HealthJoy: Migration from legacy CPQ to ARM

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How HealthJoy migrated to Salesforce ARM in 3 months

A HealthTech platform's transition from legacy CPQ
to Agentforce Revenue Management – with a refined
product model, pricing, approvals, and document generation

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General

HealthTech · Chicago, IL, USA 
Jan 2026 – Apr 2026

Services

Salesforce consulting, 
CPQ‑to‑ARM migration

Salesforce products

Agentforce Revenue Management

Client's Site

⁨

The key highlights

A production CPQ solution enhanced and rebuilt on Agentforce Revenue Management, delivered on a tight timeline without interrupting day-to-day sales.

3 months

for end-to-end CPQ to ARM migration

4 areas

refined across catalog, pricing, approvals, and Doc Gen

100%

workflow continuity preserved

Benefits operating system, trusted by 1.25M+ members

HealthJoy is a U.S.-based HeathTech company, focused on simplifying how employees access and navigate healthcare. Their platform combines technology and human support to guide users through benefits, virtual care, and cost-effective treatment options.

To keep pace with the Salesforce platform evolution, HealthJoy engaged Veloce to move the existing CPQ solution onto Agentforce Revenue Management (formerly Revenue Cloud Advanced) and refine its functionality to match evolving business needs.

1,800+

companies served

94%

user satisfaction

USA

coast-to-coast coverage

Migrate, preserve, improve.
All at once

The project was not simply a platform switch – it required evolving a working solution in line with the business context, without losing the capabilities that were already delivering strong business value.

01

Seamless CPQ to ARM migration

Veloce's task was to move a mature, production-grade CPQ solution onto Salesforce ARM without slowing the business down in tight timelines.

HealthJoy's sales operations had to run at full pace – active data, workflows, and open deals needed to transition onto the new platform in parallel with day-to-day quoting.

02

Workflows and user experience continuity

The existing CPQ solution had been in production for nearly three years and was deeply embedded in HealthJoy’s sales operations. A major platform change came with the risk of disrupting established business processes and hindering adoption.

The project needed to preserve the user experience and core business logic, while still taking advantage of ARM’s new architecture.

03

Solution review and enhancement

Beyond a like-for-like migration, HealthJoy wanted to use the transition as an opportunity to reassess the current solution.

Product configuration had to be refined to support evolving offerings, document generation improved to meet new business requirements, and the overall architecture prepared to leverage ongoing ARM enhancements for long-term growth.

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Preserve what works,
improve

what matters

To support HealthJoy's next phase of growth, the approach focused on upholding proven functionality, minimizing disruption, and incrementally improving the solution across four core areas.

01 Migration & Enhancement

Product Catalog Management

The existing product model was refined and restructured to improve scalability, flexibility, and alignment with HealthJoy's evolving product offerings.

As part of this work, a constraint-based configuration model was implemented, providing a more robust foundation for managing product complexity on ARM.

02 Migration & Enhancement

CPQ (Configure, Price, Quote)

Configuration and pricing logic was migrated to ARM and enhanced along the way, ensuring continuity of existing capabilities while enabling more advanced and flexible pricing strategies.

The setup preserves the logic HealthJoy's sales team was already used to, and extends it to support future commercial scenarios.

03 Enhancement

Approvals

Approval workflows were reimplemented and optimized to align with the ARM architecture. The new setup improves efficiency in how approvals are routed and processed, while maintaining the governance controls that the business relies on for commercial oversight.

04 New Implementation

Document Generation

Veloce implemented proposal document generation using Salesforce Document Generation, a native capability within ARM, delivering improved accuracy, consistency, and adaptability to business requirements.

The updated setup standardizes customer-facing outputs across the sales process and gives HealthJoy a more reliable foundation for evolving document needs.

“

Daniel Parkhurst

Senior Manager, GTM Systems · HealthJoy

We needed a partner who could handle a complex Agentforce Revenue Management implementation on a tight timeline, and Veloce delivered.

They were competent, clear in communication, and truly worked to understand our business needs as a partner.

Three months to a

stronger platform

In just three months, HealthJoy successfully transitioned from legacy CPQ solution to Agentforce Revenue Management with Veloce's support. Alongside the migration itself, the project included a thorough review of existing system behavior, identification of inconsistencies, and targeted enhancements to improve overall solution quality.

The architecture was refined to better support evolving business needs, with greater flexibility for future pricing strategies and a more structured, future-ready foundation. At the same time, familiar user workflows and proven capabilities were preserved, ensuring minimal disruption and smooth adoption.

The result is a more robust and scalable platform – delivered within a highly accelerated timeline – that positions HealthJoy for continued growth and ongoing innovation within the Salesforce ecosystem.

01

End-to-end execution + hypercare

Discovery, implementation, UAT, and production deployment

02

Smooth user adoption

Familiar user experience and proven processes preserved

03

Improved scalability and flexibility

Solution extended to support evolving offerings and pricing

04

Increased maintainability

Structured, future-ready architecture aligned with ARM

05

Enhanced document generation

Reliable and standardized outputs across the sales process

Platform
& tools

Salesforce ARM

Product Catalog Management

Constraint-Based Configuration

Quote Configuration

Pricing

Approval Workflows

Salesforce Document Generation

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