How to get started 

We typically run one or two introduction meetings and then we get down to business. These are the typical milestones. 

  • Book an introduction meeting
  • Run a CPQ Analysis Workshop, 1-2 weeks
  • Start the project — we give you a fixed price after the workshop
  • Go live within 5 months
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Schedule a meeting

The first meeting

Brief introduction — cpq.se / your company

  • What are the business challenges you are trying to solve? [accelerate sales / decrease errors / automate CAD]
  • What is prompting you to address this issue right now?
  • Have you tried to solve this problem in the past? Do you have an old configurator(s)?
  • Is there a timeline for a project?
  • Through which channels do you sell today, and through which channels do you plan to sell in the future? (direct sales, partners, agents, ecommerce?)
  • What ERP/CRM/CAD systems do you use?
  • Is CAD automation important for success?

What we bring to the first meeting:

  • Typical challenges in your type of industry
  • Results from previous Tacton projects
  • A live Tacton demo
  • License and project costs
  • Our methodology and next steps
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Our methodology

We've been running CPQ workshops since 2001, and we know this is likely not your first attempt at implementing some kind of CPQ tool. That's why prioritization is one of the key factors we focus on — where to start, what to tackle first, and what to leave for later.

Our goal is go-live within 5 months.

Before we kick off, we make sure you're ready to move. We help you define product scope, get the right pricing data in place, and prepare the content that goes into your quotations.

CPQ Analysis Workshop

The workshop is how we figure out what your CPQ project should actually look like. We run it online in five sessions, each 3-4 hours, typically over 1-2 weeks.

What we cover:

  • Your product structure and what needs to be configurable
  • Pricing logic — what's straightforward, what's complex
  • Your quoting process today and where it breaks down
  • Which integrations matter (ERP, CRM, CAD)
  • What to include in a first release and what to save for later

By the end, you'll have a concrete project plan, a fixed price for implementation, and a clear picture of what go-live looks like.

This works whether you're starting from scratch or replacing an existing tool.