Product Blog

Break the CPQ Reimplementation Cycle with Logik.io Migrate

Written by Logik.io | September 16,2024

Getting data out of one CPQ and into another can be extremely challenging, time consuming, and expensive, but really important to get right.

Think of all the components and considerations you need to make as you're undertaking a project like this:

  • Product Bundles and Hierarchies
    Bundles can be in the order of magnitude of anywhere from hundreds to thousands with intricate ordering requirements
  • Product Dependencies and Features
    Extensive product rules and constraints that appropriately include and exclude components 
  • Options and Limitations
    Important quantity and size considerations to ensure compliance with manufacturing, provisioning, and service standards
  • Layout and CPQ UI
    Usability considerations to differentiate a cumbersome and annoying UX from an enjoyable and efficiency increasing quote creation system
  • Implementation and Maintenance
    More than half of building a successful CPQ is setting up a system that is easily to maintain and add products to
  • Connectivity and Integrations
    No CPQ is a true standalone tool, connecting to internal systems for discount approval, document generation, BOM creation, and CAD drawing, etc. is a non-negotiable to maximize accuracy and efficiency

But can you really avoid the headaches of CPQ reimplementation?

Despite the importance of an errorless process and smooth transition to ensure your company’s success, moving data from one CPQ to another has historically been time consuming, costly, and frustrating. 

It shouldn’t be that hard to do, yet no one has figured out a better way to automate this work.  Now we have one.

Logik.io Migrate to the Rescue

Logik.io Migrate is an AI-enabled, automated solution that eases the process of moving data between CPQ platforms. Currently available for Salesforce CPQ customers, Logik.io Migrate enables you to easily move your data to Logik.io in minutes and just a few clicks. 

Logik.io saves customers time and money in implementation and maintenance by duplicating existing work in a few minutes, rather than dedicating the first phase of implementation to manually recreating simple products and rules. As a result, admins are freed up to make important design decisions and modifications to existing workflows that will optimize the CPQ UX in phase 1 instead. 

The introduction of Logik.io Migrate, combined with Logik.io’s already simple, powerful, and intuitive admin experience, results in a faster go-live and return on investment for customers

How Does Logik.io Migrate Work?

Using Migrate is simple and streamlined. Here are the steps you need to take:

  1. Connect your existing Salesforce CPQ to Logik.io Migrate using APIs
  2. Preview the product bundles and select the data to move into Logik.io with the option to include all or as few as one
  3. Review automatically generated blueprint in your Logik.io instance

Data migration has traditionally been very challenging, but Logik.io is here to help. Leverage the automated system to avoid simple duplicative work and focus on the most important and complex design elements of your CPQ. 

Why Would I Move My Data to Logik.io's Configuration Engine?

Logik.io is a truly API-first solution that allows customers to maximize internal integration for the most composable and highly customizable tech stack possible. The headless architecture also allows companies that may have previously only offered CPQ via internal sales teams to extend configuration to distributors and end users for self-service configuration and quoting to maximize revenue. 

Logik.io is also able to offer speed and performance that's faster than any other CPQ solution thanks to our advanced logic engine. There are no limits to the complexity and volume that Logik.io can handle, allowing customers to save time in the quoting process. 

Whether you’re sticking with Salesforce CPQ, making the switch to RLM, or unsure about your plan for now, Logik.io has you covered. No matter which CPQ solution you choose, Logik.io ensures that your configuration rules are managed seamlessly.

By building your configuration and BOM Generation rules in Logik.io while using Salesforce CPQ, you can ‘unplug’ the Logk.io advanced rules engine from that instance at any time and plug it back into Salesforce RLM or any other CPQ for configuration with little to no effort. Customers who begin implementing with Logik.io ensure they can bring their configuration rules with them, regardless of future CPQ technology iterations.

Ready to learn more about Logik.io Migrate and the time and cost savings from moving to Logik.io?