CPQ → Revenue Cloud: 400+ price rules became 20.
An analysis-first migration that reduced complexity instead of relocating it.
95% reduction in pricing rules (400+ → ~20) · 20,000 quotes & contracts migrated intact · 50 complex bundles configured
The situation
The company ran Salesforce CPQ maintained by one local admin: 200 products, 400+ price rules, 25 product rules, and 20,000 historical quotes and contracts — with no ERP integration. CPQ at end-of-sale made the move mandatory. The risk was not the new platform; it was carrying years of rule debt into it.
The work
Deep-dive CPQ analysis first — a full inventory of products, rules, and records before building. We re-architected 400+ price rules into ~20 smart pricing logics, rebuilt 50 bundles in the constraint model, migrated all 20,000 quotes and contracts, handled contract and multi-year amendment pricing and the renewals lifecycle, and integrated the ERP two-way for the first time.
The outcome
A migration that left the org simpler than it found it: pricing logic the team can actually maintain, history fully intact, and the ERP finally connected.
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Begin with a scoped discovery.
Two weeks. We map your current state, surface the risks, and hand you a target architecture and a fixed-fee plan. You own the output either way.
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