CPQ strategy

How we work

Most manufacturers know they need to fix their quoting process. The hard part is figuring out what the right solution looks like — which tools fit, how they should work together, and what should even be automated in the first place.

We run structured selection and strategy projects for European manufacturers — from initial workshops through evaluation to a clear recommendation. We've done this for global companies with complex product portfolios, multiple sales channels, and system landscapes spanning ERP, CRM, e-commerce, and pricing tools.

Sometimes the answer is a CPQ platform. Sometimes it's a combination of tools. And sometimes the answer is that parts of the process are better left in the systems you already have.

How we run a CPQ strategy project

Every project is different, but the structure is similar:

Phase 1 — Discovery and needs assessment

We start with stakeholder workshops across business and IT. The goal is to understand your current processes, your pain points, and what "good" actually looks like for your organization. We map your system landscape, identify gaps, and define your future-state requirements — including what should live inside CPQ and what should stay in ERP, CRM, or other tools.

This phase typically takes 4-8 weeks.

Phase 2 — Vendor evaluation

We prepare and manage the full RFI/RFP process. But we don't rely on scorecards — vendors can make anything look good on paper. Instead, we require live demonstrations built around your real-world scenarios. That's where you see what actually works and what doesn't.

We evaluate the full landscape — not just the vendors we happen to know. If you have an internal tool or a legacy configurator, we include that in the comparison.

Phase 3 — Recommendation and roadmap

We deliver a recommendation with a clear direction, risk assessment, and implementation roadmap — including what to tackle first and what can wait. You get a fact-based decision, not a gut feeling.

Who this is for

We typically work with manufacturers who are in one of these situations:

You have an existing CPQ or configurator that's not delivering, and you need to decide whether to fix it, replace it, or rethink the approach entirely
You're changing ERP and need to re-evaluate your CPQ strategy at the same time
You've outgrown your current setup and need a solution that scales across markets, channels, and sales models
Your system landscape has grown complex — CPQ, CRM, e-commerce, pricing tools — and you need someone to help sort out what should go where