Is your organization considering a CPQ, Contract Lifecycle Management(CLM), and/or a RevOps platform?
Consider building it yourself in Salesforce! It can save your organization time and money, while giving you valuable new skills! Don’t worry, it’s easier than you think!
In this session, you’ll learn:
– The basics of Contract Lifecycle Management
– Strategies to configure Salesforce products and pricing for different revenue models (One-time Sales, Subscriptions, Usage-based pricing, etc.)
– How to use Opportunities to generate Order Forms, integrate e-signatures, and automate RevOps reporting (ARR, TCV, Churn, Renewal…etc.)
– Processes to use the Contract Object to track and manage renewals and revenue retention
– Examples of dashboards and reports to track key metrics and see how departments and reps contributing to growth
Best Case: You understand how to build an enterprise-level pricing and contract management system that scales with your business.
Worst case scenario? You gain a deep understanding of your needs, making it easier to choose the right platform if you decide to go that route later.
This session is perfect for:
– Small to midsize companies
– Organizations looking to simplify their Pricing, Reporting and/or Contract Lifecycle Management
– Organizations considering a CPQ, CLM, and/or RevOps platform
