Key Considerations for a Successful Migration from Recurly to Salesforce CPQ & Billing

As the subscription economy grows, more businesses are shifting from Recurly to Salesforce CPQ & Billing. Gartner estimates that by the end of this year, around 80% of SaaS companies will move from traditional licensing to subscription models. This transition can be streamlined through Salesforce CPQ & Billing, a platform that simplifies the Quote-to-Cash process. However, preparation is key to a successful migration. Here are the top four questions to consider before making the switch:

1. Readiness of Product Configuration for Migration

‍Before migrating, assess how your products are currently configured in Recurly, including legal entities, tax scenarios, and other billing information. It's crucial to understand the framework of Salesforce CPQ & Billing fully. At Neocol, we assist in conducting thorough due diligence and provide tools to ensure you are prepared for a successful migration.

2. Objectives: Migration or Transformation?

‍Determine whether your goal is simply to replicate existing functionalities or to transform your business model to enhance customer experience. This migration presents an opportunity for progress and improvement. Many businesses are not fully aware of the capabilities of Salesforce CPQ & Billing. We guide our clients in understanding the potential for transformation and how to achieve it.

3. Seamless Integration of Systems

‍The Quote-to-Cash process involves multiple technologies, including subscription management, invoicing, and payments. Identifying which systems are essential and which may be redundant is a complex task. We help our clients assess their technology landscape to ensure a seamless operational transition without disrupting the customer experience.

4. De-risking the Migration Process

‍Transforming your billing and subscription management system involves inherent risks. Working with an experienced partner like Neocol can mitigate these risks. We have developed proven methodologies for Recurly to Salesforce CPQ & Billing migrations to minimize data errors and accelerate the value realization. Our tools and expertise ensure a smooth transition, giving you confidence in the handling of your critical data.

By thoughtfully addressing these questions and partnering with experts, you can ensure the success of your migration from Recurly to Salesforce CPQ & Billing.

For more best practices and guidance on your migration journey, reach out to us. We're here to help you navigate this transition successfully.