Vinay Toomu on ScaleFluidly’s Revenue Orchestration Platform, AI & Adoption
Release Date: 01/25/2026
DealHub’s Growth, AI Strategy, and the CPQ + Billing Opportunity
CPQ Podcast
In this episode of the CPQ Podcast, Frank speaks with Eyal Orgil, co-founder and Chief Growth Officer of DealHub, about how the company has evolved over the past 12 years and what that growth says about broader trends in CPQ, billing, and revenue lifecycle management. Eyal reflects on the responsibility that comes with building a company of roughly 300 employees and serving around 1,000 customer organizations, while also sharing why this stage of growth feels especially meaningful. The conversation also explores Eyal’s transition into the Chief Growth Officer role after leading sales...
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Rourke McCarron on AI-Native CPQ for Precision Manufacturing
CPQ Podcast
In this episode of the CPQ Podcast, Frank Sohn speaks with Rourke McCarron, founder of Kabaido, about building a modern CPQ solution for precision manufacturers. Rourke shares how his experience in the tooling industry revealed a disconnect between sales and engineering teams, which ultimately led him to launch Kabaido in late 2025. The conversation explores how Kabaido is approaching complex quoting and product configuration for manufacturers that process high volumes of quotes. Rourke explains the company’s focus on precision manufacturing, its support for 2D and 3D configuration use...
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Tyler Moini on AI, Governed Execution, and Modern Revenue Management
CPQ Podcast
In this episode of the CPQ Podcast, Frank Sohn speaks with Tyler Moini, Founder and Managing Director of Expedite Commerce, about how the company has evolved since its earlier positioning around composable commerce and API-first architecture. Tyler explains why Expedite Commerce now describes its approach as a governed execution platform, designed to help organizations manage commercial processes across pricing, quoting, contracts, subscriptions, billing, and asset-related workflows. A central topic in the discussion is Genesis, the company’s underlying AI system....
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AI Pricing, Fair Market Value, and Used IT Asset CPQ with Garima and Pulin
CPQ Podcast
In this episode of the CPQ Podcast, Frank Sohn speaks with Garima and Pulin about how AI-driven fair market value (FMV) intelligence can support pricing and CPQ-related processes in the used IT asset market. The conversation goes beyond product features and also explores the personal stories behind the business. Garima shares her journey from flight attendant to entrepreneur and explains why perseverance has been such an important strength throughout her career. Pulin talks about starting out in finance, teaching himself computer skills, learning from a failed startup,...
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What Conga Connect 2026 Revealed About Conga’s CPQ Direction
CPQ Podcast
At Conga Connect 2026 in Orlando, Conga made one thing clear: it wants to be seen as more than a CPQ or CLM vendor. In this episode, Frank Sohn shares his high-level takeaways from the event, including Conga’s new brand direction, what the company’s “connected commerce” message means, and why the future of its three CPQ paths matters for customers and prospects alike. Frank also looks at the emerging split between Advantage and PROS CPQ, Conga’s iFrame-based approach to surfacing Advantage capabilities inside its Salesforce-based product, and why price optimization and AiMe stood out...
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The 6 Questions That Fix Most CPQ Shortlists (Before You Watch Another Demo)
CPQ Podcast
It’s a solo episode this week — interview scheduling has been unusually tough this year, so I’m using the opportunity to talk about something that’s top of mind for many teams early in the year: CPQ selection. In this episode, I share the six questions that fix most CPQ shortlists before demos start: business model, biggest challenge, CRM fit, ERP fit, go-live speed, and company complexity. The goal isn’t to rank vendors — it’s to get to a realistic shortlist faster, using a repeatable framework grounded in high-quality briefing research. I also tease a new way I’m building to...
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Why CPQ is Vital for Intelligent Revenue ft. Sergey Jermakov
CPQ Podcast
In this episode of the CPQ Podcast, Sergey Jermakov joins Frank Sohn to explore how CLARITY is moving beyond classic Quote-to-Cash into intelligent revenue operations management—a broader approach that connects CPQ with billing, revenue processes, and monetization models. Sergey explains how his role has shifted from “sales leader” to Revenue Architect, focused on designing scalable solution architectures and packaged delivery. They discuss CLARITY’s focus on mid-market to enterprise organizations (now often $50M+ revenue) in high tech and...
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PandaDoc CPQ for SMB: No-Code Quotes, CRM Integrations + AI
CPQ Podcast
In this episode of the CPQ Podcast, we sit down with Dustin Anglen, Strategic Partnerships Manager at PandaDoc, to discuss how PandaDoc CPQ supports faster quoting for SMB teams (roughly 5–500 employees). PandaDoc is widely known for proposals and eSignature, and Dustin explains why CPQ is a natural extension—especially for organizations that want a practical, easy-to-administer approach without heavy configuration overhead. We cover where PandaDoc CPQ fits best (including SaaS, software & technology, professional services, and education) and how...
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From CPQ to a Configurable Product Platform: Tacton’s Nils Olsson
CPQ Podcast
In this CPQ Podcast episode, Frank Sohn sits down with Nils Olsson, Chief Strategy, Product, and Customer Officer at Tacton, to discuss how Tacton is evolving beyond traditional CPQ into a broader platform for configurable products. Nils shares his unique perspective as a former Tacton customer who joined the company in 2015, and explains why staying close to manufacturing customers—through regular conversations across North America, Europe, and Japan—is central to Tacton’s strategy. He outlines why 2026 will be a transformative year, with new offerings planned not only...
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What CPQ Headlines Miss — and Why That Matters for 2026
CPQ Podcast
2025 was full of CPQ and Quote-to-Cash headlines: AI agents, platform transitions, consolidation, and promises of faster execution. Following those announcements is important — but it rarely tells the full story. In this episode, I look at what often gets lost between public messaging and real-world CPQ decisions. Drawing on patterns observed throughout 2025, I explore where market narratives diverged from evaluation and delivery reality — and why that gap becomes even more important as we head into 2026. The discussion covers AI and agent-based capabilities, platform transitions,...
info_outlineIn this CPQ Podcast episode, Frank Sohn sits down with Vinay Toomu, who leads both ScaleFluidly (CPQ / quote-to-order platform) and CommerceCX (a systems integrator working with Salesforce and Conga). Since Vinay’s last appearance in 2023, ScaleFluidly has matured into a full quote-to-order revenue orchestration platform—built on a composable core engine that customers can extend with their own apps.
Vinay shares what he sees across real implementations: the biggest wins come from improving adoption, reducing friction for sales teams, and putting the right governance in place. They discuss support for direct sales, partner sales, and ecommerce, ScaleFluidly’s low-code/no-code approach, and how their architecture differs for SMB (multi-tenant)versus enterprise (environment separation). The episode also covers newer capabilities like role-based controls, security certifications (ISO 27001 and SOC 2 Type 2), and a Chrome assistant designed to streamline CRM workflows.
Finally, they unpack ScaleFluidly’s practical view of AI in CPQ—where it works today, what’s harder at enterprise scale, and how consolidation in the CPQ market could influence innovation.
🔗 Learn more about ScaleFluidly at https://scalefluidly.ai/
📬 Contact Vinay on LinkedIn https://www.linkedin.com/in/vinaytoomu/