Dreamforce 2024 for RevOps

Dreamforce is around the corner! It’s going to be packed with information, sessions, zones, parties and post-parties! So we’ve created this easy guide to navigate Dreamforce for RevOps professionals. Here’s what’s inside: 

• Top Dreamforce Sessions for RevOps
• Where to Take a Break
• What’s Happening in Services Quoting & Revenue Forecasting

Top Dreamforce Sessions for RevOps

Here are the top sessions we recommend attending! Use the links to learn more and to reserve your seat at hands-on training, roundtables, workshops, and certifications. Looking for more? Scroll to the bottom for a list of all the sessions pertinent to rev ops professionals and professional services leaders.

1. From Spreadsheets to Synergy: Modernizing the Middle & Back Office (Zenn Sky Lounge). Join PSQuote and Zennify to learn how to modernize your middle and back office operations. Discover how transitioning to a centralized platform can unlock the power of AI, predictive forecasting and streamlined processes. Learn how a global lender revamped their service estimation and quoting, leading to significant middle office efficiencies.
2. How Salesforce Enables Sellers at Scale with Sales Programs. Explore how Salesforce uses outcome-driven sales programs to enable sales teams and boost revenue by equipping sellers with optimized strategies and actionable insights for success.
3. Intro to Agentforce Agents. Learn how to extend Agentforce Agents with custom topics and actions powered by Flows and Apex. AgentForce is going to be a big theme at Dreamforce. Several sessions available – first come, first serve.
4. How Salesforce Implements AI for Sellers. Learn how Salesforce deploys new AI features and technology, like Einstein Copilot or Conversation Intelligence, for our sales teams. Learn best practices and hear about our future Sales AI plans.
5. How Salesforce Manages Pipe and Forecasts with Confidence — Do you ever wonder how Salesforce manages its own sales forecasting process? Join this session to learn forecasting best practices and pragmatic guidance to bring back to your own sales team.
6. How Salesforce Uses AI, Data, and Analytics to Drive Growth. Learn how Salesforce transforms sales with CRM Analytics & Tableau, how sales leaders use features like scenario planning, and how AEs focus on the right account and right product using white space.

Where to take a break

There’s two places where you can get a break from the crowds, located right across the street from the Moscone Center.

The Zenn Sky Lounge is a great place to learn, recharge and connect with Salesforce, financial services, services quoting and data experts. It’s perched on the 12th floor across the Moscone. Enjoy breakfast, lunch or cocktail hour daily while taking in stunning views of the Dreamforce campus and San Francisco skyline. PSQuote is happy to join forces with Zennify. They’ve assembled some of the ecosystem’s leading financial services platforms, AI leaders and data engineers at the Zenn Sky Lounge.

The CLD Cafe at the Cafe du Soleil is a great place to relax and recharge. Connect with professional services experts or simply refuel with the amazing food and quiet atmosphere. (Also located right across from the Dreamforce Park!)

What’s Happening in Services Quoting & Revenue Forecasting

Siloed Services Quoting Impedes Accurate Forecasting

Lots of services organizations are taking a hard look at their services quoting processes and data. Most are struggling with estimation data and individual quotes stuck in spreadsheets disconnected from SOWs and approvals. 

This is causing pain when it comes to handing off what was sold to the project delivery team and making it nearly impossible to forecast services revenue. Resource forecasting is challenging when the resource estimation data is isolated in a spreadsheet. Many are looking to services quoting to solve this gap. PSQuote and other apps have popped up over the last few years helping organizations get their data on platform, streamline processes and provide greater visibility into data.  

It’s not too late to register for the Zenn Sky Lounge session to learn how Zennify modernized middle and back office operations, moving from siloed spreadsheets to quoting services on Salesforce. Plus learn how PSQuote is improving forecasting. With all the quoting data on platform, it’s possible to get an end to end view of services operations. (Can’t make Dreamforce? Check out the interview with Joey) 

Revenue Lifecycle Management (RLM)

We’re seeing RevOps discussions increase. More companies are taking a close look at revenue operations to transform revenue management. Revenue management is being more tightly woven into the overall planning and tracking of sales and delivery. Rightly so.

At the same time, it’s worth noting that Salesforce reinvented the revenue cloud –announcing Revenue Lifecycle Management in Spring ’24– calling it “the revenue revolution”. We expect to hear more and more about RLM at Dreamforce and in the coming months.

At PSQuote, we can sync PS Quotes with RLM quotes so that your service estimate details (Roles, Hours, Schedule, Billing Milestones, Phases & Tasks) can be summarized and linked to RLM Quote Lines. We’re excited to watch the RLM features go live as we expect it will streamline the quote to cash process enabling companies to do everything on platform from quote to cash.

A few of our favorite resources are the Partner Pocket Guide and watching how PSQuote clients are harnessing RLM and how they’re helping others do the same.

Time permitting, take a look at these sessions 

1. Accelerate Staffing Growth with CRM, AI, Data & AppExchange. Learn how Apex Systems, an IT services firm, uses CRM, AI, data, and AppExchange to create a competitive advantage and accelerate growth with connected, personalized, and scalable digital experiences.
2. 5 Must-Know Trends in Project Delivery and Services Ops. Discover five game-changing trends that will help boost profitability, enhance delivery experience, and supercharge team efficiency for all your client-facing projects.
3. How Salesforce Optimizes Customer Success with Certinia. Learn how Salesforce delivers services revenue growth, controls cost, and boosts customer satisfaction with Service Cloud, Sales Cloud, and Data Cloud apps using Certinia Customer Success Cloud.
4. Power Your Sales Journey with Data Cloud. Explore how Salesforce uses Data Cloud for sales transformation, AI, and analytics. Discover use cases, solution patterns, and key lessons from our implementation journey.
5. Demystify Data Quality Strategies for Trusted Data. High quality enterprise data is essential to Enterprise AI success. Learn helpful strategies you can use as you embark on your journey to a trusted data foundation.
6. Delivering Transformation with Salesforce Pro Services. Go behind the scenes to learn how Salesforce Professional Services is transforming Salesforce’s seller experience using industry knowledge, deep product expertise, and strategic alignment.