For many companies, Salesforce CPQ initially served as a solution to streamline complex quoting processes. But as businesses scale, what was once an advantage can become a source of frustration when they experience slow quote cycles, siloed teams, and costly customizations that make every update a challenge.
If your sales team is spending more time wrestling with the system than closing deals, it may be time to consider a better path forward.
Migrating off Salesforce CPQ may sound daunting, but it doesn’t have to be. With the right plan and partner, companies can reduce costs, accelerate quote generation, and establish a future-ready revenue process, all without disrupting their Salesforce CRM.
Why companies are leaving Salesforce CPQ
Salesforce CPQ is a powerful tool, but many organizations struggle to adapt it to their evolving needs. Over time, common pains emerge:
- Heavy customization: Complex, one-off customizations make maintenance expensive and risky, especially when introducing new products or pricing models.
- Limited scalability: As the business grows, Salesforce CPQ can struggle to keep up with increasing deal volume and complexity.
- Cross-functional friction: Fragmented workflows and misalignment between sales, finance, and operations lead to delays, compliance issues, and missed revenue opportunities.
- Sunset announcement: Salesforce has entered an End-of-Sale (EOS) phase for CPQ — new customers cannot purchase it as of early 2025, and existing customers will not be able to renew licenses beyond August 2026. This forces organizations to find an alternative well before the deadline.
These challenges don’t just frustrate teams — they directly impact revenue. In fact, companies often find that the costs of inefficiency and slow quote cycles outweigh their initial investment.
A better way forward: DealHub’s proven migration process
Migrating off Salesforce CPQ doesn’t have to mean starting from scratch or risking disruption to your sales process. DealHub integrates natively with Salesforce CRM and has successfully guided enterprises through CPQ transitions, delivering:
We achieve these results with a structured, phased approach designed to minimize risk and maximize ROI. This proven methodology gives teams the confidence to migrate without slowing down ongoing sales operations.
We had two major projects, including the initial implementation and the lift-and-shift migration. Every time we faced a challenge, DealHub acted like a true partner.”
Companies across industries have seen transformative results by moving off Salesforce CPQ and onto DealHub.
- Unit4 streamlined global quoting and reduced manual effort by consolidating tools into a single, efficient platform. Read the case study →
- Built In replaced its legacy system and slashed quote generation time from hours to minutes. Read the case study →
- Liferaft gained real-time visibility into deals while enabling seamless collaboration between sales and finance. Read the case study →
These outcomes are possible because the migration process is structured, predictable, and built around the needs of both sales and operations teams.
