Organizations use Salesforce CPQ to optimize processes and increase opportunities to maximize their deal sizes through cross-selling and upselling while providing accurate quotes. However, with a sub-optimal implementation, you may not realize your expected outcomes. One of the areas that organizations overlook is the need to judiciously define complex product structures and managing high-volume SKUs in Salesforce CPQ. Using business-centric and thoughtful planning, coupled with adherence to CPQ best practices, OSI Digital has helped multiple clients with their CPQ efficiency challenges and allowed these companies to focus on their core business strengths without worrying about the underlying technology.

In this webinar, Salesforce CPQ experts from OSI will help you understand the industry leading best practices, approaches, and possibilities around managing complex product structures to align with the dynamic needs of your business. 

What You'll Learn:

  • Best practices on configuring your products for CPQ and setting up product structures
  • Insights on ways to handle high volume products
  • Business scenarios focused on managing complex product structures
  • Options to consider in terms of adding products to quote
  • Tips on avoiding practices that slow down your Salesforce CPQ environment

Event Details:

  • DATE: November 29, 2022
  • TIME: 10:00 AM - 11:00 AM (PST)

Speakers:  

Harpreet Singh-1

Harpreet Singh, Enterprise Architect, Salesforce at OSI Digital
With over 22 years of experience in Consultancy, Software Architecture and Professional Services, Harpreet has gained knowledge from large complex multi-cloud implementations to small out-of-the-box solution consulting projects. He has experience on various clouds like Sales, Revenue, Service, Experience, Non-Profit, while integrating with external PaaS and SaaS solutions using middleware. Harpreet has 14 Salesforce certifications including Application Architect and has extensive experience in various verticals like Healthcare, Financial, Banking, Utilities, Media, Non-Profit, Publication, Infrastructure, Retail and more.

 

Archana

Archana Karavadi, Sr. Consultant, Salesforce at OSI Digital 
Archana has 6 years of experience in the IT industry mostly in the healthcare and manufacturing industries as a functional consultant. She has spent most of her career in the areas of business analysis, requirement gathering, process designing and administrative activities on Salesforce and SAP. Archana brings robust knowledge on order-to-cash management, master data, problem-solving and critical thinking. Throughout her career, she has used various tools like JIRA, HPALM, SAP Sales and Distribution, Fiori apps and others.

 

 

Facilitated By:

IMG_5413

Karen Dosanjh, Vice-President, Marketing at OSI Digital
Throughout her over 20-year career, Karen has built a proven reputation as a trusted advisor and expert in marketing, communications & public relations. She is laser-focused on helping companies achieve their business goals by connecting with and influencing key audiences through authentic and insightful marketing communications strategies. Karen leads the global marketing function for OSI Digital, a leading provider of business and technology solutions for Fortune 500 companies around the world.