Navigating the Shift from Salesforce CPQ to Revenue Cloud Advanced (RCA)

As businesses grow and RevOps strategies evolve, so does the need for robust quoting and revenue management tools. That's why Northlight Solutions Group, in partnership with Otto‑Mates, hosted a webinar to explore a key change in the ecosystem: The Salesforce shift from CPQ to Revenue Cloud Advanced (RCA).

Why Make the Switch?

• What sets RCA apart from legacy CPQ – from dynamic product catalogs to a redesigned orchestration engine for back-office fulfillment and RevOps.

• Key timing considerations – when should you upgrade? And how do product cycles, stakeholder needs, and business milestones influence that timing?

  
  

What You’ll Learn

Our webinar provides a clear model for visioning, preparation and program execution:

1. Side-by-side comparison of RevOps tools – see exactly how RCA builds on CPQ capabilities.

2. Implementation timeline strategies – from planning phases to go‑live, and how to avoid common pitfalls.

3. Best-practice guidance – assess readiness, rationalize products and processes, stay disciplined in scope, and engage key stakeholders for change success.

   
   

Real‑World Applications & Customer Stories

Examine a case study for an organization that faced the challenges of scaling RevOps processes. Learn how we:

• Led them on a phased journey to process and system unification

• Tackled changes and optimizations to their data models

• Established an integrated Lead-to-Loyalty framework, with RCA at the center