Evaluate and Select a Migration Strategy

There’s no single correct migration strategy. The right approach depends on what you found in your assessment in Phase 1, the risk tolerance of your company, and the scope of your future-state design. Use this section to translate your CPQ complexity profile into a strategy that fits your situation.

• Evaluate Your Salesforce CPQ Org Complexity
  The complexity of your Salesforce CPQ org is the most important factor for strategy selection. Use this table to identify where your company falls across each dimension.
• Understand Migration Strategies
  Whether you're looking for a partial migration or a direct lift-and-shift, learn about the four strategies that show you the migration path from CPQ to Revenue Management. Each strategy reflects a different balance between speed, business disruption, and access to Revenue Management capabilities. Choosing the right strategy early shapes the scope of your catalog design, pricing logic, and data migration effort.
• Select Your Migration Strategy
  Use these pointers to identify the right strategy for your company. The goal is to select the strategy that reflects the current state and readiness for change of your company.