Cincom CPQ Sales Process Automation

Streamline Every Step from Lead to Close

Free your sales, ops, and engineering teams from manual bottlenecks with automation built for configurable, engineer-to-order selling. Cincom CPQ accelerates deal cycles, eliminates repetitive tasks, and ensures every touchpoint is fast, consistent, and customer-focused.

Why Cincom CPQ’s Sales Process Automation Is Built for Complex Selling

In high-variation, engineer-to-order environments, manual sales processes slow everything down, from quote approvals to handoffs across departments. Cincom CPQ is purpose-built to automate sales workflows for complex product and service offerings—so your teams can move faster, stay compliant, and scale smarter.

Automate sales workflow across every stage—from qualification to quote

Route approvals and tasks based on real-time logic, not static checklists

Eliminate bottlenecks between sales, engineering, and finance

Ensure every step is audit-ready, traceable, and compliant

Sales process automation that eliminates dependence on tech teams

Sales Process Automation That Keeps Revenue Moving

Trigger-Driven Workflows That Eliminate Delays

Automate every stage of the sales journey, from assigning tasks to triggering approvals to escalating actions based on real-time inputs like deal size, region, or product type. With an automated sales funnel, your team never misses a beat.

Rule-Based Routing for Approvals and Tasks

Set smart routing logic that moves quotes, discounts, or custom requests to the right people at the right time. Cincom CPQ functions as your sales automation software, reducing turnaround times without compromising control or compliance.

Seamless Integration with CRM and ERP

Sync sales activities across CRM and ERP systems to avoid double entry, outdated data, or disconnected processes. Keep everyone—sales, finance, and operations—on the same page and aligned for sales efficiency automation.

Sales Activity Tracking and Audit Trails

Gain visibility into every action with automatic tracking of changes, handoffs, and decision points. Improve accountability and make your sales process audit-ready.

Auto-Generated Follow-Ups and Reminders

Keep deals from stalling with automated follow-ups, deadline alerts, and quote expiration reminders. Sales reps stay focused, and customers stay engaged.

Sales Processes with Built-In Logic

Automate sales workflow using predefined rules that adapt to different workflows based on the deal type, customer segment, or product category. Standardize winning activities while letting your reps focus on selling.

Cross-Team Coordination Made Simple

Break down silos between departments with an automated task framework that assigns responsibilities, tracks deadlines, and aligns internal SLAs, driving true sales efficiency automation.

Quote Velocity Insights

Monitor how long deals sit in each stage of your automated sales funnel. Uncover friction points, adjust workflows, and accelerate quote-to-close based on real, actionable insights.

Explore the Revenue Impact of Cincom CPQ with Our ROI Calculator

When we say we can help your revenue grow, we mean it. Try our ROI calculator for a tailored journey that demonstrates the financial impact of CPQ configurator software on your business. Enter key parameters and see the results with interactive graphs and infographics.

Built for Engineering Precision

3D Configuration for Complex Assemblies

As a purpose-built sales automation software, Cincom CPQ supports 3D product configuration for engineer-to-order and system-level selling. Users visually assemble complex products while the model updates in real time to reflect valid, buildable options, reducing costly mistakes downstream.

Auto-Generated Technical Outputs

While you automate sales workflows, Cincom CPQ generates technical deliverables like BOMs, spec sheets, and part breakdowns directly from the quote, ensuring what’s sold matches what gets built.

System Integration for Sales Process Automation

Validated configuration and pricing data flow directly into CRM, PLM, and ERP, creating a seamless link between sales process automation and engineering execution.

Cincom CPQ Sales Process Automation That Cuts Costs and Increases Win Rates

Faster time-to-market

0 %

Reduction in Order Defects

0 %

Cost Savings

0 %

Higher Win Rates

0 %

Hear From Our Customers Who Felt the Cincom CPQ Impact

We have received all of the support that was needed throughout this entire project. Cincom wanted our IT infrastructure upgrade to be as successful as we did. We definitely recommend Cincom to others.

Sara Inghamstraw,
Director of Sales Operations and Customer Service,
Helmer Scientific

As new technologies come out, we want to make sure that we are able to take advantage of them if we choose to do so. And I think Cincom is also right in line with that—as new things emerge, they are very quick to respond and make sure it is on their radar to be integrated in so that their customers can take advantage of it if they want to. I think we’re aligned in the same way.

Kathy Biwer, Director of Business
Applications Services, MTL Insurance

Cincom’s solution is structured in a way that allows us to maintain control and modify our own business rules.

Peter Gingerich, CFO,
Aluminum Trailor Company

Cincom’s solution has taken a lot of the ‘noise’ out of the business because the amount of time we used to have to build into the process to resolve incorrect BOMs is no longer needed.

Keith Day, Group Engineering Director,
Dennis Eagle

Cincom’s solution has put us in a strategically well-placed position.

Configuration Manager, E-ONE

Ready to Get Started with Cincom CPQ?

Frequently Asked Questions About Cincom CPQ Sales Process Automation

1. How does Cincom CPQ integrate with my existing CRM/ERP?

Cincom CPQ is built for seamless integration with leading CRM and ERP platforms. It pulls and pushes real-time data—like customer info, pricing, and product rules—so you can automate sales workflows without duplicating entries or switching between systems.

2. Can Cincom CPQ support our engineer-to-order sales process?

Absolutely. Cincom CPQ is purpose-built for engineer-to-order (ETO) environments. It supports 3D configuration and system-level selling and generates technical outputs like BOMs and spec sheets—so your quotes are build-ready from the start.

3. What kind of sales workflows can I automate?

You can automate approvals, task routing, follow-ups, quote escalations, and more, based on triggers like deal size, region, product complexity, or customer type. The platform adapts to your sales process, not the other way around.

4. Do I need IT support to implement or maintain Cincom CPQ?

Not necessarily. Cincom CPQ is designed to be user-configurable with minimal IT intervention. Business users can manage product rules, pricing logic, and templates through an intuitive interface while still supporting complex backend integrations when needed.

5. How long does it take to see ROI with Cincom CPQ?

Many customers report measurable impact—like faster quoting, fewer order errors, and higher win rates—within the first few months of deployment. Use our ROI Calculator to project your potential gains based on real business inputs.