Insights & Resources
Stay ahead with the latest trends, best practices, and innovations in revenue operations, CPQ
solutions, and field service management.
Latest Articles
Expert insights and industry trends to help you succeed

The Evolution of Subscription Management in CPQ: Mastering Renewals, Amendments, and Revenue Growth
Introduction: Welcome to the Subscription Economy Just as software once transformed every industry it touched, subscriptions are reshaping how companies deliver value, build customer relationships, and generate revenue. From Netflix reshaping entertainment to

Modernizing Your CRM & CPQ Without Losing Legacy Custom Workflows
Executive Summary Many enterprise organizations today face a growing conundrum: how to move away from aging, heavily customized CPQ (Configure, Price, Quote) solutions without disrupting their revenue operations. Legacy CRM and CPQ

On-Demand Webinar: “AI and Automation 101: A No-Nonsense Guide for HubSpot Users”
https://youtu.be/G_9R23nfabQ?si=CNmPLpaNrtZYZ4xHThis webinar was another one presented by the “AI & Automation in Sales & Marketing” HubSpot User Group. This was a straightforward, intelligent, and beginner-friendly introduction to AI and automation in HubSpot, showing

Offline CPQ: Empowering Your Sales Team Despite Connectivity Limitations
Being online is a given—until it isn’t. Sales leaders in manufacturing, construction, and utilities know this all too well. Whether it’s an industrial equipment rep preparing an update quote from a wind-swept job

On-Demand Webinar: “The Time is Now for Sales Hub + CPQ: The Enterprise-grade No-code Alternative”
Webinar: “The Time is Now for Sales Hub + CPQ: Learn About the Enterprise-grade No-code Alternatives to Salesforce CRM + CPQ” With Salesforce CPQ officially reaching End of Sale (EOS), many larger CRM

Navigating Salesforce CPQ EOS: How RevOps & CRM Admins Are Moving Forward with Confidence
Introduction: Big Shifts in the CPQ Market You’ve likely heard the news. Salesforce has officially moved its CPQ product into End-of-Sale (EOS) mode. That means Salesforce will not bring on any new customers