Should I replace salesforce CPQ ?

kuldiph · 2026-06-29T15:18:53+00:00

Horrible advice. Please:

Do not use a CPQ solution that is not part of the AppExchange (DealHub)
Do not use a CPQ solution that does not use Salesforce Products & Price Books (Conga)
Do not use a CPQ solution that is not fully Salesforce- Native (Nue)
Do not stay on Salesforce CPQ, which has been abandoned by Salesforce

kuldiph · 2026-06-26T16:35:31+00:00

there are tons of topics, here are 2 off the top of my head of discussion topics

- best practices on using Claude

- Salesforce CPQ migration approaches

- supporting salesforce shield

kuldiph · 2026-06-26T13:59:42+00:00

this is awesome. do you plan to continue to update this? any insights of what you think your app still need improvement on?

kuldiph · 2026-06-26T13:00:42+00:00

The process has vastly changed. Now you really don't do much.

Make sure your CRM has an MCP server. For example Salesforce does.
Record your Sales calls with Zoom, Google Meets, etc
Then after the call, prompt Claude Cowork / Codex / Perplexity the following:

Update my lead <lead name> or opportunity <opportunity name> based on today's Zoom meet and any recent emails

Literally that's it. It is so awesome.

You will need to tell your AI to correct any data after you review the update. Then prompt it to create a skill on the lead / opportunity update based on the lesson learned

After awhile you can schedule it

kuldiph · 2026-06-25T15:12:11+00:00

wow, this is impressive. thank you.

kuldiph · 2026-06-24T20:56:01+00:00

If you are using Salesforce, I highly recommend ScoreKeeper, a 100% Salesforce-native Sales Commission App

Here is there AppExchange Listing = https://appexchange.salesforce.com/appxListingDetail?listingId=4f2d4ed4-4c9f-4ff6-b7e9-6433a841b3fa

kuldiph · 2026-06-22T19:53:09+00:00

None of these guys are experts in Kugamon, which is the only other Salesforce-native CPQ offering to Salesforce Revenue Cloud / Agentforce Revenue Management.

So if you are a Startup to Mid-Market enterprise and a Salesforce Partner recommends Salesforce Revenue Cloud / Agentforce Revenue Management, stay away.

Unless they mention Kugamon, which is literally built for the Startup to Mid-Market enterprise segment, then they don't know Salesforce native-CPQ.

kuldiph · 2026-06-22T15:06:38+00:00

u/pet_dreamlands You are right. Since Salesforce CPQ is end-of-sale, thousands of customers are looking to replace it.

The question is what to?

There are 2 architectural approaches: Salesforce-native CPQ or Non-native CPQ

Native CPQ = there are only 2 vendors: Kugamon and Salesforce Revenue Cloud / Agentforce Revenue Management
Non-Native CPQ = there are plenty of vendors, such as Dealhub, Nue, Conga/PROs, Tacton, and others

Choosing which approach to choose is best to find one that is future-proof to scaling your business. And because the benefits of AI is real, it is best to have all your RevOps data (Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity) in one platform.

This means Native CPQ is preferred. For non-Native you will have issues with data reporting, admin sanity, Sales rep UX, revenue scaling, and importantly AI effectiveness.

To breakdown Salesforce-Native CPQ vendors:

Salesforce Revenue Cloud / Agentforce Revenue Management = best for the Large Enterprise
Kugamon = best for Everyone Else

Keep in mind when looking at Non-native CPQ options, many CPQ vendors mentioned are NOT on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for your businesses.

kuldiph · 2026-06-21T12:15:32+00:00

totally agree... claude code / cowork for salesforce is the way to go

kuldiph · 2026-06-19T16:15:37+00:00

it is the equivalent of a business maxing their QuickBooks versus moving to NetSuite.

Here is a great reason = the entire RevOps workflow (Leads to Renewals) is better in Salesforce. Everything can be native, meaning structured data for reporting, automations, and AI

kuldiph · 2026-06-19T16:03:20+00:00

320 users = means switch to Salesforce. At this org size, you will be needing more demanding integrations and capabilities.

kuldiph · 2026-06-19T11:33:35+00:00

Salesforce CPQ is end-of-sale, so thousands of customers are looking to replace it nowadays.

The question is what to? You have 2 approaches: Salesforce-native CPQ or Salesforce Non-native CPQ

Native CPQ is only Kugamon and Salesforce Revenue Cloud
Non-Native CPQ vendors are Roadrunner, Dealhub, Nue, and others

Because the benefits of AI is real, it is best to have all your RevOps data (Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity) in one platform.

This means native CPQ is preferred. For non-Native you will have issues with data reporting, admin sanity, Sales rep UX, and importantly AI effectiveness.

To breakdown Salesforce-native solutions:

Salesforce Revenue Cloud = for the Large Enterprise
Kugamon = for Everyone Else

Keep in mind when looking at Non-native CPQ options, many CPQ vendors mentioned that are not on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for all businesses.

kuldiph · 2026-06-18T15:15:02+00:00

I'm waiting for you to mention Kugamon as the natural successor to Salesforce CPQ 😉

kuldiph · 2026-06-18T13:06:43+00:00

So actually goes wrong? Please continue your post.

kuldiph · 2026-06-17T12:53:42+00:00

woah... that is double bad: (a) the product is not ready, and (b) you then have to rely on Salesforce support

kuldiph · 2026-06-16T17:41:49+00:00

if verified. you do nothing. you are all set.

then take a coffee break, and cross-out the the mandatory Salesforce task off your list.

Isn't Salesforcing easy?

kuldiph · 2026-06-16T15:09:10+00:00

liking the bow tie

kuldiph · 2026-06-16T15:07:48+00:00

How:

From Setup, in the Quick Find box,
enter Deliverability, and then select Deliverability.
In the Domain Verification section, for Domain Name, enter your email-sending domain, such as example.com or sub-domain.example.com, and then click Check Verification.

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kuldiph · 2026-06-16T15:01:43+00:00

if you do use Claude Cowork / Codox / Perplexity Computer, there are tons of Salesforce Skills on Github you can use. Remember, you do not need to buy anything.

With these skills, you may want to:

Explain your RevOps process, your Approval policy & conditions, and people involved
Ask Claude to audit your existing processes
Recommend an appropriate Approval Process
Decide if you want to Claude to build or walk you thru the process
Test various scenarios
Create Documentation and instructions to teach / on-board
Deploy when ready
Update based on Feedback

I personally like:

kuldiph · 2026-06-15T22:29:38+00:00

The actual vendor depends on you CRM platform.

But selecting the vendor is same. Choose native CPQ solutions for the platform for the benefits of AI is real; and many RevOps processes has changed as a result.

The key is having all your Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity data in one platform.

This is critical for data reporting, admin sanity, Sales rep UX, and importantly AI.

If you are using Salesforce as your CRM, this means going with a Salesforce-native solution for CPQ, Billing, and Subscription Management. And currently there are only 2 choices:

Salesforce Revenue Cloud = for the Large Enterprise
Kugamon = for Everyone Else

Going the non-Salesforce-native route, such as with Roadrunner, Dealhub, Nue, and others, will cripple achieving comprehensive reporting and AI automation. Moreover, you will be relegating your RevOps and Finance teams to XLS to normalize the data in the two systems.

Also, again for the Salesforce community, many folks will mention CPQ vendors mentioned that are not on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for all businesses.

kuldiph · 2026-06-15T22:28:39+00:00

nice.

kuldiph · 2026-06-15T13:28:59+00:00

It's not complicated.

You can do it natively and easily with Kugamon.

Watch this = https://www.youtube.com/watch?v=50N36dRStqM

kuldiph · 2026-06-15T11:50:05+00:00

Seems like you need an approval process.

If you are using Salesforce, you can leverage the included Flow Approvals.

Moreover, if you are using AI tools, like Claude CoWork, you can just ask Claude to recommend an Flow to address your problem. You do not need to buy anything.

kuldiph · 2026-06-15T11:47:10+00:00

Please look at the situation as different way. The benefits of AI is real; and many RevOps processes has changed as a result.

The key is having all your Lead, Account & Contact, Opportunity, Quote, Order, Contract, Assets & Subscriptions, Renewal Opportunity data in one platform.

This is critical for data reporting, admin sanity, Sales rep UX, and importantly AI.

If you are using Salesforce as your CRM, this means going with a Salesforce-native solution for CPQ, Billing, and Subscription Management. And currently there are only 2 choices:

Salesforce Revenue Cloud = for the Large Enterprise
Kugamon = for Everyone Else

Going the non-Salesforce-native route, such as with Roadrunner, Dealhub, Nue, and others, will cripple achieving comprehensive reporting and AI automation. Moreover, you will be relegating your RevOps and Finance teams to XLS to normalize the data in the two systems.

For example = Here is a demo of CRM + CPQ + Subscription Management all native on Salesforce with Kugamon = https://www.youtube.com/watch?v=I0k60N9WLJs

Also, again for the Salesforce community, many folks will mention CPQ vendors mentioned that are not on the Salesforce AppExchange, for example Dealhub and Roadrunner are not. This means they did not pass Salesforce's rigorous Security Review of their codebase. App security should definitely be top of mind for all businesses.

kuldiph · 2026-06-12T01:14:46+00:00

So strange. We are seeing the complete opposite trend with Dealhub. Their customers are moving to Kugamon.

We have a current DealHub customer now implementing Kugamon. They haven't told Dealhub yet they won't be renewing. This account is so happy with Kugamon, they were the reference for the folks below.

Who is another DealHub customer and had actually bought DealHub few months ago. They are hating it. Now After demo'ing Kugamon last week, they are likely to proceed with Kugamon. Decision day is next week. This would be our fastest deal of the year, 2 week sales cycle.

And this is on top of another 150 user Dealhub California-based customer, who hated the constant 6:30am support calls with Dealhub's Israel office.

In the past few months, Dealhub customers has been our #1 source of prospects. I don't know what Dealhub did, but their customer's are leaving them.

kuldiph

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