Tim Roman

With Salesforce CPQ being end-of-sale, a lot of companies are taking a fresh look at what they actually need from a new CPQ system. This clip is a helpful reminder that customer expectations have shifted: people often start online and expect a seamless transition if they later engage with sales or partners. There’s more practical guidance in Conga's full webinar if you’re evaluating your options. #CPQ #Salesforce #Steelbrick

10

Presales Leader: “We want to show our impact.” Homerun: “How are you sharing your presales data across the org?” Presales Leader: “We have 3 SE fields in SFDC.” Homerun: “We need to chat…” Your SE/SC/SA team learns incredibly value information as they work their deals. That means you should be sitting on TONS of 'presales data' that no one else in your company has… but everyone wants. Examples? ----- 💰 SALES: What are the technical blockers putting deals at risk so we can strategize before we lose them? 🛠️ PRODUCT: What are the product gaps that are losing us deals so we get you work-arounds before we lose them... and so we can prioritize our roadmap to be more competitive? 🤝 POST-SALES / CUSTOMER SUCCESS: We want a pre-sales to post-sales transition that doesn't kill all the goodwill that you built up getting them to close... so tell us EVERYTHING you did, showed, talked about, tested, proved, are concerned about, and committed to during the entirety of the technical sales cycle! We want it ALL! 👋 PRODUCT MARKETING: What defines good vs. bad ‘technical fits’ to guide our ICP definitions, collateral creation, and lead gen efforts? 📈 C-SUITE: How can we close more deals, faster as a company to hit our revenue targets and growth goals? ----- You have the Presales Data to help all these teams be more successful… so… 💬 Share it 💪 Make an impact 💸 Show your value 🪑 Earn your seat at the table ----- Not sure how to capture all this presales data? Or even what data to capture? Worried about adding ‘admin burden’ to your SE/SC/SA team? Request a demo of Homerun Presales and let us show you the way: https://lnkd.in/g_85xBB2 There’s a reason Homerun is the #1 presales platform... that customers call Homerun "world-class presales in-a-box" with all the ‘presales AI’ you need... that we have an 8-year track record of success working with your fellow presales peers from publicly-traded companies to startups. Let’s chat. 😎

5

Speed is the ultimate competitive advantage in RevOps. Remember when a simple workflow change required a developer and three weeks of backlog? In 2026, RevOps is a no-code game. We’re helping our clients achieve a 90% speed advantage by leveraging modern, no-code orchestration layers like Salesforce, HubSpot, and GoHighLevel. This allows teams to iterate on their GTM strategy in days, not months. When you combine the speed of no-code with the intelligence of AI, you get a revenue engine that’s not just efficient: it’s agile. Is your tech stack a roadblock or a runway? #RevOps #NoCode #SalesEnablement #BusinessAgility

1

Salesforce Marketing Cloud is a remarkable tool – when used correctly. Concord’s Director of Campaign Operations, Anna Trenary, shares how to optimize your SFMC instance to reduce your overall costs and improve speed-to-market.

24