CPQ for Salesforce - What are your options?

Apr 16, 2024, 11:00 PM – Apr 17, 2024, 12:00 AM (UTC)

Salesforce Architect Group, San Francisco Bay Area, United States

CPQ for Salesforce can mean many things - from simple quotes to complex proposals. Join special guest Kuldip Hillyer, Founder and CEO of Kugamon as he demystifies CPQ concepts for Salesforce

Sales Cloud

About this event

This session is to provide a foundational understanding of some of the options available for CPQ (Configure, Price, Quote) for Salesforce.

We will cover the various ways businesses can do CPQ for Salesforce

  1. Basic - aka Out of the Box (via Standard Salesforce objects)
    • Using Salesforce Opportunities w/Opportunity Products
    • Using Salesforce Quotes
  2. CPQ "Light"
    • Using standard Salesforce objects with AppExchange apps
  3. External/Integrated CPQ
    • Using external CPQ/quoting apps that integrate with Salesforce
  4. Native Replacement CPQ
    • Using native CPQ apps that are built in Salesforce

Speaker

  • Kuldip Hillyer

    Kugamon

    CEO

When

When

April 16 – 17, 2024
11:00 PM – 12:00 AM (UTC)

Agenda

11:00 PMWelcome and Intro
11:05 PMSession begins

Group Leaders

  • Janeen Marquardt

    Trailblazer

    Leader

  • Belinda Wong

    B2 Co - Independent Consultant

    Community Group Leader

  • Ian Gotts

    Elements.Cloud

    Community Group Leader

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