When implementingSalesforce Revenue Cloud for a business unit that already uses a legacy CPQ system, the following considerations should be taken:
AMap legacy CPQ system capabilities to ensure there is no loss of logic from the older system: It’s important to understand the capabilities of the legacy CPQ system and map these to the new system to ensurethat there is no loss of functionality or business logic12.
B. Transform the customer’s business processes, capture new requirements for the new Revenue Cloud technology: Implementing a new system like Revenue Cloud often requires a transformation of existing business processes. It’s crucial to capture new requirements that align with the capabilities of Revenue Cloud13.
D. Customize Revenue Cloud’s user interface so the customer experiences no major interruption to the new system: To ensure a smooth transition, it can be beneficial to customize the user interface of Revenue Cloud to match the look and feel of the legacy system. This can help minimize disruption for end users14.
References
Salesforce Introduces Revenue Cloud to Help Businesses Accelerate Revenue Growth Across Any Channel -Salesforce Sales
Salesforce Revenue Cloud: A Guide | BillingPlatform
CRM Implementation Considerations- Salesforce
The Ultimate Guide to Salesforce CRM and CPQ Integration
Oracle CPQ Cloud and Salesforce.com Integration