Cloud Epitome
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CPQ Migration

Salesforce has sunset legacy CPQ. For enterprise leaders, this is the right moment to modernize your quote-to-cash operations with an AI-powered CPQ migration to Agentforce Revenue Management.

Cloud Epitome - Your Trusted Revenue Cloud Implementation Partner

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Delaying CPQ Migration? Here's What It's Costing You

  • Performance Issues

    Browser-rendered pricing calculations create compounding latency under complex product bundles, stalling the sales cycle.

  • AI Incompatibility

    Agentforce AI agents cannot operate on top of the managed package (Salesforce CPQ), preventing businesses from automating the revenue cycle and increasing the likelihood of a slower revenue cycle.

  • Escalating Maintenance Costs

    Salesforce CPQ, as a managed service, requires businesses to allocate dedicated developers, which increases maintenance costs.

  • CRM-ERP Data Fragmentation

    [2.1]Legacy CPQ operates outside Salesforce’s core data model, forcing data fragmentation from ERP, CRM, and billing systems, leading to inaccurate financial reporting.

What Your Business Gains from CPQ Migration

What Your Business Gains from CPQ Migration

  • Faster Quote Generation

    Complex enterprise bundles are calculated in seconds, not days, eliminating latency in the sales cycle.

  • Unified Revenue Data Model

    Now unify data from CRM, ERP, and billing systems into a single ecosystem, empowering you to make more accurate forecasting and reporting decisions.

  • Autonomous Contract Lifecycle

    Simplify contract negotiations, maintain compliance with pre-approved templates, and close deals faster with e-signature integration.

Cloud Epitome’s CPQ Migration Services

New business launches on Agentforce Revenue Management immediately, while active legacy contracts are protected until renewal, zero momentum lost, zero revenue at risk.

  • Blueprint & Architecture Audit

    Blueprint & Architecture Audit

    We map existing CPQ configurations, identify technical debt, and define your target RLM architecture for a seamless transition.

  • Catalog Rationalization & Amendment Strategy

    Catalog Rationalization & Amendment Strategy

    We eliminate any obsolete SKUs, clean historical records, and transform your product catalog into a PCM-ready format.

  • Dual-Run Bridge Deployment

    Dual-Run Bridge Deployment

    Your legacy CPQ stays active for existing contracts while new business runs on Agentforce Revenue Management, making the CPQ migration a gradual, low-risk, and fully operational process.

  • Full Cutover & Value Realization

    Full Cutover & Value Realization

    Migrate remaining contracts, decommission legacy systems, and activate Agentforce AI Agents and enable your platform becomes an autonomous revenue engine.[

Why Choose Cloud Epitome for CPQ Migration

  • Enterprise Revenue Architecture Expertise

    We design migration strategies aligned to enterprise pricing complexity, ERP integrations, and long-term revenue scalability.

  • Low-Risk Migration Approach

    Our phased dual-run framework minimizes operational disruption while protecting active contracts and revenue continuity.

  • AI-Ready Revenue Operations

    We prepare your business for Agentforce AI automation across quoting, approvals, renewals, and contract workflows.

  • Unified Revenue Ecosystem

    We connect CRM, ERP, billing, and finance systems into a centralized revenue operations framework.

  • Built for Complex Pricing Models

    Support subscription, usage-based, hybrid, bundled, and multi-entity pricing environments with scalable architecture.

  • Long-Term Operational Efficiency

    Reduce technical debt, simplify maintenance, and modernize revenue workflows for future business growth.

Industries We Focus on

We leverage Agentforce Revenue Management to enhance the revenue cycle for these industries.

Healthcare and Life Sciences Icon

Healthcare and Life Sciences

Logistics Icon

Logistics

SaaS/High-Tech Icon

SaaS/High-Tech

Manufacturing Icon

Manufacturing

BFSI Icon

BFSI

Retail Icon

Retail

Client Testimonials

They invest in the success of their clients which makes them flexible in accomodating the needs of growing companies.

Judy Shapiro

CEO, engageSimply

Butterfli has given me the opportunity to take my sister to dinner every Sunday. She is wheelchair bound, and with your team – we can enjoy getting out.

James Morris

Co-Founder, StudioSesh, Inc.

Success Stories

Get Started Today!

Get Started Today!

Modernize your revenue operations with a scalable, AI-ready CPQ migration strategy built for enterprise growth.

Frequently Asked Questions

Salesforce has sunset legacy CPQ, making migration essential for businesses looking to modernize revenue operations, reduce technical debt, and enable AI-driven automation.

Ready to take the Next Step?

Fill out the form and we will contact you.

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