Implementing CPQ

How we run a project

We start every implementation with a CPQ Analysis Workshop. Five online sessions, three to four hours each, over one to two weeks. The goal is to figure out what goes into the first release and what gets saved for later. The workshop shapes the entire project.

After the workshop, you get a fixed price and a clear project plan.

From there, we run projects online, starting with short, focused training sessions. As the configuration progresses, we shift into a coaching role, because you are the one who understands your products. Our job is to make sure the product logic is described correctly from the start, and then help you take ownership of it.

Our goal is go-live within five months. If you want the detail of what happens between workshop and launch, read the CPQ implementation process.

What we set up

A typical implementation covers:

Configuration logic. Your product rules, dependencies, and valid combinations. We build it with you, not for you, so your team can maintain it after go-live.

Pricing. From simple price lists to complex models with discounts, margins, and regional variations. Sometimes connected to your ERP so the CPQ always reflects current prices.

Quote documents. Multilingual, branded documents generated from the configurator. Sometimes integrated with your PIM to pull in the right texts, images, and illustrations.

Integrations. Connecting CPQ to ERP, CRM, PIM, CAD, and other systems. We set up the data flows so the right information moves in the right direction. The full picture is on our CPQ integration page.

Visualization and CAD. If relevant, real-time 3D visualization and drawing generation as part of the configuration process. We work with partners like Dynamaker for this.

What makes our approach different

Fixed price after the workshop. You know exactly what the project costs before you commit. No open-ended time-and-material engagements that run over budget.

We coach, not just build. We believe the people who understand the product should be the ones describing the sales logic. We train your team and guide them, so you are not dependent on us after go-live.

Small, experienced team. Our consultants have 10 to 25 years of CPQ experience, most of it at Tacton. You work directly with senior people, not juniors learning on your project.

Scope discipline. We know what to leave out of the first release. That is often more important than what goes in. A CPQ that is live with 80% of the scope beats one that is stuck at 100% in a never-ending project. The nine mistakes we keep seeing are mostly variations on getting that wrong.

Who this is for

We implement Tacton CPQ for manufacturers who:

• Sell configurable products through direct sales, distributors, e-commerce or all of the above
• Need their sales teams or partners to quote correctly without calling engineering
• Want to integrate CPQ with ERP or PLM so prices and product rules stay in sync
• Need multilingual quoting across multiple markets
• Want to get live quickly rather than spending a year on a perfect system

Meet the team

The consultants who run our implementation projects came up through Tacton before joining cpq.se. The person you meet in the first workshop is the person still on the programme at go-live. See who we are, or read more about what a Tacton CPQ consultant actually does on a project.

Ready to talk about implementation?

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

Frequently asked questions