I thought it would be helpful to lay out some of the examples I have seen during my Salesforce career as to why I wanted to make the callout to ensure Salesforce and CPQ are evaluated as part of the due diligence process and not left to be something of an afterthought. To avoid using … Continue reading M&A Series: Examples of challenges
M&A Series: Risk Assessment and Mitigation Strategies
All right, so at this point in the process, you have come to understand the ins and outs of what systems, processes, and data you will be porting over. Now, there are two more things left to consider: Technical Debt in your own system and the impacts this will have on the migration Change Management … Continue reading M&A Series: Risk Assessment and Mitigation Strategies
M&A Series: Integration Challenges and Opportunities
This article will start to discuss topics that might arise during acquisition, but considering them beforehand can still give you a leg up. Let's start with overlapping functionalities between Salesforce systems. Things that would be important to look out for would be: Account hierarchy and structure - do the two systems manage accounts similarly? If … Continue reading M&A Series: Integration Challenges and Opportunities
M&A Series: Pre-Acquisition Due Diligence on Salesforce and CPQ
This post will explore what to consider when evaluating Salesforce, generically and, more specifically, CPQ or Revenue Cloud. **A quick callout: I have not used many of Salesforce's clouds. My perspectives are primarily based on Sales Cloud, Service Cloud, and Revenue Cloud, with the occasional Experience Cloud and Marketing Cloud. First and foremost would be … Continue reading M&A Series: Pre-Acquisition Due Diligence on Salesforce and CPQ
M&A Series: The Strategic Importance of Salesforce and CPQ
This is going to be a series on M&A (Merge and Acquisitions) and the importance of evaluating the use of Salesforce and CPQ (or a related tool) as part of the tech stack during the due diligence process. Today, Salesforce is used by companies of all sizes, from small startups to large enterprises. As a … Continue reading M&A Series: The Strategic Importance of Salesforce and CPQ
Using Elements.Cloud for Tech Debt
Technical debt is something that almost any long-standing company is going to end up with, particularly inside Salesforce. Usually, it is a combination of too many admins (or non-admins) in the system building and building while never cleaning up anything from the previous time. Sometimes, these new builds are band-aids on top of existing builds, … Continue reading Using Elements.Cloud for Tech Debt
Intro to Elements Cloud
At its core, Elements.Cloud is a process mapping and documentation tool designed to help Salesforce teams manage change, maintain compliance, and ensure everyone in the organization is on the same page. But it’s more than just a process tool—it integrates seamlessly with Salesforce to provide a deeper understanding of your organization’s data, processes, and architecture. … Continue reading Intro to Elements Cloud
How to track ARR with CPQ
As noted in my previous article, I discussed the difficulties with tracking ARR in Salesforce. Here, though, I want to discuss what can be tracked in SFDC, how to track it, and some key definitions of ARR-related words. As a reminder, in case you haven't read the other article, ARR is annualized recurring revenue or … Continue reading How to track ARR with CPQ
How to: User Access Policies
With the Winter '24 release, Salesforce has officially rolled out its new User Access Policies, which are now generally available (GA) for all customers. But what exactly are these User Access Policies, and why should you care? User Access Policies are a powerful new feature designed to automate user access controls without the need for … Continue reading How to: User Access Policies
Tracking ARR Metrics in Salesforce
This has been a topic I have wanted to cover for a while. Throughout my CPQ career, I have gone through many iterations of helping customers achieve Annual Recurring Revenue numbers (ARR). The challenge I have faced with this over the years has always been a mixture of two key issues: 1) The ability to … Continue reading Tracking ARR Metrics in Salesforce
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