In this episode, Frank Sohn talks with Hiren Shah, founder of B2B-Matrix, about how small and mid-sized manufacturers and distributors are modernizing their sales processes through AI-driven CPQ, CRM, and ERP integration.

Hiren, a former SAP America consultant turned Salesforce expert, shares his perspective on the future of Configure-Price-Quote (CPQ), Revenue Cloud, and AI in sales automation. He explains B2B-Matrix's three-phase Salesforce AI project, where automation is already reducing clicks, quote times, and approval delays—and how the final phase will connect directly to ERP and internet data.

You'll also hear his insights on:

• When and why companies should migrate from Salesforce CPQ to Revenue Cloud Advanced (RCA)
• The "death of middleware" and how modern APIs enable seamless CRM-CPQ-ERP integration
• The top three customer priorities today: AI, master data cleanup, and faster transaction velocity
• Why CPQ customers typically replace systems every eight years
• How B2B-Matrix white-labels its services for larger consulting firms and delivers sub-$100K CPQ projects for SMBs

Beyond business, Hiren also shares his personal passion for Pilates and Hot Yoga, a balance that keeps him focused as he leads digital transformation projects for manufacturers across North America.

Whether you're interested in Salesforce Revenue Cloud, CPQ modernization, AI in sales, or integration strategy, this episode offers practical, real-world insights from someone who's bridging enterprise architecture, business process design, and cloud innovation.

👉 Listen now to learn how SMBs are achieving enterprise-grade automation without enterprise-grade complexity.

🔗 Learn more about B2B Matrix at https://b2b-matrix.com/ 📬 Contact Hiren on LinkedIn https://www.linkedin.com/in/hirenvshah/