The CPQ Podcast is taking a short late summer break — but we’ll be back with new episodes on September 21!

In this quick update, Frank Sohn shares what’s happening at Novus CPQ in the meantime:

✅ 18+ CPQ Briefings now available – more coming soon ✅ CPQ Sales Report updates for XaitCPQ, camos software, and Bit2win ✅ CPQ Selection help for customers evaluating vendors ✅ CPQ Circle Subscription with 12 monthly newsletters + 20 hours of consulting ✅ New webinars available on the CPQ Channel

🔗 Learn more:

• CPQ Circle Subscription: https://novuscpq.com/subscriptions-cpq-circle

• CPQ Channel on YouTube: https://www.youtube.com/@cpqchannel

• All Novus CPQ Subscriptions: https://novuscpq.com

If you enjoy the show, don’t forget to rate or review the podcast:

• On Apple Podcasts: Scroll to the bottom of the show page and tap ⭐⭐⭐⭐⭐ or “Write a Review”

• On Android: Use Spotify, Google Podcasts, or your favorite app to rate and follow

See you back here on September 21!

In this episode of the CPQ Podcast, we dive deep into one of the most talked-about moves in the CPQ space—ServiceNow’s acquisition of Logik.ai for a reported $500 million.

I’m joined by Anandan “AJ” Jayaraman, VP of the Lead to Cash portfolio at ServiceNow, and Christopher Shutts, Co-Founder and CEO of Logik.ai, for an exclusive, behind-the-scenes conversation. Together, we explore what this acquisition means for the future of CPQ (Configure, Price, Quote), CRM, and Revenue Operations.

Discover why Logik.ai’s composable, headless architecture, world-class configuration engine, and Amazon-like user experience caught ServiceNow’s attention. Learn how the combined power of AI-driven quoting, Salesforce and Shopify integrations, and a unified ServiceNow platform is setting a new standard for modern CPQ.

Chris shares how the acquisition talks began around Christmas 2024 and what it was like working with ServiceNow’s leadership—including inspiration from CEO Bill McDermott’s Winner’s Dream. AJ reflects on his global journey across India, Israel, and the U.S., and explains how CPQ is at the heart of modern enterprise selling.

Whether you’re in sales ops, revenue management, CRM architecture, or enterprise technology, this episode delivers key insights on:

• Why CPQ is core to digital selling

• How AI is transforming CPQ for sales reps and admins alike

• What this means for Salesforce, Shopify, and standalone customers

Subscribe now and stay ahead of the curve in the ever-evolving CPQ and Revenue Tech landscape.

🔗 Learn more about ServiceNow and Logik at https://www.logik.io/

📬 Contact Chris on LinkedIn https://www.linkedin.com/in/christopher-shutts-0622237/ or email [email protected] 

📬 Contact AJ email [email protected] 

In this episode of the CPQ Podcast, we welcome Don Khamapirad, CEO of Veloce Apps, to explore how modern CPQ solutions are evolving for complex industries like manufacturing, life sciences, business services, and fintech.

Don shares his journey from Oracle and Apttus/Conga to leading multiple startups through growth stages—and now driving Veloce’s transformation from a software provider to a full-service Salesforce Revenue Cloud implementation partner.

You’ll hear insights on:

• Why constraint-based configuration is key to solving large-scale quoting challenges

• How Salesforce Revenue Cloud Advanced supports multi-layer configurations and up to 100,000 quote lines

• Where AI fits into the CPQ process, especially in speeding up quote creation and improving customer response times

• How Veloce delivers CPQ success with 5–18 month projects, deep Salesforce alignment, and a focus on high user adoption

• The five major use cases Veloce solves, including SAP upgrades and complex pricing transformations

Don also shares a personal side—his love for archery with his daughter and his excitement about building industry connections at Dreamforce this October.

If you're navigating the shift to Salesforce Revenue Cloud Advanced, or tackling complex quoting problems, this episode is packed with practical takeaways.

🔗 Learn more about Veloce at https://veloceapps.com/  📬 Contact Don on LinkedIn https://www.linkedin.com/in/donkhamapirad/ 

In this episode, we sit down with Derik Quinn, Managing Director at Spaulding Ridge, to explore the fast-evolving landscape of CPQ, Revenue Management, and Salesforce Revenue Cloud Advanced (RCA). Derik shares insights from his two-decade journey across BigMachines, Apttus, Argano, and now Spaulding Ridge, where he leads large-scale quote-to-cash transformations in manufacturing, high-tech, and medtech.

We discuss the shift toward constraint-based configuration, the excitement around Dynamic Revenue Orchestration (DRO), and why Salesforce RCA is gaining traction across industries. Derik highlights differences in adoption trends—new implementations in manufacturing versus migrations in high-tech—and the growing interest in AI for sales efficiency and revenue intelligence.

With over 100 RCA consultants globally, Spaulding Ridge is driving momentum into Dreamforce and beyond. Plus, we hear about Derik’s passion for endurance sports, parenting two active daughters, and how customer KPIs shape project success.

If you’re interested in quote-to-cash innovation, Salesforce RCA adoption, or industry-specific CPQ trends, this episode delivers expert perspectives you won’t want to miss.

🔗 Learn more about Spaulding Ridge at https://www.spauldingridge.com/  📬 Contact Derik on LinkedIn https://www.linkedin.com/in/derikquinn/ 

In this episode, we sit down with Bill Barlas, Co-Founder and Solution Architect at Quick2Bid, a fast-growing system integrator specializing in CPQ solutions for mid-market manufacturers and enterprise service providers. With over 10 years of CPQ experience, Bill shares his unique journey—from working on his first CPQ project at a plumbing company using Blueprint CPQ (now Xait CPQ) to building a consulting firm that tailors every solution from the ground up.

We dive into:

• How Quick2Bid balances Xait CPQ, HubSpot CRM, and PandaDoc to deliver high-impact quoting solutions

• Why demand for product configuration on HubSpot is surging—and how they're meeting it

• The top 3 business drivers for CPQ buyers today: quote velocity, quote accuracy, and faster onboarding

• The shift away from Salesforce CPQ—and what customers are looking for instead

• Where AI fits into CPQ workflows (and where it doesn’t)

• How Quick2Bid delivers projects—time & materials for CPQ, fixed price for HubSpot

Plus, we get personal: Bill opens up about his martial arts practice, homeschooling his three kids, and how his mother and Kevin Geraghty (Blueprint CPQ co-founder) helped shape his career.

If you're selecting a CPQ solution or want to understand the evolving CPQ landscape—from 2D visual quoting to AI-driven insights—this episode is packed with real-world insights and practical takeaways.

🔗 Connect with Bill: LinkedIn: William Barlas Email: [email protected] 📍 Meet him at HubSpot INBOUND in San Francisco

In this episode of the CPQ Podcast, we’re joined by Nikhil Muralitharan, Senior Director of Product Marketing at Chargebee, to explore how modern CPQ solutions are evolving for software and digital service businesses. Nikhil shares his unique journey from software engineering to product marketing leadership—and how his career path mirrors his personal theme of "connecting the dots."

We dive deep into Chargebee’s API-first, modular CPQ platform, built to support hybrid sales motions like PLG and sales-assisted selling—without maintaining separate catalogs or tech stacks. With customers ranging from $3M to $150M in revenue across the UK, Europe, ANZ, and North America, Chargebee offers out-of-the-box integrations with Salesforce, HubSpot, NetSuite, Sage Intacct, and over 60 other systems.

Nikhil also discusses:

• Their AI-generated quote summaries and vision for CPQ in an AI-native world

• Why sales and finance teams should operate from a shared data foundation

• Chargebee’s approach to billing-first CPQ architecture, SOC 1/SOC 2 and ISO 27001 compliance

• A new guided selling experience launching later this year

• Their 6-stage implementation methodology and fast go-live timelines

If you're looking for a CPQ solution designed for digital growth, flexible pricing models, and enterprise-grade compliance—this episode is a must-listen.

🔗 Learn more about Chargebee CPQ at https://www.chargebee.com/cpq 📬 Contact Nikhil on LinkedIn https://www.linkedin.com/in/nikhilmuralitharan/  or via email [email protected] 

Micro-demos of Chargebee CPQ: [Ungated] https://www.chargebee.com/cpq/demo/

In this episode, we’re joined by Tina Kung, Co-Founder and CTO of Nue.io, a rising CPQ & Billing platform redefining the quote-to-cash experience for modern SaaS businesses. With a career spanning Ariba, Oracle, Zuora, Salesforce, CA Technologies, and more, Tina brings over two decades of experience building and evolving four generations of CPQ and Billing systems.

🔍 We discuss:

• Her journey from on-premise software to modern SaaS

• Key insights from working at Salesforce and Zuora, where cracks in the CPQ–Billing integration became clear to her

• How Amazon’s B2C user experience inspired her to rethink B2B

• Nue.io’s product strategy: real-time pricing, platform-agnostic architecture, and a unified data model

• The importance of empathy, resilience, and communication in solving complex RevOps challenges

• Why hybrid pricing models, mid-term changes, and renewals are critical in SaaS

• Her vision for AI in CPQ & Billing over the next 12 months

• The recent $20M Series A funding, the acquisition of Approvals Pro, and Nue.io’s plans for Dreamforce and Q3 events

Tina also shares what sets Nue.io apart from other CPQ vendors—and how their metadata-driven, Salesforce-native approach aims to eliminate handoffs between quoting and billing entirely.

🎧 Whether you're a CPQ buyer, system integrator, SaaS leader, or RevOps pro, this episode offers rare insights into the future of revenue technology.

🔗 Learn more about Nue.io: https://www.nue.io

📊 Learn more about Nue.io in our CPQ Sales Report @ https://novuscpq.com/cpq-sales-report/ 

📬 Contact Tina via LinkedIn https://www.linkedin.com/in/tinakung/ or email [email protected] 

In this CPQ Podcast episode, Frank Sohn speaks with Frits Haas, consultant at Twyn.ai—a no-code, AI-powered platform purpose-built for the telecom industry. Based in South Africa and backed by Jurumani with 450+ employees, Twyn.ai delivers a unified OSS/BSS solution that includes CRM, CPQ, order management, help desk, and more.

Frits shares how Twyn.ai empowers Tier 1 to Tier 3 telcos and ISPs across Africa, Europe, and beyond—offering end-to-end quoting, product configuration, and proposal workflows powered by NLP and intelligent automation. He explains how the platform’s rule-based configurator and geospatial tools help simplify complex telecom offerings, while real-time APIs enable seamless integration with systems like Salesforce, SAP, and Oracle BI.

Beyond tech, Frits emphasizes that "people buy from people"—a lesson rooted in his role as a trusted advisor and his passion for competitive mounted archery on his farm near Johannesburg.

Tune in to discover how Twyn.ai is changing the CPQ landscape for telcos—one digital twin at a time.

This episode is packed with real-world advice for CPQ professionals, ServiceNow customers, and anyone interested in scaling smarter with AI, governance, and business-led configuration.

🔗 Connect with Frits Haas: https://www.linkedin.com/in/fritshaas/  🌐 Learn more about Twyn.ai: https://twyn.ai/ 

In this episode, Frank talks about CPQ Podcast listener feedback. We’ve heard from many of you that the podcast brings value in different ways—whether it’s preparing for job interviews, learning about new CPQ solutions, or gaining insights from inspiring leaders and fresh ways of thinking.

To help more like-minded listeners discover the CPQ Podcast, we kindly ask you to leave an online review—especially on platforms like Apple Podcasts, Spotify, or Google Podcasts. Reviews make a big difference in helping others find the show.

We also share a quick update and acknowledgment about the CPQ Sales Report, including its online availability and the latest edition.

Finally, please note that registration for the June/July 2025 webinars will open on June 17. If you have any questions, feel free to reach out to us at [email protected] —we’re happy to help!

In this special episode, host Frank Sohn shares exciting details about three upcoming webinars designed to help CPQ buyers, implementers, and decision-makers navigate the CPQ landscape more confidently.

🔹 June 24 (Date TBC) – Launch of the CPQ Briefing Subscription Get early access to exclusive insights on 15+ CPQ vendors, with 40+ briefings expected by year-end. Learn how this new resource can support your vendor research process.

🔹 July 9 (Date TBC) – CPQ Webinar auf Deutsch A German-language session covering the CPQ Sales Report and the CPQ Briefing Subscription—ideal for German-speaking CPQ professionals.

🔹 July 16 (Date TBC) – CPQ Selection Process at Novus CPQ Discover how the CPQ Briefing Documents, CPQ Sales Report, and our proven selection framework come together to help you choose the right CPQ solution.

✅ Perfect for: CPQ buyers, solution architects, sales ops leaders, and digital transformation teams

📺 Register, follow, or subscribe so you don’t miss out.