Customer Story

Migrating Off a CPQ That Could Only Price 60% of Deals

Experian Health’s legacy CPQ couldn’t quote four deals in ten, and its catalog ran to 700 product variations. Revenue Cloud replaced it with rule-based pricing and bundling built for that complexity.

Migrating Off a CPQ That Could Only Price 60% of Deals
Customer
Experian Health
Industry
Healthcare data
Solution
Revenue Cloud · Sales Cloud · Advanced Approvals
Delivered by
Cirrius Solutions

The Challenge

Experian Health was running quote-to-cash on SAP Callidus CPQ, and the system had stopped being able to do the job.

It could price only about 60% of deals — the rest were handled outside the system. It didn’t scale, and it needed ongoing maintenance to keep working at all. The product model was the harder problem: roughly 40 core products with about 700 variations, reaching up to 5,000 product lines, all managed manually enough that errors were inevitable. The approval process was rigid, causing delays, and discounting had neither transparency nor automation. On top of that, CPQ and fulfillment weren’t integrated, so nothing flowed cleanly from a signed deal to a delivered order.

The Solution

Cirrius migrated Experian Health from SAP Callidus to Salesforce Revenue Cloud.

  • Product bundling and rule-based pricing. Automated price rules, tiered pricing and configurable bundles were built to absorb the catalog’s complexity instead of fighting it.
  • Automated approvals and transparent discounting. Approval workflows replaced the rigid process, and discount tiers became visible.
  • Custom integrations to existing systems. Order management and fulfillment were connected for the first time, designed for future scale.

The Result

  • Faster deal closure. as streamlined processes reduced manual work for the sales team
  • Fewer errors and greater consistency. across quotes and orders, from automated pricing and bundling rules
  • Visibility into deal status, discount tiers and renewals. through new approval workflows and dashboards
  • Improved workflows and faster turnaround. reported by sales, operations and administrative teams

The Pattern

A CPQ that can price only part of the book isn’t a partial success — it’s a system the business has already routed around. The migration only worked because the product model was rebuilt to match the real catalog, not simplified to suit the tool.

Outgrown your CPQ?

Let’s talk about migrating without simplifying your business to fit the tool.

Talk to Cirrius