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Average Ratings 0 Ratings

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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 Yes 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

3D Source Product Configurator No 
5X Yes 
Adobe Acrobat Sign No 
Adobe Real-Time CDP No 
Gearset No 
HubSpot CRM Yes 
HubSpot Customer Platform Yes 
HubSpot Sales Hub Yes 
Kinective Bridge No 
Logik.io No 
Lyftrondata No 
MTX SafeVax No 
Malbek No 
RELAYTO No 
Salesforce Agentforce Revenue Management No 
Slack Yes 
Tavant Warranty No 
Threekit No 
Zapier No 
Zilliant No 

Integrations

3D Source Product Configurator Yes 
5X No 
Adobe Acrobat Sign Yes 
Adobe Real-Time CDP Yes 
Gearset Yes 
HubSpot CRM No 
HubSpot Customer Platform No 
HubSpot Sales Hub No 
Kinective Bridge Yes 
Logik.io Yes 
Lyftrondata Yes 
MTX SafeVax Yes 
Malbek Yes 
RELAYTO Yes 
Salesforce Agentforce Revenue Management Yes 
Slack No 
Tavant Warranty Yes 
Threekit Yes 
Zapier Yes 
Zilliant Yes 

Pricing Details

$50 per user per month
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 No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
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 No 
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 No 
Live Training (Online) Yes 
In Person No 

Types of Training

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

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

Proposal Management

Automatic Formatting No 
Calendar Management No 
Collaboration No 
Contact Management No 
Content Repository No 
Document Management No 
Electronic Signature No 
Knowledge Library No 
Pipeline Management No 
RFP Management No 
Requirements Management No 
Revision Management No 
Task Management No 
Templates No 
Version Control No 

Revenue Operations

AI Insights No 
Account Health Dashboard No 
Automatic CRM Updates No 
Contact / Activity Tracking No 
RevOps Automation No 
Revenue Dashboard No 
Revenue Intelligence / Reporting No 
Sales Analytics No 
Sales Forecasting No 
Third-Party Data Aggregation 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 

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