CPQ Consultant
CPQ Consultant is a private US CPQ advisory firm providing implementation, optimization, and training across 12 CPQ platforms. Founded in 2017, it serves enterprise revenue operations teams via a retainer model with multi-platform certified consultants.
- Company typePrivate
- Founded2017
- HeadquartersNew York, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What CPQ Consultant does
CPQ Consultant is a US-based professional services firm that provides advisory, implementation, optimization, and training services for Configure-Price-Quote (CPQ) platforms. Founded in 2017 and headquartered in New York with 11-50 employees, the firm is structured as a Wyoming LLC and operates without external venture capital or private equity backing. The company serves enterprise revenue operations teams across more than 20 customer relationships, primarily in the United States, with a stated base of multi-vertical clients spanning Enterprise SaaS, Manufacturing & Distribution, Industrial & Field Services, and Technology & Cloud Services.
The firm offers consulting expertise across 12 CPQ platforms: Salesforce CPQ, Oracle CPQ (BigMachines), SAP CPQ (Callidus), ServiceNow CPQ (Logik.io), Zuora, PROS Smart CPQ, HubSpot, Conga (formerly Apttus), NetSuite, Epicor (KBMax), Tacton, and Infor. Service offerings include CPQ Configuration, Custom Development, Quote-to-Cash Design, Process Automation, Data Migration, Performance Optimization, CPQ Assessment, CPQ Evaluation, CPQ Training, and Agentic CPQ (AI-augmented quoting). Two proprietary toolkits — CPQ DevKit and CPQ Kit — accelerate implementation and configuration work. The firm's stated founding capability is long-tenured Oracle CPQ expertise dating to the BigMachines era, since extended across the multi-platform stack.
The business model is retainer-based with publicly transparent pricing. Tiered weekly retainer packages are priced at Starter ($2,000/week for 20 hours), Growth ($7,800/week for 60 hours), and Enterprise ($13,000/week for 100 hours), with a 10-hour minimum and cancel-anytime flexibility. Unit-based hourly rates span CPQ Administrator ($70/hr), Developer ($130/hr), and Architect ($250/hr). Go-to-market is sales-led and direct-to-buyer via the company website, with a 48-hour onboarding cadence, Stripe-based payment processing, and a content-driven inbound strategy of 30+ blog articles, free implementation checklists, vendor-neutral platform comparison guides, and SEO around CPQ terminology. The firm explicitly targets enterprise buyers with existing CPQ platform investments who require implementation, optimization, or rescue work.
CPQ Consultant firmographics
Firmographics- Name
- CPQ Consultant
- Legal name
- CPQ Consultant LLC
- Website
- https://cpqconsultant.com
- Company type
- Private
- Founded year
- 2017
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- CPQ Consultant is a private US CPQ advisory firm providing implementation, optimization, and training across 12 CPQ platforms. Founded in 2017, it serves enterprise revenue operations teams via a retainer model with multi-platform certified consultants.
- Ownership category
- akta.pro rank
CPQ Consultant industry classification
Industry- Product category
- CPQ Consulting Services
- NAICS
- Management Consulting Services (54161), Custom Computer Programming Services (541511)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions (HDAEAFAK)
- akta.pro secondary industries
- CRM Strategy & Consulting (BPAFAFAA), Operations & Process Improvement Consulting (BPAHACAB), Customer, Marketing & Sales Consulting (BPAHACAG)
Keywords
Where CPQ Consultant is headquartered
LocationHeadquarters
- HQ city
- New York
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
CPQ Consultant business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Technology or R&D, Operations
Revenue model
- CPQ Consulting Services: Professional services delivered through flexible retainer packages at different expertise levels (Administrator $70/hr, Developer $130/hr, Architect $250/hr). Minimum 10 hours per period with weekly or monthly billing cycles.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Weekly | Starter - 20 hours/week at $2,000/week |
| Subscription | Weekly | Growth - 60 hours/week at $7,800/week |
| Subscription | Weekly | Enterprise - 100 hours/week at $13,000/week |
| Unit Pricing | Pay-as-you-go | CPQ Administrator - $70/hr |
| Unit Pricing | Pay-as-you-go | CPQ Developer - $130/hr |
| Unit Pricing | Pay-as-you-go | CPQ Architect - $250/hr |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels6 records
CPQ Consultant product offering
Product offeringCore offering
CPQ Consultant is a CPQ solutions consultancy offering professional services for the implementation, configuration, optimization, and rescue of Configure-Price-Quote platforms. Services span CPQ Configuration, Custom Development, Quote-to-Cash Design, Process Automation, Data Migration, Performance Optimization, CPQ Assessment, CPQ Evaluation, CPQ Training, and Agentic/AI-powered CPQ across 12 major platforms. Two proprietary developer tools (CPQ DevKit and CPQ Kit) supplement the consultancy by accelerating CPQ development and configuration work.
Product overview
CPQ Consultant is a CPQ solutions consultancy (not a software vendor) offering professional consulting services across all major CPQ platforms. Their offering consists of consulting services for CPQ implementation, optimization, and support across 12 CPQ platforms (Salesforce CPQ, Oracle CPQ Cloud, Zuora CPQ, SAP CPQ, ServiceNow CPQ, PROS CPQ, HubSpot CPQ, Conga CPQ, NetSuite CPQ, Epicor CPQ, Tacton CPQ, Infor CPQ), supplemented by two proprietary tools (CPQ DevKit and CPQ Kit) that accelerate CPQ development. Services include CPQ Configuration, Custom Development, Quote-to-Cash Design, Process Automation, Data Migration, Performance Optimization, CPQ Assessment, CPQ Evaluation, CPQ Training, and Agentic CPQ (AI-powered). They provide tiered retainer pricing (Starter, Growth, Enterprise) with certified consultants available at CPQ Administrator ($70/hr), Developer ($130/hr), and Architect ($250/hr) levels.
Differentiator
Problem solved
Functional benefit
Products and services
- CPQ Configuration Setup of product catalogs, pricing rules, quote templates, and approval flows for sales reps to build accurate quotes without manual assistance.
- Custom Development Custom code development including Apex triggers, BML scripts, Lightning components, and API integrations across CPQ platforms. Code is documented and upgrade-safe.
- Quote-to-Cash Design End-to-end revenue process design from opportunity through invoicing, identifying gaps and building integrations and automation to close them.
- Process Automation Automation of approval routing, notifications, renewal workflows, and deal desk handoffs to eliminate repetitive manual work.
- Data Migration Secure transfer of product catalogs, price books, and historical quotes between systems with field mapping, validation, and cleanup.
- Performance Optimization Profiling and fixing of slow quote generation caused by inefficient scripts, bad data models, or missing caching in CPQ instances.
- CPQ Assessment Audit of existing CPQ configuration, integrations, and adoption to identify issues and deliver a prioritized fix-it roadmap.
- CPQ Evaluation Structured platform evaluation comparing CPQ vendors against real requirements with decision-ready recommendations.
- CPQ Training Hands-on training on a client's specific CPQ setup for sales reps, admins, and developers, including recorded sessions and certification prep.
- Agentic CPQ AI-powered CPQ solutions deploying intelligent agents for routine configurations, upsell recommendations based on deal context, natural-language quoting, and autonomous approval workflows.
- CPQ DevKit A proprietary toolkit built by CPQ Consultant providing development utilities and templates that accelerate CPQ implementations.
- CPQ Kit A proprietary toolkit built by CPQ Consultant providing development utilities that accelerate CPQ development and configuration workflows.
Quantifiable outcome
- Reduce quote creation time by 80%
- +8 more outcomes
Companies that use CPQ Consultant
Customer profileNamed customers4 records
Segments3 records
Ideal customer profiles3 records
CPQ Consultant technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration26 records
AI capability7 records
Feature2 records
CPQ Consultant partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- StripeminorPayment processing partner for secure online transactions. Handles retainer package billing on the company website.
Scale indicators7 records
Recent moves4 records
Expansion highlights5 records
CPQ Consultant competitors and assessment
Company assessmentDirect peers
- Simplus (Infosys Simplus): Originally an independent Salesforce and CPQ consulting specialist, now part of Infosys. Directly competes with CPQ Consultant on Salesforce CPQ, Oracle CPQ, and Quote-to-Cash implementations for enterprise clients, especially in North America.
- CBIG Consulting: Boutique consultancy focused on CPQ, Revenue Cloud, and quote-to-cash transformations for enterprise customers. Highly comparable in size, platform coverage, and go-to-market.
- Traction Technology Partners: Specialized Salesforce and CPQ consulting firm with deep expertise in Revenue Cloud, Steelbrick-era Salesforce CPQ, and quote-to-cash transformations — closely mirrors CPQ Consultant's Salesforce CPQ practice.
- Silverline: Salesforce Summit partner with a dedicated CPQ/Revenue Cloud practice; comparable in target customer (mid-market and enterprise revenue operations) and platform specialization.
- ISM Inc. Salesforce Crest Consulting partner focused on CPQ, Billing, and Revenue Cloud implementations; competes for similar enterprise manufacturing and SaaS CPQ budgets.
- Maverick Solutions: Boutique CPQ and configure-to-cash consultancy serving manufacturers and enterprise SaaS; directly comparable in size, vertical focus, and platform expertise.
Broad incumbents
- Accenture: Largest global SI with significant Salesforce, Oracle, and SAP CPQ capability; competes for top-tier enterprise CPQ programs alongside CPQ Consultant but with vastly larger delivery capacity.
- Hexaware: Global IT services firm with an established CPQ, Salesforce, and Oracle CX practice. Operates at larger scale and competes on enterprise CPQ transformation RFPs, but with a much broader portfolio.
- Cognizant: Global IT services provider with Salesforce and Oracle CPQ practices; commonly short-listed on enterprise CPQ RFPs alongside boutique specialists like CPQ Consultant.
- Deloitte Digital: Big Four digital practice with deep Salesforce and SAP CPQ implementation capability; competes on enterprise quote-to-cash programs where scale and brand matter.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
CPQ Consultant social profiles
Digital presenceCPQ Consultant financial estimates
Financial estimateRevenue estimate
Valuation estimate
CPQ Consultant leadership team
Management profileNumber of profiles
CPQ Consultant funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
CPQ Consultant M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about CPQ Consultant
What does CPQ Consultant do?
CPQ Consultant is a CPQ solutions consultancy offering professional services for the implementation, configuration, optimization, and rescue of Configure-Price-Quote platforms. Services span CPQ Configuration, Custom Development, Quote-to-Cash Design, Process Automation, Data Migration, Performance Optimization, CPQ Assessment, CPQ Evaluation, CPQ Training, and Agentic/AI-powered CPQ across 12 major platforms. Two proprietary developer tools (CPQ DevKit and CPQ Kit) supplement the consultancy by accelerating CPQ development and configuration work.
Is CPQ Consultant a public or private company?
CPQ Consultant is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was CPQ Consultant founded?
CPQ Consultant was founded in 2017. It employs 11 to 50 people.
Where is CPQ Consultant based?
CPQ Consultant is headquartered in New York, United States, in the North America region.
How does CPQ Consultant make money?
One revenue line is on record: CPQ Consulting Services.
Who are CPQ Consultant's main competitors?
Direct peers on record are Simplus (Infosys Simplus), CBIG Consulting, Traction Technology Partners, Silverline, ISM Inc. and Maverick Solutions. Broad incumbents are Accenture, Hexaware, Cognizant and Deloitte Digital.
Does CPQ Consultant have an API?
No public API is recorded for CPQ Consultant.
What industry is CPQ Consultant in?
CPQ Consultant's product category is CPQ Consulting Services. Its primary akta.pro industry code is HDAEAFAK, CPQ (Configure-Price-Quote) & Quote-to-Cash CRM Extensions, with a secondary code of BPAFAFAA, CRM Strategy & Consulting. Its NAICS code is 54161 and its SIC code is 8742.