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:
Less manual reconciliation
No sync delays.
Fewer workflow gaps to fill manually
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
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.