Codey and Astro and Einstein oh my! That right, it’s that time of the year again. Dreamforce 2019 is upon us. Whether you are a seasoned pro or a first timer, building your agenda can feel a bit overwhelming. If you live in the world of Finance as a CFO, Controller, AR Manager, CRO, etc., what sessions do you attend and how do you maximize your quick 4-day Dreamforce experience? Not to fear, we are here to help!

Allow us to be your one stop shop to break down which sessions are a must attend for you and your finance team. Ready to dive in?

TUESDAY NOVEMBER 19th

1.

Session Name: How Salesforce is Driving Renewals Innovation Automation and Analytics

Time: 8:30-9:10am

Location: Metreon AMC Theatres, Level 3 | Theater 14

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Why does this matter to finance? Dreamforce offers a unique opportunity to hear directly from Salesforce on how they have positioned themselves as the premier recurring revenue company in the world. Learning how Salesforce drives annual contract value growth and renewals will provide you with extremely valuable insight. Who knows, maybe understanding Salesforce’s renewal process will help you negotiate a lower renewal!!

How can you continue the discussion with Navint post Dreamforce? Navint’s team of business strategy experts can teach you how to identify the 12 warning signs of stalled recurring revenue which will help to drive increased customer lifetime value and renewal rates.

2.

Session Name: Connecting Your Front and Back Office: CPQ and ERP Integration

Time: 12:00-12:40pm

Location: Marriott Marquis, Yerba Buena Salon 10-12

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Why does this matter to finance? Ensuring that your finance team has access to the information they need to do their job efficiently and effectively is critical. In today’s recurring revenue world, there is a significant overlap between Salesforce and ERP making the handoff point confusing and the integration complex.

How can you continue the discussion post Dreamforce? Navint’s team has experience across the entire lead to revenue lifecycle and can help you navigate the overlap between Salesforce and your ERP application.

3.

Session Name: 3 Reasons Why You Must Build Your Billing Process Around Your Customer

Time: 1:45-2:05pm

Location: Marriott Marquis, Golden Gate – Expedition Theater

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Why does this matter to finance? Customer driven sessions are often the best sessions to get the real story at Dreamforce. In this session, ITProTV will provide valuable insights into how moved their traditional back office functions (billing) into the front office. Have some extra time?? Hang out after the session and connect directly with the ITProTV team!

How can you continue the discussion with Navint post Dreamforce? Navint has a team of billing experts that can help you determine where the billing function belongs in your business and that it’s connected appropriately to your ERP application.

WEDNESDAY NOVEMBER 20th

4.

Session Name: Enabling a Subscription Model Using the Salesforce Platform

Time: 10:30-11:10am

Location: Marriott Marquis, Yerba Buena Salon 4-6

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Why does this matter to finance? This is another customer driven session on a topic that is complex for finance organizations to solve because of the impact that subscriptions have across lead to revenue lifecycle. Learning how Splunk has solved this challenge will be a great use of your time at Dreamforce.

How can you continue the discussion with Navint post Dreamforce? Navint has worked with many companies trying to solve the subscription model and can provide expert guidance on the processes and technology required to move to subscriptions.

5.

Session Name: Revenue Operations: Aligning Planning with Execution to Drive Profitable Growth

Time: 11:00-11:20am

Location: Moscone West, MuleSoft Integration Theater

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Why does this matter to finance? Streamlining revenue operations is a requirement for optimizing downstream processes. This should be an informative session where you can learn from both a customer (Akamai) and partner (Anaplan) of Salesforce

How can you continue the discussion with Navint post Dreamforce? Navint’s team of experts can provide guidance on best practices we have seen at hundreds of other companies as you navigate your lead to revenue journey.

6.

Session Name: Salesforce CPQ and Billing: Roadmap Sneak Peek 1

Time: 11:00-11:40am

Location: Marriott Marquis, Yerba Buena Salon 7

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Why does this matter to finance? Salesforce Billing is Salesforce’s first venture into the world of finance, with the exception of AppExchange partners. Understanding Salesforce’s vision from a finance standpoint will be immensely valuable for your long-term planning.

How can you continue the discussion with Navint post Dreamforce? Navint is one of only a few implementation partners that are certified to deploy Salesforce Billing. We can help you determine if Salesforce Billing makes sense for you, if billing should remain in your ERP or if a third-party provider like Zuora, GoTransverse, Aria or Logisense would make more sense for your business.

7.

Session Name: Deploying CPQ Globally: A Playbook for Long Term Success

Time: 4:00-4:40pm

Location: Marriott Marquis, Yerba Buena Salon 10-12

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Why does this matter to finance? This is a unique opportunity to learn from both Accenture and Siemens on how to successfully deploy a CPQ project in a global environment. The lessons here will be applicable for virtually any product and technology.

How can you continue the discussion with Navint post Dreamforce? Navint can provide you with the right resources for projects whether they be domestic or international.

THURSDAY NOVEMBER 21st  

8.

Session Name: Salesforce B2B Commerce Product Roadmap

Time: 8:00-8:40am

Location: Palace Hotel, Gold Ballroom

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Why does this matter to finance? Ensuring all sales channels can be structured in a way that leads to downstream automation is critical for finance organizations. Catching up on Salesforce’s plans for their CloudCraze acquisition is important for any company that has or will need to have a self-service channel.

How can you continue the discussion with Navint post Dreamforce? Navint can provide expert guidance across all sales channels to ensure sales can be unified with finance.

9.

Session Name: Salesforce on Salesforce: How we Automate the Quote-to-Cash Process  

Time: 10:00-10:40am

Location: Marriott Marquis, Yerba Buena Salon 7

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Why does this matter to finance? Hearing directly from Salesforce on how they manage their internal processes is beyond valuable for anyone in finance. These sessions are always packed with great information and other useful nuggets that you can take back to the office with you!!

How can you continue the discussion with Navint post Dreamforce? Navint’s team of experts can provide guidance on best practices we have seen at hundreds of other companies as you navigate your lead to revenue journey.

10.

Session Name: CPQ & Billing Keynote: Power Your Quote-to-Cash with Customer 360 Platform 

Time: 1:30-2:30pm

Location: Marriott Marquis, Yerba Buena Salon 9

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Why does this matter to finance? Salesforce CPQ & Billing sits at the junction of sales and finance. If you are a finance user at Dreamforce, this is the product keynote you should pay attention to.
How can you continue the discussion with Navint post Dreamforce? Navint’s team of lead to revenue experts can help you determine how Salesforce CPQ & Billing fits into your complete technology stack ensuring that the sales and finance teams are unified and marching towards the same goal.

You made to the end of your Dreamforce 2019 agenda building! Be sure to give yourself a big pat on the back and rest up so you don’t miss any of the amazing sessions you just signed up for. Be sure to reach out to us on our website or LinkedIn for more information about Navint, our Dreamforce activity or tips for your fiance team at Dreamforce. See you soon!