Dreamforce Day Zero: RevOps Transformation Day

Date

Monday
Oct 13, 2025

Location

Salesforce Tower, San Francisco

Details

12-4pm PST

Unlock Next-Generation Revenue Operations

Explore the evolution of Revenue Operations and how Revenue Cloud Advanced can drive agility, scale, and value across your business.


Learn how Revenue Operations has evolved from a tactical support role to a strategic driver of growth and profitability. Featuring insights from industry thought leaders, consulting partners, customers, and Salesforce experts, the event will dive into the business need, transformation journey, and measurable value of modernizing RevOps across the customer lifecycle.

What You'll Gain

Strategic Clarity
Expert insights on market drivers forcing CPQ modernization and Salesforce's strategic role in digital transformation

Proven Methodologies
Technical architecture considerations, integration strategies, and data migration best practices from seasoned practitioners

Peer Learning
Connect with C-suite and VP-level stakeholders facing similar challenges in manufacturing, technology, and medical device industries

Actionable Roadmap
Leave with a clear implementation strategy, risk mitigation approaches, and ROI measurement frameworks

Workshop Agenda

12:00 PM | Welcome & Networking Lunch

12:30 PM | State of the State: Revenue Operations

We will kick off the day by discussing current industry challenges and priorities that attendees shared ahead of the day.

1:30 PM | Project Lotus Unveiled

Our Journey to Revolutionize Quote-to-Cash with Revenue Cloud

2:30 - 4:00 PM | How to prepare for your CPQ migration

Implementation Excellence

This working session will help shape your directional plan for transitioning from your current CPQ solution to RCA, including strategy, value drivers, effort required, and more.

  • Proven methodologies from successful transformations
  • Risk mitigation strategies that protect business continuity
  • ROI measurement and success metrics that matter
  • Industry-specific case studies and lessons learned

Your Expert Facilitators

Salesforce Revenue Cloud Team
Strategic platform experts with deep CPQ and revenue operations experience

Uptima Consultants
18+ years of revenue management expertise, certified in both legacy and modern CPQ platforms, with proven success in asset-intensive industries

Registration

Space is extremely limited. This executive-level workshop is designed for senior decision-makers ready to take action on CPQ transformation.

Register here

Questions? Contact events@uptima.com

Can't Attend? Request our CPQ Transformation Guide and schedule a private consultation.

This workshop is a collaborative effort between Salesforce and Uptima, designed to provide unbiased, strategic guidance for your CPQ transformation journey.