As the Sr. Practice Director for Revenue Cloud at Kelley Austin, Will Burke loves helping our clients simplify and automate manual processes.
Will loves when our clients get to see their Excel workbooks that they've been working in (or homegrown quoting system) come to life within Revenue Cloud for the first time.
When he's not busy Solving Things, Will loves to golf, cook (and eat) great food, and spend time with his wife and dog. A lifetime midwesterner, he enjoys summers in Chicago, the Buckeyes, and Cincinnati sports.
Migrating from Salesforce CPQ to Agentforce Revenue Management is a major initiative that impacts sales, finance, operations, and customer experience.
This two-day workshop brings your key stakeholders and our experts into one room to accelerate discovery and give you the clarity needed to make informed decisions. This workshop is designed to answer the questions that matter most to your key stakeholders:
• What will this migration cost?
• How long will it take?
• Where will Agentforce Revenue Management create immediate value?
• What are the risks and complexities?
After completing the workshop, you'll walk away with:
Our team will develop a visual representation of the current state process flow, which will be presented during the final readout.
Our team will outline potential project risks, project complexity, and cost drivers.
The Draft SOW will be shared during the final readout and will include project scope and timeline tailored to your org.
The roadmap highlights key areas where Agentforce Revenue Management can improve your business and drive value opportunities.
Implementing Agentforce Revenue Management correctly is vital for your business. This starts with Architecture and ends with Training and Change Management. Every point along the way is critical, and we're here to guide the process. We provide implementation services ranging from out-of-the-box complexity to fully custom solutions for your business.
If your organization has gone through a merger or acquisition, or is going through the process now, integrating your sales teams and sales processes can be challenging. We’ll work with you to develop a strategic roadmap for integrating Salesforce org(s) post-M&A, helping you create an efficient and unified sales team with streamlined processes and systems.
If you already have Agentforce Revenue Management, Salesforce CPQ or Salesforce Billing setup, but need to make enhancements to the system, our team can spin up quickly on your current build out and help deliver the next phase to keep you growing.
Whether you are migrating from a previous system, merging/acquiring a new company, or have external data sources, we are experts in the data migration process and will ensure a smooth transition.
After implementation, you need to have the right resources to support your team and any needed changes/enhancements. We provide dedicated resources for set hours per week based on your needs.
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There are hundreds of ways to solve challenges with Salesforce, however, there is always a “best” way. Having the correct architecture for the current and future state of your company is pivotal to the success of any project.
Whether you’re interested in automating your sales process, optimizing supply chain management, or improving financial reporting, integrating Salesforce with ERP systems such as NetSuite, Commercient, SAP, Oracle, and more, gives your business a complete view of your customers and your financial performance in one place.
Whether your business experienced a bad implementation in the past or your Salesforce org is several years old and full of technical debt, we’re here to help you get back on track.
