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 have 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 is a combination of tools. And sometimes the answer is that parts of the process are better left in the systems you already have.

Where we stand

We are not an independent analyst firm and we do not pretend to be. cpq.se is a Tacton reseller and implementation partner, and most of our consultants came up through Tacton. That is the bias you should price into anything we say about the market.

What we do instead of claiming neutrality is put the comparison on the table. We evaluate the full landscape, including tools we do not sell, and we tell you when your existing setup is the better answer. If you want to see how we write about the market in public, read our comparison of the top CPQ vendors.

What we evaluate

Selection is not just about picking a tool. We help you define:

• What should live inside CPQ, and what should stay in ERP, CRM, or pricing tools
• How CPQ fits into your system architecture alongside e-commerce, PIM, and visualization
• Whether you need one CPQ instance or several, and for which channels
• What a realistic implementation timeline looks like for your scope
• How to handle pricing, execution in CPQ, management in external tools, or both

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 four to eight weeks.

Phase 2, vendor evaluation

We prepare and manage the full RFI and RFP process. But we do not rely on scorecards, because vendors can make anything look good on paper. Instead, we require live demonstrations built around your real-world scenarios. That is where you see what actually works and what does not.

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.

Once the decision is made, the roadmap hands over to delivery. See how we run CPQ implementation projects, and what a CPQ programme costs.

Ready to talk CPQ strategy?

Book a meeting and we will talk through your situation. No prep needed.

Frequently asked questions