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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Eliminate the disorganized closing processes by utilizing templated quotes, streamlined approval workflows, and established pricing guidelines to empower your teams and enhance sales reps' success. Develop customized agreement templates that have already been approved for your sales teams to use. Instantly implement changes and adapt to evolving business requirements without delay. Say goodbye to lengthy implementation timelines; with RevOps, your team can be operational in just hours or days, rather than the weeks or months that used to be standard. Equip your sales representatives for success by allowing them the flexibility they need while still providing essential structure for deal-making. Establish approval workflows to foster collaboration and save your team invaluable time. Effortlessly send documents to anyone globally, facilitating the scaling of your sales operations to thrive in today’s remote, digital economy. This approach not only enhances efficiency but also ensures that your teams remain agile in a rapidly changing market.

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

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

3D Source Product Configurator
Adobe Acrobat Sign
Adobe Real-Time CDP
Bloomreach
Collate
CollectXpert
Docusign
Flosum
HubSpot Customer Platform
Inspire Planner
Kinective Bridge
Logik.io
Metazoa Monarch
RELAYTO
Refold
Secuvy AI
Workato
dataimporter

Integrations

3D Source Product Configurator
Adobe Acrobat Sign
Adobe Real-Time CDP
Bloomreach
Collate
CollectXpert
Docusign
Flosum
HubSpot Customer Platform
Inspire Planner
Kinective Bridge
Logik.io
Metazoa Monarch
RELAYTO
Refold
Secuvy AI
Workato
dataimporter

Pricing Details

$50 per user per month
Free Trial
Free Version

Pricing Details

$75.00/month/user
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

RevOps

Founded

2018

Country

United States

Website

www.revops.io

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

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

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Proposal Management

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
RFP Management
Requirements Management
Revision Management
Task Management
Templates
Version Control

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

Product Features

CPQ

2D Drawing
3D Modeling
Approval Workflow
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal
eCommerce

Product Configurator

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

Quoting

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

Sales Acceleration

CPQ
Campaign Management
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

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