Questions to Ask Your Salesforce Partner Before Implementing Revenue Cloud Advanced (RCA)

Salesforce Revenue Cloud Advanced (RCA) is more than just an upgrade — it's a full-stack solution for managing pricing, quoting, contracts, billing, and more, all natively built on the powerful Salesforce platform.

But while the product is impressive, success depends just as much on who implements it as what you’re implementing.

To ensure your Salesforce implementation partner is up to the task, here are 17 essential questions to ask before diving in:

🔧 1. Implementation & Technical Fit

1. What experience do you have with Salesforce RCA specifically (not just CPQ)?
   RCA is a different beast, with new architecture and capabilities — experience matters.
2. Can you share a real-world RCA implementation you've led and the business outcomes?
   Look for results, not just features.
3. How will you ensure RCA integrates with our ERP, billing, and other systems using headless APIs?
   Integration is key — RCA isn’t an island.
4. Can RCA and CPQ coexist during our transition, or do we need to replace CPQ entirely?
   Knowing your options can prevent disruption.

🧩 2. Architecture & Scalability

5. How will you customize RCA to support our specific revenue models (subscriptions, usage-based, hybrid)?
6. What’s your approach to data migration and cleaning — especially around pricing, contracts, and customer records?
7. How do you architect RCA for future scalability (new geographies, product lines, or sales channels)?

📊 3. Functionality & Feature Strategy

8. How do you configure RCA’s built-in contract management and billing to match our internal processes?
9. How will you help us leverage Einstein 1’s AI tools for automating approvals, forecasting, and pricing recommendations?
10. How do you set up RCA to support omnichannel selling across digital, partner, and direct sales?

💰 4. Timeline, Support & ROI

11. What’s a realistic timeline for a full RCA rollout? What’s the biggest risk you foresee?
12. Do you offer post-go-live support, training, and optimization services?
13. How do you measure implementation success — ROI, user adoption, process improvement?
14. Can you design a phased RCA rollout plan so we can start small and expand over time?

🧠 5. Strategic Guidance

15. Based on our current CRM and revenue stack, is RCA the best fit — or should we optimize CPQ first?
16. What common mistakes do companies make when migrating from CPQ to RCA, and how do you avoid them?
17. Do you offer change management or user enablement to help our teams fully adopt RCA?

✅ The Takeaway

Salesforce RCA has the power to transform your revenue lifecycle — but only if it’s implemented with your business model, systems, and future goals in mind. Use these questions as your guide to choose a partner who brings strategic thinking, technical depth, and a proven track record.

You’re not just buying software — you’re building your company’s revenue foundation for the next decade.

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