If your organization uses Salesforce CPQ (formerly SteelBrick), you have likely heard that Salesforce is sunsetting its legacy CPQ platform in favor of Revenue Lifecycle Management (RLM), part of Revenue Cloud Advanced.
This is a major change that could impact your sales operations, technology investments, and long-term quoting strategy.
The Bigger Picture
Platform changes like this present an opportunity to step back and evaluate your CPQ strategy. Instead of simply replacing one platform with another, consider:
Does your current approach still match how your team sells today?
Are there gaps in speed, flexibility, or integration that are slowing you down?
Can you preserve what works while improving what does not?
For many organizations, the right next step is finding a solution that delivers modern capabilities while keeping the systems and processes that are already working, especially when it comes to Salesforce integration.
What’s Happening with Salesforce CPQ?
Salesforce’s CPQ solution began as SteelBrick, a product known for its relative simplicity and native integration with Salesforce. Over the years, it became a trusted quoting solution for thousands of businesses.
Now, Salesforce is retiring this legacy product and directing customers toward its RLM platform. RLM offers an end-to-end suite that covers quoting, billing, contract management, and revenue recognition. While it delivers broad capabilities, it is also a departure from the straightforward, flexible experience that attracted many SteelBrick users in the first place.
The Impact on Existing Customers
For current Salesforce CPQ users, this transition is a complete platform overhaul rather than a simple update. That means:
Strategic pressure to act before being forced into a rushed migration
Cost increases due to higher licensing and implementation fees
Migration complexity that involves reconfiguring logic, retraining teams, and managing change
Loss of familiarity as workflows become more complex
Questions to Ask Before Migrating
Before committing to RLM or another platform, consider:
Will this make my quoting process more complicated?
If the new system adds extra steps or forces your team to work differently, you may end up losing efficiency.
What is the total cost and time commitment?
Beyond licensing, how much time will the team spend on set-up, configuration, and training?
How much of my current set-up will I lose?
Most out-of-the-box CPQ solutions will require you to rebuild your pricing logic and workflows from the ground-up. That means months of work before you even get started.
Is there a way to upgrade without starting over?
If your existing Excel models and Salesforce workflows already work well, why replace them? Look for a solution that seamlessly incorporates both.
An Alternative Path: Modernizing Without Rebuilding
For organizations with heavily customized or Excel-based quoting processes, starting over is not the only option. You can evolve the tools you already have into a more secure, scalable solution without interrupting your Salesforce workflows or forcing your team to relearn everything.
EASA offers an advanced CPQ solution by transforming your existing Excel-based pricing models into secure, compliant, centralized web apps. With EASA, you can:
Keep your trusted spreadsheets and make them accessible as interactive web apps
Eliminate risks like version proliferation, manual errors, and lack of visibility
Implement full version control, audit trails, and user permissions for compliance
Integrate seamlessly with Salesforce so your CPQ process continues without disruption
Deploy faster and at a lower total cost of ownership than a traditional CPQ rebuild
Excel remains the tool of choice for many pricing teams because it is flexible, familiar, and easy to update. EASA preserves those advantages while adding the control, integration, and scalability needed for enterprise use.
Why Salesforce Users Choose EASA
EASA is built to work with your existing Salesforce environment. That means you can modernize your CPQ process without disrupting your current workflows.
Key advantages for Salesforce customers:
Seamless Integration: Two-way data flow keeps Salesforce and your CPQ in sync at all times
No Operational Downtime: Continue quoting in Salesforce while your EASA solution is deployed
Preserve Your Logic: Keep the Excel-based pricing models your team already trusts
Compliance Built In: Version control, audit trails, and user permissions maintain data integrity
Faster Time to Value: Go live in weeks, not months, and avoid the disruption of a full platform rebuild
EASA is the fastest way for Salesforce CPQ customers to upgrade without losing momentum
Final Thoughts
Salesforce’s CPQ transition is an opportunity to rethink what you truly need from a quoting solution. Whether that means moving to RLM, exploring another CPQ platform, or building on what you already have, the priority should be aligning the technology with how your team works best.
If your organization values flexibility, fast deployment, deep customization, and the ability to preserve and scale your existing Excel quoting models while keeping your Salesforce integration intact and uninterrupted, EASA may be the alternative for you.
To explore how your current Excel quoting process could function as a secure, integrated CPQ system, try our interactive demo or schedule a free consultation.