CPQ Implementation Partner for MSPs
Selling managed services means quoting recurring revenue, usage-based consumption, per-seat and per-device bundles, co-terms, and renewals — often on the same deal. Mountain Point rebuilds quote-to-cash for MSPs across Salesforce and ServiceNow, so pricing, contracts, and billing finally move as one process.
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Not all CPQ partners do the same work
A CPQ migration that only swaps the quoting tool leaves the broken process — and the technical debt — in place. Here's how a Lead-to-Cash approach compares.
| What the migration needs | Generalist SI | Lift-and-shift migrator | Mountain Point |
|---|---|---|---|
| Redesigns the full Lead-to-Cash process, not just quoting | Partial | Yes | |
| Models recurring, usage-based, and per-seat / per-device pricing | Yes | ||
| Handles co-terming, proration, mid-term add-ons, and true-ups | Partial | Yes | |
| Automates renewals, uplifts, and multi-year contract management | Partial | Yes | |
| Works across both Salesforce and ServiceNow | Yes | ||
| Platform-neutral advice — no single platform to sell you | Partial | Yes |
Quote-to-cash built for the managed-services model
A single MSP agreement can stack subscriptions, consumption charges, and per-seat or per-device managed services — each with its own term, margin, and renewal behavior. Mountain Point models that complexity end-to-end, so quoting, contracts, and billing stay in lockstep as accounts grow and renew.
Recurring & Usage-Based Quoting
Subscriptions, consumption, and per-seat or per-device managed services configured on a single quote — with pricing logic that carries cleanly into contracts and billing instead of living in spreadsheets.
Renewals & Co-Term Automation
Renewals, uplifts, co-termination, proration, and mid-term add-ons handled by the system, so recurring revenue stays accurate as customers grow and change between cycles.
Bundled Services & Margin Control
Multi-tier service bundles with pass-through vendor licensing and embedded approval workflows that protect margin while keeping quote turnaround fast.
Platform Expertise
Helping organizations turn complex platform decisions into connected, scalable revenue operations.
Lead-to-Cash Transformation
Connect CRM, CPQ (formerly Logik.ai), and Sales and Order Management to streamline quoting, fulfillment, and service on a unified platform.
Agentforce Revenue Management
Unify product catalog, quoting, contracts, orchestration, and revenue insights across the full Product-to-Cash lifecycle.
Frequently asked questions
MSP deals rarely have one price or one term. A single quote can combine recurring subscriptions, usage- or consumption-based charges, per-seat and per-device managed services, one-time onboarding, and pass-through vendor licensing — each with its own term, margin, and renewal behavior. Doing that consistently is a configuration and pricing-architecture problem, not a template problem.
Yes. Modern revenue platforms like Salesforce Agentforce Revenue Management and ServiceNow CPQ use a metadata-driven catalog with constraint-based pricing, so recurring, usage, tiered, and one-time charges can live on the same quote and flow cleanly into contracts and billing. The work is modeling your pricing logic correctly — not forcing it into a spreadsheet.
We design the catalog and contract model so renewals, uplifts, co-termination, proration, mid-term add-ons, and true-ups are handled by the system instead of manual rework. That keeps revenue accurate as customers grow and change between renewal cycles.
No. Our CPQ expertise is industry-agnostic. We're well known for complex manufacturing and engineer-to-order quoting, but the underlying Lead-to-Cash discipline — configurable catalogs, automated pricing and approvals, and connected quote-to-order — applies directly to MSPs and other recurring-revenue businesses.
It depends on where your revenue process already runs. If you operate ServiceNow for service delivery, ITSM, or fulfillment, CPQ placement becomes a revenue-architecture decision. We implement both platforms and give platform-neutral advice because we don't have a single platform to sell you.
Ready to start?
Let's start scaling your Revenue Operations today!