· CPQ · 1 min read
Do You Have Salesforce CPQ Installed? Replace It with Sales Cloud
By Jonathan Major, Lead Consultant at CIPAQ LinkedIn
Did you know that Quote and Quote Line are standard Sales Cloud objects in Salesforce? You already own them.
At CIPAQ, we replace Salesforce CPQ by rebuilding your quoting process on standard Sales Cloud and custom objects when necessary:
- Completely uninstall the CPQ managed package. A task easier said than done. Yes, we’ve done it before.
- Standard Quote and Quote Line objects
- Custom Flows that replace your CPQ automations, validations and approvals
- Our custom Lightning Web Component quote UI, designed to be easier for reps to use
What you get
- ✅ A cleaner, simpler org with no managed package to maintain
- ✅ All CPQ licenses cancelled, for real annual savings
- ✅ No new 3-year Revenue Cloud contract for features you’ll never use
- ✅ In most cases, our turnkey implementation costs less than a 3-year Revenue Cloud renewal
Our 6-step approach
- Reverse-engineer every CPQ customization in a dedicated sandbox.
- Identify every CPQ automation in a second sandbox. Inventory and document all of the functionality.
- Rebuild the quote process on Sales Cloud, Flows and our LWC quote UI in a third sandbox.
- Run UAT with your team.
- Back up all CPQ quotes in production and prepare the data migration. No historical quote data is lost; it’s transformed and pushed into the new Quote process.
- Deployment weekend: in PROD, our team will remove the CPQ package, update Flows and Apex as needed, deploy the new quote process (Change Sets or Gearset), migrate existing CPQ data, run regression tests, then provide post-go-live support.
If you’re running Salesforce CPQ today and don’t want your next renewal to make the decision for you, let’s talk. Send me an email at jonathan@cipaq.com or schedule a meeting.