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Sell Smarter (and Easier). 

Migrate from Salesforce CPQ to Revenue Cloud Advanced.

Salesforce Revenue Cloud Advanced (RCA) goes beyond CPQ (configure, price, quote). It’s a strategic shift that enables companies to leverage an analytics-driven approach to revenue management. RCA empowers B2B manufacturers with more powerful customer insights and next-level order and billing management. 

Revenue Cloud Advanced is the next generation of CPQ. 

Salesforce has long been a leader in CPQ. Its solution was originally integrated from SteelBrick software acquired in 2016. This platform successfully streamlined configure, price, quote, and billing functionalities. But the past decade has seen major change in business needs and technology. To get in front of the evolutionary curve, Salesforce introduced Revenue Cloud Advanced (RCA). It overcomes the limitations of traditional CPQ and provides a single source of truth for products, pricing, order management, and asset management. RCA enhances performance, flexibility, and integration. It accelerates quote generation and supports more complex use cases without the limitations of traditional managed packages. RCA enables businesses to elevate decision-making, revenue, and profitability using AI-driven insights, real-time revenue analysis, and pre-built dashboards.  

Salesforce is sunsetting its Core-based configurator and replacing it with Veloce, a future-ready platform optimized for speed, scale, and innovation. This gives Revenue Cloud Advanced faster processing, greater scalability, and further flexibility for whatever comes next. RCA is a big step forward in revenue optimization that companies are loving. 

Revenue Cloud Advanced is for companies that want to actively drive revenue higher and future-proof their revenue management processes. It’s a high-reward and essential investment for long-term growth. However, moving to RCA is not a simple add-on, upgrade or lift-and-shift. It’s a full-scale migration that transforms the way organizations manage revenue. While this transition requires rigorous planning and execution, the benefits far outweigh the effort.  

 

10 Benefits of CPQ to RCA Migration: 

  • Greater Revenue Potential. RCA creates new selling efficiencies that accelerate deal closures. 
  • Higher Performance & Scalability. RCA processes 1,000+ line items for complex pricing without bottlenecks. 
  • Streamlined Selling. RCA reduces friction in the sales process by simplifying quotes, renewals, and upgrades.  
  • Advanced Billing & Order Management. RCA integrates and automates everything—configuration through invoicing, delivery, and revenue recognition. 
  • Intelligent Pricing. RCA‘s dynamic pricing ensures real-time, accurate pricing for maximum profitability.  
  • Seamless Omnichannel Selling. RCA centralizes pricing, availability, and contract compliance across all channels. 
  • Enhanced Buyer Experience. RCA is more intuitive and accelerates the purchasing journey with next-level self-service. 
  • Better Visibility for Smarter Decisions. RCA uses real-time analytics and AI to track revenue performance and enable proactive, data-driven decision-making. 
  • Easier Integration. RCA‘s API-first approach simplifies data connectivity and enables seamless integration with ERPs, CRMs, and other systems.  
  • More Future-proof. RCA is continuously updated by Salesforce, so it adapts to evolving sales, subscription, and automation models. 

 

What companies are best poised for RCA migration? 

The ideal candidates for Revenue Cloud Advanced are companies that currently use Salesforce Revenue Cloud for CPQ. These businesses sell subscription-based or high-variability products with complex configurations and pricing models. Additionally, organizations that rely on automated renewals or large-scale order management will benefit greatly from RCA migration. 

 

Key Steps for Successful Migration from Revenue Cloud CPQ and Subscription Management to RCA 

Migrating from Salesforce Revenue Cloud to Revenue Cloud Advanced requires a structured approach that ensures seamless data migration, system integration, and user adoption. Following are eight key steps for successful migration: 

  1. Reassessment & Planning 

Begin by embracing this chance to re-evaluate everything about your current processes. This is a business transformation project and should be treated as a golden opportunity for major change. Define clear objectives for your migration. Then develop a strategic roadmap tailored to your sales model for maximum efficiency and minimal disruption. 

  1. Data Preparation

This is one of the most critical and complex phases of RCA migration. First, map existing CPQ data models to RCA’s advanced architecture, ensuring compatibility. Next, clean and structure customer, product, and pricing data. Then migrate your data, including historical records, contracts, pricing rules, and configurations. 

  1. Configuration & Customization

Implement RCA modules for CPQ, billing, and order management to optimize and automate workflows, approvals, and contract lifecycle settings. Tailor RCA dashboards and analytics to your business needs for enhanced visibility and operational control. 

  1. Data Migration

Align CPQ data models with RCA through data mapping. Retrieve data from legacy CPQ systems and import structured data into RCA, being meticulous about accuracy and completeness. 

  1. Integration & Testing

Connect RCA with ERP, CRM, and partner platforms for seamless data exchange. Conduct comprehensive testing to validate pricing calculations, order flows, and billing accuracy. Provide end-user training and adoption strategies to ensure a successful transition. 

  1. Deployment & Go-Live

Prepare for go-live by conducting final system validation, testing, and cutover activities. Deploy RCA into production. A phased approach is often the best practice. Ensure all configurations, workflows, and integrations function correctly with minimal disruption to business operations.  

  1. Post-Go-Live Support

Monitor system performance post-launch, addressing issues promptly. Gather user feedback to optimize RCA workflows and enhance automation. Continuously refine pricing strategies, reporting insights, and analytics to improve efficiency, productivity, and user experience. 

  1. Documentation & Training

Maintain updated documentation on system configurations, workflows, and new RCA functionalities. Provide ongoing training and user support to ensure smooth adoption and maximize operational benefits. Encourage user engagement through interactive training sessions and knowledge-sharing initiatives. 

 

Don’t go it alone. Trust Pierce Washington with your RCA migration. 

Migration to Salesforce Revenue Cloud Advanced is a complex transformation requiring specialized expertise. Pierce Washington is a smart and safe choice for seamless RCA transitions that eliminate risk related to data integrity, revenue miscalculations, and operational disruptions. No other system integrator knows Revenue Cloud Advanced better. 

Certified Salesforce Revenue Cloud Specialists 

Pierce Washington is a premier Salesforce Revenue Cloud partner with direct access to Salesforce’s product development team. Our clients benefit from early insights and best practices for RCA implementations direct from the source. 

Proven Global Experience in Complex Implementations 

Pierce Washington has over 20 years of experience delivering CPQ, quote-to-cash (Q2C), and RCA migrations. Our US and EMEA offices focus on transforming commerce lifecycles in B2B manufacturing companies with complex products and services.  

Proprietary Frameworks for Smoother Migrations  

We’ve created proprietary migration frameworks and industry-specific accelerators to ensure seamless RCA transitions that minimize downtime and accelerate value realization. 

See what RCA migration looks like for your business.  

Don’t let outdated CPQ and billing systems hold your business back. Unlock the full potential of Revenue Cloud by migrating to Revenue Cloud Advanced. You’ll set your business up to sell more easily, increase revenue and profitably, and be future-ready.  

Schedule an RCA migration evaluation with Pierce Washington.  

In this free session, our experts review your current Salesforce CPQ and billing solutions. We’ll identify key pain points and business objectives. We’ll assess critical considerations and dependencies for migration. And we’ll provide phasing recommendations along with a tailored proposal for a seamless transition. 

Contact Us or email us at sales@piercewashington.com.