#CPQ Migration Options
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Salesforce CPQ is ending—what’s next? Explore your options: migrate to Revenue Cloud, rebuild automations using Flows, or switch to a third-party CPQ. Don’t navigate this alone. Use our CPQ Migration Guide to evaluate your path, avoid disruption, and make the right move for your business continuity and growth.
#Salesforce CPQ Migration#Salesforce Revenue Cloud Migration#CPQ Migration Guide#CPQ Migration Options
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Salesforce CPQ to Salesforce RCA Migration Guide – Everything You Need to Know

As Salesforce evolves its product suite, many businesses are transitioning from Salesforce CPQ (Configure, Price, Quote) to Revenue Cloud Advanced (RCA) to streamline their revenue processes and embrace a unified platform. This migration marks a shift towards a more scalable, flexible, and AI-powered architecture that better supports complex revenue models, automation, and data-driven decision-making.
Salesforce RCA integrates CPQ, Billing, and Revenue Recognition into a single cohesive framework, enabling businesses to manage the entire Lead-to-Revenue lifecycle more efficiently. Migrating to RCA brings benefits like reduced technical debt, enhanced performance, improved compliance, and future-proofing for AI and automation innovations. However, it also demands careful planning around data migration, configuration alignment, integration points, and user training to ensure minimal disruption and maximum ROI.
Whether you're planning a full-scale migration or just exploring your options, it’s crucial to understand the roadmap, key considerations, and best practices for a successful transition. From readiness assessment to post-migration optimization, each step matters.
📘 Read the full migration guide to plan your move confidently: 👉 https://ceptes.com/blogs/salesforce-cpq-to-rca-migration-guide/
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A Comprehensive Guide to Salesforce Implementation Consultants

Salesforce Implementation Consultant has emerged as a leading cloud-based customer relationship management (CRM) platform, revolutionizing how businesses manage customer interactions, sales processes, and marketing strategies. With its robust features, scalability, and customization options, Salesforce has become a cornerstone technology for organizations across various industries.
The significance of Salesforce in the business world cannot be overstated. It enables companies to streamline operations, enhance customer satisfaction, improve sales effectiveness, and drive overall business growth. However, implementing Salesforce successfully requires careful planning, expertise, and a deep understanding of the platform's capabilities.
This is where Best Salesforce Implementation Partners In India play a pivotal role. A Salesforce implementation consultant is a professional with specialized knowledge and experience in deploying and configuring Salesforce to meet specific business needs. Their expertise goes beyond technical implementation; they act as trusted advisors, guiding organizations through the implementation process and ensuring that Salesforce is seamlessly integrated into their existing infrastructure.
Salesforce Implementation Companies possess a unique blend of technical skills, business acumen, and project management expertise. They understand the complexities of CRM systems and have a deep knowledge of Salesforce's features, modules, and integrations. They can navigate the intricacies of data migration, system configuration, customization, and user training, ensuring a smooth transition to the Salesforce platform.
Understanding the Role of a Salesforce Implementation Consultant
I. Definition and Scope of a Salesforce Implementation Consultant
A Salesforce Marketing Cloud Implementation specializes in deploying, configuring, and optimizing Salesforce solutions for businesses. Their primary role is understanding an organization's unique requirements and objectives and translating them into practical Salesforce implementations. They work closely with stakeholders to ensure that Salesforce aligns with business processes and drives the desired outcomes.
II. Key Responsibilities and Duties of a Salesforce Implementation Consultant
1. Requirements Gathering: Salesforce implementation consultants engage with stakeholders to gather and analyze business requirements. They conduct interviews, workshops, and assessments to understand the organization's needs, pain points, and goals.
2. Solution Design: Based on the gathered requirements, Salesforce Implementation Company designs tailored solutions using Salesforce's features, modules, and customizations. They create a blueprint that outlines how Salesforce will be configured and customized to meet specific business needs.
3. System Configuration: Salesforce CPQ Implementation is responsible for setting up and configuring Salesforce according to the defined solution design. This includes creating custom objects, fields, workflows, and security settings to align with the organization's requirements.
4. Data Migration: They develop data migration strategies and plans to ensure a smooth data transition from existing systems to Salesforce. They oversee data extraction, cleansing, transformation, and loading, ensuring data integrity and accuracy.
5. User Training and Adoption: Salesforce implementation consultants play a crucial role in training end-users on effectively using Salesforce. They create training materials, conduct workshops, and provide ongoing support to ensure user adoption and maximize the benefits of Salesforce.
6. Integration and Customization: They integrate Salesforce with other systems, such as ERP or marketing automation tools, to streamline data flow and enhance business processes. They also design and implement customizations, such as custom reports, dashboards, and automation workflows.
7. Testing and Quality Assurance: Salesforce implementation consultants perform thorough testing to validate the configured Salesforce solution. They create test plans, execute test cases, and address any issues or bugs that arise during the testing phase. They ensure that Salesforce functions as expected and meets the defined business requirements.
8. Project Management: They oversee the entire implementation project, managing timelines, resources, and stakeholders. They collaborate with project teams, including developers, administrators, and business analysts, to ensure a successful Salesforce implementation within the defined scope and budget.
Skills and Qualifications Required for the Role
1. Salesforce Expertise: A Salesforce implementation consultant should have in-depth knowledge and experience working with Salesforce CRM. They should be proficient in Salesforce administration, configuration, and customization and possess relevant certifications.
2. Business Acumen: A Salesforce implementation consultant must understand business processes, industry trends, and organizational goals. They should be able to translate business requirements into effective Salesforce solutions.
3. Communication and Collaboration: Strong communication and collaboration skills are crucial for working with stakeholders, project teams, and end-users. Salesforce implementation consultants must effectively communicate technical concepts, project updates, and training materials to various audiences.
4. Problem-Solving Abilities: They should have strong analytical and problem-solving skills to identify challenges, find innovative solutions, and make data-driven recommendations. They should be able to troubleshoot issues and provide timely resolutions.
5. Project Management: Salesforce implementation consultants should have project management skills to oversee the implementation process, manage resources, and ensure the project stays on track. They should be able to prioritize tasks, manage timelines, and handle project risks effectively.
Planning and Preparing for Salesforce Implementation
Conducting a Needs Analysis and Assessing Business Requirements
A. Engaging with stakeholders to understand their pain points, objectives, and desired outcomes.
B. Conducting a thorough analysis of current business processes and identifying areas for improvement.
C. Defining clear and measurable goals for the Salesforce implementation project.
Defining Project Goals, Objectives, and Success Criteria
A. Establishing specific, realistic, and achievable project goals aligned with the organization's overall strategy.
B. Defining measurable objectives that will determine the success of the Salesforce implementation.
C. Establishing success criteria to evaluate the effectiveness of the implementation and ensure alignment with business requirements.
Creating a Project Roadmap and Timeline
A. Developing a comprehensive project plan that outlines the major milestones, activities, and deliverables.
B. Setting realistic timelines and deadlines for each phase of the implementation.
C. Identifying dependencies and critical path activities to ensure the smooth progression of the project.
Identifying Potential Challenges and Risks
A. Conduct a thorough risk assessment to identify potential challenges during the implementation.
B. Developing contingency plans and mitigation strategies for identified risks.
C. Proactively addressing challenges and risks to minimize their impact on the project.
Establishing a Project Team and Assigning Roles and Responsibilities
A. Assembling a cross-functional project team comprising key stakeholders, subject matter experts, and Salesforce implementation consultants.
B. Defining roles and responsibilities for each team member to ensure accountability and effective collaboration.
C. Establishing communication channels and protocols to facilitate seamless information exchange within the project team.
Allocating Resources and Budgeting
A. Determining the necessary resources required for the implementation, including personnel, technology, and infrastructure.
B. Allocating a budget for the project, considering factors such as licensing costs, implementation services, training, and ongoing support.
C. Monitoring resource utilization and budget throughout the implementation to ensure efficient allocation and cost control.
Change Management and User Adoption Planning
A. Developing a change management strategy to address the organizational impact of the Salesforce implementation.
B. Creating a communication plan to inform and engage stakeholders throughout the implementation process.
C. Designing a user adoption plan that includes comprehensive training, support mechanisms, and incentives to encourage user buy-in and usage of the Salesforce system.
Conclusion:
Thorough planning and preparation are crucial for a successful Salesforce implementation. This involves conducting a needs analysis, defining project goals, creating a roadmap, identifying challenges and risks, establishing a project team, allocating resources and budget, and planning for change management and user adoption. By taking these steps, organizations can lay a solid foundation for a smooth and effective Salesforce implementation that aligns with their business requirements and drives desired outcomes.
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Factors That Affect the Cost of CPQ Implementation
Sales reps and self-service clients may generate precise quotations for items with several flexible options using CPQ software, which is typically impossible. It is often an add-on for CRM platforms that helps generate quotes rapidly.
The way sellers monitor deals, add line items to invoices, and create quotations is changing, thanks to CPQ systems. Yet without a sound plan for implementing new software, CPQ investments will be unsuccessful for several reasons, including internal employee opposition, inadequate CPQ onboarding, training, CPQ implementation guide, and generally low CPQ acceptance.
What Exactly Is a CPQ Implementation?
A CPQ solution entails setting up product dependencies, pricing models, discount policies, and quote-generating algorithms that will calculate how much a customer's purchase will cost based on their selected product combinations.
The end-user onboarding procedure, which includes CPQ training, CPQ customer experience, and performance assistance for users utilizing these platforms, is also planned as part of a CPQ deployment strategy. A solid CPQ implementation plan encourages end-user acceptance, ensuring a return on your investment in the digital transformation of CPQ.
Difficulties in Implementing CPQ
If too many project stakeholders are involved, your CPQ implementation will encounter problems. This isn't to say that having too many approvers with differing opinions on how the project should be carried out is inherently problematic; rather, it just means that problems are almost certain to arise.
When the proper price value and dynamic rules are not entered into your CPQ systems, poor data management also causes issues.
Consider a CPQ processor as a calculator that needs the correct pricing rules, bundles, and accounting for various price and discount schemes to function at its best.
Factors That Affect the Cost of CPQ implementation
CPQ Software Implementation is a complex process that involves several factors that can impact its cost. Here are some of the factors that affect the cost of CPQ implementation:
1. Scope of the project: The size and complexity of the CPQ project will directly impact the cost of CPQ implementation. A larger project will require more resources and time, requiring higher costs.
2. Integration requirements: If the CPQ system needs integration with other systems such as CRM, ERP, or e-commerce platforms, it will require additional development and integration work. The complexity of integration will affect the cost of the project.
3. Customization needs: Customizations are often required to make the CPQ system work according to specific business needs. Customizations can add additional costs to the CPQ Software Implementation process.
4. Data migration: If data migration is needed from an existing system to the new CPQ system, it could add to the complexity and cost of the CPQ Software Implementation.
5. User training and adoption: User training and adoption are critical to the success of CPQ implementation. Additional resources may be required to train users and ensure that the system is adopted effectively, which can increase the project's cost.
6. Vendor selection: The cost of CPQ Software Implementation will vary depending on the vendor selected. Some vendors charge higher fees for their services, while others offer more affordable solutions.
7. Maintenance and support: The ongoing maintenance and support of the CPQ system is an important consideration when calculating the total cost of ownership. The cost of maintenance and support can vary depending on the vendor and the required support level.
Summing Up
Compared to sending prospects many spreadsheets for each change to a quotation, CPQ software gives your sales staff superpowers. It will instantly let you develop correct dynamic offers and reduce response times.
KBMax will assist you in hastening the adoption of CPQ Software Implementation by providing your sales staff with on-demand training materials that they can access directly from your CRM.
Use Kbmax as a canvas on top of your CRM dashboard to provide tips, explainers, and walkthrough videos showing your sales team and other teams involved in the product development process how to use your CRM to its full potential. Contact Kbmax CPQ experts to learn more about CPQ implementation; you can also check KBMax CPQ Reviews to know how our clients feel after successful CPQ implementation.
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Oracle CPQ Online Training
Oracle CPQ corporate course is a training program that offers you in-depth knowledge about oracle CPQ architecture and administration. Oracle CPQ entire online course also teaches about CPQ modules which help the trainee to understand the CPQ configuration.
Oracle CPQ beginner tutorial helps the trainees to understand the step by step process to achieve detailed purchase orders. Benefits of oracle CPQ are: Sell faster, Reduce time, Better looking quotes and proposals, Error-free orders, Guided selling, Maximize selling opportunities, Auditability, Reduce the complex.
Nisa Oracle CPQ Corporate course helps the trainees to get completion certificate after the course completion. Also, we provided study materials regarding the oracle CPQ tutorial to the trainees.
Oracle CPQ corporate course includes the following to understand about best practices of CPQ:
Product selection.
Configuration, quoting, pricing and ordering.
Workflows.
Some of the features of Oracle CPQ online training are:
Flexible and Scalable.
Highly Customizable with good configuration options.
Quote to order process for both enterprise and midsized companies.
Course Content:
· Introduction To Big Machines
· How to configure a product and create a quote
· Foundation
· Blueprint
· Configurable attributes
· Configuration Design Template
· Identify Relationships
· Assign Pricing
· Enhance User Experience
· Site Navigation
· File Manager
· Site Branding
· Header/Footer
· Customizing Text (Text Administration)
· Parts Administration Manually
· Bulk Upload and Download Example Parts
· Configuration Process from Start To Finish
· Configuration Terminology
· Introducing the Product Hierarchy
· Configurable Attributes Overview
· Overview Of Configuration Flows
· Adding a tab to a Configuration Flow
· Defining Tab Layout
· Defining Group Layout
· Configuration Rules Overview
· Configuration Rules Terminology
· Creating a simple recommendation rule
· BML Overview
· BMQL
Companies using Oracle CPQ are Motorola Solutions, Danaher, Duraflame Inc., Veritas Technologies LLC, Williams Scotsman, AFG, Air Liquide, AirBorn, Angola cables, Cirrus one, Fort Wayne, Clayco, Fike Corporation, Idexx, juniper networks, KB Max, Kronos, Mack, Panasonic, Polycab, PCCW, StepStone, Sunquest, Tata communication, Trimble, Wipro.
After completing the Oracle CPQ certification course, trainees will be able to:
Oracle CPQ overview and configuration.
Creating design and templates.
Oracle sales integration.
System administration activities.
SOAP & REST APIs
Migration
Advance Oracle CPQ UI
Nisa training is one of the best online platforms for IT corporate training. Nisa's Oracle CPQ online training gives an overview of the product and the architecture of the product. In addition, It also includes its operations, site management and platform configuration. Oracle CPQ certification course also includes document design and cloud integration. Students can take the oracle CPQ exam and get Oracle CPQ certification. Oracle CPQ certification is provided to the students by an oracle CPQ expert. We provide 24/7 support to the trainees. Oracle CPQ study material is also provided to the trainees. Join Nisa's Oracle CPQ Certification course and get placed in the top MNC companies.
For More information about Oracle CPQ online training, feel free to reach us.
Name: Albert
Email: [email protected]
Ph No: +91-9398381825
#oraclecpqtraining#oraclecpqonlinetraining#oraclecpqonlinecourse#oraclecpqcourse#oraclecpqtutorial#oraclecpqjobs#oraclecpqcertification#oraclecpqcorporatecourse
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Trying to get innovation and increasing the return on investment? Get top-level Salesforce implementation services for every type of business.
Salesforce Implementation Services - Expand Your Possibilities with Ergonized
Salesforce is the most innovatory and complex cloud-based CRM platform in the digital industry. And this will not change currently, as it introduces several improvements a year. That's why you need skilled professionals that are familiar with the newest software.
In the report of Salesforce.com, clients who use Sales Cloud, one of the best solutions in the Salesforce family, note an average of 37% rise in income, an increase in customer satisfaction by 45%, and a rise in return on investment from their marketing actions on 43%.
If you considering the right assistant, you have two variants: to find an independent Salesforce consultant or a certified Salesforce consultant partner. External specialists offer cost-efficient alternatives, but they may not able to process a large-scale like a Salesforce implementation, and they will spend more time to finish the implementation than one cohesive consulting company.
By comparison, a certified Salesforce Consulting Partner has confirmed, Salesforce-certified knowledge.
The Registered Consultant Partner connects a diverse team of skilled professionals who can solve any problem you may be faced at the implementation stage. You pay more to a company with certified Salesforce consultants, but you end up with success.
Ergonized offers customized decisions to incorporate data and analytic content, upgrade workflow, and expand the utility of Salesforce cloud apps. Looking to move your data to the cloud space, apply a CRM Platform, and build a program to introduce automation in your company's management?
Ergonized, a proficient and credible provider, can turn any of your organization's ideas into a solution.
Our developers will competently study your company's strategy and goals to identify commerce demands and help you to hire the correct solution for business and improve the present. Whatever it is - improving sales performance, reducing long-term sales cycles, or drafting a customer 360 truth, we have all the options to meet your needs.
Ergonized IT specialists have high levels of skill to create unique solutions on the Salesforce platform and will proffer your organization a personalized customer configuration.
Our experts tailor that Salesforce solution by a pair of alternative methods which differ in complexness, outgoings, and alteration level. At first, is the standard configuration by point and click instruments. Another is to optimize the solution through code-based tools when you need large-scale changes. For small-sized and medium business consumers, we proffer fast implementation for fixed costs.
We have experience in consolidating Salesforce with actual tools, third-party functionality, direct database connection, and also other processes. Our IT specialists conflate apps with different commercial software such as Zendesk, Google Drive.
After conducting Salesforce implementation of Financial Services, our IT specialists sync theirs with Enterprise resource planning systems, web interfaces, sales support software, e-commerce websites, online groups, update each of the company’s tools, and group complete commercial data in one operating environment.
Whereas every organization has individual requirements and processes, the timing for implementing Salesforce differ. There are no several analogous Salesforce realizations. This may take up to 30 to 300 hours of work for a few weeks or months. You can get to know how fast to implement in your organization by requesting advice from Ergonized consultants.
Ergonized can reinvent the marketing approach to your users, build a better brand experience. Be it's B2B or B2C, our specialists use top intelligent marketing platforms and approaches to model the source of data, assess the effectiveness of any campaign, and customize each channel. Our services include retrieval of data from various sources, data cleansing for consistency, eliminating duplicate copies of repeating data, calibration of information entry, and import data into CRM.
We come in useful to the implementation:
Sales Cloud
To attract leads, terminate deals quickly, speed up sales, and make better personnel efficiency.
Service Cloud
To provide quality service to our customers and create a 360-degree view of every customer interaction.
Financial Services Cloud
To promptly transmit essential financial details to asset managers.
Community Cloud
To get customers, associates, and personnel together in one place and give them the details they demand to get the job done.
Einstein Analytics
To accumulate and analyze info from different sources and design high-quality visualizations to make wise decisions.
Health Cloud
To create trust of clients, provide the right assistance, and get commercial gains.
Marketing Cloud
To keep in touch with consumers through all channels, raise customer service levels employing a robust marketing automation tool.
Pardot
To create top-quality leads and speed up the conveyor to transform them into consumers in B2B sales.
CPQ & Billing
To rationalize your quotation procedure with Salesforce CPQ, that requires an extensive understanding of pre-paying pricing procedures.
Non-profit organizations (NPSP)
To organize volunteers, donate, connect with voters, and improve donor conversion rates.
MuleSoft Anypoint
To link any applications, data, and devices to the API, decrease API support costs, and automate trade processes.
Before you start integrating Salesforce, decide on cloud (or clouds) you plan to use, be it Sales Cloud, Service Cloud, Marketing Cloud, Pardot, Heroku, CPQ, etc. Each cloud goes with an exclusive group of restrictions and peculiarities for implementation, so it is important to determine what exact ones you need before starting the Salesforce interaction.
After building a customized solution based on Salesforce in a development environment and checking it by QA professionals, it is migrated to the User Acceptance Testing environment. That’s where delegates of the client company will examine the effectiveness of the solution to guarantee that it functions as intended. At this stage, our team finds and settles bugs before launch so that the whole solution works accurately at the time of deployment.
Ergonized team will provide you with a structured approach and proficient guidance for appraising your actual analytics conditions, the general analytics requirements in your industry, and a strategy to reach those requirements through Salesforce Reporting, Dashboards, and more.
Our team benefits are:
Utter consumer focus, including a dedicated team of experts, concentrated just on your account.
Custom design to refine every single function to correspond to the intricacies of workflows.
Practical consulting facilities to avoid disruptions and avert difficult concerns from arising.
Flawless and trouble-free setup and transition process.
Ergonized works constructively with clients, partners, and teams to make sure the desired business profit. Our progressive solutions, customized to your activity, assist modify your job and ameliorate connectivity. Our team members regard systems from the perspective of regularity rather than narrow functionality.
SF supplies uninterrupted, expandable innovation so companies can quickly and reliably adapt to new market demands. As clients grow, so do their requests, and the responsive Salesforce family holds up these changes. By way of a Salesforce Implementation Partner, we focus on optimization, expandability, and accuracy of processes.
Through our deep understanding of marketing, finance, and insurance, we perform many successful implementations and solve problems comprise the various Salesforce clouds. With multifarious awareness and years of accumulated experience, we can handle various types of projects, from simple to complex, demanding any amount of modern technology.
When the application program is turning out on the AppExchange, we give the end consumer and manager the security documentation related to the app and feed it to Salesforce Product Security. And they provide the Lightning Platform org login full powers and any external components or functions that were in use during developing the solution.
Our developers transfer your database to the alternative solution without loss and damage and whatever problem in the system. Due to implementing the Salesforce Service Cloud, Ergonized specialists boost your standard processes by exclusively designed custom workflows, protected settings for access, and email forms.
Ergonized as Salesforce consulting partner spends virtual coaching to help customers to understand the capabilities of a Salesforce platform. In addition, our admins proffer post-launch maintenance on request. In consequence, to make a maximum from the standard and custom-made Salesforce configurations and improve employee productivity.
Why cooperate with us?
Proficient knowledge of the subject field
Salesforce Consulting & Training Partner
Approved professionals
Brilliant functional and technological proficiency
Potent onsite / sea delivery experience
Firm partner network ecosystem to bring industry-leading solutions.
Our custom Service Cloud execution facilities make sure that your income, efficiency, service quality, and customer engagement are growing when charges are under control.
Together with Ergonized, you can boost the project and take a maximum from the Salesforce platform.
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Cloud Integrate Helps Their Customers In Salesforce CPQ Implementation

Cloud Integrate is an organization which is set up to provide efficient salesforce to their clients. They are highly dedicated to confer their customer foremost salesforce CPQ implementation. This company is useful for both small business owner and well established entrepreneurs. They have been working in this field of work since 15 years. They are skilled to tackle with various kinds of salesforce offerings such as sales cloud, service cloud, integration and data migration. They are well proficient to make their client achieve profit faster.
They render salesforce services in four steps. At first, they confer a quick start for new users. They deliver crucial CRM roll-out. Cloud Integrate is a target focused agency. They proffer development and training for salesforce CPQ implementation. They guide their customers on every requirement for example if it is ERP, finance or customer built system that requires sharing data. The experts from this firm advice their clients through the alternatives to select the most flexible and efficient integration according to the goal. They render outsourced salesforce administration. This facility is economical and scalable option to enlisting an administrator.
Hence the conclusion is that they proffer best type of salesforce CPQ implementation. They offer reliable and transparent services. They are highly committed to deliver premium salesforce investments. The fully qualified address of this organization is Keizersgracht 568-b, 1017 EM Amsterdam. They are always available to help their clients. Cloud Integrate consist of a team of hardworking and dependable staffs. They keep looking for clients with salesforce development, implementation and project management. Their tagline says that they optimize salesforce. They help their clients to get more adoption by making sure that full potential is utilized.
For more information visit:
http://cloud-integrate.com/
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The Cloud and CPQ: Driving Growth in More Ways than One
A recent report from respected independent market analysis firm Forrester Research notes the rapid growth in the adoption of Configure-Price-Quote (CPQ) solutions. Why should tech-minded marketers care? Because the Forrester WaveTM: Configure-Price-Quote Solutions, Q1 2017 report details how CPQ enables users to grow business across channels and expand into new verticals.
Until recently, most marketers thought of CPQ solutions as a sales tool. Some marketers still feel that way, but those who recognize how digital tools have shifted the purchasing landscape, and made closer collaboration between sales and marketing imperative, are embracing CPQ as part of the marketing technology solutions stack. The cloud is driving CPQ usage growth, but CPQ is contributing to other kinds of growth in capabilities and revenue.
How CPQ Evolved
The right CPQ solution makes quote creation a simple point-and-click process, but that’s not all. It also significantly streamlines the customer experience, which is a huge benefit for every department, including marketing and operations business units. And it helps marketing and sales teams work together more efficiently to close deals faster — and increase revenue.
Originally, CPQ evolved to help companies deal with complex products where a number of variables could come into play that would determine the ultimate product package and price. As it matured, CPQ began to touch virtually every business unit in the enterprise, bringing diverse lines of business together and equipping consultative salespeople with the information they need to recommend comprehensive solution packages to customers.
As it evolved, CPQ caught the attention of marketers who recognized the fact that selling had changed, with more buyers in on every purchase decision (particularly for complex products) and the buyer journey extending much further than it once did before prospects contact a sales professional. CPQ also enables omnichannel sales, which encompass direct sales as well as selling by partners, dealers and distributors. It empowers self-service channels, automated ordering and enables greater accuracy in customer service.
Another important aspect of CPQ growth is its emergence in new verticals. CPQ usage was once mostly confined to companies that sell technology products and to custom manufacturers, since those products tend to be complex, with many variables and configuration options, and the companies that sell them are typically heavily invested in enterprise resource planning (ERP) solutions. But customization and personalization are tool used by an increasing number of businesses, so CPQ has become an indispensable component of the sales process. As features such as price optimization, guided selling and dynamic document creation come to the fore, new verticals such as insurance, financial services and telecommunications began to take notice.
The Migration to the Cloud Drives CPQ Growth
That last point — the association of CPQ solutions with companies that invest in ERP — explains in part how the migration to the cloud has driven CPQ growth. A recent Gartner report estimates that the CPQ industry will grow 20 percent through 2020, and a key driver will be companies replacing legacy on-premise CPQ apps with cloud-based solutions. But as they move to cloud-based CPQ solutions, companies are also looking for ways to upgrade CPQ functionality.
One feature companies are increasingly demanding of CPQ solutions is an offline mobile application that can allow employees to use CPQ on the road, a function that’s more important than ever as workforces become more mobile. And since modern CPQ systems are cloud-based, customers expect them to scale across channels and integrate with CRM solutions more readily than on-premises systems typically do.
As the Cloud Drives Growth, So Does CPQ
For maximum benefit, a CPQ solution should be linked to contracts, incentive compensation, content, and training, according to Forrester. These capabilities enable users to deploy CPQ as a seller-focused technology and future-proof the investment as additional applications are added to the solution stack.
Solutions that enable the use of AI to change deal values in on-going proposals are groundbreaking for salespeople, as are functions that give them insight into their commissions as they build quotes. It’s a clear motivator for salespeople — and a valuable tool for marketers.
As the Forrester report demonstrates, the cloud is driving rapid growth in CPQ adoption. But that’s not all: CPQ is delivering increases in capabilities across multiple departments. Companies that are looking for an advantage in a competitive marketplace should take notice. The cloud may drive CPQ growth, but CPQ can in turn can drive revenue growth by improving employee effectiveness across departments.
This article was first appeared on MarTech Advisor
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Oracle Cloud Continues Exceptional Customer Momentum
Oracle today announced that the Oracle Cloud continues to experience unparalleled growth, adding thousands of customers in Q2 FY17. Leading organizations across more than 195 countries and countless industries rely on Oracle Cloud to help reduce cost and complexity, while gaining a competitive advantage in their respective markets. Oracle Cloud today manages more than 55 billion transactions each day for companies ranging from Fortune 500s to emerging challengers, including Brinks, Doosan, Falkonry, G&J Pepsi Bottling, GE, Pernod Ricard, RadioShack, Safe Ports, T-Mobile, Trek, University of Kansas, and Wake Forest Baptist Medical Center.
“Leading organizations are looking to Oracle for comprehensive cloud solutions that enable them to quickly integrate, customize, and extend as they continue migrating their business to the cloud,” said Thomas Kurian, president, product development, Oracle. “With the Oracle Cloud, customers are offered unrivaled choice and flexibility for their critical business workloads and applications.”
Oracle continues to see explosive customer adoption with more and more organizations moving their most demanding cloud applications to the Oracle Cloud. Organizations are turning to Oracle at record-rates to build, deploy and extend game-changing applications and run business-critical workloads in a low-latency, highly available, more reliable and secure cloud environment. Oracle is increasing its commitment to cloud customers through extensive infrastructure investments including the global expansion of its Regions to deliver Oracle Cloud services. Oracle Cloud is the industry’s broadest and most integrated public cloud, including SaaS, PaaS, and IaaS. In the past two years alone, Oracle has delivered more than 50 PaaS and IaaS services to market and introduced new deployment options like Oracle Cloud at Customer, providing unparalleled opportunity for customers.
Customers Drive Innovation and Business Transformation with Oracle Cloud
“As one of the largest family-owned and operated Pepsi franchise bottlers that employs more than 1,650 people at multiple locations across different production facilities, we needed a better way to drive efficiencies and engage with employees,” said Christina Walker, Executive Vice President, Human Resources, G&J Pepsi-Cola Bottlers, Inc. “Oracle HCM Cloud did just that—improving our HR management efficiency by boosting recruiting and onboarding effectiveness so we could identify top talent faster and more cost efficiently, leveraging social media to increase candidate pools from 20 to up to 300 people for a job, and delivering self-service capabilities for employees while also giving managers instant access to updated HR information needed to effectively manage their teams. All of this while being intuitive and eliminating the hassle of excess paperwork. Oracle has helped transform the role of human resources in the organization from recordkeeping to a true strategic business partner.”
“GE is transforming from an industrial business to the leading digital industrial and a top 10 software vendor. Cloud adoption is critical for this transformation as GE Digital markets its industrial internet cloud,” said Pradeep Juttu, director of Integration Architecture at GE Digital. “As we embarked on implementing, we needed a partner who would join us in this transformation as we looked to implement an ERP Cloud, and Oracle is that partner—Oracle SaaS and PaaS (Oracle ERP Cloud, Oracle CPQ Cloud, and Oracle Integration Cloud) have become vital to GE Digital’s business operations.”
“With a staff of less than 100 people, we rely on third-party vendors to manage many of our technology systems. When one of the vendors needed to be replaced, we standardized on Oracle as other vendors failed to meet our needs,” said Brian Vogelsmeier, Director of Information Technology, MCH Strategic Data. “We selected Oracle Cloud—Oracle Database Cloud Service, Oracle Compute Cloud Service and Oracle Storage Cloud Service—for our in-house application development and testing environment in order to provision new database environments fast, accelerate time to market from months to weeks, scale to meet business growth and increased workloads, and securely share data with clients.”
“By deploying our Oracle Retail Merchandising System on Oracle Cloud Infrastructure as a Service and Platform as a Service, we are able to reduce our physical server footprint and get faster access to new releases. The end result is better performance and lower costs,” said David Rawls, vice president of technology, RadioShack. “We also can extend compute power at the click of a button, which is especially important during the holiday surge. The bottom line is very powerful—Oracle Cloud delivers greater stability, security, flexibility, and simplicity.
“We use Oracle Cloud Infrastructure as a Service to quickly provision Oracle workloads, as well as install custom-built applications for non-Oracle workloads,” said Sergei Petrov, CTO, Safe Ports. “The communication and integration between the two is seamless because they run on the same environment and gives us a major advantage.”
“Our mission is to continue to be the world’s best bicycle company and for us, that goes well beyond the bike itself. Continuing to modernize our offerings to deliver the best customer experience is critical,” said Girish Washikar, Global ERP Technical Manager, Trek Bicycle Corporation. “Using Oracle SOA Cloud and Oracle Developer Cloud Services, as well as Oracle’s Infrastructure as a Service will enable us to support continuous growth in global markets by providing increased stability, efficiency and availability of our mission critical SOA infrastructure. With Oracle Mobile Cloud Service, we are developing Mobile Apps which enable our dealers to provide better customer experiences by delivering information and services where and when they need them.”
For more information, please visit us at http://cloud.oracle.com.
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