thomas.wieberneit@aheadcrm.co.nz
Is RevOps the New CRM?

Is RevOps the New CRM?

The Lost Strategy: What CRM Was Supposed to Be CRM at its very origin, was a strategy. With the advent of systems that support the execution of this strategy, the term more and more got shifted to describe a system. This shift can get seen in the words of CRM Godfather Paul Greenberg. His pre-2009 definition of CRM was “a philosophy and a business strategy, supported by a system and a technology designed to improve human interaction in a business environment.” This changed to “Customer Relationship Management is a technology and system that sustains sales, marketing and customer service activities. It is designed to capture and interpret customer data, both structured and unstructured, and to sustain the management of the business side of customer related operations. CRM technology automates processes and workflows and helps organize and interpret data to support a company in engaging its customers more effectively” in acceptance of this change (emphasis by me). These days, people often even mean a sales force automation system, when they say “CRM”. In another dimension, the systems themselves more and more turned into systems of record. Implementations often were management-oriented as opposed to team-oriented, which led to increasing dissatisfaction and the creation of new terms and categories like social CRM, system of engagement, customer data platform, customer engagement, customer experience management, and so on. There is much more, but in consequence, CRM lost both, the “C” and the “R”. CRM turned from a strategy into a glorified rolodex and a tool to manage teams, in particular sales teams, instead of helping organizations and teams to manage and improve the customer...
CPQ, Meet Price Optimization: Your Revenue Lifecycle Just Got Serious

CPQ, Meet Price Optimization: Your Revenue Lifecycle Just Got Serious

The news On October 1, 2025, Conga announced its intent to acquire the B2B business of PROS, following PRO’s acquisition by Thomas Bravo. At the same time, ThomaBravo and PROS announced that PRO’s travel business segment will be run as a standalone business. The bigger picture Revenue operations, revenue management and revenue lifecycle management have become a thing in the past years, as evidenced by the number of specialized companies that solve parts of the overall problem of optimizing revenue. It also got abused to some extent (e.g., surge pricing models) when the users of the corresponding capabilities consider optimizing being the same as maximizing. Reality check: It is not. While optimizing involves a bit of identifying how much a customer is willing to pay, it also involves the thought of repeat business, or in other words customer loyalty, even without a formal loyalty program. And that involves the customer experience, part of which the speed of creating a quote with matching scope and a price that is acceptable for both parties is an important element in B2B. So, the combination of CPQ and price optimization makes perfect sense. As an example, already in 2019, I was involved in a project that in part targeted at combining CPQ and price optimization to get to a good quote, fast. And it worked, although the solution looked different in the end than anticipated at the start of the project. My analysis and point of view Already when the original news of Thoma Bravo acquiring PROS broke I have seen quite some synergies with Conga but also some other players in the...