eBooks

Understanding Experlogix CPQ: A Strategic Overview

Configure, Price, Quote
Apr 6, 20266 min read
Understanding Experlogix CPQ: A Strategic Overview
Configure, Price, Quote

What is CPQ (Configure, Price, Quote) Software?

CPQ software acts as a rules-driven automation engine that connects sales, product, finance, and operations teams. It allows sales teams to efficiently configure and quote complex orders without sacrificing accuracy or quality of service.

Improved Accuracy

Eliminate costly quoting errors with guided rules and logic-driven configuration constraints.

Scalable Knowledge

Codify product expertise and pricing strategy into your system.

Higher Win Rates

Respond faster, quote smarter and tailor proposals to win more deals.

Automated Workflows

Link CPQ directly to your CRM and ERP systems to simplify approvals and other workflows, while eliminating data silos.

Industry Use Cases

How Different Industries Use CPQ

Manufacturing & Industrial

  • Configuring complex assemblies, parts, and options
  • Product visualisation and CAD integration
  • Integration with ERP for automated BOM routing

Technology & Software

  • Subscription-based pricing
  • Bundled services, custom contracts and mixed product/service ecosystems
  • Accelerated product releases

Healthcare & Medical Devices

  • Improved quote accuracy for highly regulated products
  • Region-specific compliance rules
  • Handling regional and contract pricing

Professional Services

  • Custom engagements with variable scope
  • Time-based or tiered pricing
  • Side-by-side service bundle comparisons

Construction & Equipment

  • Multi-product configurations
  • Territory-based pricing
  • Visual quoting tools and CAD integration
ROI

Let's Talk ROI

When fully leveraged, CPQ doesn’t just improve quoting—it becomes a revenue accelerator and strategic enabler, making every salesperson more effective. Here are just a few of the ways that CPQ can increase efficiency and revenue:

Faster Sales Cycles

Shorten the time between interest and order by giving reps the tools to quote on the spot, even for complex configurations. CPQ features like 3D product visualisation also make the customer experience more engaging.

Higher Margin Deals

Make it easier for your sales team to upsell and cross-sell by using features like guided selling. With CPQ, your product and sales knowledge become a scalable business asset.

Stronger Governance

Ensure every quote complies with internal policies, sales practices, product compatibility, and market regulations. CPQ enforces consistency in your sales strategy, regardless of who’s selling for you.

Customer Results

Experlogix CPQ Case Studies

83% Howden Netherlands

Howden Netherlands cut order pricing time by a staggering 83% while boosting order values through guided selling tools.

Hours to Minutes Evatec

High-tech coating machine manufacturer Evatec used CPQ to replace a system of spreadsheets and siloed systems. This led to a reduction in configuration time from several hours to a few minutes.

92% FotoFinder

Medical imaging manufacturer FotoFinder reduced time-to-quote from 25 minutes to just two — a 92% reduction. Plus, sales onboarding is now a lot easier because CPQ guides team members through the process.

Experlogix proved again and again that switching from our old system was a good idea. After initial implementation and training, Experlogix software doesn’t require hard coding to maintain.

— Eelko Molenhuis, QA and Continuous Improvement Manager at Howden

Implementation

Experlogix CPQ Implementation and Maintenance

There are several key elements to a successful CPQ implementation:

  • Establish clear, measurable goals and requirements.
  • Get all the right people together at the right time (product, sales, IT, engineering).
  • Assign at least one dedicated person to manage and model in the software.
  • Attend solution training for ongoing support and administration.

Optimising CPQ implementation requires extensive product and process knowledge, so that the software can enforce sales strategies and support your product ecosystem.

Experlogix offers two paths for implementing our CPQ solution:

Train the Trainer

Reduce your up-front services investment and gain hands-on training designed to help you understand how to set up and maintain your product configurator.

Turnkey

Some clients prefer our team of configurator experts to provide end-to-end, turnkey configurator implementation services. These engagements include a well-defined, tested, and proven set of implementation phases:

  • Discovery and Solution Definition
  • Data Migration
  • Rules & Formula Logic
  • User Interface Design
  • Testing
  • Conference Room Pilots
  • User Training
  • Go-Live Support
  • Post-Implementation Audit

In addition to implementation support, Experlogix offers ongoing training for users who are interested in truly mastering our software.

We have really complex products and processes. When we were evaluating different CPQ tools, the Experlogix Design Center looked more suitable than other solutions. We were also able to get good support; the intuitive user experience and the trainings we received made it clear how to model configurations.

— Flavia Manz Project Leader at Evatec

On-Site Services

Receive hands-on support from experienced implementation engineers at your location(s). Technicians are available to assist with product training, project management leadership, and turnkey implementation delivery.

Online Services

Cost-effective approach to training & implementation support via online assistance. Our implementation engineers deliver successful projects worldwide using modern online virtual meeting technology.

Experlogix is making things easier for our newcomers – removing the reliance on tribal knowledge. It’s been a great part of the training plan.

— Roland Proske, Head of IT and Digital at FotoFinder

Why Experlogix CPQ

Why Choose Experlogix CPQ?

Experlogix CPQ Delivers:

  • Integration with Microsoft Dynamics 365 & Salesforce via our integration platform Cloud Connect™
  • Design Center — A powerful but intuitive administration interface (Excel-based logic, no code required)
  • Ability to handle thousands of configurations across regions and product lines
  • Tools for guided selling, 3D visualisation, and dealer portals
  • An in-depth onboarding process and client training

What is Cloud Connect™ Integration?

Cloud Connect™ is the scalable Experlogix CPQ cloud-based integration service. It is a 100% Flexible integration framework that dynamically connects our CPQ solution to entities within CRM and ERP systems. The Cloud Connect integration provides clients with flexibility, a lower cost of ownership and increased performance.

Clients often come to us when they've outgrown other solutions and need to scale further, or when they’re just looking for more customisability in their CPQ software.

From implementation and training to support and recognition, Experlogix CPQ is so much more than just software.

— Kim Ouellette, Sales Operations Analyst at Tyler Technologies

Is Experlogix Right for You?

Is Experlogix Right for You?

Experlogix CPQ is purpose-built for organisations that don’t fit in a one-size-fits-all mold. Our solution offers an unparalleled combination of customisability, control and usability—in other words, it's the solution that'll grow with you instead of limiting your future potential.

Download PDF

Experlogix provides an open framework for you to build almost anything. The more you learn how to use it, the more you realise what you can do with it.

— Henrik Sandberg, IT Manager at Swecon Group

FAQ

Frequently Asked Questions

What is CPQ software?

CPQ software acts as a rules-driven automation engine that connects sales, product, finance, and operations teams. It allows sales teams to efficiently configure and quote complex orders without sacrificing accuracy or quality of service.

What are the key benefits of CPQ?

Key benefits of CPQ include improved accuracy, scalable knowledge, higher win rates, and automated workflows that link CPQ directly to CRM and ERP systems.

How do different industries use CPQ?

Industries use CPQ for complex assemblies, product visualisation, CAD integration, subscription-based pricing, bundled services, regulated products, contract pricing, custom engagements, territory-based pricing, and visual quoting tools.

How can CPQ increase efficiency and revenue?

When fully leveraged, CPQ can help create faster sales cycles, higher margin deals, and stronger governance by making every salesperson more effective.

What is Cloud Connect™ Integration?

Cloud Connect™ is the scalable Experlogix CPQ cloud-based integration service. It dynamically connects the CPQ solution to entities within CRM and ERP systems.

What CPQ implementation options does Experlogix offer?

Experlogix offers Train the Trainer and Turnkey implementation paths, along with on-site services and online services for training and implementation support.