Why Leading Cloud Companies Are Migrating from
Salesforce CPQ to Revenue Cloud Advanced (RCA)
What’s the secret behind top-performing cloud companies closing deals faster and more efficiently?
Over 78% of high-growth organizations credit their success to strong sales enablement strategies.¹ Why? Because aligning people, processes, and technology around the sales cycle doesn’t just speed up deals—it fuels growth.
For years, Salesforce CPQ (Configure, Price, Quote) has helped sales teams streamline quoting, reduce pricing errors, and create professional proposals in minutes. It’s proven to:
- Cut quote generation time by up to 70%
- Improve pricing accuracy by over 85%
- Shorten sales cycles by 28% on average
But as go-to-market strategies evolve—shifting toward recurring revenue, complex pricing models, and contract-based monetization—traditional CPQ falls short. With minimal innovation in Salesforce CPQ over recent years, businesses now need a platform that goes beyond quoting. That’s where Salesforce Revenue Cloud Advanced (RCA)—formerly known as Revenue Lifecycle Management (RLM)—comes into play.
From CPQ to RCA: Unlocking Full Revenue Potential
RCA enhances CPQ by seamlessly integrating quoting, billing, renewals, and revenue recognition into one automated platform. It helps businesses:
- Eliminate manual processes
- Reduce revenue leakage
- Stay compliant with ASC 606 / IFRS 15
- Forecast revenue accurately with AI-powered insights
Let’s explore what makes RCA a game-changer—and why companies are making the move from CPQ.
What Is Salesforce Revenue Cloud Advanced (RCA) / Revenue Lifecycle Management (RLM)?
Revenue Cloud Advanced, formerly known as Revenue Lifecycle Management, is a modular, AI-powered solution built on the Einstein 1 Platform. It unifies all revenue operations, enabling businesses to manage complex monetization models across channels. Designed for scalability and automation, RCA supports:
- Subscription & usage-based billing
- Omnichannel selling
- Contract management & renewals
- Revenue recognition & compliance
- AI-driven forecasting & analytics
With its composable APIs, RCA easily integrates with your ERP, CRM, and financial systems—creating a seamless revenue ecosystem.
Key Components of Revenue Cloud Advanced (RCA)
RLM / RCA includes a full suite of capabilities:
| Component | Function |
|---|---|
|
CPQ |
Configure, price, and quote products accurately |
|
Billing & Invoicing |
Automate subscription, milestone, and usage-based billing |
|
Revenue Recognition |
Stay compliant with ASC 606 / IFRS 15 |
|
Contract Lifecycle Management (CLM) |
Manage contracts, amendments, and renewals |
|
Renewals & Amendments |
Automate upgrades, add-ons, and subscription changes |
|
Payments & Collections |
Integrate with gateways and manage dunning/collections |
|
Revenue Intelligence |
Forecast with Einstein AI and detect anomalies |
|
Extensible APIs |
Ensure interoperability with your tech stack |
Why Migrate from CPQ to Revenue Lifecycle Management?
Organizations currently using Salesforce CPQ are making the move to RCA for several reasons:
Advanced Pricing & Billing Models
CPQ is limited in handling complex models like subscriptions or usage-based billing. RCA automates this with ease.
Disconnected Revenue Workflows
Sales, finance, and operations often work in silos. RCA unifies them into one intelligent system.
Manual Revenue Adjustments
CPQ often requires manual intervention for amendments, renewals, and usage charges. RCA automates it, reducing leakage and errors.
Regulatory Compliance
Unlike CPQ, RCA supports automated revenue recognition and ensures financial compliance.
API-Driven Scalability
RCA offers composable, future-proof APIs for seamless integrations.
Einstein-Powered Insights
With built-in AI, RCA delivers predictive forecasting, pricing optimization, and anomaly detection—capabilities CPQ lacks.
CPQ End of Sales
Salesforce has announced EOS for CPQ and will not get additional updates, RCA being current will receive further enhancement and functionality as it evolves.
Our 5-Step Migration Framework
Assessment & Audit
Evaluate your current CPQ and Billing setup.
Migration Blueprint
Define a roadmap based on business rules, data, and dependencies.
Build & Configure RLM
Configure new objects, pricing logic, and approvals in RLM.
Testing & QA
Run end-to-end testing on quote-to-cash scenarios.
Go-Live & Training
Enable users with walkthroughs, documentation, and hypercare support.
At ETG Digital, we understand that every CPQ setup is unique. That’s why our migration strategy is tailored to your specific architecture and revenue process.
Migration Use Case: From CPQ Chaos to Streamlined RCA
A B2B SaaS client came to us with a highly customized CPQ setup, tangled pricing rules, and manual quote approvals. ETG Digital helped them:
- Identify 45% of their CPQ customizations as unnecessary in RCA
- Consolidate 120+ pricing rules into a scalable pricing book
- Automate quote generation, reducing deal cycles by 30%
Result: The sales and finance teams now collaborate in real-time on a unified Salesforce-native platform.
Key Considerations for a Smooth Migration
| Consideration | Details |
|---|---|
|
System Dependencies |
Audit current integrations with ERP, finance tools |
|
Data Integrity |
Use test migrations to validate mappings and avoid errors |
|
Compliance Alignment |
Enable ASC 606 / IFRS 15 settings |
|
Workflow Optimization |
Automate billing, renewals, and reporting |
|
User Enablement |
Provide training, create Lightning apps, and gather feedback |
Not Sure Where to Start?
Many RevOps leaders feel stuck: “Do we rebuild our entire logic? What happens to our custom product bundles? Can our existing integrations work with RCA?” That’s where our team comes in. We help Salesforce customers de-risk the migration with:
- Pre-built migration accelerators
- Custom RCA configuration templates
- Guided sandbox-to-prod rollout
FAQs
Is RLM available in my current Salesforce edition?
RLM is currently available in Revenue Cloud with specific licensing. We’ll help you check eligibility and optimize licensing costs.
Will I lose historical CPQ data?
No. ETG Digital builds a migration model that retains your quote, contract, and billing history
How long does a typical migration take?
Depending on complexity, most migrations complete within 8–14 weeks. We use an agile model with early validation checkpoints.
Do you offer post-migration support?
Yes. We provide ongoing support, admin help, and roadmap consultations for all RLM customers.
Can you help us assess readiness?
Absolutely. Book a free 30-min consultation and our experts will walk you through a CPQ-to-RLM readiness checklist.