High-Performance Quoting for a Global Payments Leader

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How a payments technology leader brought live P&L to every quote

A constraint-based pricing engine for high-volume payment deals and adoption across the sales org

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General

Financial Services · Atlanta, GA, USA

Services

Salesforce consulting, 
CPQ implementation

Salesforce products

Salesforce CPQ

Payments technology, trusted by millions of merchants

The client is a global credit card processing and payments technology provider. Quoting and onboarding are central to how the business operates – connecting sales, pricing, and revenue operations at scale.

Facing adoption and performance limitations, they turned to Veloce for targeted technical expertise and solution design to extend the value of their Salesforce platform.

100+

countries served

50B+

transactions a year

3.5M+

customers worldwide

The gap between the pricing
and the platform

The client's Salesforce CPQ implementation was underutilized.

The root cause was a combination of performance limitations and complex pricing needs – which compounded into an adoption problem across the sales organization.

01

Slow performance during configuration and pricing

Configuration and pricing steps were slow, making it difficult for sales reps to rely on their system during day-to-day quoting.

With highly complex calculations running behind each deal, the response times were not capable of supporting fast, accurate quoting at enterprise scale.

02

Delays in calculating critical deal metrics

Sales reps needed instant visibility into profitability, including real-time P&L.

The existing setup could not compute these metrics fast enough to support live deal decisions, which meant profitability was reviewed after the fact rather than shaped during configuration.

03

Manual workarounds

Because the system could not keep up with real deal complexity, teams fell back on manual quoting workarounds.

This reduced CPQ adoption and limited the return the client was getting from their platform investment.

Complex calculations slowing down your quoting?

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Constraint logic
behind

every deal

The client's pricing model included highly complex calculations and required real-time computation to provide sales reps with instant visibility into profitability.

Veloce addressed this with deep expertise in constraint programming – designing a tailored high-performance configuration and pricing solution to extend the value of their Salesforce platform.

01 Speed

Real-time calculation of complex pricing and deal metrics

Veloce expressed the full complexity of the client's pricing model in constraint logic that could run at speed. The result was real-time calculation of complex pricing and deal metrics – aligning system performance with how sales reps actually work during live deals.

02 Visibility

Immediate visibility into deal profitability

Real-time P&L was built directly into the configuration experience. Sales reps gained immediate visibility into deal profitability as they configured quotes, so profitability insight became part of the quoting flow rather than a separate review step.

03 Adoption

Greatly improved user trust and experience

By aligning system performance with the complexity of the client's pricing model, the solution greatly improved user trust and experience. Sales reps had fewer reasons to rely on manual workarounds, which created the conditions for adoption to scale.

This project exemplifies how Veloce solves high-volume, high-complexity CPQ challenges with precision, speed, and advanced configuration expertise.

04 Migration

Asset framework for renewals

As part of the broader transformation, TCI began adopting assets as a core concept behind renewals. There was no prior model to refine – the entire structure had to be designed and built inside ARM by Veloce.

Our team created the framework for generation, maintenance, and handling renewals and amendments. Existing data was migrated to bootstrap the initial set at go-live, giving TCI a practical starting point.

A system reps
finally

trust

Instead of replacing the client's existing Salesforce investments, Veloce amplified their value – delivering the technical architecture and performance engineering required for enterprise scale.

The configuration and pricing solution, built on constraint logic, brought pricing and deal metrics into real time – including deal-level P&L – directly inside the quoting flow. Sales reps gained instant access to intricate pricing logic and profitability insights, which restored trust in the system and reduced the reliance on manual workarounds.

CPQ adoption increased across regions, and the client regained pricing governance and quoting automation across their quoting and onboarding operations.

01

Constraint-based pricing engine

Complex pricing logic expressed in constraint rules

02

Real-time pricing and deal metrics

Robust calculations available during live quoting

03

Real-time P&L

Immediate visibility into deal profitability during configuration

04

Quoting and onboarding optimization

Targeted improvements maximizing ROI on their CPQ investments

Platform
& tools

Salesforce CPQ

Constraint-based configuration logic

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