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What is CPQ In Salesforce?
CPQ in Salesforce is any Configure Price Quote Software sales tool that allows sales reps to create quotes with customized product and pricing configurations based on the buyer’s needs, and then sync all interactions with a deal’s documents, within the Salesforce CRM.
The result is a much more organized sales process that ensures the information in a quote accurately reflects leads’ personal information, as well as product selection and pricing rules.
Next-generation CPQs can increase revenues by automatically generating custom quotes that reflect accurate quantities, pricing adjustments, and discount authorizations even when selling complex product configurations.
CPQ in Salesforce isn’t only about increasing the speed and accuracy of your internal sales and revenue operations teams. It’s a critical part of executing the strategies set by executive leadership.
CPQ in Salesforce lets sales reps get the information they need to execute on multiple product and channel campaign objectives simultaneously.
At the same time, decision-makers can keep track of progress so adjustments can be made whenever new realities emerge. Discounts can be changed, product categories revised, tactics in a particular category revised–anything needed to increase revenues for current market conditions.
Synonyms
- SFDC CPQ
- Salesforce CPQ
- Configure price quote software for Salesforce
- CPQ on Salesforce AppExchange
- Steelbrick
Top 5 Benefits of Using a CPQ Tool in Salesforce
Whether you’re a sales rep closing deals, a sales operations manager streamlining workflows, or a chief revenue officer focused on scaling revenue, CPQ tools bring measurable value across the organization.
When integrated with Salesforce, CPQ solutions help teams configure products accurately, price them competitively, and generate quotes quickly, turning complex sales into consistent wins.
Here are the most important benefits of using a CPQ tool in Salesforce:
CPQ Produces Accurate Quotes
Salesforce CPQ automates the end-to-end process of configuring products, setting prices, and generating quotes. Rather than manually referencing product lists and price books, sales reps can generate accurate, compliant quotes directly within the tool. Built-in discounting logic and approval workflows create guardrails that prevent unauthorized pricing, eliminating the risk of rogue discounting and ensuring every deal aligns with company policy.
Next-generation CPQ solutions take this a step further with guided selling playbooks. These tools use intuitive dropdown menus and decision trees to walk sales reps through product selection based on the needs of each opportunity. As reps answer a few simple questions, the system automatically handles complex backend tasks such as selecting compatible products, generating documentation, applying pricing rules and discounts, and validating configurations.
The result is the automatic generation of 100% accurate price quotes that reflect current sales strategies.
CPQ Improves Efficiency
CPQ enables faster quote delivery. By improving efficiency in sales operations and reducing time spent on administrative tasks and quoting, sales teams can focus more on customers. CPQ solutions integrated with Salesforce eliminate inefficiency in the entire quote process by automating product catalog searches, pricing decisions, and discounting rules. They also streamline the paperwork required to close a deal, including document generation, e-signature, and ordering forms.
The result is that sales reps no longer need to do things like search through product catalogs, read email chains, or create proposal documents. They are free to spend their time selling products instead of doing administrative tasks. In addition, streamlining the sales process speeds up the sales cycle and helps salespeople close deals faster.
This is important because research shows that responding quickly to sales inquiries is one of the most important factors in closing a deal. It’s estimated that the first sales rep to respond to a prospect turns that into a closed/won opportunity 50% of the time.
CPQ Builds Trust with Buyers
Using a CPQ inside Salesforce provides sales professionals ready access to buyer information while working through the sales process from opportunity to close.
Offering the right product and the right price keeps deals on track and avoids roadblocks in the contract approval process so buyers never feel a sales rep is not being responsive.
Buyers appreciate the customer-centric approach to building product configurations and receiving sales quotes based on their needs.
CPQ Maximizes the Benefit of Existing Prospects and Customers
It’s easier to sell to existing prospects and customers than to find new ones. The same playbooks that ensure pricing accuracy also suggest up-selling and cross-selling opportunities that are in line with margin considerations, to sales representatives. Sales reps can make sure they take advantage of all the opportunities afforded to them by each prospect and customer in their sales pipeline.
CPQ Increases Revenue
Using a CPQ tool in Salesforce allows for accurate quotes, increased efficiency, complete visibility on the purchasing process, and building trust with buyers. The result of all of these things put together is increased deal size and revenue growth.
CPQ lets you eliminate the administrative burden while producing more accurate pricing and quotes and providing a better experience for buyers even while upselling and cross-selling them.
CPQ Users Outperform Non-CPQ Users
What You Should Know About Salesforce CPQ
Many CPQ solutions integrate natively with Salesforce. Additionally, Salesforce has its own CPQ tool. Salesforce CPQ was once a cornerstone solution for configuring complex products, generating accurate quotes, and streamlining the approval process.
However, Salesforce recently shifted its strategy, announcing the end-of-sale of its standalone CPQ product in favor of its more integrated solution: Revenue Cloud. While Salesforce continues to support its CPQ customers, it is no longer updating the product. This leaves customers with:
- Slow bug fixes.
- Long customer support resolution times.
- High IT maintenance costs.
- No clear migration path from CPQ to Revenue Cloud.
Salesforce’s Shift from CPQ to Revenue Cloud
Salesforce made the strategic decision to retire its CPQ product in response to growing demand for fully integrated revenue lifecycle management (RLM). As businesses seek more seamless workflows between sales, finance, and customer success, the limitations of isolated CPQ tools became increasingly apparent. They consolidated CPQ, billing, renewals, and revenue recognition into a unified platform to better position the platform to support modern, subscription-based, and usage-based business models.
What is Revenue Cloud?
Revenue Cloud is Salesforce’s next-generation solution designed to streamline the entire quote-to-cash process. It brings together the capabilities of:
- CPQ (Configure, Price, Quote)
- Billing and Invoicing
- Subscription Management
- Revenue Recognition
- Partner Relationship Management (PRM)
Built on the Salesforce Customer 360 platform, Revenue Cloud provides businesses with a more agile and automated approach to managing their revenue lifecycle. It eliminates data silos between quoting and billing, simplifies renewals, and ensures compliance with complex accounting standards.
What Does This Mean for Salesforce CPQ Users?
Although Salesforce CPQ is no longer being sold as a standalone product, existing users will continue to receive support for the time being. However, Salesforce is no longer releasing new updates or innovations for the legacy CPQ solution.
Organizations currently using Salesforce CPQ are encouraged to explore Revenue Cloud. However, there is no direct migration to Revenue Cloud; it requires a complete reimplementation that can be lengthy and require significant resources.
Salesforce RLM vs. CPQ: What’s the Difference?
Salesforce’s Revenue Lifecycle Management (RLM) solution, Revenue Cloud, serves a distinct role in the sales and revenue process. It includes CPQ, Billing, Subscription Management, and Revenue Recognition tools, providing an end-to-end solution for managing revenue processes.
Understanding the key differences between Salesforce CPQ and RLM helps businesses determine whether or not to invest in transitioning to Revenue Cloud.
Salesforce CPQ: Streamlining the Quoting Process
Salesforce CPQ is designed to help sales teams configure products, generate accurate pricing, and create professional quotes efficiently. It is primarily used to improve the sales cycle, ensuring that reps can quickly generate customized quotes while maintaining pricing accuracy and compliance with business rules.
While it streamlines the sales process by integrating with Salesforce CRM and enabling sales teams to generate accurate quotes, it stops short of managing the other stages of the revenue lifecycle.
Salesforce RLM: Managing Revenue Throughout the Lifecycle
Salesforce Revenue Cloud extends beyond the quoting process to manage the entire revenue journey, from contract execution to billing and revenue recognition. It integrates contract management, billing, and revenue operations to ensure smooth financial workflows.
Salesforce’s RLM solution enhances revenue accuracy by automating billing and revenue recognition, ensuring that invoices are generated correctly and revenue is recorded in compliance with financial standards. This automation also helps companies adhere to revenue recognition standards like ASC 606 and IFRS 15, reducing discrepancies between sales and finance teams and ensuring accurate financial reporting.
Beyond improving accuracy, Salesforce Revenue Cloud strengthens financial compliance and minimizes revenue leakage by enforcing contract terms, tracking amendments, and automating renewals. Improved subscription and contract management helps prevent missed billing cycles or incorrect charges. Additionally, with real-time revenue analytics and forecasting, businesses gain deeper insights into revenue trends and customer lifetime value for improved financial performance.
Key Features of Salesforce Revenue Cloud
- Automated Billing: Generates and processes invoices based on contract terms, subscription renewals, and usage-based pricing.
- Revenue Recognition Compliance: Ensures financial reporting aligns with ASC 606 and IFRS 15 revenue recognition standards.
- Contract and Subscription Management: Automates renewals, upsells, and amendments to reduce revenue leakage.
- Usage-Based and Recurring Billing: Supports flexible billing models, including pay-as-you-go and hybrid pricing structures.
- Revenue Forecasting and Analytics: Provides insights into future revenue trends and contract performance.
Use Cases for Salesforce RLM
- SaaS and Subscription Businesses: Automating recurring billing and revenue recognition for subscription services.
- Media and Advertising Firms: Managing usage-based pricing and campaign contracts.
- Professional Services Companies: Streamlining invoicing and contract amendments for long-term client engagements.
Technical Differences Between Salesforce Revenue Cloud and CPQ
Understanding the technical differences between the two solutions is crucial in deciding which solution to use. Revenue Cloud is a fairly new solution, with features that are still being developed. It has significant potential for Salesforce users looking to extend the value of the solution and optimize revenue management. However, since it is in its beginning stages, those needing a straightforward managed CPQ solution may want to wait to implement Revenue Cloud or look for another solution that’s more fully developed.
Some of the differences in their implementation and flexibility include:
Which One to Use?
While Salesforce CPQ focuses on accelerating the sales cycle through accurate quoting and pricing, Salesforce Revenue Cloud ensures that revenue processes—from billing to revenue recognition—run smoothly. Companies selling complex products with customized pricing benefit from CPQ. Businesses managing ongoing subscriptions, recurring billing, and compliance-driven revenue recognition find Revenue Cloud, or a similar revenue lifecycle management platform, essential for a seamless end-to-end sales and revenue management process.
Moving Beyond Salesforce CPQ: Exploring Alternatives
Salesforce CPQ, originally developed as Steelbrick before being acquired and rebranded in 2015, inherited many architectural challenges common in legacy CPQ systems. As Salesforce is no longer updating or selling this standalone CPQ product, companies relying on it are now facing a critical decision point.
Fortunately, today’s CPQ market offers a range of modern solutions that address these long-standing issues with more agile, scalable, and integrated platforms.
Configuration Complexity
One of the biggest frustrations with Salesforce CPQ is its complexity. Setting up product rules, pricing logic, and approval workflows often requires deep technical knowledge, custom Apex coding, and heavy reliance on consultants. This can slow down the sales process, limit agility, and inflate the cost of ownership—especially for businesses that need to make frequent changes to product configurations or pricing models.
Modern CPQ alternatives like DealHub offer no-code or low-code configuration, empowering RevOps and sales teams to make changes without engineering support. These platforms are built to be more intuitive and flexible, significantly reducing time-to-market.
Lengthy Implementation Timelines
Salesforce CPQ implementations often take 9–15 months for full deployment, which is especially frustrating for organizations with complex sales cycles or large catalogs. The long lead times delay ROI, frustrate stakeholders, and create resistance to adoption.
In contrast, next-generation CPQ platforms are built for rapid deployment. With pre-built integrations, guided selling flows, and streamlined onboarding, many businesses are now up and running in a matter of weeks instead of months.
Ongoing Support Burdens
Many companies struggle with maintaining Salesforce CPQ post-implementation. Routine updates, system integrations, and performance tuning often require specialized knowledge or dedicated CPQ consultants. This ongoing support burden can lead to quote inaccuracies, operational inefficiencies, and misalignment between the tool and evolving business needs.
Newer CPQ solutions are built with ease of administration in mind. They reduce dependency on developers and external resources by offering intuitive admin dashboards, robust documentation, and responsive customer support, helping businesses stay agile and self-sufficient.
Subscription Management Limitations
While Salesforce CPQ includes some subscription management features, it was primarily designed for configuration, pricing, and quoting. Companies with recurring revenue models, especially SaaS businesses, often find its subscription capabilities lacking without integrating additional tools like Salesforce Billing. These integrations can be complex, resource-heavy, and prone to disconnects across the revenue lifecycle.
All-in-one CPQ platforms offer native support for subscription billing, renewals, amendments, and usage-based pricing, eliminating the need for multiple systems and minimizing integration overhead.
A Modern CPQ Experience
The CPQ market has evolved rapidly. What once took more than a year to implement can now be accomplished in weeks. Forward-thinking solutions like DealHub CPQ are designed for speed, simplicity, and scalability. They offer unified quoting, contract management, subscription billing, and e-signature capabilities in a single platform. Sales teams can move faster, reduce errors, and deliver a better buying experience.
As Salesforce sunsets its standalone CPQ product and pivots toward Revenue Cloud, now is the ideal time for businesses to reassess their CPQ strategy. By switching to a modern, flexible CPQ solution, companies can overcome legacy limitations and future-proof their revenue operations.
A Proven Salesforce CPQ Alternative
The right CPQ will add value to your investment in Salesforce. It should help make your CRM easy to use and enable your sales organization to create error-free quotes in minutes. Learn how to simplify product configuration and quote management in Salesforce.
DealHub is recognized as the leading CPQ solution provider in the market today, and the best Salesforce CPQ alternative. DealHub receives accolades from reviewers for usability, customer support, fast implementation, and ease of administration. DealHub CPQ empowers sales organizations by enabling a streamlined quoting process that, compared to legacy CPQ applications, is fast to implement and easy to maintain and use.
When you compare DealHub CPQ to Salesforce CPQ, you see DealHub offers an intuitive experience with interactive sales playbooks that guide reps through a seamless process and built-in approval workflows. The sales tools teams need to produce error-free quotes in minutes are available whenever or wherever they log into Salesforce.
DealHub addresses key challenges with Salesforce CPQ through streamlined design, user-friendly features, and faster implementation processes. Here’s how:
Simplified Configuration
DealHub eliminates the need for complex coding. Sales and operations teams can independently configure the system without relying on IT or developers, drastically reducing implementation and update times. This enables businesses to adapt to changing requirements effortlessly.
Faster Time-to-Value
Unlike Salesforce CPQ, which can have lengthy deployment timelines, DealHub is designed for quick implementation, averaging a few weeks. Its intuitive guided selling framework accelerates onboarding and allows sales teams to begin quoting accurately and efficiently right away.
Enhanced User Experience
By integrating guided selling and multiple sales playbooks, DealHub ensures sales reps follow an optimal process for creating quotes, reducing errors and manual effort. Features like automated workflows for approvals further streamline operations and minimize bottlenecks.
Comprehensive Solution
DealHub combines CPQ with other critical functions like contract management, subscription management, and billing into a single platform. This unified approach avoids fragmented workflows and ensures smooth integration across all stages of the quote-to-revenue process.
Cost Efficiency and Scalability
Because DealHub is easy to configure, businesses avoid the ongoing costs associated with custom development and IT support required by Salesforce CPQ. Additionally, DealHub’s scalability supports organizations from SMBs to large enterprises, adapting to their evolving needs without major overhauls.
Seamless CRM Integration
DealHub integrates natively with popular CRMs like Salesforce, Microsoft Dynamics 365, and HubSpot, providing real-time data synchronization. This ensures that sales data remains accurate and up to date, improving decision-making and customer experience.
Product Updates
DealHub continues to enhance its CPQ solution with features that extend its value and improve usability. Recently, it launched API-first headless quoting to support selling through diverse sales channels.
DealHub is completely user-configurable. No coding is required, so implementation can be accomplished without a developer. Our customers are up and running within weeks (as opposed to months). Our easy scalability, competitive pricing, fast implementation, and short ramp time mean higher ROI.
These improvements make DealHub an attractive alternative for organizations looking for a more agile, cost-effective, and user-friendly CPQ solution compared to Salesforce CPQ.
Compared to what we were using prior, DealHub has greatly decreased the time it takes for us to generate detailed quotes. We are now able to be much more detailed with our quoting which makes sure the customer knows exactly what they are getting from the start. DealHub is easily editable and has extensive customization capabilities. Pulling straight from Salesforce is also a huge benefit and reduces the amount of mistakes made because of that.”
Salesforce Revenue Cloud Alternative
DealHub’s revenue lifecycle management platform is a powerful quote-to-revenue alternative to Salesforce RLM (Revenue Cloud). It offers a seamless, no-code solution that simplifies complex sales processes.
Unlike Revenue Cloud, which requires extensive customization and technical expertise to optimize CPQ, billing, and revenue recognition, DealHub provides a unified, out-of-the-box platform designed for fast deployment and easy adoption. Sales teams can configure, price, and quote deals with precision while ensuring smooth contract management and automated billing—all within a single workflow. This holistic approach reduces dependency on IT resources, accelerates deal cycles, and improves operational efficiency, making it an ideal choice for businesses seeking a more agile revenue management solution.
Additionally, DealHub excels in flexibility and user experience, addressing key pain points that often arise with Salesforce Revenue Cloud implementations. With its intuitive interface and built-in guided selling capabilities, DealHub streamlines sales and revenue operations without the need for complex integrations or third-party add-ons. Its advanced revenue recognition and subscription management features provide real-time visibility into revenue streams, ensuring compliance and accuracy.
For businesses seeking to scale without the overhead of maintaining a heavily customized Salesforce environment, DealHub offers a cost-effective, scalable alternative that drives predictable revenue growth while improving the buyer experience.
Integrate DealHub with Salesforce
As a unified solution that connects all sales activities from opportunity to close, DealHub replaces several sales enablement applications at substantial cost savings for our customers. The advantage of our guided selling workflow is that all deal stages are connected, which yields consistency, efficiency, and higher revenue. Our intelligent sales solution enables sales teams to offer better customer experience and sell the correct products every time.
If you are using Salesforce CRM, you understand the value of automating and connecting business processes to increase performance. DealHub CPQ integration with Salesforce CRM complements your CRM and increases sales efficiency by automating many manual and error-prone activities that can cause deals to stall.
DealHub makes it easy to install CPQ software in your Salesforce instance thanks to our no-code platform.
People Also Ask
What is the use of CPQ in Salesforce?
CPQ software in Salesforce is a tool that helps businesses automate the creation of quotes and proposals for their products and services. It can be used to quickly create accurate pricing models for complex products and services, and to streamline the sales process by automating quote and proposal generation.
In addition, CPQ can help sales teams to manage discounts and pricing rules, and to track quotes and proposals.
What are the key features of Salesforce CPQ?
Salesforce’s native CPQ solution offers features that enable businesses to automate complex configurations, manage pricing and discount strategies, and generate professional quotes quickly and accurately.
1. Product Configuration
Salesforce CPQ simplifies creating tailored product bundles by enabling dynamic configurations that adjust based on customer needs. Sales reps can quickly design and modify configurations, ensuring that each proposal is customized without manual errors. This feature ensures accuracy, even for complex products or services, by applying pre-set rules and logic.
2. Automated Pricing
The solution offers advanced pricing automation, calculating costs based on factors like volume, region, or customer type. This eliminates manual errors and ensures consistency across deals. With automated pricing, sales teams can focus on value-based selling rather than manual calculations.
3. Discount Management
Salesforce CPQ supports structured discounting, enabling predefined discount rules and automating approvals for special cases. This feature ensures profitability while offering flexibility to meet customer demands. Teams can apply volume-based, promotional, or customer-specific discounts seamlessly.
4. Guided Selling
Salesforce CPQ walks sales reps through a series of questions to identify the best-fit solutions for customers. This feature accelerates onboarding for new reps and improves overall sales performance by reducing errors in the quoting process.
5. Approval Workflows
Customizable workflows streamline the approval process, ensuring compliance with internal policies. Automated notifications alert managers to pending approvals, speeding up deal cycles. These workflows enhance transparency and reduce bottlenecks in large organizations.
6. Dynamic Quote Generation
Salesforce CPQ automates the generation of quotes, complete with pricing, product details, and terms. Quotes are consistent, professional, and tailored to specific customer needs, which helps close deals faster. This feature eliminates the need for manual document creation, saving time and resources.
7. Usage-Based Pricing
The solution enables usage-based billing, ideal for businesses offering consumption-based services. It integrates with tracking systems to calculate charges automatically, ensuring transparency and accuracy. This feature enhances flexibility in offering scalable solutions.
8. Analytics and Reporting
Salesforce CPQ offers robust reporting tools to analyze sales performance and quote effectiveness. Teams can track key metrics like quote turnaround time, win rates, and revenue by product. These insights help businesses refine strategies and improve results.
9. Multi-Currency Support
The platform handles multiple currencies, making it ideal for global sales operations. It applies real-time exchange rates, ensuring accurate pricing for international deals. This feature simplifies transactions across borders.
10. Mobile Accessibility
Salesforce CPQ is accessible on mobile devices, empowering reps to generate quotes and close deals on the go. This flexibility ensures productivity, even outside traditional office settings. The mobile-friendly interface enhances usability for field sales teams.
11. Integration with Salesforce CRM
As a native solution, Salesforce CPQ seamlessly integrates with Salesforce CRM, unifying customer and deal data in one platform. This eliminates data silos and enables smoother workflows across sales, service, and finance teams.
12. Scalable Product Rules
With advanced rule management, Salesforce CPQ handles product compatibility, dependencies, and exclusions. These rules ensure that only valid combinations are quoted, reducing errors and enhancing customer satisfaction. The flexibility accommodates a broad range of industries and business models.
13. Compliance and Audit Trails
Salesforce CPQ maintains detailed records of changes to quotes, pricing, and approvals. This audit trail ensures accountability and supports compliance with industry regulations. It provides peace of mind for companies in heavily regulated sectors.
Many of these features are also available with CPQ software that integrates with Salesforce CRM, at a lower price point and with less complexity to configure and implement. And, since Salesforce no longer sells its CPQ solution, many companies are exploring alternatives.
Does Salesforce need CPQ?
Salesforce is a powerful CRM tool, but do you really need to install CPQ software to create quotes? That’s a question that many companies are asking as they try to decide whether to invest in a CPQ solution.
There are several factors to consider when making this decision.
First, CPQ can help automate and streamline the quote-to-cash process. This can be a huge time-saver for sales teams, who can spend more time selling and less time on paperwork.
Second, CPQ can help ensure that pricing is accurate and consistent across the board. This is important for both internal compliance and customer satisfaction.
Third, CPQ can provide valuable insights into the sales process, helping managers to optimize performance and close more deals.
Ultimately, the decision of whether or not to invest in CPQ will come down to a company’s specific needs and goals. However, for many companies, CPQ can be a valuable addition to their Salesforce CRM implementation.
How much does it cost to migrate from Salesforce CPQ to Revenue Cloud?
There is no direct migration path from Salesforce CPQ to Revenue Cloud; transitioning to Revenue Cloud requires a full reimplementation of your CPQ processes, data models, and integrations. This isn’t a simple upgrade or lift-and-shift. It’s a complete rebuild on a new platform with different architecture and capabilities.
Think of it less like a software update and more like moving from one house to another and rebuilding your furniture to fit the new space.
Key Cost Considerations
While Revenue Cloud is priced at $200 USD per user per month (billed annually), this cost does not include:
Reimplementation and configuration: Redefining your product catalog, pricing rules, approval workflows, and quote templates.
Data migration: Rebuilding or selectively importing quotes, contracts, product rules, and pricing logic from Salesforce CPQ.
Integration work: Reintegrating third-party tools, ERP systems, or custom Salesforce apps previously connected to your legacy CPQ.
Testing and QA: Ensuring accuracy in quotes, renewals, and billing across the new platform.
Change management and training: Onboarding sales, RevOps, and finance teams to use a new set of tools and workflows.
Ballpark Estimate
Depending on the complexity of your current CPQ setup, company size, and internal resources, a Revenue Cloud reimplementation can cost anywhere from $100,000 to $500,000+ in professional services, plus internal time and training.
If your organization is already grappling with challenges in Salesforce CPQ, this is an ideal time to evaluate modern CPQ alternatives that offer faster implementations, lower total cost of ownership, and more flexible support for your current and future revenue operations needs.
Here’s a breakdown of what influences the cost of migrating from CPQ to Revenue Cloud:
1. Complexity of Your Current CPQ Implementation:
– Customizations: The more custom configurations, code, and integrations you have in your existing CPQ setup, the more complex and time-consuming the migration will be. Think of custom price rules, approvals, or integrations with other systems. These need to be analyzed, re-engineered if necessary, and tested thoroughly in the new Revenue Cloud environment.
– Data Volume: Migrating large volumes of data (quotes, products, subscriptions, etc.) requires careful planning and execution. Data cleansing, transformation, and validation are crucial and can add to the project timeline and cost.
– Product Catalog Complexity: A complex product catalog with numerous product options, bundles, and pricing structures will require more effort to map and configure in Revenue Cloud.
2. Scope of the Revenue Cloud Implementation:
– Modules Included: Revenue Cloud encompasses more than just CPQ. Are you also implementing Billing, Subscription Management, or Partner Relationship Management (PRM) modules? Each additional module adds complexity and cost.
– Integrations: Consider integrations with other systems like ERP, CRM, or order fulfillment. These integrations need to be rebuilt or adapted for Revenue Cloud, which can be a significant effort.
– Custom Development: While Revenue Cloud offers extensive functionality, you might still require custom development to meet specific business needs. This will add to the overall cost.
3. Migration Approach:
– Phased Approach: A phased approach, where you migrate functionalities incrementally, can help manage risk and budget. However, it might take longer overall.
– Big Bang Approach: Migrating everything at once can be faster but carries higher risk and requires more intensive testing and validation.
4. Resources and Expertise:
– Consulting Services: Engaging experienced Salesforce consulting partners specializing in Revenue Cloud is highly recommended. They bring expertise and best practices to ensure a smooth migration. This is a significant investment but can save you money in the long run by avoiding costly mistakes.
– Internal Resources: You’ll need dedicated internal resources to collaborate with the consulting team, manage the project, and handle change management within your organization.
– Training: Training your sales and operations teams on the new Revenue Cloud platform is essential for successful adoption. Budget for training materials and sessions.
5. Ongoing Costs:
– Licensing: Revenue Cloud licensing costs are typically based on usage and the modules you choose. Factor these recurring costs into your budget.
– Maintenance and Support: Ongoing maintenance, support, and potential upgrades will also contribute to the total cost of ownership.
Migrating from Salesforce CPQ to Revenue Cloud is an investment. To get an accurate cost estimate, you need to conduct a thorough assessment of your current CPQ implementation, define the scope of your Revenue Cloud project, and engage with experienced Salesforce partners. Don’t underestimate the complexity of the migration and the importance of proper planning and execution. A well-defined project plan and a strong partnership with a qualified consulting firm will be key to a successful and cost-effective migration.