Pricing Rule Inventory
Document Price Rules, Product Rules, discount logic, approvals, exceptions, and calculation dependencies that affect commercial outcomes.
CPQ still works. But the roadmap moved.
We help you decide what to migrate, what to simplify, and what to rebuild — before the complexity gets more expensive.
Start with a structured assessment of the pricing logic, product model, custom code, integrations, and lifecycle behaviour your revenue process depends on.
Migration assessment
From accumulated CPQ logic to a migration plan
Inventory the rules, dependencies, and revenue-critical behavior before rebuilding anything in Revenue Cloud.
Migration Triggers
The warning signs usually appear gradually. Each workaround solves an immediate problem while making the next change harder to understand, test, and govern.
We help teams separate normal platform maintenance from the signals that the current CPQ architecture is becoming a constraint.
A named, packaged assessment that typically runs for two to three weeks and ends with a written migration recommendation, prioritized decisions, and effort ranges.
Document Price Rules, Product Rules, discount logic, approvals, exceptions, and calculation dependencies that affect commercial outcomes.
Review Products, Pricebooks, bundles, attributes, dependencies, and catalog governance to identify what can move forward and what needs redesign for Product Catalog Management.
Trace Quote Calculator Plugin logic, Apex, automation, and custom extensions to determine what must be replaced, retired, or rebuilt.
Map the systems, objects, events, and data flows connected to legacy CPQ so migration scope includes the dependencies that can break outside the quoting screen.
Test how contracts, subscriptions, amendments, renewals, co-terms, and edge cases behave today, including the manual corrections teams rely on.
Receive a written deliverable covering the recommended migration path, phased options, key risks, decision log, dependencies, and effort ranges for implementation.
Continue Exploring
See what Salesforce's move from CPQ to Revenue Cloud Advanced means for architecture, pricing, PCM, billing, and AI.
ExploreExplore our broader Revenue Cloud consulting and implementation capabilities.
ExploreSee how subscription, usage, invoicing, collections, and billing operations fit into the future-state revenue platform.
ExploreThe difficult work sits underneath the user interface. Years of commercial logic, exceptions, and dependencies have to be understood before they can be moved safely.
A successful migration does not recreate every legacy choice in a new product. It protects the behaviour the business still needs, removes avoidable complexity, and rebuilds the revenue model on a foundation teams can govern.
Designed as one revenue system
Not a collection of disconnected configurations.
Map the current quote-to-cash process, business priorities, pricing architecture, custom logic, data, integrations, and the edge cases that cannot be lost.
Decide what should migrate, what should simplify, what should retire, and which legacy workarounds should not be carried into the future state.
Restructure products, attributes, bundles, pricing relationships, and catalog governance for Product Catalog Management and the Revenue Cloud data model.
Test calculation outcomes, approvals, amendments, renewals, integrations, reporting, and representative commercial scenarios against agreed acceptance criteria.
Sequence data, configuration, integrations, users, and operational readiness into a controlled transition that protects active selling and revenue processes.
Train users and administrators, document the new operating model, monitor early transactions, and resolve issues through stabilization and ongoing support.
Proof
Manufacturing / Services
Sales Cloud · Service Cloud · CPQ
Unified three acquired companies around one selling process while improving quoting, contract management, and recurring revenue operations.
View case studyState Government
Salesforce · Collateral Management
Replacing the legacy iCAP/eCAP system with modern automation, real-time reporting, and secure data integration.
View case studyRelated Reading
Start with a CPQ Migration Assessment and leave with a written recommendation, effort ranges, risks, dependencies, and a practical path forward.