With the introduction of Salesforce Revenue Lifecycle Management (RLM), Salesforce customers now have the option to execute their configuration, pricing, and quoting actions in either Salesforce CPQ or RLM.
How do we fit into the story? Logik.io is able to connect seamlessly with both options and supercharge the configuration experience to handle complex products and orders.
What is Salesforce RLM?
Salesforce RLM is a package of Salesforce offerings for product-to-cash flow, including product catalogs, pricing, configuration, quoting, order management, fulfillment, billing, and contracts. Unlike Salesforce CPQ, RLM will automate the integration and data sharing between systems, including dynamic pricing, billing, and fulfillment.
What will a transition from Salesforce CPQ to Salesforce RLM look like?
Salesforce CPQ customers are not required to move over to RLM at this time, but Salesforce will continue to invest in the new tool and encourage CPQ users to make the switch. However, customers who have built their configuration rules, pricing, and product catalog in Salesforce CPQ will need to rebuild these assets in Salesforce RLM in order to accommodate the automated integrations.
How does Logik.io support Salesforce CPQ and Salesforce RLM customers?
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 Salesforce solution you choose, Logik.io ensures that your configuration rules are managed seamlessly.
“Regardless of your sales operations and CPQ tech stack, everyone who has complex and highly customizable product offerings can benefit from an advanced logic engine to efficiently manage configuration rules and optimize extensibility. Logik.io enables you to maintain your rules in a single advanced logic engine, perform without limitations, and extend anywhere with ease. As a Salesforce user, whether you're on Salesforce CPQ or RLM, Logik.io will continue to be a highly powerful yet ultra flexible configuration solution that will support you as your sales ecosystem evolves.”
Russ Halvorson
Vice President, Product Management
Logik.io
If you are a Salesforce CPQ customer, and you're thinking of switching to RLM at some point in the future, a great step that will make that transition easier is to start building your enhanced configuration experiences in Logik.io sooner rather than later. That way, as your team continues to use CPQ, you can leverage the enhanced configuration experiences today, and when you eventually transition to RLM, everything is already built for you.
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 for configuration with little to no effort. Customers who want to start fresh in Salesforce RLM from another configurator can also begin implementing with Logik.io to ensure they can bring their configuration rules with them, regardless of future CPQ technology iterations.
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Logik.io has already implemented configuration with Salesforce Revenue Lifecycle Management for a pilot customer and similar success is expected for all Logik.io customers using Salesforce RLM.
When Logik.io was first being built, and as we continue to innovate, our product teams have worked hand in hand with the product teams responsible for Salesforce CPQ and RLM to ensure that Logik.io works natively and seamlessly with both Salesforce offerings. Logik.io’s headless and composable architecture means that we can use APIs to extend anywhere, which includes every Salesforce offering and more.
If Salesforce CPQ and RLM both have configurators, why do I need Logik.io?
Logik.io is a proven solution that augments what you can do in the Salesforce ecosystem. Each of our features is meant to enhance the experience of the sales team and make administration simpler so you can maximize overall efficiency and revenue.
Attribute-Based Configuration
Rather than restricting the combinations of products available via bundles, Logik.io allows you to find a perfect-fit solution for your customers by configuring a customized option using their specific needs as inputs. This methodology also makes maintenance of the configuration system simpler and easier because you need to maintain fewer SKUs to sell the same products.
By adding Logik.io’s attribute-based configurator to Salesforce CPQ or RLM, your sales team will build perfect fit solutions that will flow through the pricing and quoting object automatically. Your sales reps will sell better solutions and your admins will only have to maintain a single set of rules.
Build Once, Extend Everywhere
Logik.io’s API-first architecture allows inside sales, eCommerce customers, and distributors an in-depth configuration experience to avoid limited SKU offerings on your website and long lead times after a request for quote. Salesforce products require intense custom code and middleware to extend beyond the Salesforce ecosystem, requiring additional spend and limiting system capabilities. Increase your revenue by “solution selling” all of your products through multiple channels, regardless of complexity, and save your admins time by maintaining a single set of configuration rules.
Unify all of your selling channels with Salesforce CPQ or RLM and Logik.io. Logik.io gives Salesforce the extensibility and speed to be the single system for all of your transactions.
Complex Calculations
Logik.io’s advanced logic engine performs complex calculations for configuration in the blink of an eye.
Avoid the long load times and common timeouts that can occur with complex orders in Salesforce. Salesforce and Logik.io together allow your reps to create more accurate quotes and work faster with the power of our advanced logic engine.
Downstream Data Distribution
Logik.io’s BOM generation capabilities allow you to automatically create any number of distinct BOMs after you’ve configured your products to ensure that your customer’s quote, the bill of materials, and provisioning statement each contain pertinent and accurate information. Avoid manual information parsing off of a single BOM and work more efficiently in each sales cycle with automated downstream data distribution.
Ensure that all of the appropriate customer facing information flows into the Salesforce quoting object and that the provisioning, manufacturing, and billing data can flow directly to those systems via Logik.io.
Guided Selling
Salesforce guided selling is limited to offering pre-bundled SKUs and error messages as guidance. Logik.io guided selling is embedded throughout the configuration experience and increases cross-sells and upsells by guiding sales reps and customers like your most tenured product expert would.
With Logik.io and Salesforce CPQ or RLM, reps will have a single source of truth for configuring, quoting, and reviewing orders. The familiar UI of Salesforce with the guided selling power of Logik.io will allow them to configure every order as if they have your most knowledgeable salesperson by their side.
Unparalleled Performance
Logik.io does not have an update button; instead, your sales users and eCommerce customers will enjoy B2C-level speed they have become accustomed to for all buying experiences. Unlike Salesforce’s rule runner, which can cause long load times between clicks, Logik.io’s advanced logic engine runs only the related rules for each input and updates automatically.
Supercharge the Salesforce experience by allowing Logik.io’s advanced logic engine to run the configuration rules outside of the Salesforce configurator and send the appropriate information back into Salesforce. Reps will experience a vast improvement in efficiency with the ease of use of Salesforce’s UI.
Logik.io is purpose-built to handle complex and highly customizable configurations and extend to every element of your tech stack without complex custom code. Regardless of your choice of Salesforce CPQ or Salesforce RLM, Logik.io will provide best-in-class performance and allow your sales reps to sell smarter.
Learn more about how Logik.io can supercharge your configuration experience with Salesforce CPQ or Salesforce RLM today.
