🛡️ Migrate
Without the Risk
The Problem
Why Many Teams
Delay Migration
Embedded Reports
Reports and dashboards are deeply embedded
Transition Effort
IT fears a big-bang disruption
Sales Rep Retraining
RevOps can’t risk slowing sales cycles
But waiting isn’t neutral — it’s costly. But waiting isn’t neutral — it’s costly.
Why “Do Nothing” Hurts
No Innovation
Salesforce CPQ EOS = no new features
Upgrade Trap
RCA upgrades will force disruption later, at higher cost
Admin Burden
More rules, more hacks, more tickets every year
Adoption Decline
Slow quotes + errors push reps back to spreadsheets
Buyer Drop-off
Competitors offer instant, AI-powered quotes
Falling Behind
Every quarter you wait, your competitors pull further ahead
Safe
The Sidecar Model
Run in Parallel
This approach is safe, reversible, and allows for incremental changes to your system.
Cut Over When Ready
Transition fully to RevXP at your own pace without the risk of a big-bang disruption.
Controlled Path Forward
“Genesis doesn’t replace Salesforce CPQ on Day 1. It augments it — giving you a controlled path forward.”
Future-Ready Solution
Prepare your business for future growth while maintaining operational stability.
How the Rules Converter Works
- EXTRACT - Product Rules, Price Rules, Discount Schedules, and Constraint Rules are pulled from Salesforce CPQ.
- TRANSFORM - Logic is converted into clean Genesis config files — transparent, declarative, and easier to manage.
- VALIDATE - Side-by-side testing ensures Genesis outputs match Salesforce CPQ before you go live.
- DEPLOY - Genesis takes over as your rules engine. In Sidecar, Salesforce CPQ still stores quotes; in Replace, Expedite CPQ does.
Today
Today, Salesforce CPQ manages all aspects of quoting and approvals without any enhancements.
Sidecar
Genesis enhances rules and pricing while Salesforce CPQ continues to handle quotes and reports.
Future
Eventually, Expedite CPQ will fully integrate, providing a seamless RevXP experience for users.
“With Sidecar, we didn’t need to 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?
