CPQ rescue, implementation, and optimization since 2016
CPQ consulting for late Salesforce, Oracle, SAP, and ServiceNow programs: find the pricing, catalog, and approval decisions nobody made, then stay through go-live.
Where programs go wrong
A stalled program almost always traces back to a rule the business never agreed on. Who can discount past 20 percent. Which bundle is the exception and which is the pattern. Whether the price book or the ERP wins when they disagree. Configuration cannot settle those questions, so the build absorbs them as custom logic — and every unmade decision becomes a script somebody has to maintain.
That is what we look for first. We trace recent quotes — the standard ones, the exceptions, the ones that got reworked after approval — back to the decision or the missing data that caused them. Then we fix the rules and rebuild only what has to be rebuilt. Sometimes that means a full implementation. Often it means removing custom code rather than adding it.
How we deliver
Architects, developers, and administrators assigned to the program stay involved from diagnosis through launch. Career history at Oracle Consulting, GE, F5, Accenture, and Deloitte Digital is how the practice was trained, not a client logo wall.
Consultant backgroundsArchitecture and program decisions
End-to-end CPQ implementations across Oracle, Salesforce, and custom platforms. Discovery, solution design, and the rules that survive scale.
Custom logic and integrations
Configurator logic, pricing engines, and ERP connections. Multi-currency, tiered, and subscription pricing built so admins can maintain it.
Administration and enablement
Day-to-day configuration, UAT, and training. Runbooks your team uses after go-live, not a handoff to a junior bench.
Published outcomes
Client names are withheld under NDA. Figures reflect the stated engagement baselines and are not forecasts or guarantees.
Oracle CPQ · Implementation
Enterprise SaaS
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.
Delivered in 11 weeks
Salesforce CPQ · Optimization
Manufacturing & Distribution
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.
Delivered in 6 weeks
Oracle CPQ + Salesforce · Integration
Technology & Cloud Services
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.
Delivered in 14 weeks
Oracle CPQ · Rescue
Industrial & Field Services
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.
Delivered in 8 weeks
If the situation looks familiar, start with a 30-minute program review.
Book a 30-Minute Program Review12 connected capabilities
Implementation, rescue, integration, and optimization on Salesforce, Oracle, SAP, and ServiceNow. We take the work the program is actually stuck on.
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.
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.
Connect CPQ with ERP, CRM, eCommerce, and downstream systems so pricing, inventory, customer, and order data stay aligned.
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.
Approval routing, notifications, renewal workflows, deal desk handoffs — we automate the repetitive parts of your quoting process so your team focuses on selling.
Moving product catalogs, price books, and historical quotes from one system to another without losing data. We handle field mapping, validation, and cleanup.
Build guided 2D and 3D product experiences that help buyers configure complex products and see valid choices before ordering.
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.
Already have a CPQ system but not getting the results you expected? We'll audit your configuration, integrations, and adoption to identify what's holding you back — and deliver a prioritized fix-it roadmap.
Choosing a CPQ platform? We run a structured evaluation, compare vendors against your real requirements, and deliver a decision-ready recommendation.
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.
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.
Platforms
Expert consulting services across all major CPQ platforms. Choose your platform to explore tailored solutions.
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.
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.
Zuora Quotes
Subscription-first quoting built to align with billing. Strong fit for renewals, amendments, ramp deals, and usage-based pricing — especially if you already run on Zuora Billing.
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.
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.
PROS Smart CPQ
If pricing is the hard part — dynamic prices, complex discounting, and constantly shifting market conditions — PROS is worth a serious look. Strong fit for high-volume pricing environments that need optimization, not just quoting.
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.
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.
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.
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.
Configure-to-Order
A strong fit for discrete manufacturers who need accurate variant configuration, guided selling, and pricing governance for configure-to-order sales — with clean downstream handoffs to ERP.
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.
Published rates
Most programs need an architect for the first few weeks, developers through the build, and an admin from UAT onward. We will tell you the mix before you buy hours.
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 extend CPQ beyond out-of-the-box capabilities — custom configuration and pricing logic, integrations, UI extensions, and automation. Everything is documented and built to survive platform upgrades.
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.
Tools we've built to accelerate CPQ development
Free resource
The 47-point checklist our consultants use on every engagement — from vendor selection through go-live. Covers the things most implementation guides skip.
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Rescue, scope, cost, who does the work, and what you keep after we leave.
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.
Reference calls are available on request during evaluation.
“Our CPQ Consultant was a valued team member supporting the Oracle CPQ space. His innovative thinking and direct approach benefited our CPQ users, and his Oracle background attributed to his contributions to the team.”
Christina D.
VP and GM of Product
Swegon
“Our CPQ Consultant was a valued team member supporting the Oracle CPQ space. His innovative thinking and direct approach benefited our CPQ users, and his Oracle background attributed to his contributions to the team.”
Tim F.
Head of Service, Commercial Operations
GE Vernova
“Our CPQ Consultant is exceptionally knowledgeable with his experience in software architecture and design. He led our company as a SME with Oracle CPQ and Salesforce as we stood up the solution custom tailored to our company. The technical expertise and background in the software truly brought a key missing piece to the table our company needed.”
Amber C.
Senior Director of Business Process Operations
Mosaic
“Our CPQ Consultant was a key contributor to our CPQ transformation. He is highly knowledgeable, responsive, and always willing to go the extra mile to ensure success.”
Andre Y.
Senior Technical Program Manager
CDK Global
“Our CPQ Consultant was a valued team member supporting the Oracle CPQ space. His innovative thinking and direct approach benefited our CPQ users, and his Oracle background attributed to his contributions to the team.”
Usha M.
Director of Engineering
Vibro-Acoustics
“Our CPQ Consultant joined our company post implementation of Oracle Big Machines (CPQ Implementation). He was instrumental in ensuring the product was functioning and partnered with business Operations to ensure desired business outcomes were being achieved.”
Chad G.
Vice President of Pricing and Packaging
Acosta
