View more podcasts
Podcast

Quoting the Future: AI, CPQ, and the PS Profit Revolution

Learn how leaders can maximize customer value and business growth in 2025 and beyond.

Listen to more great content in the TSIA Portal

Already have an account?

Sign in
Sign in

Subscribe to this podcast on your favorite platform

Apple podcasts

Apple podcasts

Spotify

Spotify

Attend this webinar

March 21, 2025

1:00 PM EST / 10:00AM PST

Thank you for registering

Check your inbox for a confirmation email with all the necessary information, including the webinar link, date, and time.

Oops! Something went wrong while submitting the form.
May 23, 2025

Overview

Challenges

This episode addresses the persistent hurdles professional services organizations face when quoting projects, including inefficient manual processes, lack of margin visibility, and inaccurate forecasting. It highlights how most teams still rely on spreadsheets, leading to slow turnaround times and costly quoting errors.

Summary

The podcast explores the transformative impact of AI on the professional services (PS) industry, particularly in quoting and pricing processes. It discusses the need for modernization in service configuration and highlights the capabilities of specialized AI tools, such as TSIA Intelligence and Provus, which provide actionable insights and improve operational efficiency within PS organizations.

Key takeaways

AI as a Game Changer:

AI is reshaping the way professionals in technology services conduct business, enabling more accurate and efficient quoting processes.

Importance of Historical Data:

Leveraging historical project data allows for smarter pricing decisions, enhancing both accuracy and margin clarity during the quoting phase.

Shifting to Value-Based Pricing:

Organizations must transition from cost-plus pricing to value-based approaches, focusing on delivering measurable outcomes for clients.

Integration with Existing Systems:

Successful implementation of modern CPQ solutions depends on seamless integration with CRM and financial systems to ensure accurate data flow and support ongoing service adjustments.

Urgency for Modernization:

Companies using outdated methods, like spreadsheets, risk falling behind as industry competition increases with the adoption of AI technologies.

Podcast speakers

Thomas Lah

Executive Director and Executive VP, TSIA

Steve De Marco

CEO, Provus Inc.

Powered by

Explore the TSIA Portal

Get instant access to TSIA Intelligence—specialized AI built for tech services—when you create a free TSIA Portal account. Unlock expert research, tailored insights, and data-driven strategies to move your business forward.
Create a free account

Trusted by top companies everywhere

Get the benefits of membership

Becoming a TSIA member gives you access to an extensive library of leading research and data to fuel your growth. Signing up takes less than a minute—it’s quick, easy, and free.
Create an account
Have questions or need guidance?
Connect with a TSIA research expert