⚠️ Salesforce CPQ Rules Weren’t Built for Scale
They’re fragile, admin-heavy, and slow. The more rules you add, the less your reps can sell.
Challenges
Why CPQ Rules Fail at Scale
CPQ rules struggle under the weight of complexity. As more rules are added, the system becomes increasingly unwieldy.
Admin Bottleneck
Only CPQ admins can build and maintain rules, limiting flexibility and responsiveness.
Performance Drag
Large quotes slow down as every rule executes, impacting sales efficiency.
Black Box Execution
Pricing visibility is hidden until the calculator runs, causing uncertainty.
Rigid UI Errors
Popups and alerts create frustration for sales reps, hindering their productivity.
“Every quarter you wait, your rules grow — and so does the pain.”
Better Way
Rules That Work Like Your Business Does
AI-assisted Declarative, Not Record-Based
AI-assisted rule builder guide you create rules that display in clear readable order, not scattered objects and lookups.
Reportable Pricing in eCatalogs
Know pricing and rules instantly
— no calculator required.
Agility
Business-Owned
Sales Ops & Product Managers can create rules directly with role-based guided admin.
Adoption
AI-Guided
No more “error popups.” Reps get smart conversational interactions instead.
Old Way vs. New Way
Salesforce CPQ Rules vs. Genesis AI Rules
Rules buried in objects
Admins Only
Pricing only execute in realtime
Black Box Only
Slows down with 100+ lines
Breaks on Volume
Popups and rigid errors
Rigid
Rule conflict deadlocks
Fragile
AI-guided rules
Business Users
Catalogs auto-maintained
Reportable Pricing
Fast, efficient and scalable
High Performance
Interactive and natural language
Conversational
Higher priority rules win
Priority-based
“With Sidecar, we didn’t rip out Salesforce CPQ. Genesis runs alongside, and within weeks quotes get faster, rules are simpler, and adoption improves.”
Which Transition Path Is Right for You?
Don’t get stuck in “End of Sales” limbo. Let’s find the transition path that fits your business.
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