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support

Description

The deal management component captures the terms of agreements, establishes approval workflows, manages financial transactions, accommodates contract modifications, and maintains a historical record with an audit trail. Meanwhile, the rights management aspect facilitates the searching and creation of deals, organizes IP rights hierarchies, oversees advances and guarantees, tracks payment schedules, sets royalty rates, and performs collision checks along with rights clearance and holes analysis. The royalty management section is responsible for processing sales and usage data, calculating and verifying royalties both in and out, allowing for deductions or recoupments, addressing violations, providing analytical insights, and producing royalty statements. Additionally, the finance management module encompasses revenue recognition and accruals, expense oversight, a comprehensive accounting engine, an accounting sub-ledger, and seamless bi-directional integration with financial systems through ERP. This interconnected system enhances efficiency and accuracy across all financial and contractual dealings within the organization.

Description

Planview ChangePoint automates professional services automation for service-first businesses, allowing them to reduce quote-to cash and increase profitability. ChangePoint Services Automation (SA), an end-to-end software application that powers the entire engagement lifecycle, is a Professional, Managed, or Embedded service software application. ChangePoint SA facilitates efficient orchestration of engagements and projects. It does this by identifying service opportunities, contract and project management, invoicing, and revenue recognition. This allows for better financial control, informed business planning, and increased revenue growth. All key information about customers is grouped in a way that makes sense. Keep track of your key customer contacts so you can reach them whenever needed. Based on the most important KPIs, you can instantly assess the health of your customer lifecycle. You can capitalize on every financial opportunity by understanding every aspect of the customer's lifecycle.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

NetSuite
Cognita
EnNovate
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
SAP ERP
SAP Store
SOFTRAX Revenue Management System
Salesforce
Sugar Sell

Integrations

NetSuite
Cognita
EnNovate
JD Edwards EnterpriseOne
Microsoft Dynamics 365
Oracle Fusion Cloud ERP
SAP ERP
SAP Store
SOFTRAX Revenue Management System
Salesforce
Sugar Sell

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

Changepoint Services Automation (SA) has not provided pricing information for this product or service. This is common practice for software vendors and service providers. Contact Changepoint Services Automation (SA) to obtain current pricing.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

FADEL

Founded

2003

Country

United States

Website

fadel.com/ipm-suite/

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

www.planview.com/products-solutions/products/changepoint/

Product Features

License Management

Automatic SKU Recognition
Central LM Server
Copy Protection
History Tracking
Node Management
Online Activation
Portable License
Sarbanes-Oxley Compliance
Timing Rights
Trial License

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

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