CPQ and Billing at Dreamforce 2019

Cheryl Cade
Digital Commerce Connect
3 min readNov 18, 2019
Welcome to Dreamforce!

Keste’s Curated Guide to CPQ and Billing at Dreamforce 2019

With Dreamforce on the horizon we’re looking forward to learning about everything new in the world of CPQ and billing!

Aided by Andrew Dailey of MGI Research, we’ve developed a can’t-miss guide to CPQ and billing at Dreamforce. Use the curated list below to help you prioritize your agenda — and make sure to register now for your top picks. They fill up fast.

Tuesday, 11/19

How Salesforce is Driving Renewals, Innovation, Automation & Analytics • 8:30AM, Metreon AMC Theaters, Level 3 | Theater 14 • Stay up to date with the latest innovative selling models — don’t miss this chance to learn how to power innovation and scale with Salesforce, driving down customer attrition and driving up customer retention.

Connecting Your Front Office & Back Office: CPQ and ERP Integration • 12:00PM, Marriott Marquis, Yerba Buena Salon 10–12 • Many businesses are finding their CRM and ERP systems lacking. To be successful, companies must extend their front and back office solutions and automate the complex sales processes in their middle office. In this session, learn why modern CPQ applications are the technology of choice.

How to Manage Your Subscriptions • 4:00PM, Marriott Marquis, Yerba Buena Salon 10–12 • In today’s subscription economy, it’s all about the recurring revenue stream. Attend to learn how successful organizations are demystify the renewal process, managing contract amendments and subscriptions, and creating new forecasting opportunities.

Wednesday, 11/20

5 Signs It’s Time For CPQ • 9:15AM, Marriott Marquis, Golden Gate — Expedition Theater • How do you know when it’s time to overhaul your pricing and quoting process? Your systems will tell you — these 5 signs are clear indicators that it’s time to switch to CPQ.

Enabling a Subscription Model Using the Salesforce Platform • 10:30AM, Marriott Marquis, Yerba Buena Salon 4–6 • The heart of SaaS is the subscription revenue model — learn more about how the Salesforce platform empowers subscription models and impacts your company’s bottom line.

Crawl, Walk, Run. Implementing CPQ in Complex Organizations • 2:00PM, Marriott Marquis, Yerba Buena Salon 1–3 • Is your complex org ready to rock the boat with a CPQ roll out? Then don’t miss this session on best practices and lessons learned for rolling out scale-able implementations in massive, slow-to-change organizations.

3 Secrets to Boost Sales Productivity & Win Rates with Salesforce CPQ • 3:30PM, Marriott Marquis, Yerba Buena Salon 4–6 • Did you know that 70% of deals that fall apart do so during quote creation? Attend this session for insights on simplifying the quoting process and creating a better buying experience for customers with Salesforce CPQ.

Deploying CPQ Globally: A Playbook for Long Term Success • 4:00PM, Marriott Marquis, Yerba Buena Salon 10–12 • Learn how Siemens set themselves up for international success with CPQ by designing a global solution with considerations for change management and adoption. This is a can’t miss session for organizations with global sales teams or who are selling into international markets.

Salesforce CPQ Performance & Scale Best Practices • 5:00PM, Marriott Marquis, Yerba Buena Salon 10–12 • Learn about the best practices to improve your CPQ implementation’s performance and scalability, this session will focus on key tradeoffs that affect performance and scale in different areas of CPQ to help you make better implementation and architecture choices.

Thursday, 11/21

Salesforce on Salesforce: How We Automate the Quote-to-Cash Process • 10:00AM, Marriott Marquis, Yerba Buena Salon 7 • Learn about Salesforce CPQ from the inside. They’re pioneers of the Software-as-a-Service business model, with over 20 years of experience, join this session to learn how the Salesforce revenue operations team automates the quote-to-cash process, empowering sales and service teams to build recurring customer relationships.

Cheryl Cade is Senior Marketing Director at Keste. Keste implements scalable, modern monetization strategies and technologies that support complex B2B selling models. We believe that in the era of go digital or go home, a great idea isn’t enough — your sales process must be as frictionless as possible. From the front to the back office, and everything in between, our methodical, 360 degree approach to improving your top and bottom lines brings fast returns.

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