What if you could see exactly which product configurations win deals and which ones quietly kill them?
Not just at the product level, but down to specific features, options, and combinations. See where deals stall, which variants never convert, and how configuration choices impact margin and sales velocity.

This level of visibility doesn’t exist in your CRM or ERP, and BI tools require more work to get there. It only exists where product configuration and sales data come together: in Tacton Insights & Analytics.

What this guide covers:
This guide gives you a clear, practical understanding of how to turn CPQ data into business insight and action. It walks through what’s possible with configuration-level analytics, what needs to be in place to support it, and how leading manufacturers use it to improve performance.

What it helps you do:

• Understand how product, pricing, and sales data connect and why that matters
• Identify gaps in your current analytics
• Learn how to uncover root causes behind win rates, margin, and sales performance
• Explore common business challenges and how analytics can solve them
• Align sales, engineering, and product teams around shared insights
• Build a realistic, phased approach to adopting CPQ-driven analytics

 

Bonus: Analytics toolkit

Get your complementary analytics toolkit, including a checklist for preparing your data for configuration-level analytics and a worksheet for putting your findings into action across your business.

Choosing the right CPQ platform is a high-stakes decision for manufacturers with complex products and sales processes. This CPQ RFP template helps you cut through vendor marketing and uncover the capabilities that truly align with your business.

Use this template to streamline vendor evaluations, connect stakeholders, and avoid common CPQ pitfalls.

This template helps you:

• Go beyond feature checklists to uncover how each vendor supports your unique sales model, architecture, and go-to-market complexity.
• Align internal stakeholders (sales, engineering, IT, finance) around what matters most.
• Ask questions that reveal real-world usability, integration depth, and scalability.
• Avoid costly rework by comparing how vendors handle ETO/CTO workflows, omnichannel quoting, CAD, APIs, and more.

To get leadership buy-in for CPQ, you need more than a list of features. You need a strategic, data-backed business case that speaks to company goals, quantifies ROI, and shows how CPQ drives real impact.

This CPQ business case template helps you build alignment between the project and business strategy, whether you’re preparing for budget discussions, launching a pilot, or kicking off digital transformation.

Use this CPQ business case template to:

• Connect CPQ to high-priority business goals like margin protection, scalability and expansion, and more.
• Show “before and after” process changes across quoting, pricing, engineering, and customer experience.
• Quantify the impact with metrics and KPIs that matter.
• Build cross-functional alignment and pilot plans that de-risk investment and accelerate decision-making.

CPQ – A Mandatory Enterprise Solution for Sales Quoting

Are you tired of a slow and inefficient sales quoting process? Unleash the power of CPQ (Configure, Price, Quote) – the indispensable enterprise solution that transforms complexity into simplicity and sales into success.

In this whitepaper, we delve into the top sales quoting challenges faced by global manufacturers and the must have CPQ capabilities to address those challenges. Learn more about how the right CPQ can help revolutionize sales quoting in discrete manufacturing, transforming it into a strategic advantage for companies aiming to dominate the market.

This in-depth eBook is divided into 4 main areas that cover:

1. Sales Team Challenges
2. Business Transformation Challenges
3. Buying Experience Challenges
4. Technology Considerations when Evaluating CPQ

Take a deep dive into the world of CPQ with our exclusive eBook. Gain insights, learn best practices, and discover how CPQ is reshaping sales strategies globally.

Moving with speed and accuracy has never been more important. But for many high variance manufacturers, providing accurate CAD data with proposals has become a challenge. The increased customization from buyers requires more resources in every sales process, making cycles long and cost per quote increase.

CAD automation allows manufacturers to configure, design, and deliver custom products faster and with precision. Combining CPQ and CAD Automation enables your sales reps to churn out more custom quotes and drawings in less time without having to wait for sales engineering.

Streamline your sales process with CPQ and CAD Automation

• Dynamically update 3D CAD models with every choice made in the configuration
• Empower customers and sales reps without CAD skills to generate accurate technical drawings
• Eliminate error-prone manual handovers across your teams
• Empower engineers to focus on innovation, new products and value creating tasks

 

Creating a unique eCommerce journey starts with appealing product visualizations

While we continue to learn how to work in the new normal one thing is certain for manufacturers. Change is a constant and leveraging the right technology is crucial to improving operational efficiency and improving the customer experience.

The solution that many manufacturers are missing their product portfolio is Visual Configuration. It is a necessity for manufacturers looking to grow their business and enable customers to do more. Offering visual product configuration will help you stay ahead of the competition by becoming a market leader with a one-of-a-kind customer experience.

In this guide we’ll discuss the basics of Visual Configuration, challenges, opportunities, and more:

What’s in the eBook?

• A deep dive into the visual asset creation process
• Using visualization embedded in the portal to create a wow factor for customers
• How CPQ and Visualization work bi-directionally for the best results
• Customer use cases, real examples and more!