Zimit CPQ: Enterprise Quote Analytics for a Global Technology Leader

‍Client Context & Objective

A German software company specializing in CPQ (Configure, Price, Quote) tools partnered with Infinity Technologies to deliver a highly customized CPQ solution for one of their largest clients — a multinational conglomerate headquartered in Munich, renowned for its innovation in power generation, distributed energy systems, intelligent infrastructure, and industrial automation.

The end customer had a very specific need: enable its sales teams to model complex service deals and financial flows for up to 20 years ahead, with granular control over pricing, risk management, and revenue forecasting. Their internal team lacked the bandwidth to deliver such a solution at scale — that’s where we stepped in.

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Business Challenge

This wasn’t just another quoting tool. The sales organization required:

• Custom quote modeling for complex projects such as energy systems, automation lines, and multi-site infrastructure
• Multi-year financial planning and price simulation per client, product configuration, and region
• AI-powered product recommendations and buying behavior insights
• Real-time forecasting of resources and revenue
• Support for quotes with up to 100,000+ lines without any performance degradation
• Seamless integration into the client’s CRM, PSA, and ERP ecosystems

It had to work across multiple countries, product lines, and financial reporting structures — and had to do so without sacrificing speed or accuracy.

Our Solution

Infinity Technologies acted as the core engineering extension for the client, working closely with both the CPQ platform vendor and the multinational’s internal stakeholders. Over a 2-year collaboration, we helped design, customize, and integrate a scalable enterprise-grade CPQ solution — capable of modeling and quoting complex services, subscriptions, and hybrid product offerings.

The system was built around shared data models, ensuring a single source of truth across the sales lifecycle, from configuration to quote generation and order processing. Our enhancements enabled users to build high-volume, high-fidelity quotes with dynamic pricing and catalog structures.

Technology Deep Dive

Frontend Architecture

• AngularJS was used to build dynamic, reactive user interfaces for quote configuration, catalog exploration, and quote approval workflows.
• AG Grid powered advanced data table views for large quote lines, with support for sorting, filtering, inline editing, and virtual scrolling to handle tens of thousands of rows with zero lag.
• Jasmine and Karma were used for unit testing and UI validation, ensuring system stability and performance across all modules.

Backend & APIs

• The backend was developed using Node.js with Express.js, providing a RESTful API layer for the frontend, integrations, and mobile features.
• Socket.io was used for real-time collaboration and updates — enabling multiple sales reps to work on the same quote with instant changes reflected across views.
• PostgreSQL served as the primary relational database, optimized for high-speed querying across product configurations, discounts, and historical data.

Search & Performance Optimization

• We integrated Elasticsearch to enable lightning-fast full-text search across products, services, reference plans, and client-specific deal templates.
• Backend services were optimized for memory efficiency and parallel processing, enabling real-time operations even on 100K+ line quotes.

CRM, ERP & PSA Integrations

• We implemented Salesforce API integration, syncing quote and account data with the client’s CRM in real time.
• The CPQ engine also interacted with the client's ERP (for resource and product availability) and PSA (Professional Services Automation) systems to link projects, roles, and services into the quote pipeline.
• Support for bi-directional sync, data mapping, and error handling ensured end-to-end traceability across systems.

AI & Analytics Layer

• Integrated an AI-driven recommendation engine, which:
  • Analyzed historical client purchases and quote success rates
  • Provided dynamic suggestions for cross-sells, upsells, and bundling
  • Recommended price points and discount strategies based on competitor benchmarking and product lifecycle stage
• Revenue and resource forecasting algorithms were implemented using live quote data, enabling:
  • Profitability simulation over 1–20 year horizons
  • Real-time alerts on quote margin thresholds
  • Scenario modeling for region, practice, and business unit levels

Security, Compliance & Mobility

• Fine-grained role-based access control (RBAC) was used to manage who could view, approve, or modify quotes based on region, division, and practice.
• The solution is mobile-optimized, allowing full quote access, editing, and approvals from tablet and smartphone devices, empowering field teams to act instantly.

Business Value & Results

By implementing this custom CPQ and quote analytics platform, the client achieved:

• Quote creation and approval time reduced by 65%
• 100K+ line quotes processed with no noticeable latency
• Up to 12% improvement in quote-to-close ratio, driven by AI-based guidance
• Zero revenue leakage across complex service combinations, thanks to error-checked templates and auto-generated documentation
• A fully integrated platform supporting real-time collaboration, mobile access, and cross-system reporting

End-User Benefits

• Sales teams can now quote complex infrastructure services individually or in bundled scenarios, plan financial outcomes decades ahead, and generate proposals, SoWs, and contracts automatically.
• Executives gain a centralized, analytics-driven cockpit to monitor sales performance, forecast financial returns, and iterate pricing models in response to real-time market feedback.

Conclusion

Zimit CPQ stands as a flagship example of how Infinity Technologies enables complex, enterprise-grade digital transformations through deep system customization, cloud-native engineering, and intelligent automation. By combining robust data architecture, AI-driven insight generation, and seamless platform integration, we helped a global powerhouse sell smarter — and plan further ahead than ever before.

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