Salesforce ERP
ERP + CRM Platform 
Inventory Management 
Warehouse Management 
Order Management 
Vendor Management 
Logistics Management 
BOM Management 
Order Fulfillment 
Business Operations 
SaaS Platform for Operations 
Salesforce Cloud ERP Platform 
Xero
Zoho books
Quickbooks
Shopify
Agentforce Revenue Management
Agentforce Revenue Management + Billing 
Salesforce CPQ
Salesforce Advanced Billing 
Migrate from CPQ to Agentforce Revenue Management 
Microsoft
Data Cloud
Tableau
↗
CPQ → Agentforce Revenue Management · Migration
Move off CPQ on your terms, not in a fire drill.
A planned, low-risk migration from Salesforce CPQ to Agentforce Revenue Management — keeping quoting live while we move your products, pricing, and process to the platform built for what's next.
Migration · CPQ → Revenue Cloud
In progress
From
Salesforce CPQ
Products & bundles
Price rules
Quote templates
Approval flows
Integrations
↓
ASSESS
ROADMAP
MIGRATE
OPTIMIZE
↓
To
Agentforce Revenue Management
Product catalog
Pricing & discounting
Quoting & guided selling
Contract & billing lifecycle
Self-service portal
✓Phased — no big-bang cutover
✓Quoting stays live throughout
✓Roadmap scoped to your org
Trusted by 80+ companies worldwide
The work
A migration, not a reckless rip-and-replace.
Salesforce CPQ is on a sunset path — no longer sold to new customers, with Agentforce Revenue Management as the go-forward platform. Standing still adds risk; rushing adds more. The answer is a planned migration that protects what works today.
We assess your CPQ org honestly, map a phased route to Revenue Cloud, and run the move so your catalog, pricing logic, and quoting come across intact — with your sales team quoting the whole way through.
🎁
Free CPQ health check & migration roadmap
To start — no commitment required. Know what you're getting into before you decide.Why timing matters
⚠️
Risk: Wait too long
Forced migration under pressure
Rushed moves break quoting, lose institutional knowledge, and cost far more than planned ones.
📉
Risk: Keep investing in CPQ
Deepening a dead-end platform
Every customization added to CPQ now is rework you'll redo on Revenue Cloud later.
✅
Right move: Plan now
Phased, low-risk migration on your timeline
A scoped roadmap started early puts you in control — quoting never stops, nothing gets rushed.
🚀
Right move: Step up to quote-to-cash
Full Revenue Cloud after migration
Revenue Cloud adds contracting, billing, and the subscription lifecycle — not just quoting.
Why move now
The reasons not to wait.
Three things that make a planned migration now better than a forced one later.
Reason 01
🌅CPQ is at end of life
CPQ is on end-of-sale and a defined support runway. Investing more into a platform that's winding down only deepens the eventual move. Planning now puts you in control of timing.
Reason 02
🏗️One platform, more reach
Revenue Cloud extends past quoting into contracting, billing, and the subscription lifecycle — so the migration isn't just a swap, it's a step up to full quote-to-cash.
Reason 03
⏳Risk grows with delay
Customizations age, knowledge walks out the door, and rushed migrations break things. A phased plan started early is far safer and cheaper than a forced one later.
What you get
A migration handled end to end.
Everything needed to move from CPQ to Agentforce Revenue Management with confidence — and to be better off on the other side.
🔍
CPQ health check
A full audit of your org, data, customizations, and where complexity is hurting you today — the honest picture before any move.
🗺️
Phased migration roadmap
A sequenced plan scoped to your catalog, integrations, and risk tolerance — no big-bang cutover, no surprises mid-flight.
📦
Catalog & pricing migration
Products, bundles, and pricing rules moved and re-implemented cleanly in Revenue Cloud — improved where it helps, not blindly copied.
⚙️
Process & approval rebuild
Quoting flows, guided selling, and approvals re-established and improved — not just copied from a CPQ org that may have been fighting your reps.
🔗
Integration carry-over
CRM, e-signature, ERP, and billing connections re-pointed so downstream systems keep working after cutover.
✅
Parallel-run & cutover
Validate old and new side by side, then cut over with a zero-downtime target — so quoting never stops and nothing gets broken.
The approach
Four stages, quoting live throughout.
A disciplined path that protects revenue operations at every step — from audit to optimized Revenue Cloud.
01
🔍
Assess
Audit the CPQ org, data, and customizations — surface risk and opportunity before anything moves.
02
🗺️
Roadmap
A phased plan to Revenue Cloud, scoped to your catalog and integrations — agreed before build starts.
03
⚙️
Migrate
Move products, pricing, quoting, and approvals — validate in parallel while quoting stays live.
04
🚀
Optimize
Cut over, train, and tune Revenue Cloud — then extend toward contracting, billing, and full quote-to-cash.
Built for
Teams on CPQ who want a plan, not a panic.
If you're on CPQ today and feeling the pressure to move, this engagement is built for your situation — not a generic implementation playbook.
Aging
Heavily customized CPQ orgs
Years of customization make CPQ fragile and hard to change. You need someone to untangle it and re-implement cleanly on Revenue Cloud — not just copy the mess across.
Timing
Approaching renewal or end of life
You're weighing your CPQ runway against contract timing and want a roadmap that lets you move deliberately — not under pressure with a hard deadline looming.
Growth
Outgrowing quoting-only
You need contracting, billing, and lifecycle — not just quotes. Migrating to Revenue Cloud is the step up to full quote-to-cash that CPQ can never deliver.
How we work
Your migration, in six steps.
A structured engagement designed to reduce risk, keep quoting live throughout, and deliver a Revenue Cloud org your team is ready to use on day one.
01
Assess
Audit your CPQ org
We review products, pricing, approvals, customizations, data quality, and integrations — and flag migration risks early before any plan is locked.
02
Roadmap
Plan the phases
A sequenced migration plan with scope, order of operations, and rollback safety — agreed with you before any move begins.
03
Build
Re-implement in Revenue Cloud
Catalog, pricing, quoting, and approvals rebuilt in a sandbox — improved where it helps, not blindly copied from a CPQ org that may have been fighting your reps.
04
Integrate
Re-point the stack
CRM, e-signature, ERP, and billing connections re-established so downstream systems keep working — validated before cutover.
05
Validate
Parallel run & UAT
Run old and new side by side, test real deals end to end, and resolve gaps before cutover — quoting stays live throughout.
06
Cut over
Go live & optimize
Zero-downtime-target cutover, rep training, and hypercare — then ongoing optimization and the path toward full quote-to-cash on Revenue Cloud.
Let's talk
Get a free migration assessment.
Tell us about your CPQ setup. We'll deliver a health check and a phased roadmap to Agentforce Revenue Management — with no obligation to proceed.
Ready to plan your move off CPQ?
Get a free health check and migration roadmap — know exactly what you're getting into before you commit.
Good questions
Frequently asked.
What teams on CPQ most want to know before planning a migration to Revenue Cloud.
CPQ is on end-of-sale and a defined support runway, while Agentforce Revenue Management is the go-forward platform and extends past quoting into full quote-to-cash. Migrating on a planned timeline is lower risk and cost than a forced move later.
Yes. We use a phased approach with parallel running and a zero-downtime cutover target, so quoting stays live throughout the move — no blackout window, no emergency freeze.
No. We carry over and re-implement your catalog, pricing, and process — improving what's worth improving rather than blindly copying years of customization or starting blank.
It depends on catalog complexity, customizations, integrations, and data quality. The free health check produces a scoped, phased timeline so you know what you're committing to before you start.
We re-point CRM, e-signature, ERP, and billing connections as part of the migration and validate them in parallel — so orders and data keep flowing after cutover without manual intervention.