TCI: Migration from Salesforce CPQ to ARM

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How TCI moved 1,000+ users to Salesforce ARM in 8 weeks

A K-12 curriculum provider's migration from Salesforce CPQ
to Agentforce Revenue Management, with a connected
customer portal and a new asset framework for renewals

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General

Education · California, USA 
Dec 2025 – Feb 2026

Services

Salesforce consulting, 
CPQ‑to‑ARM migration

Salesforce products

Agentforce Revenue Management

Client's Site

⁨

The numbers behind
the project

A tight two-month timeline, converted in flight – with zero disruption to teams already quoting on CPQ.

8 weeks

for Salesforce CPQ to ARM migration

2,000+

quote lines supported

30+

quote groups at scale

1 portal

for unified customer experience

K–12 curriculum,
used by 50,000+
schools

Teachers’ Curriculum Institute (TCI) is a leading provider of K–12 curriculum solutions in the USA, combining strong content, hands-on learning, and technology. Its award-winning products are used by more than 50,000 schools nationwide.

As TCI’s sales operations grew more complex, the company needed a quoting platform that could scale with the business. TCI partnered with Veloce to migrate from Salesforce CPQ to Agentforce Revenue Management (ARM).

50k+

schools served

K–12

curriculum scope

USA

nationwide reach

Three interconnected
problems, one tight window

As TCI looked to modernize its quoting and customer engagement processes, the company was facing several business and technology issues.

01

Complex CPQ-to-ARM migration

TCI needed to migrate from Salesforce CPQ to ARM on a tight timeline – while supporting quotes with 30+ groups and over 2,000 lines, and without disrupting over 1,000 users already accustomed to existing CPQ workflows and UX.

At the same time, transactional data was already in flight. Forcing the business to start from scratch would have created unacceptable delays – meaning the solution had to support converting existing CPQ data into ARM so operations could continue during the migration.

1,000+

users to migrate

30+

quote groups

2,000+

line items

02

Disconnected customer experience

Customers received quote documents by email, reviewed them offline, and sent back adjustments in Excel or follow-up messages. This created a fragmented process that increased back-and-forth and made customer-requested changes harder to track.

On the internal side, users had to download quote documents, open a separate email tool, attach files manually, and send them to customers – adding unnecessary effort and making the overall quote-to-customer process inefficient.

03

No asset foundation for renewals

Prior to our collaboration, assets were not a core part of TCI’s operating model. There was no defined framework for how assets would be generated, maintained, or used within the business.

Without this foundation, TCI had no account-level visibility into active products and no structured way to drive downstream renewal processes. That created a gap that would only grow as the business scaled.

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Speed, continuity,
and a platform built

to last

The migration had to balance speed, continuity, and platform modernization – all at once. To deliver on that, we focused on four key areas.

01 Continuity

Zero-disruption transition

Veloce completed the migration in 8 weeks, shifting core quote workflows to ARM without interrupting day-to-day operations. A key element was converting live transactional data, assets, and full historical records into ARM, so active deals carried over to the new platform without rework.

This allowed teams to continue operating seamlessly throughout the transition, with no backlog and no rebuilt records.

02 Experience

Purpose-built UI for ARM

Instead of forcing TCI's internal teams to adapt to a new interface, Veloce delivered purpose-built UI templates that kept familiar workflows on top of ARM. Page layouts, navigation, and interactions were designed around TCI's operational flow.

This approach removed the learning curve typical for platform migrations and accelerated delivery.

03 Self-service

Connected customer portal

Veloce designed a portal experience tied to ARM that replaced the previous offline review process. Customers can now review quotes and request adjustments through a digital interface instead of exchanging emails and Excel files.

TCI gained better visibility into quote activity and customer responses, while the overall interaction between internal workflows and external customer engagement became more consistent and easier to manage.

04 Lifecycle

Asset framework for renewals

As part of the broader transformation, TCI began adopting assets as a core concept behind renewals. There was no prior model to refine – the entire structure had to be designed and built inside ARM by Veloce.

Our team created the framework for generation, maintenance, and handling renewals and amendments. Existing data was migrated to bootstrap the initial set at go-live, giving TCI a practical starting point.

Phuong Duong

Director of Data and Business Solutions · Teachers’ Curriculum Institute

“

The Veloce team was a pleasure to work with. The project manager was very knowledgeable and quickly addressed all my concerns.

We had several changes to the SOW, but the team remained flexible, adapted as needed, and still delivered the work on time.

A solution built for
the

next phase

In just 8 weeks, TCI moved from Salesforce CPQ to Agentforce Revenue Management with Veloce’s support.

Workflows and UI remained intact thanks to Veloce's prebuilt templates, business continuity was maintained through CPQ-to-ARM data conversion, and the project delivered a connected portal alongside a new asset framework for renewals.

The result is a modern, scalable platform that supports TCI’s next phase of growth — with higher operational efficiency, better customer engagement, and a structured foundation for renewal automation.

01

Agentforce Revenue Management

Full implementation and configuration

02

CPQ-to-ARM migration

Transactional data and workflows moved in 8 weeks

03

Veloce UI templates

Purpose-built components aligned with TCI's workflows

04

Customer portal

Self-service quote review replacing offline email/Excel

05

Integrated email delivery

Send quotes directly from the interface

06

Asset framework

Generation, maintenance, and renewal visibility

07

UX enhancements

Page layouts, navigation, and workflow optimizations

Platform
& tools

Approval Workflows

Quote Configuration

UI Templates

Document Generation

Email Delivery

Quote-to-Order

Asset Management

Portal-Connected Quotes

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