- 16
- Episodes
- 1
- Ratings
- Monthly
- Cadence
- 2024
- First episode
About RevOps Roundtable
The RevOps Roundtable is a discussion-based podcast on Revenue Operations hosted by John Garvens, a prominent Salesforce architect and the owner of Garvens Consulting. The show, known for its "Hot Takes" and candid insights, features a panel of other experts, including architects from various consultancies and notable executives in the RevOps ecosystem, to provide a comprehensive and balanced view of the commercial, operational, and technical challenges facing Revenue Operations teams. Above all, the show aims to provide open, honest, and practical conversations, guidance, and direction to RevOps professionals worldwide.
- Publisher
- Garvens Consulting
- Category
- business · business
- Language
- en
- Explicit
- No
- First episode
- 1 Oct 2024
- Latest episode
- 9 Sept 2026
Latest episodes
16 episodes in the feed.
9 Sept 2026
Salesforce Insiders Reveal: Agentforce Revenue Management at Dreamforce 2026
Welcome back to the RevOps Roundtable, your go-to spot for all things Revenue Operations strategy, operations, and technology! In this quick-hit episode, we’re gearing up for Dreamforce 2026 and diving headfirst into what’s actually happening on the front lines of Revenue Operations. John Garvens (Owner & Principal Architect at Garvens Consulting) is joined by an elite panel: Jean-Michel Tremblay (Founder & Architect at The Cloud Update), Meredith Schmidt (GM of Agentforce Revenue Management at Salesforce), and David Beebe (Head of Revenue Solutions for Agentforce Revenue Management at Salesforce). We tear down the biggest myths surrounding Revenue Cloud and Agentforce Revenue Management, break down the shift from “Quote-to-Cash” to “Conversation-to-Cash,” and explain how AI agents like Claude are changing workflows from the front office to back-office billing. Plus, Jean-Michel shares real-world proof that his implementations are happening in weeks, not years, and John Garvens shares his key rule for long-term RevOps success: get the process right before touching the product. Whether you’re struggling with hybrid usage-based pricing, trying to ensure end-to-end finance compliance, or planning your Dreamforce agenda, this episode has you covered. PANELISTS John Garvens, Owner & Principal Architect, Garvens Consulting: https://www.linkedin.com/in/johngarvens/ (https://www.linkedin.com/in/johngarvens/) Jean-Michel Tremblay, Revenue Cloud Solution Architect, The Cloud Update: https://www.linkedin.com/in/jmmtremblay/ (https://www.linkedin.com/in/jmmtremblay/) Meredith Schmidt, Executive Vice President & General Manager, Salesforce: https://www.linkedin.com/in/meredith-schmidt-5446a0/ (https://www.linkedin.com/in/meredith-schmidt-5446a0/) David Beebe, Head of Revenue Solutions, Salesforce: https://www.linkedin.com/in/dmbeebe (https://www.linkedin.com/in/dmbeebe) PANELISTS John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Managing Principal, The Cloud Update (https://thecloudupdate.co/), The Cloud Update on YouTube (https://www.youtube.com/@TheCloudUpdate) Meredith Schmidt (https://www.linkedin.com/in/meredith-schmidt-5446a0/), Executive Vice President & General Manager, Salesforce (https://www.salesforce.com/) David Beebe (https://www.linkedin.com/in/dmbeebe/), Head of Revenue Solutions, Salesforce (https://www.salesforce.com/) CONTENT 00:00 (https://www.youtube.com/watch?v=KVF9Dh_hSSk) Introduction & Dreamforce 2026 Focus 00:59 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=59s) Panel Introductions 01:28 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=88s) What to Expect at Dreamforce for RevOps and ARM 01:55 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=115s) AI + APIs: The “Deal Strategist” Vision 03:57 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=237s) Omni-Channel in Practice: Conversation-to-Cash 06:59 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=419s) Evolving Monetization: Usage Pricing, Predictability & Compliance 11:06 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=666s) Myth-Busting: Deploying Revenue Cloud in Weeks, Not Years 17:35 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=1055s) Dreamforce Strategy: Thinking Beyond Traditional CPQ 20:10 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=1210s) Autonomous Resolution with Claude (No-Click Demo Tease) 23:54 (https://www.youtube.com/watch?v=KVF9Dh_hSSk&t=1434s) Networking, RevOps Glossary & Wrap-Up RESOURCES Revenue Operations at Dreamforce 2026 (https://garvensconsulting.com/revenue-operations-at-dreamforce-2026/) Garvens Consulting (https://garvensconsulting.com/) The Cloud Update (https://thecloudupdate.co/) Learn More About Agentforce Revenue Management: Visit the Salesforce ecosystem portal or catch the 2,000-person Agentforce Revenue Management Keynote at Dreamforce 2026! (https://reg.salesforce.com/flow/plus/df26/sessioncatalog/page/catalog/session/1781726985383001lf7a)
22 May 2026
IPO Readiness for CFOs: Managing Complex Revenue at Scale
Build a predictable, scalable revenue engine for your IPO. Discover how CFOs automate RevOps and boost valuations. Welcome to the RevOps Roundtable, hosted by John Garvens. In this episode, we dive deep into the ultimate IPO readiness playbook for modern CFOs. As your company eyes the public markets, your role must evolve from a traditional financial guardian into a strategic growth catalyst. We break down exactly how to scale your revenue operations, eliminate compliance risks, and build a predictable forecasting engine that Wall Street can trust. PANELISTS John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Sam Chung (https://www.linkedin.com/in/iamsamchung/), Chief Customer Officer, Salesforce (https://www.salesforce.com/) David Beebe (https://www.linkedin.com/in/dmbeebe/), Head of Revenue Solutions, Salesforce (https://www.salesforce.com/) CONTENTS The Mature Revenue Engine: What a healthy, public-ready revenue architecture looks like before you file your S-1. The CFO Evolution: How to successfully transition from a financial guardian to an active growth catalyst. Hidden IPO Landmines: The most common revenue and cash flow pitfalls that stall IPO momentum and crush valuations. Leveraging AI Agents: How autonomous AI (like Agentforce Revenue Management) optimizes revenue workflows, secures compliance, and replaces messy spreadsheets. Metrics That Boost Valuation: A deep dive into Net Revenue Retention (NRR) and the core KPIs investors look for during the roadshow. The Long-Game Strategy: Actionable steps you can implement today to prepare your finance and revenue teams for an IPO years in advance. CHAPTERS 00:00 (https://www.youtube.com/watch?v=9ymUP1cAeLs) Introduction: IPO readiness for CFOs 01:54 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=114s) Sam Chung: Background & finance + revenue ops perspective 03:12 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=192s) David Beebe: Revenue Cloud, product, and customer advocacy 07:36 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=456s) What makes a healthy, mature revenue engine for IPOs 12:26 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=746s) Systems that enable predictability, auditability, and compliance 15:39 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=939s) CFO as growth catalyst (not just financial guardian) 23:26 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=1406s) Common revenue & cash-flow landmines (the “messy middle”) 32:05 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=1925s) IPO timelines, monthly close cadence, and audit readiness risks 35:25 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=2125s) AI agents: where they help in Quote-to-Cash and finance 41:12 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=2472s) Agent use cases: quoting, contracts, billing, collections 44:38 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=2678s) API-first architecture & headless integrations for scale 49:55 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=2995s) Metrics deep dive: Net Revenue Retention & evolving KPIs 50:25 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=3025s) How Agentforce Revenue Management drives NRR & analytics 54:12 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=3252s) Selling the solution to your board: ROI, time-to-value, scalability 56:05 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=3365s) Practical first steps today: team, architecture map, unify data 58:09 (https://www.youtube.com/watch?v=9ymUP1cAeLs&t=3489s) Closing remarks, contact info, and next steps Learn more about Garvens Consulting: https://garvensconsulting.com/ (https://www.youtube.com/redirect?event=video_description&redir_token=QUFFLUhqa2o1aEUzQ3RGVXhvbkNCZUpmaVA2WDRkUEIyQXxBQ3Jtc0ttN3dNbTlsekNDTE9zWnVUd3hCSXVjZGprY2VldEUtN09pamZCSjdONTYtRXNjbVhDNnNvRnFFQVhOclJvTW1LWnZ5SGdubExxeGE2cDVmcmxsX1lDRFFtUFNkaTg5ZFFPSkpUbWVYUkpiYlpXSlhuTQ&q=https%3A%2F%2Fgarvensconsulting.com%2F&v=9ymUP1cAeLs)
20 May 2026
From SteelBrick and Vlocity to Agentforce Revenue Management
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Georgii Saveliev (https://www.linkedin.com/in/georgiisaveliev/), Founder & Salesfoce Certified Technical Architect, Stratus Carta (https://www.stratuscarta.com/) Content 00:00 Introduction 01:34 Participant Intros: John Garvens, Micah Gerger, Georgii Saveliev 04:19 Origins: SteelBrick, Vlocity, & Agentforce Revenue Management History 12:50 Prefab House vs. Home Depot: Out-of-the-Box vs. In-the-Box 17:05 Agentforce Revenue Management Industry Accelerators 23:12 The Importance of Human Experience in the Age of AI 28:52 Strengths & Weaknesses: SteelBrick, Vlocity & RLM/RCA/ARM 38:51 Deep Dive: Context Definitions, Expression Sets & Pricing Procedures 47:38 What’s “In-the-Box”? — Key Revenue Cloud Modules 54:37 DevOps & Data Migration Challenges: Deployments, Tooling & Legacy Data 01:02:46 Favorite Features — OmniStudio/DRO, Advanced Approvals, Asset Model 01:12:02 Tips for SteelBrick & Vlocity Veterans / Transformation Readiness & Closing
31 Mar 2026
Omnichannel Selling: Revenue Management & Commerce Interoperability
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Managing Principal, Aleysian (https://aleysian.com/), The Cloud Update on YouTube (https://www.youtube.com/@TheCloudUpdate) Content 00:00 Introduction 02:02 Evolution of Commerce and Revenue Cloud 10:23 Common Problems with Revenue Systems Interoperability 13:23 Most Common Use Cases and Implementation Challenges 23:50 Revenue Management and Field Service 27:21 Product-Led Growth, Self-Service, and Headless Capabilities 38:48 Where Commerce Shines: Orchestrated Checkout 44:20 Custom User Interfaces and Optimal User Experiences 50:15 Shameless Plug for Consulting Services 51:25 Custom User Interfaces and Optimal User Experiences Continued 55:55 Final Thoughts and Wrap-Up
27 Feb 2026
Fuel Growth, Boost Valuation: Building Audit- and AI-Ready Revenue
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Dan Miller (https://www.linkedin.com/in/danmillercpa/), Chief Financial Officer, RightRev (https://www.rightrev.com/) Zee Akbarali (https://www.linkedin.com/in/zakbarali/), Managing Director, Accordion (https://www.accordion.com/) Bryce Baker (https://www.linkedin.com/in/brycecbaker/), Managing Director, Accordion (https://www.accordion.com/) Contents 00:00 Introduction 02:35 The CFO as a Growth Catalyst 06:47 Transition from Spreadsheets to Modern Tools 20:33 The Growing Complexity of Revenue Models 28:24 Importance of Data Quality and Compliance 41:00 Future of Revenue Recognition and AI 51:51 Resources and Action Items for CFOs
2 Feb 2026
The Past, Present, and Future of Agentforce Revenue Management
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Meredith Schmidt (https://www.linkedin.com/in/meredith-schmidt-5446a0/), Executive Vice President & General Manager, Salesforce (https://www.salesforce.com/) Arun Abichandani (https://www.linkedin.com/in/arunabichandani/), Senior Vice President, Product Management, Salesforce (https://www.salesforce.com/) Sam Chung (https://www.linkedin.com/in/iamsamchung/), Chief Customer Officer, Salesforce (https://www.salesforce.com/) Tiffany Devlin-Drye (https://www.linkedin.com/in/tdevlindrye/), Director, Pierce Washington (https://piercewashington.com/) Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Managing Principal, Aleysian (https://aleysian.com/), The Cloud Update on YouTube (https://www.youtube.com/@TheCloudUpdate) Contents 00:00 Introductions and Fun Facts 07:58 The Past, Present, and Future of Agentforce Revenue Management 19:24 New Capabilities: Customer Use Cases 33:57 Agentforce Revenue Management Billing 42:47 Opportunities for Everyone 48:44 Training, Documentation, and Certifications 53:53 Keys to Success: How Everyone Wins 59:03 Final Thoughts
30 Jan 2026
2026: The Year of Agentforce Revenue Management
2026 is shaping up to be the year of Agentforce Revenue Management. In this episode, John Garvens shares his reasons for believing that 2026 will be the year that Agentforce Revenue Management takes off.
18 Dec 2025
Christmas-to-Cash: Gifts from Agentforce Revenue Management
Holiday Gift Learn Agentforce Revenue Management, formerly called Salesforce Revenue Cloud, formerly called Revenue Lifecycle Management (https://garvensconsulting.com/learn/) Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Managing Principal, Aleysian (https://aleysian.com/), The Cloud Update on YouTube (https://www.youtube.com/@TheCloudUpdate) Chris Hickman (https://www.linkedin.com/in/chrishickman/), Product-to-Cash Architect, PointClickCare (https://pointclickcare.com/), cmhtechconsulting on Substack (https://cmhtechconsulting.substack.com/) Khaled Halabieh (https://www.linkedin.com/in/khaled-h-62aa8156/), Principal Technical Architect, Stratus Carta (https://www.stratuscarta.com/) Contents 00:00 Introduction 08:58 The Agentforce Revenue Management Product Suite 11:34 Product Catalog Management, Order Management & Asset Management 18:21 Parity vs. Progress: Comparing two different products 22:05 Flow Approvals vs. Advanced Approvals 24:38 The Future of Flow: A friendly debate 27:47 Product Catalog Management 29:22 Apex Hooks: Jean-Michel’s favorite thing 34:31 Salesforce Contracts Sold Separately: When you just need Contract Lifecycle Managment 35:23 Revenue Cloud Billing: “Already a lot better than managed package [Salesforce] Billing” 36:39 15,000 Quote Lines & Large Data Volume Considerations 43:51 Words of Wisdom for the Revenue World 44:33 Learn like a six-year-old 46:26 Have a beginner’s mind, try things, don’t be afraid 49:00 Keep learning, understand how and why 49:33 Get used to discomfort and uncertainty, build your crew, give yourself grace
16 Oct 2025
Revenue Cloud Roundtable Dreamforce 2025
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Greg Fiorindo (https://www.linkedin.com/in/gfiorindo/), Vice President of Sales, Revenue & Commerce Cloud, Salesforce (https://www.salesforce.com/) Josh Pearson (https://www.linkedin.com/in/joshua-pearson-63bb3025/), Senior Director, Salesforce, Pierce Washington (https://piercewashington.com/) John Lehrkind (https://www.linkedin.com/in/johnlehrkind/), Director, Solutions & Innovation, Pierce Washington (https://piercewashington.com/) Ravi Maturi (https://www.linkedin.com/in/rmaturi/), Managing Partner, MN Squared Cameron Gilbertson (https://www.linkedin.com/in/rcamerongilbertson/), Lead-to-Revenue Consultant, Blue Robot Digital (https://www.bluerobotdigital.com/) Tiffany Devlin-Drye (https://www.linkedin.com/in/tdevlindrye/), Principal Consultant, Pierce Washington (https://piercewashington.com/) Jessica Roundy (https://www.linkedin.com/in/jessica-roundy/), Solution Architect, Roundy Cloud Consulting Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) John Bishop (https://www.linkedin.com/in/johnfbishop/), Principal Consultant, Pierce Washington (https://piercewashington.com/) Contents 00:00 Introductions and Fun Facts 06:20 Dreamforce 2025 Revenue Cloud Highlights 16:46 The Future of Revenue Cloud Careers 30:22 Revenue Cloud Roadmap and Opportunities 37:24 Transitioning from CPQ to Revenue Cloud 43:46 Feedback for Revenue Cloud Product Management 49:39 Advice to Net New Agentforce Revenue Management Customers 57:57 Advice to Salesforce CPQ & Billing Customers 1:20:29 Conclusion Resources Agentforce Revenue Management (formerly Revenue Lifecycle Management, Revenue Cloud Growth, Revenue Cloud Advanced, and Revenue Cloud Billing) (https://www.salesforce.com/sales/revenue-lifecycle-management/)
27 Aug 2025
The Real Debate: Is Revenue Cloud “Ready for Prime Time"?
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Managing Principal, Aleysian (https://aleysian.com/), The Cloud Update on YouTube (https://www.youtube.com/@TheCloudUpdate) CC Chiderski (https://www.linkedin.com/in/ceciliachiderski/), Solution Architect, CLD Partners (https://www.linkedin.com/company/cld-partners/) Janna Cenko (https://www.linkedin.com/in/jannaorendorff/), Salesforce Solution Architect, CPQ, Toast (https://pos.toasttab.com/) Travis Lee (https://www.linkedin.com/in/travisjlee/), Salesforce Consultant, TJL Consulting Contents 00:00 Introduction 02:30 Overview of Revenue Cloud and its readiness 04:35 What skills do you need to implement and administer Revenue Cloud? 14:35 Revenue Cloud and its interoperability with Commerce Cloud 30:40 How do I know when Revenue Cloud is ready for prime time? 33:33 Customer and partner perspectives on Revenue Cloud readiness 37:18 Revenue Cloud Demo vs. Revenue Cloud Proof-of-Concept 49:12 What does a real-life Salesforce CPQ customer think about Revenue Cloud? 51:08 The value of advisory, proof-of-concept, and purchasing projects Resources Revenue Cloud: Proof of Concept or Period of Clarity (https://www.cldpartners.com/revenue-cloud-proof-of-concept-or-period-of-clarity/) Multi-Cloud Data Migrator (https://www.npmjs.com/package/multi-cloud-data-migrator?activeTab=readme)
30 Jun 2025
Salesforce Revenue Cloud Hot Takes
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/), Garvens Consulting on YouTube (https://www.youtube.com/@GarvensConsulting) CC Chiderski (https://www.linkedin.com/in/ceciliachiderski/), Solution Architect, CLD Partners (https://www.linkedin.com/company/cld-partners/) Alexandra Stehman (https://www.linkedin.com/in/alexxstehman/), AI Strategy Lead, Uptima (https://www.uptima.com/) Travis Lee (https://www.linkedin.com/in/travisjlee/), Salesforce Consultant, TJL Consulting Content 00:00 Introduction 03:07 Biggest Challenges with Revenue Cloud 07:42 Implementation: Theory vs. Reality 10:54 Migrating from Legacy CPQ Tools 13:30 Hard Left Turns: Frequency and Significance 15:35 Developers Required to Implement and Administer 20:04 Hiring Dedicated Resources to Administer Revenue Cloud 25:10 Advanced Approvals: Are They “Advanced”? 32:10 Is Revenue Cloud “At Parity” with Salesforce CPQ? 35:36 Context Definitions and the Absence of “Twin Fields” 37:04 Should You Use Revenue Cloud? 38:35 A Shameless Pitch for Advisory Services and Proofs-of-Concept (POCs) 43:39 How would you think about the decision to purchase Revenue Cloud?
28 May 2025
Migrating to Salesforce Revenue Cloud from Salesforce CPQ or another tool
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/) Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Contents 00:00 Introduction 02:05 Salesforce CPQ End of Sale Announcement 10:07 Migrating from Salesforce CPQ to Salesforce Revenue Cloud 14:27 A functional AND technical transformation 20:27 Metaphor: Salesforce CPQ vs. Salesforce Revenue Cloud 24:34 RevOps Domain Knowledge + Technologist Mindset = Success 32:28 Revenue Cloud Implementation and Migration Timelines and Deadlines 37:25 Selecting a Revenue Cloud implementation partner 44:27 Migrating to Revenue Cloud from other CPQ tools, custom tools, and spreadsheets 55:16 PSA: Make a Slack workspace for your Salesforce friends 56:37 Proofs of Concept (POCs) and Advisory Services 1:04:05 Martial arts is more fun than Revenue Cloud
29 Apr 2025
Salesforce Revenue Cloud Summer '25 Release Notes
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Managing Principal, Aleysian (https://aleysian.com/) Ravi Maturi (https://www.linkedin.com/in/rmaturi/), Managing Partner, MN Squared Jason Anderson (https://www.linkedin.com/in/jasonranderson/), Founder & Senior Principal Advisor, Spherelight Consulting (https://www.spherelightconsulting.com/) Travis Lee (https://www.linkedin.com/in/travisjlee/), Senior Director, Revenue Systems & Processes, AvidXchange Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Contents 00:00 Introduction 04:18 Summer ’25 Release Notes Discussion 07:08 Default Catalog, Guided Selling, Enhanced Attribute Support, and Quote Visibility 18:02 Transaction Management and Agentforce Integration 26:50 Smart Approvals and Pricing Procedure Simulation 34:09 Advanced Configurator and Constraint Engine 34:42 Dynamic Revenue Orchestrator (DRO) Fulfillment Plans 39:00 Collections and Licensing Considerations 52:14 Final Thoughts and Future Topics Resources Product Catalog Management (https://help.salesforce.com/s/articleView?id=release-notes.rn_product_catalog_management.htm&language=en_US&release=254&type=5) Salesforce Pricing (https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_pricing.htm&language=en_US&release=254&type=5) Product Configurator (https://help.salesforce.com/s/articleView?id=release-notes.rn_product_configurator.htm&language=en_US&release=254&type=5) Transaction Management (https://help.salesforce.com/s/articleView?id=release-notes.rn_transaction_management.htm&language=en_US&release=254&type=5) Usage Management (Generally Available) (https://help.salesforce.com/s/articleView?id=release-notes.rn_um_usage_management.htm&language=en_US&release=254&type=5) Salesforce Contracts (https://help.salesforce.com/s/articleView?id=release-notes.rn_salesforce_contracts.htm&language=en_US&release=254&type=5) Dynamic Revenue Orchestrator (https://help.salesforce.com/s/articleView?id=release-notes.rn_dynamic_revenue_orchestrator.htm&language=en_US&release=254&type=5) Billing (https://help.salesforce.com/s/articleView?id=release-notes.rn_billing.htm&language=en_US&release=254&type=5)
6 Mar 2025
Defining Revenue Cloud, Career Opportunities, Agentforce, and the Future
Panelists Jessica Roundy (https://www.linkedin.com/in/jessica-roundy/), Solution Architect John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/) Tiffany Devlin-Drye (https://www.linkedin.com/in/tdevlindrye/), Principal Consultant, Pierce Washington (https://piercewashington.com/) John Bishop (https://www.linkedin.com/in/johnfbishop/), Principal Consultant, Pierce Washington (https://piercewashington.com/) Micah Gerger (https://www.linkedin.com/in/micahg/), Founder & Chief Technology Officer, Blue Robot Digital (https://www.bluerobotdigital.com/) Contents I spoke with Jessica Roundy, Tiffany Devlin-Drye, John Bishop, and Micah Gerger about Salesforce Revenue Cloud and its past, present, and future. We covered many topics, including what Revenue Cloud is and why it matters, how Revenue Cloud careers will evolve, how AI will impact revenue-centric and adjacent business processes, what excites us most about the future of Revenue Cloud, and more. 00:00 Introduction 04:15 What is Salesforce Revenue Cloud? 11:40 Revenue Cloud Career Opportunities 24:48 Revenue Cloud and Agentforce / AI
17 Oct 2024
Dreamforce 2024, Salesforce Revenue Cloud Winter ’25 Release & Revenue Cloud Careers
Panelists John Garvens (https://www.linkedin.com/in/johngarvens/), Owner & Principal Architect, Garvens Consulting (https://garvensconsulting.com/) Jean-Michel Tremblay (https://www.linkedin.com/in/jmmtremblay/), Solution Architect, The Cloud Update (https://thecloudupdate.co/) Wayne Salazar (https://www.linkedin.com/in/wsalazar/), Solution Architect, Simplus (https://www.simplus.com/) Matt Coker (https://www.linkedin.com/in/matthewcoker1/), Solution Architect, Amwintech (https://www.amwintech.com/) Contents 00:00 Introductions: John Garvens, Jean-Michel Tremblay, Wayne Salazar & Matt Coker 08:24 Salesforce Revenue Cloud at Dreamforce 2024 22:15 Salesforce Revenue Cloud: Winter ’25 Release 47:15 Salesforce Revenue Cloud Careers Resources Garvens Consulting YouTube Channel (https://www.youtube.com/@GarvensConsulting) The Cloud Update YouTube Channel (https://www.youtube.com/@TheCloudUpdate)
1 Oct 2024
RevOps Roundtable Trailer
Hello, and welcome to the RevOps Roundtable! I am your host, John Garvens, owner and principal architect at Garvens Consulting. The RevOps Roundtable is a discussion-based podcast about Revenue Operations, featuring thought leaders and notable executives discussing the commercial, operational, and technical challenges facing Revenue Operations teams today. The show aims to promote open and honest conversations and to offer practical solutions, guidance, and direction to RevOps professionals around the world. I hope you enjoy it! To ask questions, share feedback, or suggest show ideas, email me at podcast@garvensconsulting.com.
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