Preparing for CPQ automation with Kathryn Castle, Founder of Candybox скачать в хорошем качестве

Preparing for CPQ automation with Kathryn Castle, Founder of Candybox

When should you implement CPQ and how deep should you go? Kathryn Castle, Founder & CEO of Candybox, has the answers. Kathryn works with scale-ups navigating product sprawl, pricing guardrails, renewals, and the pressure to “just buy a tool” to solve all of their CPQ problems. She’s seen firsthand where CPQ creates leverage and where it makes things worse. In this conversation, Kathryn shares a practical breakdown of how growing B2B SaaS companies should think about quoting complexity, vendor selection, and Salesforce-native alternatives. Specifically, she shares: • The real signals that indicate you need CPQ • Why many teams mistake disorganization for complexity • What “CPQ Lite” looks like inside Salesforce • Common product catalog and pricing pitfalls • How to prepare your data and processes before implementation If you're debating a CPQ purchase or cleaning up quote-to-cash, this episode will sharpen your thinking before you make an expensive decision.