{"id":344768,"date":"2026-04-06T22:33:21","date_gmt":"2026-04-06T22:33:21","guid":{"rendered":"https:\/\/experlogix.com\/resources\/understanding-experlogix-cpq-a-strategic-overview\/"},"modified":"2026-07-01T16:54:34","modified_gmt":"2026-07-01T16:54:34","slug":"understanding-experlogix-cpq-a-strategic-overview","status":"publish","type":"resource","link":"https:\/\/experlogix.com\/fr\/resources\/understanding-experlogix-cpq-a-strategic-overview\/","title":{"rendered":"Understanding Experlogix CPQ: A Strategic Overview"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; admin_label=&#8221;section&#8221; _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221; theme_builder_area=&#8221;post_content&#8221;][et_pb_row admin_label=&#8221;row&#8221; _builder_version=&#8221;4.16&#8243; background_size=&#8221;initial&#8221; background_position=&#8221;top_left&#8221; background_repeat=&#8221;repeat&#8221; global_colors_info=&#8221;{}&#8221; 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-->    line-height: 1.35;<!-- [et_pb_line_break_holder] -->    list-style: none;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-phases li::marker {<!-- [et_pb_line_break_holder] -->    content: \"\";<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-training-note {<!-- [et_pb_line_break_holder] -->    padding: 20px 22px;<!-- [et_pb_line_break_holder] -->    border-left: 5px solid var(--xpl-orange);<!-- [et_pb_line_break_holder] -->    border-radius: 18px;<!-- [et_pb_line_break_holder] -->    background: #f7f9fd;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-white-card-list {<!-- [et_pb_line_break_holder] -->    display: grid;<!-- [et_pb_line_break_holder] -->    gap: 16px;<!-- [et_pb_line_break_holder] -->    margin-top: 22px;<!-- [et_pb_line_break_holder] -->  }<!-- 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[et_pb_line_break_holder] -->  .xpl-cpq-download {<!-- [et_pb_line_break_holder] -->    text-align: center;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-button {<!-- [et_pb_line_break_holder] -->    display: inline-flex;<!-- [et_pb_line_break_holder] -->    align-items: center;<!-- [et_pb_line_break_holder] -->    justify-content: center;<!-- [et_pb_line_break_holder] -->    min-height: 48px;<!-- [et_pb_line_break_holder] -->    margin-top: 8px;<!-- [et_pb_line_break_holder] -->    padding: 13px 24px;<!-- [et_pb_line_break_holder] -->    border-radius: 999px;<!-- [et_pb_line_break_holder] -->    background: var(--xpl-orange);<!-- [et_pb_line_break_holder] -->    color: #ffffff;<!-- [et_pb_line_break_holder] -->    font-weight: 800;<!-- [et_pb_line_break_holder] -->    line-height: 1;<!-- [et_pb_line_break_holder] -->    text-decoration: none;<!-- [et_pb_line_break_holder] -->    transition: transform 180ms ease, box-shadow 180ms ease, opacity 180ms ease;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-button:hover,<!-- [et_pb_line_break_holder] -->  .xpl-cpq-button:focus {<!-- [et_pb_line_break_holder] -->    color: #ffffff;<!-- [et_pb_line_break_holder] -->    transform: translateY(-1px);<!-- [et_pb_line_break_holder] -->    box-shadow: 0 14px 28px rgba(244, 97, 52, 0.28);<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-resource-links {<!-- [et_pb_line_break_holder] -->    padding: clamp(28px, 4vw, 44px);<!-- [et_pb_line_break_holder] -->    border-radius: 30px;<!-- [et_pb_line_break_holder] -->    background:<!-- [et_pb_line_break_holder] -->      radial-gradient(circle at top right, rgba(244, 97, 52, 0.22), transparent 34%),<!-- [et_pb_line_break_holder] -->      var(--xpl-navy);<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-resource-links ul {<!-- [et_pb_line_break_holder] -->    padding-left: 1.15rem;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-resource-links li {<!-- [et_pb_line_break_holder] -->    color: #ffffff;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-resource-links a {<!-- [et_pb_line_break_holder] -->    text-decoration: underline;<!-- [et_pb_line_break_holder] -->    text-underline-offset: 4px;<!-- [et_pb_line_break_holder] -->    text-decoration-thickness: 1px;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-link-text {<!-- [et_pb_line_break_holder] -->    color: #ffffff;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-resource-links a:hover .xpl-cpq-link-text,<!-- [et_pb_line_break_holder] -->  .xpl-cpq-resource-links a:focus .xpl-cpq-link-text {<!-- [et_pb_line_break_holder] -->    opacity: 0.82;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-faq details {<!-- [et_pb_line_break_holder] -->    margin-bottom: 12px;<!-- [et_pb_line_break_holder] -->    padding: 18px 20px;<!-- [et_pb_line_break_holder] -->    border: 1px solid var(--xpl-border);<!-- [et_pb_line_break_holder] -->    border-radius: 18px;<!-- [et_pb_line_break_holder] -->    background: #ffffff;<!-- [et_pb_line_break_holder] -->    box-shadow: 0 8px 22px rgba(12, 33, 76, 0.04);<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-faq summary {<!-- [et_pb_line_break_holder] -->    cursor: pointer;<!-- [et_pb_line_break_holder] -->    color: var(--xpl-navy);<!-- [et_pb_line_break_holder] -->    font-weight: 800;<!-- [et_pb_line_break_holder] -->    line-height: 1.35;<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  .xpl-cpq-faq details p {<!-- [et_pb_line_break_holder] -->    margin-top: 12px;<!-- [et_pb_line_break_holder] -->    margin-bottom: 0;<!-- [et_pb_line_break_holder] -->    color: var(--xpl-text);<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  @media (max-width: 980px) {<!-- [et_pb_line_break_holder] -->    .xpl-cpq-grid--2,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-feature-card,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-result-card,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-path-card {<!-- [et_pb_line_break_holder] -->      grid-template-columns: 1fr;<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    .xpl-cpq-feature-card,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-result-card,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-path-card {<!-- [et_pb_line_break_holder] -->      gap: 10px;<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  @media (max-width: 780px) {<!-- [et_pb_line_break_holder] -->    .xpl-cpq-intro,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-dark,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-callout,<!-- [et_pb_line_break_holder] -->    .xpl-cpq-resource-links {<!-- [et_pb_line_break_holder] -->      border-radius: 24px;<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    .xpl-cpq-phases {<!-- [et_pb_line_break_holder] -->      grid-template-columns: 1fr;<!-- [et_pb_line_break_holder] -->    }<!-- [et_pb_line_break_holder] -->  }<!-- [et_pb_line_break_holder] --><\/style>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/p>\n<section class=\"xpl-cpq-overview\"><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-intro\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Configure, Price, Quote<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"what-is-cpq-software\" class=\"xpl-cpq-section-title\">What is CPQ (Configure, Price, Quote) Software?<\/h2>\n<p><!-- [et_pb_line_break_holder] -->    <pee class=\"xpl-cpq-lede\">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.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-grid xpl-cpq-grid--2\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Improved Accuracy<\/pee><!-- [et_pb_line_break_holder] -->        <pee>Eliminate costly quoting errors with guided rules and logic-driven configuration constraints.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Scalable Knowledge<\/pee><!-- [et_pb_line_break_holder] -->        <pee>Codify product expertise and pricing strategy into your system.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Higher Win Rates<\/pee><!-- [et_pb_line_break_holder] -->        <pee>Respond faster, quote smarter and tailor proposals to win more deals.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Automated Workflows<\/pee><!-- [et_pb_line_break_holder] -->        <pee>Link CPQ directly to your CRM and ERP systems to simplify approvals and other workflows, while eliminating data silos.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Industry Use Cases<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"how-different-industries-use-cpq\" class=\"xpl-cpq-section-title\">How Different Industries Use CPQ<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-grid xpl-cpq-grid--2\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Manufacturing &amp; Industrial<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<ul><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Configuring complex assemblies, parts, and options<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Product visualisation and CAD integration<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Integration with ERP for automated BOM routing<\/li>\n<p><!-- [et_pb_line_break_holder] -->        <\/ul>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Technology &amp; Software<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<ul><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Subscription-based pricing<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Bundled services, custom contracts and mixed product\/service ecosystems<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Accelerated product releases<\/li>\n<p><!-- [et_pb_line_break_holder] -->        <\/ul>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Healthcare &amp; Medical Devices<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<ul><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Improved quote accuracy for highly regulated products<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Region-specific compliance rules<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Handling regional and contract pricing<\/li>\n<p><!-- [et_pb_line_break_holder] -->        <\/ul>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Professional Services<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<ul><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Custom engagements with variable scope<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Time-based or tiered pricing<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Side-by-side service bundle comparisons<\/li>\n<p><!-- [et_pb_line_break_holder] -->        <\/ul>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Construction &amp; Equipment<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<ul><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Multi-product configurations<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Territory-based pricing<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Visual quoting tools and CAD integration<\/li>\n<p><!-- [et_pb_line_break_holder] -->        <\/ul>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-dark\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">ROI<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"lets-talk-roi\" class=\"xpl-cpq-section-title\"><span class=\"xpl-cpq-on-dark\">Let&#8217;s Talk ROI<\/span><\/h2>\n<p><!-- [et_pb_line_break_holder] -->    <pee class=\"xpl-cpq-dark-copy\">When fully leveraged, CPQ doesn\u2019t just improve quoting\u2014it 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:<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-feature-list\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-feature-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-feature-title\">Faster Sales Cycles<\/pee><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-feature-copy\">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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-feature-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-feature-title\">Higher Margin Deals<\/pee><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-feature-copy\">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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-feature-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-feature-title\">Stronger Governance<\/pee><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-feature-copy\">Ensure every quote complies with internal policies, sales practices, product compatibility, and market regulations. CPQ enforces consistency in your sales strategy, regardless of who\u2019s selling for you.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Customer Results<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"experlogix-cpq-case-studies\" class=\"xpl-cpq-section-title\">Experlogix CPQ Case Studies<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-results-list\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-result-card\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<div><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-result-number\">83%<\/span><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-result-label\">Howden Netherlands<\/span><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->        <pee>Howden Netherlands cut order pricing time by a staggering 83% while boosting order values through guided selling tools.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-result-card\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<div><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-result-number\">Hours to Minutes<\/span><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-result-label\">Evatec<\/span><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->        <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-result-card\"><!-- [et_pb_line_break_holder] -->        <\/p>\n<div><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-result-number\">92%<\/span><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-result-label\">FotoFinder<\/span><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->        <pee>Medical imaging manufacturer FotoFinder reduced time-to-quote from 25 minutes to just two \u2014 a 92% reduction. Plus, sales onboarding is now a lot easier because CPQ guides team members through the process.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--cpq\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__mark\">\u201c<\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] -->        <pee>Experlogix proved again and again that switching from our old system was a good idea. After initial implementation and training, Experlogix software doesn\u2019t require hard coding to maintain.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__person\"><!-- [et_pb_line_break_holder] -->        <pee>\u2014 Eelko Molenhuis, QA and Continuous Improvement Manager at Howden<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-implementation\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Implementation<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"experlogix-cpq-implementation-and-maintenance\" class=\"xpl-cpq-section-title\">Experlogix CPQ Implementation and Maintenance<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee>There are several key elements to a successful CPQ implementation:<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<ul class=\"xpl-cpq-checklist\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<li>Establish clear, measurable goals and requirements.<\/li>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<li>Get all the right people together at the right time (product, sales, IT, engineering).<\/li>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<li>Assign at least one dedicated person to manage and model in the software.<\/li>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<li>Attend solution training for ongoing support and administration.<\/li>\n<p><!-- [et_pb_line_break_holder] -->    <\/ul>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee>Optimising CPQ implementation requires extensive product and process knowledge, so that the software can enforce sales strategies and support your product ecosystem.<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee class=\"xpl-cpq-card-title\">Experlogix offers two paths for implementing our CPQ solution:<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-paths\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-path-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Train the Trainer<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<div><!-- [et_pb_line_break_holder] -->          <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-path-card xpl-cpq-path-card--turnkey\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Turnkey<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<div><!-- [et_pb_line_break_holder] -->          <pee>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:<\/pee><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->          <\/p>\n<ul class=\"xpl-cpq-phases\"><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Discovery and Solution Definition<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Data Migration<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Rules &amp; Formula Logic<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>User Interface Design<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Testing<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Conference Room Pilots<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>User Training<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Go-Live Support<\/li>\n<p><!-- [et_pb_line_break_holder] -->            <\/p>\n<li>Post-Implementation Audit<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/ul>\n<p><!-- [et_pb_line_break_holder] -->        <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-training-note\"><!-- [et_pb_line_break_holder] -->      <pee>In addition to implementation support, Experlogix offers ongoing training for users who are interested in truly mastering our software.<\/pee><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--cpq\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__mark\">\u201c<\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] -->        <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__person\"><!-- [et_pb_line_break_holder] -->        <pee>\u2014 Flavia Manz Project Leader at Evatec<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-grid xpl-cpq-grid--2\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">On-Site Services<\/pee><!-- [et_pb_line_break_holder] -->        <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Online Services<\/pee><!-- [et_pb_line_break_holder] -->        <pee>Cost-effective approach to training &amp; implementation support via online assistance. Our implementation engineers deliver successful projects worldwide using modern online virtual meeting technology.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--cpq\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__mark\">\u201c<\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] -->        <pee>Experlogix is making things easier for our newcomers \u2013 removing the reliance on tribal knowledge. It\u2019s been a great part of the training plan.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__person\"><!-- [et_pb_line_break_holder] -->        <pee>\u2014 Roland Proske, Head of IT and Digital at FotoFinder<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-dark\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Why Experlogix CPQ<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"why-choose-experlogix-cpq\" class=\"xpl-cpq-section-title\"><span class=\"xpl-cpq-on-dark\">Why Choose Experlogix CPQ?<\/span><\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-cpq-white-card-list\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-white-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">Experlogix CPQ Delivers:<\/pee><!-- [et_pb_line_break_holder] -->        <\/p>\n<ul><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Integration with Microsoft Dynamics 365 &amp; Salesforce via our integration platform Cloud Connect\u2122<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Design Center \u2014 A powerful but intuitive administration interface (Excel-based logic, no code required)<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Ability to handle thousands of configurations across regions and product lines<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>Tools for guided selling, 3D visualisation, and dealer portals<\/li>\n<p><!-- [et_pb_line_break_holder] -->          <\/p>\n<li>An in-depth onboarding process and client training<\/li>\n<p><!-- [et_pb_line_break_holder] -->        <\/ul>\n<p><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-cpq-white-card\"><!-- [et_pb_line_break_holder] -->        <pee class=\"xpl-cpq-card-title\">What is Cloud Connect\u2122 Integration?<\/pee><!-- [et_pb_line_break_holder] -->        <pee>Cloud Connect\u2122 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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <pee class=\"xpl-cpq-dark-note\">Clients often come to us when they&#8217;ve outgrown other solutions and need to scale further, or when they\u2019re just looking for more customisability in their CPQ software.<\/pee><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--cpq\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__mark\">\u201c<\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] -->        <pee>From implementation and training to support and recognition, Experlogix CPQ is so much more than just software.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__person\"><!-- [et_pb_line_break_holder] -->        <pee>\u2014 Kim Ouellette, Sales Operations Analyst at Tyler Technologies<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-callout xpl-cpq-download\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Is Experlogix Right for You?<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"is-experlogix-right-for-you\" class=\"xpl-cpq-section-title\">Is Experlogix Right for You?<\/h2>\n<p><!-- [et_pb_line_break_holder] -->    <pee>Experlogix CPQ is purpose-built for organisations that don\u2019t fit in a one-size-fits-all mold. Our solution offers an unparalleled combination of customisability, control and usability\u2014in other words, it&#8217;s the solution that&#8217;ll grow with you instead of limiting your future potential.<\/pee><!-- [et_pb_line_break_holder] -->    <a class=\"xpl-cpq-button\" href=\"#download-form\">Download PDF<\/a><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div class=\"xpl-case-quote xpl-case-quote--cpq\"><!-- [et_pb_line_break_holder] -->    <\/p>\n<div class=\"xpl-case-quote__card\"><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__mark\">\u201c<\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__text\"><!-- [et_pb_line_break_holder] -->        <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<div class=\"xpl-case-quote__person\"><!-- [et_pb_line_break_holder] -->        <pee>\u2014 Henrik Sandberg, IT Manager at Swecon Group<\/pee><!-- [et_pb_line_break_holder] -->      <\/div>\n<p><!-- [et_pb_line_break_holder] -->    <\/div>\n<p><!-- [et_pb_line_break_holder] -->  <\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-resource-links\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">Resources<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"technical-resources\" class=\"xpl-cpq-section-title\"><span class=\"xpl-cpq-on-dark\">Technical Resources<\/span><\/h2>\n<p><!-- [et_pb_line_break_holder] -->    <\/p>\n<ul><!-- [et_pb_line_break_holder] -->      <\/p>\n<li><!-- [et_pb_line_break_holder] -->        <a href=\"https:\/\/experlogix.com\/wp-content\/uploads\/CRM-D365-Technical-Overview.pdf\" target=\"_blank\" rel=\"noopener\"><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-link-text\">CRM D365 Technical Overview<\/span><!-- [et_pb_line_break_holder] -->        <\/a><!-- [et_pb_line_break_holder] -->      <\/li>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<li><!-- [et_pb_line_break_holder] -->        <a href=\"https:\/\/experlogix.com\/wp-content\/uploads\/FO-D365-Technical-Overview.pdf\" target=\"_blank\" rel=\"noopener\"><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-link-text\">FO D365 Technical Overview<\/span><!-- [et_pb_line_break_holder] -->        <\/a><!-- [et_pb_line_break_holder] -->      <\/li>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<li><!-- [et_pb_line_break_holder] -->        <a href=\"https:\/\/experlogix.com\/wp-content\/uploads\/CPQ-D365-Fin-Ops_Architecture_Horiz_0824.png\" target=\"_blank\" rel=\"noopener\"><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-link-text\">CPQ D365 Finance &amp; Operations Architecture Diagram<\/span><!-- [et_pb_line_break_holder] -->        <\/a><!-- [et_pb_line_break_holder] -->      <\/li>\n<p><!-- [et_pb_line_break_holder] -->      <\/p>\n<li><!-- [et_pb_line_break_holder] -->        <a href=\"https:\/\/experlogix.com\/wp-content\/uploads\/CPQ-D365-Sales_Architecture_Horiz_0824.png\" target=\"_blank\" rel=\"noopener\"><!-- [et_pb_line_break_holder] -->          <span class=\"xpl-cpq-link-text\">CPQ D365 Sales Architecture Diagram<\/span><!-- [et_pb_line_break_holder] -->        <\/a><!-- [et_pb_line_break_holder] -->      <\/li>\n<p><!-- [et_pb_line_break_holder] -->    <\/ul>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<section class=\"xpl-cpq-section xpl-cpq-faq\"><!-- [et_pb_line_break_holder] -->    <span class=\"xpl-cpq-eyebrow\">FAQ<\/span><!-- [et_pb_line_break_holder] -->    <\/p>\n<h2 id=\"frequently-asked-questions\" class=\"xpl-cpq-section-title\">Frequently Asked Questions<\/h2>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<details><!-- [et_pb_line_break_holder] -->      <\/p>\n<summary>What is CPQ software?<\/summary>\n<p><!-- [et_pb_line_break_holder] -->      <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->    <\/details>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<details><!-- [et_pb_line_break_holder] -->      <\/p>\n<summary>What are the key benefits of CPQ?<\/summary>\n<p><!-- [et_pb_line_break_holder] -->      <pee>Key benefits of CPQ include improved accuracy, scalable knowledge, higher win rates, and automated workflows that link CPQ directly to CRM and ERP systems.<\/pee><!-- [et_pb_line_break_holder] -->    <\/details>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<details><!-- [et_pb_line_break_holder] -->      <\/p>\n<summary>How do different industries use CPQ?<\/summary>\n<p><!-- [et_pb_line_break_holder] -->      <pee>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.<\/pee><!-- [et_pb_line_break_holder] -->    <\/details>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<details><!-- [et_pb_line_break_holder] -->      <\/p>\n<summary>How can CPQ increase efficiency and revenue?<\/summary>\n<p><!-- [et_pb_line_break_holder] -->      <pee>When fully leveraged, CPQ can help create faster sales cycles, higher margin deals, and stronger governance by making every salesperson more effective.<\/pee><!-- [et_pb_line_break_holder] -->    <\/details>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<details><!-- [et_pb_line_break_holder] -->      <\/p>\n<summary>What is Cloud Connect\u2122 Integration?<\/summary>\n<p><!-- [et_pb_line_break_holder] -->      <pee>Cloud Connect\u2122 is the scalable Experlogix CPQ cloud-based integration service. It dynamically connects the CPQ solution to entities within CRM and ERP systems.<\/pee><!-- [et_pb_line_break_holder] -->    <\/details>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->    <\/p>\n<details><!-- [et_pb_line_break_holder] -->      <\/p>\n<summary>What CPQ implementation options does Experlogix offer?<\/summary>\n<p><!-- [et_pb_line_break_holder] -->      <pee>Experlogix offers Train the Trainer and Turnkey implementation paths, along with on-site services and online services for training and implementation support.<\/pee><!-- [et_pb_line_break_holder] -->    <\/details>\n<p><!-- [et_pb_line_break_holder] -->  <\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] -->  <\/p>\n<div id=\"download-form\"><\/div>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><\/section>\n<p><!-- [et_pb_line_break_holder] --><!-- [et_pb_line_break_holder] --><script type=\"application\/ld+json\"><!-- [et_pb_line_break_holder] -->{<!-- [et_pb_line_break_holder] -->  \"@context\": \"https:\/\/schema.org\",<!-- [et_pb_line_break_holder] -->  \"@type\": \"FAQPage\",<!-- [et_pb_line_break_holder] -->  \"mainEntity\": [<!-- [et_pb_line_break_holder] -->    {<!-- [et_pb_line_break_holder] -->      \"@type\": \"Question\",<!-- [et_pb_line_break_holder] -->      \"name\": \"What is CPQ software?\",<!-- [et_pb_line_break_holder] -->      \"acceptedAnswer\": {<!-- [et_pb_line_break_holder] -->        \"@type\": \"Answer\",<!-- [et_pb_line_break_holder] -->        \"text\": \"CPQ software acts as a rules-driven automation engine that connects sales, product, finance, and operations teams. 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