Leaving Salesforce CPQ isn't a lift-and-shift to any platform. Our data-first approach tells you where you should actually land, and when.
Running your product, pricing, and quote data through our Four Rs test to see what's actually worth carrying forward.
An honest look at whether Revenue Cloud Advanced, DealHub, or another platform actually fits your selling motion.
Executing the move itself with a realistic roadmap and budget built on our data-first approach ... not a vendor's timeline.
Making sure your team actually uses the new system correctly, not just that it's technically live.
Vendor pitches assume you should migrate to their platform. We start with whether you actually need to move, and where.
An honest, evidence-based answer: which platform actually fits, migrate now or later, or don't migrate at all.
Every modern platform is architecturally different from CPQ (rules-based vs. data-model-driven), so a line-by-line rebuild just carries your technical debt into a new, more expensive system, whichever one you pick.
Grounded in what each platform can actually deliver today, not roadmap slides.
Nobody's told you what a migration actually costs or how long it takes, in real terms, not a sales deck. That's true whether it's RCA, DealHub, or anything else.
Whichever platform you land on, you'll know its weak points going in instead of discovering them mid-implementation.
Salesforce moved CPQ to End-of-Sale status in March 2025. That doesn't mean you have to migrate today, but it also doesn't mean Revenue Cloud Advanced (renamed Agentforce Revenue Cloud) is automatically the right landing spot.
Whether you end up on RCA, DealHub, or something else, the right platform depends on your data and your selling motion, not on whichever vendor's demo you saw last; it's why we take a data-first approach to such a major decision.
We led a real client migration from CPQ to RCA and hit the bugs and gaps firsthand, and we've evaluated DealHub and other alternatives with the same scrutiny. We'd rather tell you the truth about what actually fits and lose the engagement than tell you what you want to hear. Backed by our Success Guarantee.
Want the reasoning behind starting with your data? Read Migrating to Revenue Cloud Advanced? Start With Your Data.
Once you've decided, this rolls into the broader Quote-to-Cash work of getting the rest of your revenue engine right.
No. Salesforce moved CPQ to end-of-sale in March 2025, so new licenses are no longer sold to new customers. That is not the same as end of life: existing customers keep full support and can keep renewing, and we expect at least a few more years of CPQ support. If your CPQ instance works and you have no plans to add sales channels, there is no factual reason to feel rushed. The question that matters is whether and when to move, and that is what our assessment answers.
Revenue Cloud Advanced is the next evolution of Salesforce CPQ. It was first called Revenue Lifecycle Management, became RCA in 2024, and is now branded Agentforce Revenue Management, though many people still say RCA. It is not an upgrade: CPQ is rules-based and RCA is data-model-driven, so moving means rebuilding your configuration rather than copying it. RCA is also not the only migration option, as DealHub, Nue, Conga and others are worth considering.
The best CPQ platform for you depends on your data and selling motion. For instance, Salesforce RCA tends to fit multi-channel selling that features usage-based billing, but DealHub is best for SaaS companies as it's purpose-built for this section. Also, staying on Salesforce CPQ with cleanup and governance can work for years, as end of life hasn't yet been announced - it may still be right for you today!
No. End-of-sale does not force a migration, and licensing pressure is the wrong reason to move. If CPQ supports what you need over the next 12 to 24 months, we would recommend staying put; there is no confirmed date for CPQ to reach end of life today. If you are heading toward new channels or your pricing has outgrown the rules, start planning now with a data-first approach that determines what product and pricing data is worth carrying forward. Our assessment gives you an evidence-based answer: migrate now, migrate later, or don't migrate.
Plan for at least a few months, and longer if your CPQ is heavily customized. It is hard in a specific way: because the platforms are architected differently, a line-by-line rebuild carries your technical debt into a new, more expensive system. Most of the effort is deciding what to carry forward, which is why we run your product, pricing and quote data through the Four Rs test first: relevant, reliable, revealing, reusable. Expect process redesign, not just a technical move. The assessment produces a realistic roadmap and budget.
The DoubleTrack Success Guarantee: our way of putting skin in the game because we're that confident of the impact you'll see.
KPIs you agree with, with a portion of project fees aligned to meeting them.
Ready to put us to the test?
Architecture. Before activation.
