Welcome to FoundHQ. Ready to start a project?

Close

List a Salesforce Project

Describe the work you need to get done. We will match you with 2 Salesforce Freelancers and schedule an intro call.

Success! Form Submitted

Thank you for filling out the information.

Oops! Something went wrong while submitting the form
Elastic
Company
Quick Team Stats
About

Elastic develops the open source Elastic Stack (Elasticsearch, Kibana, Beats, and Logstash), X-Pack (which offers commercial features for the Elastic Stack), and Elastic Cloud (a family of SaaS offerings). To date, there have been more than 250 million cumulative downloads of the Elastic Stack.

Elastic is used by thousands of organizations

including Cisco, eBay, Goldman Sachs, NASA, Microsoft, Mayo Clinic, The New York Times, Wikipedia, and Verizon to power mission-critical systems. Elastic is used for use cases that require search, logging, metrics, and security of data. Backed by Benchmark Capital, Index Ventures, and NEA with more than $100 million in funding, Elastic has a distributed workforce with more than 900 employees in 30 countries.

Company Details
location

Mountain View, CA

founded

2012

employees

3,400 employees

Leadership

Name
Title
Location
Jay Shah
Director, CRM Applications
Chicago, IL
Director, CRM Applications
Chicago, IL
Hector Perez Jr.
Head of CRM Strategy & Engineering
Seattle, WA
Head of CRM Strategy & Engineering
Seattle, WA
Cheyne Nelson
Director, Enterprise Applications
Scottsdale, Arizona, United States
Director, Enterprise Applications
Scottsdale, Arizona, United States
T.K. Lin
Sr. Manager, Business Technology
Seattle, Washington, United States
Sr. Manager, Business Technology
Seattle, Washington, United States
Charlie Guo
Director, Architecture
Columbus, Ohio Metropolitan Area
Director, Architecture
Columbus, Ohio Metropolitan Area
Aileen Weiss
Sr. Manager, Biz Tech Engagement
Los Angeles, California, United States
Sr. Manager, Biz Tech Engagement
Los Angeles, California, United States
Jesse Canaday
Director, Biz Tech Engagement
Greater Seattle Area
Director, Biz Tech Engagement
Greater Seattle Area

Developers

Name
Title
Location
Johnny Ly
Jr Salesforce Developer
Hollywood, Florida, United States
Jr Salesforce Developer
Hollywood, Florida, United States
Samantha Chapa
Sr Software Engineer
Greater Seattle Area
Sr Software Engineer
Greater Seattle Area
Christian B.
Sr. Salesforce Engineer
Ottawa, Ontario, Canada
Sr. Salesforce Engineer
Ottawa, Ontario, Canada
Jordan Michael
Jr Salesforce Dev
Scottsdale, Arizona, United States
Jr Salesforce Dev
Scottsdale, Arizona, United States
Michael Fairchild
Manager, Enterprise Applications
Chandler, Arizona, United States
Manager, Enterprise Applications
Chandler, Arizona, United States

Administrator

Name
Title
Location
Tiffany Nazarchyk
Salesforce Administrator
Valrico, Florida, United States
Salesforce Administrator
Valrico, Florida, United States
Sai Gorrepati
Lead CPQ Analyst
Santa Clara, California, United States
Lead CPQ Analyst
Santa Clara, California, United States
Miguel Hernandez
Salesforce Administrator
Portland, Oregon Metropolitan Area
Salesforce Administrator
Portland, Oregon Metropolitan Area
Matthew Straney
Sr. Salesforce Administrator
Miami, Florida, United States
Sr. Salesforce Administrator
Miami, Florida, United States
Veronica Lebrun
Senior Salesforce Administrator
Spain
Senior Salesforce Administrator
Spain
Smita Gajre
Sr. Salesforce CPQ Admin
Austin, Texas, United States
Sr. Salesforce CPQ Admin
Austin, Texas, United States
Pallavi Venugopal
Salesforce CPQ Analyst
United States
Salesforce CPQ Analyst
United States

Business Analyst/Product Owner

Name
Title
Location
Brianne Bartlett
Sr. Business Systems Analyst
Denver, Colorado, United States
Sr. Business Systems Analyst
Denver, Colorado, United States
Addison Smith
Lead Business System Analyst
Seattle, Washington, United States
Lead Business System Analyst
Seattle, Washington, United States
Jon Koenig
Business Systems Analyst
Pine Grove, Pennsylvania, United States
Business Systems Analyst
Pine Grove, Pennsylvania, United States
Cassaundra Winn
Senior CPQ Systems Analyst
Greater Phoenix Area
Senior CPQ Systems Analyst
Greater Phoenix Area
Adrian Koo
Sr. Business Systems Analyst
Greater Minneapolis-St. Paul Area
Sr. Business Systems Analyst
Greater Minneapolis-St. Paul Area
Christian Cyr
Business Analyst
Washington DC-Baltimore Area
Business Analyst
Washington DC-Baltimore Area
Chase Jensen
Program Manager, Rev Ops
Ogden, Utah, United States
Program Manager, Rev Ops
Ogden, Utah, United States
Joyce Jacob
Sr. Business Systems Analyst
San Francisco Bay Area
Sr. Business Systems Analyst
San Francisco Bay Area
Taylor Tipton
Sr. CPQ Systems Analyst
Greater Phoenix Area
Sr. CPQ Systems Analyst
Greater Phoenix Area

Architects

Name
Title
Location
Daniel Ward
Sr. Salesforce Architect
Tyngsborough, Massachusetts, United States
Sr. Salesforce Architect
Tyngsborough, Massachusetts, United States
Alla Kiyashko
Salesforce Architect
Washington DC-Baltimore Area
Salesforce Architect
Washington DC-Baltimore Area

Salesforce CPQ is a beast to implement and there is simply no way around it. While all Enterprise SaaS requires mature business processes in place before deploying the solution, some products are less forgiving than others when those processes aren't fully baked... and CPQ tops that list.

And even if you do manage to get that implementation right, a lot goes into supporting and enhancing CPQ and Billing solutions post-implementation.

Perhaps that explains why 25% of Elastic's Salesforce team is dedicated to CPQ.


Elastic is an enterprise SaaS vendor operating in 30 countries.
👥 1,000+ Salesforce users
🛠 Sales Cloud; Service Cloud; CPQ Cloud; Gainsight; FinancialForce PSA, Netsuite, Xactly


An internal Salesforce team of ~25 people:

  • 7 Salesforce Administrators
  • 5 Salesforce Developers
  • 2 Salesforce Architects
  • 8 Salesforce Business Analysts
  • 1 CRM Product Owner


Plus, 7 Business Systems Leaders:

  • Director, Enterprise Applications
  • Head of CRM Strategy & Engineering
  • Director, CRM Applications
  • Director, Salesforce Architecture
  • Sr. Manager, Biz Tech
  • Director, Biz Tech Enablement
  • Sr. Manager, Biz Tech Enablement

And 25% of the core Salesforce team (6/25 people) SPECIALIZES in CPQ:

👉 1 out of 2 Architects
👉 3 out of 7 Administrators
👉 2 out of 8 Business Analysts


Various factors make Salesforce CPQ an especially complex tool to manage:

#1
For starters, it isn’t a ‘native’ Salesforce product offering.
It’s a managed package (built on Salesforce) that was brought into the fold when they acquired SteelBrick in 2016.
While they have spent years integrating it more seamlessly with the core product offering, it has a long way to go and it means changes to the tool are cumbersome.


#2
Effectively using Salesforce CPQ requires incredibly well-established business processes before the tool is actually implemented.

Companies that lack a clear methodology in any aspect of their pricing, quoting / Deal Desk, Finance, or Billing workflows will hit issues with CPQ.


#3
The logic you set up in CPQ needs to be crystal clear.
Conflicting rules in how you set up product bundles, apply discounts, or create pricing rules will create massive downstream headaches.

As a business evolves, these variables inevitably change - and it’s a huge lift to adapt your CPQ and Billing tools on an ongoing basis.


For these reasons, the most effective way to deploy Salesforce CPQ is taking a phased approach. Trying to customize and automate every workflow the tool touches on day 1 is how you hit challenges over time.

Instead, an organization should identify the core requirements upfront, configure the tool to meet those needs, and take an incremental approach to building out the platform and extending the use of it. While this sounds well and good, it requires a certain level of investment in the internal Salesforce team. You aren't going to deploy CPQ, decide to take an incremental approach to the build, and destine yourself to reply on expensive outside Consultants forever.

You need to build up a core competency and resource model that supports this type of product development plan. It requires ongoing CPQ support and consistent audits of how the tool is configured and mapped to your Sales and Billing methodology.

No Open Jobs Found