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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.
Description
Take charge in the modern service-oriented economy and revolutionize your service sales through our AI-driven guided selling approach. The methods you use for estimating, pricing, and quoting will undergo a fundamental transformation. With robust AI and data-centric features, the way services are evaluated, valued, and proposed is completely reimagined. By eliminating the conventional inefficiencies associated with generating and managing service quotes—whether for straightforward tasks or intricate, ongoing contracts—the Provus services quoting cloud facilitates the maximization of revenue and optimization of margins. Embrace a future free from revenue leakage thanks to our distinct, user-friendly AI-guided selling strategy that proves to be highly effective. The AI engine from Provus meticulously assesses historical data to deliver insights on scenarios, win/loss probabilities, and risk evaluations. Given the intricacies of service quoting, maintaining a careful equilibrium among gross margins, resource distribution, and geographical factors makes it easy to overlook potential risks, but our technology helps mitigate these challenges effectively. Ultimately, adopting this advanced solution not only enhances your quoting accuracy but also empowers you to make more informed business decisions.
API Access
Has API
API Access
Has API
Integrations
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell
Integrations
Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
No price information available.
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
Planview
Founded
1989
Country
United States
Website
www.planview.com/products-solutions/products/changepoint/
Vendor Details
Company Name
Provus
Founded
2021
Country
United States
Website
www.provusinc.com
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
Product Features
Quoting
Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management