
Sales and revenue operations professionals can use this report to understand the value they can expect from CPQ solutions and make their selection.
Get access to a single webinar that is currently outside of your subscription.
Price: $300 (USD)
Partner with Forrester Research to get access to webinars, insights and frameworks aligned to your role. Shorten the time between a great idea and a great outcome, helping your teams win in the age of the customer.
This webinar helps revenue and sales operations leaders understand the landscape of configure, price, quote (CPQ) solutions and the capabilities that help increase seller productivity and effectiveness in configuration, pricing, and quoting; extend optimal configuration, pricing, and quoting to channel partners; and provide a superior self-service buying experience to buyers on a company website.
Key takeaways:
Target audience level: intermediate
You'll receive an email with dialing and Webex instructions prior to the Webinar.
See the Webinar FAQs for answers to technical and other Webinar questions.
Today’s public sector environment changes daily. Tech leaders in government groups are pushed to maximize the budget they have. The most logical place to start? Portfolio rationalization. Techniques such as project prioritization, resource allocation, and redundancy elimination are essential to streamline operations and enhance overall efficiency. Although these steps will help drive down cost — the goal is creating a more adaptive platform that is responsive to changing needs and capable of integrating advanced technologies, including AI. This AI-ready framework enables agencies to leverage data-driven insights for better decision-making, predictive analytics for future planning, and automation to reduce manual workloads, ultimately driving innovation and delivering superior outcomes for their constituents.Key takeaways: Learn how to assess and rank projects based on strategic importance and resource availability to ensure optimal portfolio composition.Discover techniques to streamline operations by removing overlapping or unnecessary initiatives, thereby improving efficiency.Gain insights into effective resource management strategies that enhance operational effectiveness and drive better outcomes for government agencies.Target audience level: beginner and intermediate
B2B revenue leaders are challenged with the conundrum of delivering crucial sales training to their team: Training both amplifies their reps’ competencies and yet draws precious time away from customer-facing activities. Often delivered at an inopportune time, leveraging unpopular modalities, and lacking adult learning best practices, sales training remains ineffective unless delivered as part of a comprehensive and permanent sales talent lifecycle management strategy. In this webinar, we highlight the “what, when, how, and who” behind optimal everboarding for your quota-bearing individual contributors.Key takeaways: Learn the best (and worst) learning modalities for your B2B sales reps.Understand how to time learning delivery so it's sticky.Discover how to engage your first-line sales managers to amplify ongoing sales learning and development.Target audience level: intermediate
This webinar was originally scheduled for June 12th, 2025.In today's fast-paced digital landscape, businesses must adapt to ever-evolving technological demands. Join us for an insightful webinar where we delve into the importance of business-optimized networks and how they can transform your organization's efficiency and productivity.Key takeaways: Understand business-optimized networks — what they are and why they matter.Discover benefits of optimization — enhanced performance, security, and scalability.Explore real-world applications — case studies and success stories.Learn implementation strategies — practical steps to optimize your network.Target audience level: beginner and intermediate
B2B buyers have always been changing and adapting to evolving markets, technologies, and economic turmoil. Are sellers equally tuned in to the same elements? This webinar looks at these elements from the perspective of both buyers and sellers.Key takeaways: Learn how to identify and react to alarming negative sentiment expressed by B2B buyers, even after successfully making a purchase.Learn how to stop signaling that your sales team members are "coin-operated" with coach-like management techniques.Discover how to leverage generative AI capabilities for revenue enablement — that you're probably already paying for.Target audience level: intermediate
Generative AI (genAI) has distinct security-, efficiency-, and agility-boosting effects in customer identity and access management (IAM), anti-money laundering (AML), and fraud management. This webinar highlights how to use these capabilities.Key takeaways: Learn the uses of genAI in customer IAM.Discover the uses of genAI in fraud management and AML.Explore the risks of genAI and how to overcome them.Target audience level: intermediate and advanced
CRM is a critical piece of technology infrastructure that underpins a firm’s ability to deliver next-generation financial services. It connects organizational silos to drive customer and business value. CRMs are integrating AI and adding intelligent agents to boost productivity and deliver personalized customer experiences at scale. This makes CRM an indispensable tool for financial services firms aiming to enhance customer experiences, streamline operations, and drive growth.Despite the benefits, we often hear that financial services firms struggle to justify the investment in CRM modernization, and firms that have done so say that they’re struggling to extract value. This makes it more important than ever to choose the right vendor. But the financial services CRM market is bifurcating, making vendor choice even harder.Key takeaways: Understand the financial services CRM market, key vendors, and common financial services use cases.Learn how AI (predictive, generative, and agentic) is transforming CRM and what it means for financial services firms.Uncover the mistakes that are leading to the underutilization of CRM by financial services firms.Identify the key considerations that should inform financial services firms’ CRM purchasing decision.Target audience level: intermediate and advanced