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features
design
support

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Description

AXIO Advanced Projects, offered by Velosio, is an integrated solution for Dynamics 365 Finance that revolutionizes your project ERP into a comprehensive quote-to-cash engine. This upgraded system is accessible through a monthly subscription model from Velosio, designed to streamline planning processes, cut down on service expenses, and maintain the value of your investment throughout its lifecycle. Organizations implementing AXIO Advanced Projects begin their Dynamics 365 experience with a fully operational financial and project accounting framework from the outset, allowing them to focus design efforts solely on the distinctive aspects of their business. The solution promotes adherence to industry best practices and workflows that have been validated by numerous companies, resulting in enhanced employee engagement, quicker onboarding processes, and a significant reduction in total ownership costs by at least 30%. Project-centric organizations have specific requirements that necessitate compliance with regulations, effective project accounting, and proper alignment with project management and execution strategies. Ultimately, AXIO Advanced Projects empowers businesses to harness the full potential of Dynamics 365, ensuring that they are well-equipped to meet the challenges of their unique project environments.

Description

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3D Source Product Configurator No 
Adobe Real-Time CDP No 
Aptean CRM Yes 
Avalara Yes 
Fastpath Yes 
Flosum No 
Gearset No 
Inogic Lead Assignment and Distribution Automation Yes 
KwikTag Yes 
Logik.io No 
MTX SafeVax No 
Malbek No 
Metazoa Monarch No 
Microsoft Power Platform Yes 
Prodly AppOps No 
Salesforce Agentforce Revenue Management No 
Tavant Warranty No 
Zilliant No 
dataimporter No 
revVana No 

Integrations

3D Source Product Configurator Yes 
Adobe Real-Time CDP Yes 
Aptean CRM No 
Avalara No 
Fastpath No 
Flosum Yes 
Gearset Yes 
Inogic Lead Assignment and Distribution Automation No 
KwikTag No 
Logik.io Yes 
MTX SafeVax Yes 
Malbek Yes 
Metazoa Monarch Yes 
Microsoft Power Platform No 
Prodly AppOps Yes 
Salesforce Agentforce Revenue Management Yes 
Tavant Warranty Yes 
Zilliant Yes 
dataimporter Yes 
revVana Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App No 
iPad App No 
Android App No 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Velosio

Founded

1984

Country

United States

Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

www.salesforce.com/products/quote-to-cash/overview/

Product Features

Revenue Management

Competitor Analysis No 
Dynamic Pricing No 
For Airlines No 
For Hospitality Industry No 
Forecasting No 
Inventory Control No 
Price Optimization No 
Recommendation Engine No 
Yield Management No 

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow Yes 
Guided Selling Yes 
Product Configurator Yes 
Proposal Generation Yes 
Quotes / Estimates Yes 
Renewal Management Yes 
Self Service Portal No 
eCommerce No 

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

Alternatives

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