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Building Revenue Cloud Expertise, Opportunity Management, and Search Filters vs. Guided Selling

John Garvens · October 27, 2023 ·

Panelists

John Garvens
Owner & Principal Architect
Garvens Consulting
Garvens Consulting on YouTube

Contents

  • 00:00 Introduction
  • 03:40 What base-level knowledge does someone need to be successful in Salesforce CPQ?
  • 22:15 What credentials should I focus on as I build my Salesforce Revenue Cloud expertise?
  • 23:55 What is opportunity management?
  • 34:00 Where do all of the features and functions exist in Salesforce CPQ?
  • 37:45 Why “guided selling” in Salesforce CPQ is overrated.
  • 40:50 How do performance and ease of implementation compare between search filters and guided selling?
  • 49:00 How does guided selling work in Salesforce CPQ?

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