Gilles Muys is, I believe, pretty well known in the Salesforce CPQ ecosystem. He worked for Steelbrick, which was acquired by Salesforce with its CPQ package. There is no many people on the planet with his knowledge and experience!
If you have 31 minutes to invest in your knowledge, watch the below video to grab a glance of CPQ implementations process & best practices shared by Gilles during one of the community meet-ups.
I hope you had a nice watch of the video above, that you noticed the KEY points that Gilles is talking about. Short list below:
- the need to have an executive support
- cross department implementation project: sales, finance, provisioning, legal
- smooth user experience – required for adoption
- less time for Sales Reps to build the quote, more time for selling
- identify pain-points
- document as much as possible