Your Quoting Process
Shouldn't Be This Hard
We're CPQ consultants who've worked inside Salesforce, Oracle, SAP, and ServiceNow for years. We know these platforms inside out — the workarounds, the gotchas, the things the documentation doesn't tell you. Hire us by the week or month, and we'll get your quoting right.
Comprehensive CPQ Services
Expert services across all major CPQ platforms - Salesforce, Oracle, SAP, and ServiceNow.
CPQ Configuration
We set up product catalogs, pricing rules, quote templates, and approval flows. The goal is a system where your reps can build accurate quotes without calling someone for help.
Custom Development
When the out-of-the-box platform can't do what you need, we write it — Apex triggers, BML scripts, Lightning components, API integrations. Everything documented and upgrade-safe.
Quote-to-Cash Design
We map your whole revenue process from opportunity through invoicing and figure out where the gaps are. Then we build the integrations and automation to close them.
Process Automation
Approval routing, notifications, renewal workflows, deal desk handoffs — we automate the repetitive parts of your quoting process so your team focuses on selling.
Data Migration
Moving product catalogs, price books, and historical quotes from one system to another without losing data. We handle field mapping, validation, and cleanup.
Performance Optimization
Slow quote generation usually comes down to inefficient scripts, bad data models, or missing caching. We profile your CPQ instance and fix what's causing the delays.
CPQ Assessment
Not sure which platform to pick, or whether your current setup is working? We'll audit your quoting process and give you a straight answer with a prioritized roadmap.
CPQ Training
We train your sales reps, admins, and developers on your specific CPQ setup — not generic platform training. Hands-on workshops plus recorded sessions for new hires.
Agentic CPQ
AI agents that handle routine configurations, suggest upsells based on deal context, and let reps build quotes through natural language. The next evolution of CPQ.
CPQ Platforms We Support
Expert consulting services across all major CPQ platforms. Choose your platform to explore tailored solutions.
Formerly BigMachines
The platform we've worked with longest. BML scripting gives you deep customization, and the configuration engine handles complex manufacturing scenarios that other platforms struggle with. Best for companies with truly complex products.
Formerly Steelbrick
If you're already invested in Salesforce, this is the most natural fit. Native CRM integration means no middleware, and Revenue Cloud billing handles subscriptions and usage-based pricing well. The Apex extensibility is a real strength.
Formerly Callidus CPQ
Built for global enterprises running SAP ERP. Multi-currency, multi-language support is native, and the S/4HANA integration is tight. If SAP is your backbone, this is the CPQ that makes sense.
Formerly Logik.io
The newest of the bunch, but the architecture is genuinely modern. Headless deployment, AI-powered configuration, and a solving engine that handles complex constraint logic fast. Worth evaluating if you're starting fresh.
Formerly Sales Hub
Simple quoting for growing businesses already on HubSpot. Product library, e-signatures, and payment links work well. Not designed for complex configurations, but solid for straightforward quoting needs.
Formerly Apttus CPQ
Strong document generation and contract lifecycle management integration. If your quotes turn into multi-page proposals with complex terms, Conga's document automation is hard to beat.
Formerly ERP-Native
Built into NetSuite's ERP, so inventory and pricing stay in sync automatically. SuiteScript extensibility is good. Makes the most sense for NetSuite shops that need quote-to-order flows without a separate platform.
Formerly KBMax
Brings complex products to life with a best-in-class 3D visual configurator and a powerful Snap rules engine. Perfect for manufacturers needing deep CAD automation and visual quoting.
Formerly Visual Config
Purpose-built for manufacturers who need 3D visualization, CAD automation, and CloudSuite ERP integration. If your sales process involves engineer-to-order complexity, this is the platform for it.
Build Your Expert Team
Mix and match our certified consultants to create the perfect team for your project needs.
The people who keep your CPQ system running day-to-day. They set up products, maintain price rules, build quote templates, and train your team. When something breaks or a new product launch needs CPQ support, they handle it.
The technical side. They write the custom code when the platform can't do what you need out of the box — Apex triggers, BML scripts, API integrations, Lightning components. They document everything so you're not locked in.
The ones who look at the whole picture. They design the data model, plan the integration architecture, set governance guardrails, and make sure what gets built today still works when you're 5x the size.
Our Products
Tools we've built to accelerate CPQ development
Real Projects, Real Numbers
Every engagement is different. Here's what we've actually delivered.
The Problem
Sales reps were spending 3–5 days per complex quote, manually cross-checking product compatibility across a 4,000+ SKU catalog. Pricing errors reached 1-in-5 quotes.
What We Did
Rebuilt the product configuration rules engine from scratch, migrated legacy pricing matrices to Oracle CPQ Commerce, and wired the output into Salesforce CRM.
Results
Quote time
3–5 days
45 min
Pricing errors
~20%
<2%
Quotes/rep/week
3
18
The Problem
Approval workflows required VP sign-off on every non-standard discount, creating a 2-week bottleneck that was killing deal velocity. Reps routinely bypassed the process.
What We Did
Designed a tiered approval matrix — automated approvals for discounts within policy, single-click escalation for edge cases, with full audit trail for compliance.
Results
Approval cycle
2 weeks
Same day
Win rate
Baseline
+14%
Process bypasses
Frequent
Near zero
The Problem
Post-acquisition integration left two CPQ systems running in parallel. Sales teams had no single source of truth, and duplicate quotes were reaching customers.
What We Did
Led the CPQ consolidation workstream — unified product catalog, migrated historical quote data, and built a Salesforce integration layer for real-time order sync.
Results
Time to go-live
Projected 9 mo
14 weeks
Duplicate quotes
Common
Eliminated
Data accuracy
~67%
99%+
The Problem
Configuration rules were undocumented and brittle — every product change broke something in the quote flow. The internal team couldn't maintain the system without help.
What We Did
Audited and refactored 300+ BML scripts, introduced naming conventions and documentation standards, and ran a 4-week handoff training program for the internal admin.
Results
Support tickets/mo
40+
6
Admin onboarding
3+ months
3 weeks
Internal confidence
Low
Self-sufficient
Have a similar challenge? Let's talk through your situation.
Book a Free Discovery CallThe CPQ Implementation Checklist
The 47-point checklist our consultants use on every engagement — from vendor selection through go-live. Covers the things most implementation guides skip.
- Platform selection criteria (12 decision factors)
- Pre-implementation discovery checklist
- Data migration readiness assessment
- Integration architecture questions
- Go-live readiness scorecard
- Post-launch admin handoff template
Get the free checklist
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Let's Figure Out What You Need
Tell us about your CPQ project — what platform you're on, what's not working, what you need. We'll get back to you within a business day with an honest assessment.
Get in Touch
What to Expect
- A real conversation, not a sales pitch
- Honest assessment of your situation
- Flexible engagement — week-to-week or monthly
- Direct access to your consulting team
