CPQ Migration Checklist

Download this checklist to know what to look for, what you might be missing, and how to prioritize your CPQ migration.
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What's inside?

Best practices to migrate CPQ data

  • Migration Assessment: Identify and document critical reasons for switching CPQ systems.
  • Requirement Gathering: Detailed steps to collect and evaluate current system requirements.
  • Best Practices for Data Migration: Proven strategies for accurate and easy data transfer.
  • Pitfalls to Avoid: Solutions to prevent common pitfalls and lengthy implementation delays.
  • Evaluation Criteria: Key factors to consider when choosing and implementing a new CPQ solution.
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Why CPQ Migration Planning is Critical

Lengthy Implementation Timelines
CPQ projects often exceed a year to go live, disrupting sales pipelines, delaying revenue, and frustrating sales teams.
Escalating Consultant Costs
Exorbitant consultant fees and scope creep can lead to budget overruns, sometimes surpassing the software cost itself.
Limited Pricing Flexibility
Poor CPQ implementation can restrict pricing flexibility, hindering responses to market changes and competitive strategies, thus impacting sales opportunities.
Data Transfer Issues
Data transfer errors between old and new CPQ systems can cause disruptions, inaccuracies, and delays, potentially eroding customer trust.
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