In the latest episode of Cloudely Conversations, Suren Reddy, Co-founder and CEO at Cloudely Inc., joins the CPQ Podcast to share invaluable insights on the evolution of CPQ (Configure, Price, Quote) systems. Drawing from his extensive experience with Salesforce Revenue Cloud, Conga, and AI-powered solutions, Suren explores how organizations can revolutionize their sales and revenue operations. Listen here:
Move ahead to learn the Key Takeaways.
The True Meaning of CPQ Success
Suren emphasizes that CPQ success goes beyond configuration accuracy—it lies in sales efficiency, seamless CRM-ERP integration, and high user adoption. Without proper training and integration, businesses risk reverting to manual processes.
The Shift Towards Revenue Lifecycle Management (RLM)
Salesforce’s recent rollout of Revenue Lifecycle Management has reshaped CPQ. Suren explains its five pillars:
- Product & Catalog Management
- Pricing & Quoting
- Contract Lifecycle Management
- Billing & Invoicing
- Revenue Recognition
Cloudely advises existing clients to evaluate readiness, while recommending RLM to new customers from the get-go.
Power of Salesforce Data Cloud
Formerly a CDP (Customer Data Platform), the Salesforce Data Cloud unifies data from sales, service, marketing, and external systems to offer a 360-degree view. This enriched data empowers real-time pricing decisions, personalized sales experiences, and smart insights.
AgentForce: The AI Sales Engine
AgentForce—Salesforce’s new Atlas reasoning engine—acts like a virtual sales executive. It pulls insights, executes actions autonomously, and integrates seamlessly via tools like Agent Builder and Prompt Builder. Cloudely is already building 15–20 agents to improve sales efficiency, reduce cycles, and deliver instant insights.
No-Code/Low-Code Modules
Cloudely’s proprietary no-code platform, Konfeeg, is helping customers accelerate transformation without heavy dev dependencies. Current modules include:
- Project & Portfolio Management
- HRMS
- Cement Quality Management (for India)
Implementation Strategies
Suren advises a phased approach for adopting RLM, Data Cloud, and AgentForce:
- Assess requirements and use cases
- Build proof of concepts
- Demonstrate ROI using existing customer data
- Slowly phase out legacy CPQ tools
Final Thoughts
Suren sees AI, AgentForce, and Data Cloud as game changers in CPQ. As organizations prepare for the future of autonomous revenue operations, Cloudely is pioneering solutions that balance cutting-edge tech with proven business value.
Want to Learn More?
Reach out to Suren on LinkedIn or email: hello@cloudely.com / salesforce@cloudely.com