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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
The AI-driven platform provides you with immediate intelligent signals to detect and prevent revenue loss throughout the quote-to-cash journey. xfactrs seamlessly connects with all your quote-to-cash systems, delivering real-time alerts regarding potential areas of leakage. With comprehensive coverage of assurance areas, xfactrs implements proactive controls that span the entire quote-to-cash lifecycle. In the fiercely competitive market of today, it is essential to fine-tune every facet of your operations; however, unnoticed revenue leaks can drain your resources and impede growth. Our solution is meticulously crafted to confront this issue directly, guaranteeing that you capture all potential revenue opportunities. The importance of connectivity cannot be overstated, and our adaptors ensure that your subscription systems align flawlessly with the xfactrs platform. By effortlessly synchronizing vital information, xfactrs guarantees that each transaction, subscription, and invoice is meticulously monitored for any signs of leakage, ultimately enhancing your financial health and operational efficiency. Consequently, you can focus on scaling your business while we take care of safeguarding your revenue streams.
API Access
Has API
API Access
Has API
Integrations
Salesforce
Cognita
Conga Billing
EnNovate
Microsoft Dynamics 365
NetSuite
Netcracker
Oracle Cloud Infrastructure
Oracle Fusion Cloud ERP
SAP ERP
Integrations
Salesforce
Cognita
Conga Billing
EnNovate
Microsoft Dynamics 365
NetSuite
Netcracker
Oracle Cloud Infrastructure
Oracle Fusion Cloud ERP
SAP ERP
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
xfactrs
Country
United States
Website
xfactrs.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
Revenue Management
Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management