Configure, Price, Quote

AI-Driven Productivity

AI’s real bottleneck isn’t knowledge or speed. It’s data.

Most enterprise AI initiatives stall for the same reason: the data isn’t accessible. Not missing entirely, but scattered across systems, trapped in spreadsheets. This means a lot of it becomes outdated before anyone can use it.

Sales operations feels this acutely. Product information lives in one system. Pricing rules in another. Customer history in a third.

AI can’t automate what it can’t see, and it can’t make smart recommendations from fragmented, inconsistent data.

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AI-Driven Productivity

AI’s real bottleneck isn’t knowledge or speed. It’s data.

Most enterprise AI initiatives stall for the same reason: the data isn’t accessible. Not missing entirely, but scattered across systems, trapped in spreadsheets. This means a lot of it becomes outdated before anyone can use it.

Sales operations feels this acutely. Product information lives in one system. Pricing rules in another. Customer history in a third.

AI can’t automate what it can’t see, and it can’t make smart recommendations from fragmented, inconsistent data.

Get a Demo

CPQ Sits at the Intersection AI Needs

When a rep builds a quote, CPQ captures what the customer needs (configuration details, options, dependencies), why it’s priced that way (discount rules, margin thresholds, volume breaks), and how it connects to everything else (CRM opportunity data, ERP inventory and fulfillment).

It’s the exact data AI platforms and agents need to identify patterns. suggest next-best products, and flag deals that need extra attention. It also just makes everyday quoting a lot easier. For example, using Experlogix CPQ with your CRM, you can have AI gather customer-specific requirements to put directly into a quote. See how it works with Microsoft Dynamics 365 and Copilot below:

Integration Depth Determines AI Effectiveness

A CPQ that syncs data through middleware or batch updates creates gaps. Delays between systems mean AI works with stale information. Translation layers introduce errors. Plus, the more complex your products or pricing, the more those gaps compound.

This is where native integration changes the equation.

Experlogix CPQ is built with the Microsoft Dynamics 365 and Salesforce data models in mind. Not connected through middleware but built on the same foundation.

For AI, that translates to some clear advantages:

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Less manual reconciliation

AI doesn’t need to figure out which system has the “right” data.
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No sync delays.

When a price changes or a product configuration updates, AI sees it immediately. Not after tonight’s batch job runs.
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Fewer workflow gaps to fill manually

Complex configurations that would break simpler CPQ systems get captured completely. AI has the full picture, not an approximation that someone has to clean up later.

Complexity Handling Matters More than You’d Think

Here’s what often gets overlooked: AI is only as good as the data it learns from. If your existing CPQ solution or processes can’t handle your actual product complexity, reps work around it. Manual overrides. Side calculations. Tribal knowledge that never makes it into the system.

AI inherits those gaps.

With Experlogix, that complexity isn’t a problem to manage around. It’s a competitive advantage that distinguishes the quality of your products and processes from the competition. It’s also full of clean, structured and searchable data.

Which means AI can learn from it. Recommend based on it. Automate around it.

The Foundation, Not the Feature

AI capabilities will keep evolving, but the underlying requirement won’t change: AI needs clean, connected data to do anything useful. CPQ provides exactly that. Not as an add-on, but as the engine for centralizing structured data that makes AI investments actually pay off. Next-generation CPQ solutions will also incorporate AI functionality directly, where AI assistants can help with setting up configurations or help users navigate the interface more easily. However, this will also require that foundation of clean data. The businesses that optimize their CPQ solutions with this in mind will automate more of their operations and make decisions faster than the ones who’re still trying to pull data from spreadsheets and disconnected systems. Sales teams will be able to operate more efficiently at every stage of the process. Experlogix CPQ is built for that future. Native integration. Industrial-grade complexity handling. The data foundation AI needs and the scalability to take advantage of the next generation of capabilities.

See How Experlogix CPQ Creates the Foundation for AI-Powered Sales Operations.

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