Industry: Industrial Software & Services
Firm Size: 5,000-10,000 Employees
Main Use Cases: Services Portfolio Management, Sales Enablement, Quote Automation, Lifecycle Acceleration
Overview
PTC is a global leader in digital transformation technologies for industrial companies. Through its expansive portfolio—spanning CAD, PLM, IIoT, and AR—PTC enables its customers to increase operational efficiency, drive innovation, and elevate workforce productivity.
With a rich ecosystem of software products and partner services, PTC provides hundreds of service offerings designed to help customers implement, adopt, and extract maximum value from their technology investments.
But with scale came complexity—and a clear need for a more agile, digital-first approach to managing services.
Challenges Before BigTime Services CPQ (formerly Workrails)
Manual, Time-Consuming Processes: PTC’s large services business relied on labor-intensive workflows to build and maintain service packages across multiple systems. Quote creation and SOW generation were slow, repetitive, and error-prone.
Fragmented Catalog Management: The company attempted to build an internal catalog, but it was hard to maintain and offered limited utility—no pricing, no automation, and no document generation. It was informational at best.
Sales Enablement Bottlenecks: Sales and services teams struggled to efficiently assemble and price service offers, slowing down the buying experience and impacting customer satisfaction.
Limited Scalability: Without a unified system to guide service creation and configuration, PTC couldn’t keep pace with evolving customer needs—or scale service offerings as quickly as the business demanded.
The BigTime Services CPQ Solution
PTC partnered with BigTime Services CPQ (formerly Workrails) to fully digitize how services are created, maintained, and delivered—replacing legacy tools with a centralized platform for end-to-end services lifecycle management.
With BigTime Services CPQ, PTC now has a single source of truth for its entire services portfolio. Internal teams can spin up new service packages in minutes, configure them into prescriptive, dynamic sales paths, and align them with the exact software the customer has purchased.
Sales and customer-facing teams are empowered to:
- Build tailored service packages in real time
- Instantly generate supporting documentation
- Dynamically calculate the required service credits
- Confidently deliver consistent and compliant offers
The result: a digital, scalable, and intelligent services engine—fueling faster deals and stronger customer outcomes.
Results
- 30% Reduction in time to build and deploy service offerings
- Enhanced internal enablement for sales and services teams
- Faster customer onboarding and product adoption
- Streamlined quote and SOW generation—now completed in minutes
- Digitally unified services management across the business
See what BigTime Services CPQ
can do for you!
Do you think your firm is ready to unlock a streamlined service sales process with the powers of Services CPQ? Book a demo to see how BigTime Services CPQ can accelerate revenue, attach the right services and reduce churn.