đď¸ Services CPQ: Rethinking Pricing (Podcast w/ Tracey Shirtcliff)
Release Date: 05/11/2025
CPQ Podcast
Looking for CPQ solutions and expert advice? In this episode of the CPQ Podcast, we're joined by Julian Hodges, Co-Founder of Sneeyeg, a ServiceNow system integrator specializing in CPQ, billing, and enterprise transformation. With over 20 years of experience from Amdocs, CloudSense, and Salesforce, Julian shares invaluable insights on achieving CPQ success. Discover why strong governance and effective modeling are crucial, and how focusing on business outcomes drives project success. Julian also discusses AI/ML in CPQ for cross-sell and up-sell, the challenges of customization versus...
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In this episode, Frank speaks with Kristian Frøstrup Madsen, a CPQ expert with over 13 years at CPC (now part of PDSVision), about how modular thinking is reshaping CPQ for complex manufacturing industries. They cover: How CPC approaches Modular Architecture, Modular PLM, and Modular CPQ Why a product-focused background leads to better CPQ outcomes than pure IT consulting The growing need to connect PLM and CPQ Practical insights on where AI adds value to CPQ projectsâand where it doesn't Partnerships with leading CPQ...
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In this episode of the CPQ Podcast, we sit down with Philip CunninghamâCPQ veteran and co-founder of Shiftlogicâto explore his journey from the early BigMachines days through Oracle, SteelBrick, Salesforce, and now to leading one of Europeâs fastest-growing Salesforce Revenue Cloud consultancies. Philip shares how his experiences at global CPQ leaders shaped his vision for Shiftlogic, a bootstrapped firm that reached Summit Partner Status in under three years and is now delivering high-impact Revenue Cloud Advanced solutions across industries like manufacturing, automotive,...
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How do you bring structure to the chaos of service pricing? In this episode, Frank talks with Tracey Shirtcliff, founder of ScopeBetter, a "Services CPQ" platform helping creative agencies and consultancies ditch the spreadsheets and build scalable, repeatable pricing models. Tracey shares her journey from building Traffic Live to launching ScopeBetter, and why most of their competition is still Excel. Youâll hear about: Why service pricing is messy â and how to fix it How AI and automation are reshaping the billable hour The role of integrations, open APIs, and their...
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In this CPQ Podcast episode, Frank Sohn welcomes Jon Scott, Co-Founder and CEO of ScopeStack. With nearly 20 years of experience in the IT services industry, Jon shares the story behind launching ScopeStack in 2018 to eliminate the chaos of spreadsheets and manual SOW creation. Learn how ScopeStackâs innovative platform bridges CRM and PSA systems, complements product CPQ solutions like Salesforce and NetSuite, and helps IT service providers deliver consistent, accurate project scopes. Jon discusses ScopeStackâs growth journey â from securing Series A funding with Cultivation Capital to...
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In this CPQ Podcast episode, Frank Sohn speaks with Ethan, co-founder of Vendori, a fast-growing CPQ startup focused on reducing implementation time, cutting costs, and delivering faster ROI through a no-code, multi-tenant solution. Ethan shares his journey from Wall Street M&A at Merrill Lynch to leadership roles at SAP and Citrix, where he saw firsthand how traditional CPQ tools often caused more friction than they solvedâespecially for companies shifting to SaaS. That experience inspired him to create a better path forward. Vendori is built for B2B...
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In this must-listen episode of the CPQ Podcast, we dive into one of the most talked-about trends in the Configure, Price, Quote (CPQ) space: Artificial Intelligence. Is AI in CPQ a game-changer todayâor a promise for tomorrow? Join us as we explore the real-world state of AI in CPQ from the perspective of a seasoned CPQ expert (not an AI evangelist!). We cut through the hype and take a practical look at how AI is being usedâright nowâto improve quoting processes, enhance guided selling, personalize upsell strategies, and even write quote letters and automate testing. You'll learn: đ§ ...
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In this episode, we explore a key question: How do you choose the right CPQ solution? Many customers come to Novus CPQ with a long list of vendorsâoften 6 to 20. Using our proven process, including targeted questionnaires, we help reduce that to a focused shortlist of 6â8 top candidates. We explain how these lists are typically formedâfrom consulting partners, direct vendor outreach, internet research, personal contacts, and analyst reports. Once you're down to 3 vendors, our CPQ Sales Reports offer deep insights into leading solutions like SAP, Salesforce RCA, Bit2win, Xait, Engineering...
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In this episode of the CPQ Podcast, we sit down with Tom Stergios, co-founder of Craton Consulting, to explore his 35-year journey in the Quote-to-Cash space. Tom shares his experiences building high-impact consulting teams, including his leadership at ATG, where he scaled a 600-person Quote-to-Cash practice later acquired by Cognizant. We dive into Craton's role in the CPQ ecosystem, helping ISVs, system integrators, and investors navigate complex challenges. Tom discusses key trends in Salesforce CPQ and Billing, the challenges faced by what he calls "orphan revenue cloud...
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In this episode, we answer key questions about our own Industry Analyst Report, the "CPQ Sales Report." Exciting newsâitâs now available for SAP CPQ! So far, weâve released four reports covering Camos Software, Bit2Win, Xait, and Engineering Intent, with more coming soon, including Salesforce Revenue Cloud Advanced (RCA). We discuss why we created this report (because the world clearly doesnât have enough industry analyst reports yet! đ), what it includes, and how customers are using it. If you have any questions, feel free to reach out at .
info_outlineHow do you bring structure to the chaos of service pricing? In this episode, Frank talks with Tracey Shirtcliff, founder of ScopeBetter, a "Services CPQ" platform helping creative agencies and consultancies ditch the spreadsheets and build scalable, repeatable pricing models.
Tracey shares her journey from building Traffic Live to launching ScopeBetter, and why most of their competition is still Excel. Youâll hear about:
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Why service pricing is messy â and how to fix it
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How AI and automation are reshaping the billable hour
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The role of integrations, open APIs, and their 12-week implementation model
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What it means to give teams pricing consistency across roles, regions, and workflows
From SaaS innovation to outdoor adventure and biohacking, Traceyâs passion for pushing limits comes throughâdonât miss this unique look into the future of services CPQ.
đ§ Listen now: https://novuscpq.com/cpq-podcast-2025/
ScopeBetter contact information:
- Website: https://www.scopebetter.com/
- LinkedIn: https://www.linkedin.com/in/traceyshirtcliff/
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