Pricing & CPQ Software Selection
Vendor-agnostic selection support that turns your needs into a clear shortlist and an RFP process you can score with confidence.
- Shortlist based on real use cases — not feature marketing
- Requirements + demo scripts vendors can't hand-wave
- Reduced implementation and adoption risk
20–30 minutes. We'll recommend the right selection approach for your timeline and complexity.
What it is
]We help you choose the right pricing and/or CPQ solution and set the program up for adoption. That means clarity before the RFP, structure during the RFP, and evidence-based decision support — grounded in how your pricing and sales teams actually operate.
We're vendor-agnostic and delivery-minded: we design selection so implementation and adoption won't fail later due to unclear scope, unrealistic data expectations, or weak alignment between teams.
Pre-RFP — make the decision measurable
We define scope, use cases, and decision criteria so your RFP is answerable and comparable.
Key outputs
- Target scope and boundaries (what is in/out)
- Use-case catalog (including edge cases)
- Demo scripts aligned to real workflows
- Scoring matrix (transparent and reusable)
- Data readiness + integration reality check
- Requirements pack (business + technical)
What vendors can't fake:
- Demo scripts
- Scoring model
- Edge cases
What changes for you
]Clarity across stakeholders
Sales, Pricing, IT, and Finance align on the real requirements and trade-offs.
Comparable vendor evaluation
Demos are scored against the same scripts and decision criteria.
Fewer surprises later
Data/integration realities are surfaced early, not discovered in implementation.
Defensible decision
Selection rationale that stands up to executive scrutiny and future questions.
What you get
]Deliverables
INCLUDED IN YOUR ENGAGEMENT- Use-case catalog (incl. priority and rationale)
- Demo scripts (standard scenarios + edge cases)
- Scoring model and evaluation matrix
- Business requirements pack
- Technical requirements (integration, security, environments)
- Data readiness and feasibility view
- RFP support pack (Q&A, scoring consolidation, shortlist decision)
- Implementation-ready handover notes (optional)
Sample artifacts
Demo script structure
scenario → steps → expected behavior → scoring notes
Scoring matrix
headings and weighting logic
Requirements pack outline
business + technical requirements template
At a glance
- Use cases + demo scripts
- Scoring model
- RFP-ready requirements pack
- Pre-RFP sprint
- Full RFP support
- Implementation-ready handover
How we deliver
]Our Decision-to-Adoption Method™
Scope
Define what must improve, and what 'good' looks like.
Typical outputs
value intent · boundaries
Requirements
Build a vendor-comparable foundation.
Typical outputs
use cases · requirements
Data Reality
Feasibility and risk surfaced early.
Typical outputs
data readiness · integration view
RFP & Scoring
Structured, transparent evaluation.
Typical outputs
demos · scoring calibration
Decision
Selection that's ready for implementation.
Typical outputs
shortlist · handover notes
Frequently asked questions
]Are you vendor-agnostic?
Yes. We don't resell software. We support decision-making and delivery readiness.
Can you run the full RFP?
We can support end-to-end; you keep ownership and final decisions.
We already have an RFP draft — can you work with it?
Yes. We can review and tighten it quickly, then build scoring and demo scripts around it.
How do you prevent vendor 'demo theater'?
We use scripts tied to your use cases and score against expected behaviors and constraints.
Make your selection measurable — and adoption-ready.
Book a scoping call and we'll recommend the selection format that fits your timeline and complexity.
20–30 minutes. We'll map your needs to a clear next step.