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CPQ Implementation: Lessons learned

A series of best practices to guarantee a successful CPQ implementation based on 25+ years of experience in the SF ecosystem

Join us on Thursdays in May and June for 30 minute sessions, 10:00 AM PT/ 1:00 PM ET

Title: CPQ Implementation course: Lessons learned

Date: May 25, June 1, June 8, June 15

Time:  10:00 AM PT/ 1:00 PM ET

Duration: 30 minutes + QA

Location: Gather

Implementing CPQ comes with unique challenges. CPQ is primarily built on data – not metadata – and with a high volume of complex relational data, your implementation can get complicated quickly.

To minimize the disruption to your sales team, you need to complete the Salesforce CPQ implementation in the most efficient, streamlined manner possible.

Are you about to start or have you started a Salesforce CPQ implementation? Join us in Gather for an interactive course to avoid pitfalls, learn how to implement CPQ smoothly, and ask any questions around your (impending) CPQ implementation.

Join us on Thursdays for 30 minute sessions, and the opportunity to stick around and ask any questions you may have after class.

Our sessions

May 25: Data drives CPQ functionality

CPQ is primarily built on data – not metadata – so your traditional devops setups are no longer sufficient to manage a deployment. In this session we examine how data differs from metadata and how that difference impacts your implementation.

June 1: Your environment strategy

Setting up CPQ testing can be complex depending on your environment makeup and setting up structure to support seeding data into lower environments can be time-consuming.

June 8: Critical to your success - The post go live plan

Going live with CPQ only marks a shift into your “operational” phase. In this session, we’ll cover user and admin training, release management strategy, and building a team to support your implementation.

June 15: End user engagement

Let’s make sure all your hard work pays off. How do you set your end users up for success and drive adoption within the revenue teams?

We are doing things a little differently. Giving you the opportunity to ask our experts any questions face-to-face–and chat with peers. 

Join us in Gather’s digital “physical” space for a interactive, classroom session.

Hosted by:

Phil Rapp
CRO, AscribeIT

35+ CPQ implementations as an architect/delivery manager across a wide range of industry verticals and solution complexities

Jereriah ‘J’ Manning
Director, solution engineering, TechEx, Prodly

Reese Bernier
Director of Revenue Operations, Prodly