Alternatives to Ventas CPQ & SMS Solution

ConnectWise CPQ (formerly ConnectWise Sell) automates the process of obtaining professional quotes and proposals for IT solution providers. ConnectWise CPQ offers many tools that enable IT solution providers to save time and offer more value. Top features include professional proposal or quote templates, product catalog and sourcing, workflow automation, sales reports, and integrations to best-in-breed software like Cisco, Dell and HP. Building detailed sales quotes is time consuming, potentially costing your sales team hundreds of hours per week. ConnectWise CPQ™ (formerly ConnectWise Sell) brings order building complex quotes and proposals through custom templates, automated sourcing, and seamless PSA integration.

Control your entire business from one place Manage your entire project lifecycle, from sending quotes to collecting invoices. By having sales, delivery, and financial information combined - you’ll have a complete overview of results and progress in real time. Plan and forecast your resources Know when to bring in more work and spot resource shortages before they happen. Make proactive decisions on outsourcing or hiring. Balance your team’s workloads - no more burnout for some while others sit idle. Make sure you’re profitable Completing your projects is important, but what truly matters is whether your company is making money. Understand which clients, projects, services or teams are profitable and which are eating into your margins in real time. Know when to work more efficiently, charge more or cut costs. Collaborate where work happens Access every file and conversation in the correct context - whether it’s a customer, a project or a task. Stop spending time on status updates and chasing documents. All information is just one click away at all times.

Odoo is an open-source, fully customizable and extensible software that includes hundreds of professionally designed business applications. Odoo's intuitive database can meet most business needs including CRM, Sales, Projects, Manufacturing, Inventory, Accounting, and Accounting. Odoo is a software solution that can be used to meet all company needs, regardless of size or budget. Odoo's seamless design makes it easy for businesses to become more efficient and save time. Each module is interconnected to offer a seamless experience from one app to the next. Users can automate many tasks that would otherwise require manual inputs to multiple applications. Odoo enables teams to collaborate with each other from one platform, allowing them to keep all business functions in one place.

Kixie PowerCall makes it easy to make productive sales calls within minutes! Kixie PowerCall is a cloud-based multi-line power dialer and all-in-one call center solution. It allows users to automate their sales processes with ease for greater productivity and unparalleled ROI. Kixie PowerCall is available in both the cloud and on-premises. It offers enterprise-grade features such as call recording, one-click dialing and call history. This can all help improve customer service and enhance the call experience. Agents can also receive calls remotely from their mobile devices using the solution.

PandaDoc document management software allows you to create and manage all types of business documents. PandaDoc document management software is powerful, secure, and integrated. It allows business users to create, track, track, and sign documents quickly and easily. PandaDoc is a powerful tool that can help you manage organizational documents like proposals, quotes and contracts, HR documents, and many more.

Expedite Commerce is a cloud-based Agile Revenue Platform that provides a suite of digital solutions to optimize the quote-to-cash lifecycle. This includes a B2B eCommerce platform, CPQ software, contract lifecycle management software, digital sales room (product discovery), guided selling, recurring billing Software, revenue management software, and subscription management software. These solutions offer a range of features and analytics to empower marketing, sales, and finance professionals to take their businesses to the next level.

iDashboards helps you move beyond the burden of spreadsheets and blend data from multiple sources into dynamic, custom dashboards.

Skipio empowers businesses and teams across North America to cut out the busywork and inconvenience (on both sides) of customer communication. Using Skipio’s automated messaging tools, you start two-way conversations, build personal relationships, and enjoy lasting, repeatable success with sales and retention. All while saving significant time, resources, and energy. Integrate your CRM and other systems with Skipio to automate key follow-up for lead nurturing and customer engagement at scale.

You can transform your relationships with clients, partners, and employees by moving to Industry Cloud. Enxoo offers industry-specific digital transformation platforms that are based on our industry knowledge, tech skills, and years of experience. This will automate all your critical business processes. The "Industry" element refers to ready-made solutions for the telecommunications industry. Our industry-specific solutions, products and professional services provide expertise. Our Industry Cloud platform is a unique combination Salesforce + Enxoo Communications. This scalable solution allows you to quickly implement productized features and functionality at a high security level. Our agile project delivery model allows us to communicate effectively with customers and build a one-team spirit. Customers can rely on our experienced and skilled teams to support them at every stage of their digital transformation journey.

CRM Software for Small Businesses. Complete Customer Relationship Management, Helpdesk and Sales Tools. You are busy. You don't need another software program to keep you updated. SwiftCRM is a better alternative to traditional CRMs. SwiftCRM allows you to automate more and send emails, calls and postal mail directly through the application. You don't have to copy and paste. SwiftCRM is the most customizable sales dashboard in industry. This means that you and your team will feel at home with the language, statuses, labels, and deal flow that are compatible with your systems. Software should be compatible with humans, not vice versa.

With global customers serving multiple industries, including software, finance, media, transportation, and communications, BillingPlatform is the only revenue lifecycle management platform on the market that enables enterprises to effectively monetize any type of product offering, from simple subscriptions to sophisticated usage-based pricing models and everything in between. BillingPlatform provides full process support of the revenue lifecycle – from product setup, quoting, billing and invoicing, revenue recognition, through payment and collections – all on a secure, next-generation cloud platform. The unparalleled flexibility of the platform puts enterprises in control of how they differentiate in the market, maximize profitability, reduce operational costs and improve the customer experience.

SMSLocal.com offers a flexible platform for SMS marketing and communication. It allows bulk SMS messaging, with scheduling and personalized options. This facilitates efficient campaigns. The two-way communication process is simplified by real-time message handling, templates for standard messages and the ability to send in real-time. Comprehensive analytics and reports are used to measure campaign success, audience engagement and ROI. Integration options enable seamless integration with other business tools. SMSLocal.com places a high priority on security, compliance and data protection. Multi-language support, automated processes, and customer segmentation features enable businesses to engage their audience effectively via SMS marketing.

WebEngage, the best-in class marketing automation software suite, helps businesses-to-consumer companies (B2C) increase user retention and drive higher revenues. WebEngage is cloud-based and easy-to-use. It allows businesses to manage cross-channel communication with customers. They can send messages via SMS, Emails, SMS, mobile Push Notification, web push Notification, on-site alerts or in-app messaging. This solution allows cross-device tracking, live segmentation and deep data personalization. WebEngage's Journey Designer allows businesses to create complex lifecycle campaigns efficiently.

Your customers will have a better visual buying experience. Your customers will enjoy a visual selection experience when they research and engage with you. You will have a competitive edge and a faster path to conversion for your sales channels. You'll be able sell products faster by eliminating costly errors, duplication of effort, and speeding up your sales cycle. A single solution that works across the enterprise can drive interest and fulfillment. A simple and intuitive quoting system will increase the number of opportunities and generate more quotations. Reduced quote-to-delivery time to meet customer requirements. Increase win rates by reducing dependence on internal staff. Automate the creation of accurate proposals and downstream fulfillment information. You can accelerate the introduction of new products by adapting faster to market needs.

Conversational messaging for Salesforce, Zoho, and other CRM-based messaging platforms can help you win more deals. Text messaging is the best way to respond to an inbound lead and foster an interactive conversation. Consumers are more likely to attend events and meetings if they are reminded. A seamless notification process is possible with CRM-driven automated SMS messaging. Omnichannel messaging allows your business to communicate with customers across all channels from the CRM. With a robust mobile app, you can work from anywhere. Our technology allows for tight CRM integration, routing, notifications, and keeps the conversation going. Conversational messaging can be used to increase engagement and build better relationships.

Since 2009 CloudSense has been helping ambitious services enterprises to thrive in a digital-first economy by transforming sales to increase productivity and grow profitability. After 100+ successful CPQ implementations over 12 years, we have assembled a global team of over 150 solutions consultants who shape every client engagement for success. Our team couples deep industry knowledge with CPQ domain experience, setting CloudSense apart in terms of achieving business outcomes. We leverage a clear and proven delivery methodology that can adapt to meet the specific business goals of every customer. We guide our customers through the challenges and pitfalls of digital transformation, helping them minimize risk and release value faster. Leading communications and media providers including BT, Telstra, Informa and Spotify use CloudSense’s portfolio of applications to streamline the entire customer lifecycle, providing a better customer experience while improving business performance. To learn more about how CloudSense’s CPQ and Order Management solutions can help your business deliver sales transformation, speak to one of our experts today, or visit cloudsense.com

DealHub's award winning CPQ, CLM & remote Selling platform allows sales teams to have a personal dialogue with prospects all the way through their buying journey. DealHub users can benefit from real-time buyer intentions and sales insights throughout the entire sales process. This allows them to have faster time-to revenue and differentiate themselves from their competitors. The DealHub Platform offers: Guided Selling Playbooks Configure-Price-Quote (CPQ) Subscription Management Customer Contract Lifecycle Management (CLM). Digital DealRooms Dynamic Content Generation Real-time Buyer Intent and Insights E-signature DealHub is natively available within the CRM (Microsoft Dynamics Salesforce and Freshsales).

Our experts will create and implement a drip that is tailored to your business' needs. With a click, users can schedule any type message on a drip. To automate your marketing messages and drive sales, send voicemails, text messages, emails and phone calls. Our virtual sales assistant will respond to phone calls and SMS messages. She will also handle common tasks like setting appointments, opting out, answering questions, and so on. It is easy to objectively measure the results of multiple campaigns that have different goals and schedules by creating multiple campaigns. After consulting with you, we will create a custom campaign that meets the needs of your prospects. AI is used to process inbound SMS messages. We can reply, opt out or re-schedule customers. Post leads easily to the system. For accurate reporting, update conversion data for leads. Our powerful reports provide insight into the performance of your campaigns.

Selling services can be difficult, but with 10-30% your company's revenue at stake, it's not an option to get it wrong. WorkRails can help SaaS companies reduce churn and increase adoption. Instead of creating silos, start building connections between your PS and sales teams. WorkRails reduces friction and aligns departments so that everyone can enjoy the sweet flavor of success. Proper scoping leads better customer engagement. WorkRails enables you to scope service engagements accurately and quickly for faster and more efficient planning - reducing downstream risk and creep. The days of manually entering data into complex spreadsheets to sell managed and professional services are over. Automation is the key to closing more deals than ever before.

Model N is an end-to-end platform that empowers companies to maximize their revenue by transforming Sales, Marketing, Channels and Finance. Model N's revenue management solutions can help you maximize your revenue by turning tactical, siloed activities into strategic, end-to-end revenue processes using automation and intelligence. Revenue Cloud bridges the gap between back-office and front-office activities, providing a single system of record for all revenue execution. Customers can easily set up and quote complex products, quickly reach terms on complex contracts, have better channel data, which allows for visibility into channels and efficient management of incentive programs, avoiding overpayments. Model N Rebate Management allows you to better engage your channels and maximize revenue.

IBM Sterling CPQ automates the configuration, pricing, and quoting complex products and services. IBM Sterling CPQ makes it easy for customers to buy complex products and services from you across all channels. Our CPQ software solution helps customers, partners, call center representatives, sales staff, and call center representatives to choose the right products and verify pricing. IBM Sterling CPQ allows you to provide the best buying experience for your customers and improves your sales productivity. CPQ automates the online sales process to create solution bundles that include cross-sell and up-sell opportunities. This improves customer satisfaction as well as reducing call center volume. CPQ eliminates the need for manual pricing execution by providing a centralized system that ensures consistency in pricing and automates changes. It also allows business users to facilitate price maintenance.

To get started with proposal automation and quoting software, you will need to spend days training or pay for help from an IT consultant who has a Ph.D. in APIs. iQuoteXpress, (IQX), does the heavy lifting to quickly deliver a fully supported, customized, and integrated sales proposal and quoting system. It's a simple to use, configure, price, and quote system. Your brand values should be reflected in your sales proposals. IQX templates for proposal design will ensure that every quote you give to a customer has the same look and feel. We will create a custom dashboard for your quoting system and load your products, services, pricing schedules and even customers and accounts. Analytics is essential for sales enablement. We'll set up the back-end tracking tools to provide you with complete oversight and ensure that no proposal or business opportunity is missed.

Finally, a digital sales platform purpose-built for manufacturers that unites CRM, CPQ, and Commerce! Accelerate your sales process, win more deals and get ahead of your competition faster than you think. Our end-to-end sales software flawlessly aligns your customers’ requirements with your production capabilities in ERP and unites all your sales processes on one platform: CRM, CPQ, and Commerce.

Companies are constantly faced with changing market conditions and have to operate in an ever-changing environment. Complex custom requests in B2B need to be calculated using batch size 1, while customized products can be enhanced with custom components. calcIT allows you to meet customer requirements and automates your offer and calculation process. calcIT's project management tools allow you to keep control of your project even after signing a contract. calcIT can be customized 100% to meet your specific needs. It digitally illustrates your business processes, which leads to increased transparency and efficiency. calcIT is a flexible program with many CPQ functions. It allows you to clearly illustrate your requirements for calculation, offer preparation, and configuration with full release capability. CalculIT 100% can be used to calculate the cost of a single bolt or to calculate complex offers.

SAP CPQ (formerly CallidusCloud CPQ: Enhance customer experience by empowering sales teams and partners to offer complex product configurations and optimized pricing. The SAP CPQ solution allows you to offer the right product at a right price and time. It also makes it easy to connect SAP CPQ with any CRM or ERP platform. Sales reps can sell more channels faster by reducing order errors, generating proposals immediately, and providing channel- and customer-specific pricing. To generate quotes faster, reduce approval times, speed up sales cycles, and allow staff to concentrate on sales, create intelligent, integrated sales processes that automate sales. To maximize sales opportunities, increase cross and up-selling, optimize pricing, and protect margins, improve business insight.

Our Drips technology automates customer engagement. Go4Client's Drips feature combines SMS, Voice, Email, Mobile Landing Pages, and Email to communicate with customers. You can map out the customer journey to allow customers to flow through your sales funnel. You can trigger messages through different channels depending on the user's actions.

Bit2win CPQ allows sales, partners, and customers to create complex products/services, provide accurate quotes, and make smarter deals using the most current product and pricing information. Bit2win is a digital platform for businesses that enables them to sell tangible goods, subscriptions, use-based and recurring pricing, bundles, amendments to existing service contracts, and provides the best pricing functionality available. The complete sales cloud suite covers all aspects of multichannel sales, from price configuration to going-to-market strategy. Bit2Win suite is an innovative omnichannels solution that optimizes business processes, identifies and manages sales opportunities, configures right product at the right price in real time, reduces sales cycle times, increases efficiency and reduces errors, speeds time-to-market, differentiates, and assures customer engagement and loyalty.

Saay makes it easy for businesses to communicate with customers via texting. Get the lowest cost text marketing today! Under 1/2 cent per text! Peer-toPeer (P2P), texting allows for TWO-WAY text conversations on a large scale! You can quickly send text marketing messages to large amounts of customers and engage in two-way conversations with the recipients. Bulk SMS allows for instant one-way mass text messaging to your opt-in list. Bulk SMS is great to send out updates, notifications, and offers. Customers don't respond to emails or calls. The same old approach is not going to work, so you should try a different approach. Nobody likes to talk to a bot. You can earn their trust by giving them your full attention. Complicity is serious and falls 100% on you. It is not worth cutting corners. Saay provides you with a variety of cutting-edge tools to help ensure you are on the right side.

ValueText is a multichannel messaging app for Salesforce. ValueText supports SMS, WhatsApp, Telegram and many other channels. You can easily start texting via SMS or WhatsApp from any Salesforce record, including contacts, leads, opportunities, and custom objects. Use our Chat Console and Converse Inbox to respond to customers. All conversations can be managed in one place. You can add custom labels, use dynamic template, send files and audio messages and schedule texts. You can also set up auto replies. You want to send SMS and WhatsApp messages quickly to multiple people? It's easy with ValueText. You can do this from List Views and Reports, or Campaigns. Use templates and bots to send custom messages. You want to improve your efficiency and save time? Through native automation tools, you can send SMS and WhatsApp messages to Salesforce automatically (e.g. Instantly confirm appointments, send reminders, receive special offers, and much more!

tyntec allows brands to authenticate, verify, and engage mobile customers through contact validation, user authentication, and conversational commerce. Personalize customer service by integrating support assistants and customized messages to chat with customers on their preferred channel. To target your customer group, check your database for invalid numbers. Live feedback is a great way to improve your ROI, make transactions safer and make decisions based on real-time feedback. Our multi-factor authentication products set the industry standard in 2FA and security. Keep your customers and business protected from fraud attempts. tyntec is an authorized WhatsApp Business solution provider. This allows businesses to communicate with customers on WhatsApp. All with the same security and privacy that 1.5 million WhatsApp users trust every day. Enterprises can use tyntec's Chat API to send support messages and conversational notifications.

It's easy to send your customers text messages. Our easy-to-use text messaging software will help you bring in new customers and keep them coming back. Bulk SMS Messaging, 2-Way SMS, SMS Keywords and Autoresponders are just a few of the many features that SmartConnect offers. SmartConnect's full-set SMS tools allow you to text your customers from almost all devices and engage them like never. Send bulk SMS messages to your customers. Announce important information about your store or a new product. Offer a special deal to bring customers back. Chat with customers in real time. Subscribers can reply directly to your texts, send text messages, or engage with you in a live 2-way chat. Engage customers to improve your customer service. Send subscribers a reminder text message a day or so before the appointment. Ask them to text a reply to confirm, cancel, or reschedule.

Brevo (formerly Sendinblue), the platform that helps build customer relationships through Email, SMS, Chat and more. The complete toolkit for converting one-time browsers to long-term customers. Beautifully designed email campaigns allow you to connect with contacts in their inbox. Send targeted messages to your customers. Brevo helps businesses build and grow relationships by automating marketing campaigns, transactional email and SMS messages. What makes Brevo different? Brevo is powered our world-class team of customer happiness experts and we offer pricing that will make you smile. Our platform offers a comprehensive suite of services in a single, easy-to-use solution. Happy Sending!

Predictively dial your contacts to automatically leave voicemails and emails. Ytel is a cloud-based integrated suite of marketing solutions. Ytel Contact Center helps businesses and SMB call centers manage multi-channel communications. Ytel features include call distribution, voice reply, auto-dialing, and a scripting module. Ytel provides real-time agent reporting that allows users to track call lengths and performance. Ytel can also be accessed via iOS and Android devices. You can quickly develop new communication functionality in any language. Trust in a platform that is designed for product development. It has high uptime, high capacity for SMS/voice channels, and the bandwidth to send and get volume at scale using a single API. Your business already has core competencies. Now you need to enhance and centralize customer engagement to improve operational efficiency.

Axonom's Powertrak CPQ Software Suite is a cloud-based, mobile-friendly platform that streamlines and enhances sales quoting, pricing, and product configuration. Powertrak empowers sales teams and channel partners to convert leads faster by making product and pricing information easier to access. Powertrak integrates seamlessly with the most popular business tools such as Microsoft Dynamics 365 and Salesforce, Oracle, NetSuite and Macola Software.

Connect your data, segment your audience, provide seamless experiences, and track your success easily. No-code integrations allow you to integrate data from finance, marketing, sales, support, and product into one customer profile. This will reveal the actions that are most important to your business. Segmentation is a powerful tool that allows you to target audiences using any combination of demographic, firmographic and behavioral data as well as transactional data. The right message to the right person at the right moment, the right time. Hyper-personalized omnichannel experiences that connect with your audience across the entire customer journey are a great way to connect with them. Intelligent automation that feels human. Data should make decisions easier, not more difficult. Your entire team can make data-driven decisions by using visual analytics and reports that provide insight, while custom dashboards keep you on track.

PSQuote bridges the gap between CPQ and services. You get a unified process for quoting professional services. You will spend more time delivering and less time quoting. Using spreadsheets to create estimates, rather than Salesforce? This disjointed system causes a gap between what was sold, and what is delivered. This leads to revenue leakage, also known as lost profits. It can also lead to difficulty tracking what you sell and what you deliver. We know how frustrating this can be and believe you deserve better. Automate and streamline the quoting process. Get accurate estimates and quotes. Automate the sales-to delivery handoff. Get a complete view of all service operations, from estimation to execution. You can get more detailed forecasting and inputs for demand planning. Your sales team can now quote services based on exactly what you deliver. PSQuote is the product of years of experience in building quoting tools that have been used by dozens of clients.

Dextara CPQ Software was developed by Dextara Digital, a US-based Digital Transformation company, Premium Salesforce Consulting, as well as an Implementation Partner. This CPQ solution is 100% Salesforce native and is intended to fill business and customer needs with added hyper-personalization capabilities for configuration, price, and quote. Every customer today expects personalized and custom-made products or services. Businesses need to offer customers the ability to personalize products or services. Companies should also be clear when setting price, configure, and quote rules for products/services in their rules engine.

Oracle Configure Price, Quote (CPQ), guides customers through the step-by-step process to create a properly configured and detailed purchase order. Once an order has been correctly entered, the CPQ solution will provide a price quote that includes all applicable discounts, terms and conditions. The customer can accept the quote and it becomes an order. This solution improves order accuracy, reduces sales cycles, and lowers operating costs. It is the only configure price, quote solution that connects the front- and back office.

You can quickly generate detailed and personalized quotes and store them in the cloud. Then, you can send them to customers with just one click. We created a simple and practical tool. The quick video guide makes it easy to learn how to use Quotadoo® in just a few seconds. You can drastically reduce the time it takes to create and send quotes with quotadoo®. You can save hours with quotadoo®, and get back your time. A professional presentation can increase the success of your quotes. You can save up to 90% compared to manual models. Impress your customers and beat your competition over time. Create and deliver your quote instantly while you are at the customer's by connecting with your tablet. You don't need to install anything: quotadoo®, which is secured through Cloud technology, can be used anywhere you are, whether you're at work, at home, or on the go.

Automate your sales process with the best-rated CPQ for Manufacturing. You can manage your product offering across channels, optimize supply chain and provide 100% accurate quotes. Tacton CPQ makes it easy to sell custom products and buy them. Tacton Visualization allows your customers to interact with the products in real-time. CPQ Integrations will ensure that you deliver the right solution at the right time and through the right channel, while ensuring efficient operations. Our Smart Commerce Platform, powered by CPQ, provides an integrated solution that empowers sales organizations to become digital-first and data-driven. Using the best CPQ software for manufacturers, you can configure, price and quote with 100% accuracy. Visual Configuration is a manufacturing-specific tool that creates an engaging buying experience. Automate design to sell custom products faster and free up engineering to innovate.

Cincom CPQ will help you deliver a better customer experience. Cincom CPQ allows you to create price quotes (CPQs) for complex products and services. Cincom CPQ can be used on-premise or cloud-based. It is loaded with features that will improve customer experience, enable digital transformation, increase sales performance, streamline product configurations, enhance sales proposals, and many other things.

Configure, Price and Quote (CPQ), projects go beyond automating activity with software. It's about transformation and change driven by a best-of-breed CPQ tool. CPQ quickly becomes one of your most important tools: to your sales organization and to your customers. Your first impression to the customer of your organisational expertise must be easy to understand and professional looking. A successful launch of a sales program is dependent on understanding the processes and the structure of prices and products. Following best practices and optimizing the sales cycle are key factors. Tools and practices that help sales reps and managers increase their revenue and accelerate growth.

Quote Manager CPQ for Microsoft Dynamics 365. Microsoft Dynamics 365's powerful add-on, Quote Manager CPQ, is fully native to Microsoft Dynamics 365. This add-on allows sales teams to quickly create and send professional branded quotations from Dynamics 365. Quote Manager CPQ, the only Quote/CPQ software 100% dedicated to Dynamics 365, holds all configuration, data and set up data in Dynamics. You have complete control over any customizations or use of standard Microsoft Dynamics 365 features like queries, charts, views, workflows, and views. The standard Excel export/import functionality for Product Database modifications is used, along with PowerBI dashboards or PowerApps. Standard Word Templates and other add-ons control the output of quotes. Quote generation. Search over 10,000+ products. Filter by category, make and supplier. You can add products to the quote, modify the layout with comments, sub-totals and edit descriptions

To avoid errors when configuring complex products, create dynamic product bundles. To automate condition-based pricing, you can set up pricing rules and discount schedules. You can also apply special terms to your customers and get their approvals. Create PDF quotes using configurable templates. Sign off deals, negotiate terms, and automate recurring quotes. All pricing and configuration rules are visible. This will allow you to see exactly how the price was calculated. Automatic configuration of bundles and quotes. You can configure conditional adding/removing products at the quote level, and not just for bundles.

Our customers can rethink how they address B2B sales and pricing challenges. We offer smarter pricing software and better data analysis, built on the only cloud-native platform in the industry. We have decades of experience in building customized solutions for a wide range of B2B industries. Cost volatility. Complex pricing structures. It is cumbersome. Rethink your pricing approach. You have thousands of customers, products, and commercial decisions. Reimagine sales and pricing. Complex pricing processes. Rate inconsistency. Revenue leakage. Reimagine rate attainment. Our SaaS pricing and pricing software and cloud native Platform enable businesses to quickly respond to changing business dynamics, address major revenue leakage and execute pricing and sales strategies more effectively.

Templated quotes, approval workflows and pricing guardrails will make closing easier for your sales teams. They will empower your reps and make closing more efficient. Pre-approved, fully customized agreement templates can be created for your sales team. You can make changes immediately and adapt to your business's needs. You don't need to wait for long implementation processes. RevOps makes it easy to get your team up-and-running in hours, days, and not weeks or months. Your reps will be able to work with you while still maintaining control over the structure of deals. Your team will save time and create approval workflows to promote alignment and improve efficiency. You can easily send documents to anyone around the world and scale your sales operations for remote and digital markets.

CanvasLogic's cloud-based product configurator software helps customers visualize custom products and allows them to close more deals quickly. This powerful software allows users the ability to create complex products in real time using photorealistic 3D visualization. Augmented Reality (AR), enhances the customer experience and allows them to imagine endless possibilities. You can automatically calculate pricing and configure the solution without errors. Create a seamless sales process by integrating CanvasLogic configurator and other sales enablement platforms such as CRM, eCommerce, PLM and PIM. CanvasLogic has been providing customers and partners with configurable visualization solutions for digitizing their sales, improving customer experience, and growing their businesses faster for more than 15 years. CanvasLogic was founded in 2001 and has received multiple design and innovation awards for its modular 3D configuration software. CanvasLogic's mission is to facilitate the creation of 3D configuration software.

This means that all information required to improve your product or offer can be accessed through one source of data. VariSuite's uniqueness is its ability to achieve results quickly, regardless of product or industry. VariSuite can support any type of configurable product, no matter how simple or complex. Its modules can be used independently or in combination with one another. They also share a common API and framework. VariSuite is flexible enough to meet the needs of any business. It has dynamic data and a product structure that supports maintainability. VariSuite Framework is the common platform for all VariSuite modules, including VariSales, VariPDM and VariProd. It allows you to maintain the data model, access management, and product model definitions. It also contains generic features and functions that use a dynamic data modeling.

The only integrated solution in the industry that will transform your renewal and quoting processes. To unlock your agency's full potential, simplify complex and time-consuming processes. Any insurance brokerage must have the ability to configure, price and quote. These functions are often dependent on inefficient, outdated and manual workflows. They can be error-prone and provide poor customer service. Zywave CPQ – Benefits is the market leader in innovative solutions that automate mission-critical steps of a benefits buyer's journey. Data-driven, you can configure multiple benefit options that provide strategic insights for your clients. You can streamline the quoting process by having direct access to carrier pricing. This is supported by the ability to present professional, custom-branded proposal. Simply put, Zywave CPQ – Benefits will allow you to sell and serve better than ever - ultimately driving growth.

At Workbooks, we’re with you every step of the way, with CRM software and services from a single supplier. When you invest in Workbooks, we invest in you by co-funding your CRM project throughout your journey. We call our approach Shared Success – your success is our success. The aim of Shared Success is to reduce the risk of your CRM project failing and to reduce the cost of implementation. Here's how it works: 1. We help you understand what you need to achieve your business goals with a co-funded workshop before you invest in software 2. When you invest in Workbooks, we co-fund your implementation to give you a made-to-measure CRM for an off-the-shelf price 3. And with a co-funded customer success programme, you can future-proof your business processes with a CRM that grows with you That’s why, on average, our customers stay with us for 10 years and more than 1000 businesses around the world already trust Workbooks to help them work better, work together, and work in the right way.