only Salesforce CPQ Black Belt in the world.
You can learn more about each of the
considerations CPQ requires your organization to
take a look at in Gilles’ book, the Definitive
Quote-to-Cash Guide, here on Amazon.

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Infosys Salesforce Practice Global Presence
● The #1 Salesforce Platinum Consulting Partner in Northern
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● Member of Salesforce Global Advisory Board for the platform
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● A team of 600 experts that represents 17 nationalities and 20
languages on four continents
● More than 2,000 clients and a high CSAT score
Enhancing digital experience for clients with Wongdoody and Brilliant
Basics, our digital partners in US and Europe regions respectively.
SALESFORCE PRACTICE OVERVIEW
Fastest-growing practices in AMER and EMEA
ISV Partnerships

6. MEET THE SPEAKERS
Salesforce Product Manager
5X Salesforce Certified ,2⭐ Ranger
Email | LinkedIn
ALEX ZLIDIN
Alex Zlidin, Salesforce product manager,
ForeSight LoB, Panaya is a SaaS Product
Manager and Salesforce Consultant with
rich experience of implementing salesforce
apps in global enterprise- scale companies.
He is working in the Salesforce ecosystem
for more than 7 years , being 5x Salesforce
Certified and 2-star Trailhead Ranger.

7. 7
• Founded 2006
• Trusted by over 3000 customers
• Selected by Salesforce as: One of 12 success ISVs
• +25 Global Partnerships
• Leader in Impact Analysis & Testing for Salesforce
CHANGE & TEST WITH CONFIDENCE
7
Americas
EMEA
Japan

8. Poll Question
#1
How frequently do
you deploy CPQ
changes?

9. SALESFORCE CPQ IS DIFFERENT…
› Rules engines
› Metadata-driven behavior
› Data-driven behavior
› Customizations and plugins

10. POST GO-LIVE CONSIDERATIONS
› Adoption
› User feedback
› Help Desk
› Solution ownership
POST GO-LIVE CONSIDERATIONS

11. › Missed requirements
› Incorrect calculations
› Failing processes
POST GO-LIVE ISSUES

12. › Insufficient Salesforce CPQ knowledge (especially
in regard to the data model)
› Many artifacts at work
› Finding the root cause of a problem
› Bugs are not always miscalculations!
DEBUGGING CHALLENGES

13. BASED ON A TRUE STORY…
• Meet Jenny
• Salesforce CPQ admin - Tech company selling hardware
• Joined the company 7 months ago
• Salesforce CPQ was successfully implemented by SI, 2 weeks after
she join
• The Rev-Ops and sales teams adopted the CPQ solution and are
very happy with it
• But…
• Jenny gets many requests to add new products and afraid she might miss
something
• When there is a bug in the CPQ system, it can take time to fix it, and it puts
a lot of pressure on Jenny (she knows these bugs costs money!)

14. 14
Poll Question #3
Which of the
approaches are you
planning to take?
SIMPLIFY
SALESFORCE
CPQ CHANGES
WITH PANAYA
FORESIGHT

15. Poll Question
#2
How much time in
average (weekly)
do you invest in
fixing CPQ
issues?

16. 16
Poll Question #3
Which of the
approaches are you
planning to take?
QUESTIONS

17. Book your personalized
ForeSight for
CPQ Demo
Panaya.com/start-demo/salesforce
Reach out with any
Salesforce Digital
Transformation Questions
https://www.simplus.com/get-to-
true-transformation-faster/

18. THANK YOU