Best Workday Services CPQ Alternatives in 2024
Find the top alternatives to Workday Services CPQ currently available. Compare ratings, reviews, pricing, and features of Workday Services CPQ alternatives in 2024. Slashdot lists the best Workday Services CPQ alternatives on the market that offer competing products that are similar to Workday Services CPQ. Sort through Workday Services CPQ alternatives below to make the best choice for your needs
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HubSpot CRM
HubSpot
23,522 RatingsHubSpot is an AI-powered customer platform with all the software, integrations, and resources you need to connect your marketing, sales, and customer service. HubSpot's connected platform enables you to grow your business faster by focusing on what matters most: your customers. HubSpot CRM is more than just a tool. It's the lifeblood of your business. Our CRM is the ultimate solution to empower your team to create deeper customer relationships. It transforms how you interact with your clients. It offers a seamless integrated platform for sales and marketing, as well as customer service. HubSpot CRM gives you unparalleled insight into your customer interactions. It's all organized in a simple, intuitive dashboard that will increase the efficiency of your team. Our platform is designed to grow with your business, providing scalable solutions to adapt to changing business needs. HubSpot CRM also offers a robust, free version that is packed with essential features. This makes it the ideal choice for ambitious businesses. HubSpot CRM is the future of customer management. Every interaction with customers is an opportunity to grow. Get a demo to learn about our premium software, or get started with our full suite of free tool. -
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ConnectWise CPQ
ConnectWise
308 RatingsConnectWise 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. -
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Nue is the #1 Revenue Lifecycle Platform on Salesforce. Nue is designed to meet the requirements of modern businesses. Configure dynamic pricing. Sell via any channel (self service + direct sales). Manage renewals and increase revenue. Know exactly when and what to charge. Nue allows RevOps to quickly deploy opportunity-to cash processes for direct sales and self-service, while providing complete, accurate analytics for Finance. Nue was built for SaaS companies that are growing fast and need a flexible, IT-heavy solution to manage revenue flows from end-to-end.
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EASA
EASA
18 RatingsEASA enableds a unique method of deploying Excel spreadsheets as secure, custom web applications. These apps can be deployed within a web portal for use by internal or external staff, including partners, resellers, suppliers or customers as well as subscription based applications (SaaS). Unlike competing solutions, sophisticated spreadsheets with VBA, macros and add-ins can be deployed with EASA, and logic and formulas are never converted but simply reused. In addition, EASA enables additional functionality above and beyond most spreadsheets, including (true) database functionality, integration and workflow management. Common use-cases include the deployment of spreadsheets used for CPQ (configure price quote),insurance raters, financial analytics and reporting, engineering calculations, and many more. Before committing to lengthy and risky development projects, or transferring all your Excel logic into commercial solution, have a look at EASA. Customers include companies such as AIG, Voya, HP and Caterpillar and is well worth exploring further. -
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PandaDoc
PandaDoc
Free 56 RatingsPandaDoc 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. -
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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.
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eRep
Revalize
$75/user/ month eRep CPQ (configure Price Quote) software allows manufacturers and distributors to simplify complex quote-to order processes using a modern cloud platform. eRep allows sales teams to quickly quote accurately and sell smarter, while accelerating growth through faster sales rep onboarding, enhanced customer experience, and enhanced business intelligence. eRep acts as an independent bridge between your ERP and CRM while remaining platform agnostic – meaning that you don't need to use a specific ERP or CRM to take advantage eRep’s CPQ capabilities. eRep is a tool that can help you manage your sales pipeline, from guided selling to multi-channel sales, and it can even be used by independent reps to help you onboard new employees faster. eRep is more than traditional CPQ. It includes selection software and product-specific document generation - including technical drawing - making it an excellent choice for manufacturers! -
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Zomentum
Zomentum
$99/month (up to 2 users) Zomentum is a sales acceleration platform that is exclusively designed for IT Partners. It combines pipeline management and proposal and quote builders, sales automation, reporting & analytics, and reporting & analysis to enable frictionless MSP sales. Zomentum makes it easy to create documents 70% faster, increase deal values by 600%, and convert more often. Today, Zomentum is used by thousands of MSPs to increase revenue, reduce sales cycles, and simplify buying. Our customers have generated close to $100M in revenues. Our mission is to build a trusted network of IT partners, revolutionizing the IT purchasing process for small and medium-sized businesses around the world. -
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Expedite Commerce
Expedite Commerce
$50.00/month/ user 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. -
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QUOTE SMARTER. FASTER AND MORE PROFITABLY One incorrect quote can ruin your reputation and hard-earned reputation. A wrongly quoted price can make a deal go sour. Don't put your business at stake. servicePath is a configurate, price and quote (CPQ), platform that makes complex quotes easy. ServicePath makes it easy to create quotes that take hours and involve multiple departments. ServicePath allows you to view all the latest cost elements and solution configurations on one platform, reducing the risk of issuing a poor quote. ServicePath makes it easier to do business with you.
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iQuote Xpress
iQuote Xpress
$39 per yearTo 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. -
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WorkRails
WorkRails
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. -
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Bit2win
Bit2win
$50 per user per monthBit2win 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. -
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Salesbricks
Salesbricks
$500 per monthClose more deals faster using the most powerful quote to cash solution for SaaS startups. You can track all your important metrics and let buyers sign, pay, and close in one seamless motion. Get rid of your outdated sales processes and spreadsheets so you can spend time on selling and driving revenue growth. Offer a B2C checkout experience to your customers and make it easy for them to purchase software. Track all of your revenue data in one location and make better business decisions. -
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Experlogix CPQ
Experlogix
Experlogix CPQ solution enables sales teams to quote configurable products and services with accuracy. Experlogix CPQ leverages a logic-based rules engine, so product and engineering teams can control product and service options, available feature combinations, pricing and discounting, and automate processes such as discount approvals, helping sales representatives sell more quickly and create accurate quotes every time. -
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CX CPQ
MobileForce Software
Imagine how much revenue you could achieve if your customer-facing staff had faster, more intelligent, and integrated pricing, configuration, and quoting apps to get contracts done in real time. CPQ integrates seamlessly with your backoffice systems, such as CRMs ERPs and Customer Support, to provide comprehensive product and service configuration, pricing and quoting capabilities, as well as contract generation and approval management capabilities. Create customized proposals and quotes for each sales case. Intelligent wizard automatically generates quotes based upon customer or project similarity, discounts, and promotions. -
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Cincom CPQ
Cincom Systems
$50000.00/one-time 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. -
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PSQuote
CLD Partners
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. -
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Metric.ai
Measured Analytics
Finance can be made a team practice. Metric.ai is your single source of truth for all financial data. You can set project budgets, calculate costs, recognize revenue, and do so with complete confidence. Get a current view of profit, utilization and effective bill rates. Discover over 100 service-specific KPIs to help you make better decisions. To reflect the organization structure, categorize employees and projects into roles, offices, departments, and other categories. You can create more accurate forecasts by combining key metrics such as revenue recognition, multicurrency, financial closes, and historical change into one place. Increase predictability in your planning process. Get alerted about potential risks and gain actionable insights into why actuals differ from forecasts. Based on project and resource plans, plan revenue, costs, and profit. Changes can be accounted for in real-time. -
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Etiya CPQ
Etiya
Products and services today are more complex and personal. It is therefore more difficult for organizations manage a wide variety of products and pricing options. Pricing based on dynamic parameters can make product pricing difficult. Additionally, the need to create new proposals for each channel requires separate configurations. Sales opportunities can be lost if sales representatives are unable to control prices and apply discounts. In addition, incorrect orders could cause serious losses in order rates. For a successful sales operation, bid management is essential. Etiya Configure Price, Quote (CPQ), which manages multiple services performed by different functions in a single offer. It makes complex product, pricing, and business rules centrally accessible, automatically, and in real-time. It allows you to create structured and accurate offers. -
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Workday Financial Management
Workday
Intelligently automating financial processes and deeper insights allow you to focus less on transaction processing and more time on analysis and taking action. Businesses change over time. With Workday's flexible foundation, you can stay agile and ahead of the curve. You can adapt business processes and track changes as they happen. Machine learning reduces friction by constantly detecting anomalies, making recommendations, and reducing friction. Finance can interpret and review the results, while focusing their attention on the most important areas of business. We provide data to all areas of your organization and give you insight when you need it. Stakeholders can view the driving forces of the business and take immediate action. Workday provides undefeatable electronic evidence. Workday documents every transaction and every change in real time, so you can monitor compliance and prevent risk. -
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Quoter
Quoter Software
$99 per monthQuoter is an online quoting platform that allows sales teams to quickly and easily create quotes. Quoter streamlines the sales proposal and sales quote process to save time and increase control. This allows sales teams to win more deals, reduce their workload, and helps them win more sales deals. It includes reusable proposal and quote templates, quote tracking, email tracking, easy online acceptance and payment, CRM integration, accounting integration, and many other features. Quoter makes it easy to create more quotes, eliminate bottlenecks and get paid faster. Quoter is a modern, lightning-fast quoting platform for technology service provider. Our platform is easy to use, has automation workflows and unlimited user pricing plans, allowing your team to create more quotations than ever before. All core plans allow unlimited users. In just a few clicks, you can create impressive, accurate quotations. You can rest assured knowing exactly when your quotes were opened. Seamless integrations of PSA, CRM and distributor systems. Leverage our automation to encourage more people to quote. -
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Scope
The Virtu Group
$258 per monthSCOPE is being used by some of the most prominent agencies and advertisers in the world to manage, price and track their budgets and scopes of work. Teams can access all their scopes of work from one place. They can collaborate, approve and approve deliverables, budgets, and tactics from anywhere. One source of truth is all you need. Scope management in one tool allows everyone to have a shared view of work being done and the progress being made. SCOPE is the only platform that connects agencies and advertisers across all markets. Only tool that allows real-time collaboration between disciplines, teams, markets, and agencies. Collaboration is key to success. SCOPE provides a single point of view and a place where scopes can be tracked, collaborated and analyzed. It is available to all groups, from one office to a global network that includes advertisers and agencies. Smart decisions are made when everyone speaks the same language. Transparency builds trust and opens up the door for analysis. -
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QuoteWerks
Aspire Technologies, Inc
$199.00/one-time/ user Use QuoteWerks, the sales quoting and proposal software solution, in your CPQ and Quote-To-Cash sales process. For efficient sales quotes and proposal creation, turn to QuoteWerks. QuoteWerks is a market-leading Configure-Price-Quote (CPQ) solution designed to help businesses evolve their sales process so they can sell more, faster, and easier. The solution offers seamless PSA/CRM integrations, QuickBooks and Sage 50 integrations, credit card payment processing, approval and peer review, quote labor, Word-based proposals, a powerful dashboard, and so much more. -
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Quote Roller
PandaDoc
All-in-one contract, proposal, and quoting software. Our online quoting software makes document automation easy. We enhance your CRM and offer everything you need to convert your leads into paying customers. There's no need to switch between word processors and CPQ tools. Quote Roller allows you to create sales documents, use dynamic quoting, receive electronic signatures, improve sales processes, and more. Your team's productivity will increase by 35% Quote Roller makes it easier for reps to close deals faster by eliminating duplicate work on sales quotes and replacing old PDF proposals. You can save at least an hour per document and several hours per sale. Automated manager reviews can help to streamline the approval process. Locked content meets accounting, legal, and marketing requirements. You can now count on consistent sales quotations and business proposals every time. -
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Technicon CPQ
Technicon
$20000.00/one-time Technicon CPQ is a CPQ platform developed by Tacton and Technicon that allows you to quickly create custom quotes. Technicon CPQ allows sales staff to quickly turn around accurate quotes, proposals, and bid packages. Technicon CPQ lets users generate their own quotes instantly, allowing sales staff time to focus on other opportunities. Technicon CPQ supports multiple languages and currencies, as well as online, offline, and web-based capabilities. It also has mobile compatibility, analytics, and many other features. -
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GleanQuote
GleanView
$175 per monthGleanQuote's CPQ engine makes complex quoting simple and quick. In minutes, you can create highly customized solutions for customers. Formalize product intelligence and sales into a process that leads your team to the best solution. Your team can quickly create winning proposals using unlimited templates that can be customized to highlight your offering. To keep your sales team on track, integrate analytics and guiderails into your sales process. -
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Planview Changepoint
Planview
1 RatingPlanview 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. -
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Steve the Clerk
Steve the Clerk
Steve the Clerk is a CPQ program that improves your business' information flow. It allows your salespeople to quickly create flawless and accurate orders, quotes, and other documents for your custom products and services. Steve allows your salespeople to quickly create detailed and accurate quotes and other documents. These documents can be used for both internal and externe purposes. Steve the Clerk CPQ software allows you to create documents for both internal and external purposes. Companies often show how customer-focused they really are, but their processes don't support this idea. Steve the Clerk allows salespeople to spend less time on customer service, such as preparing quotes, finalizing orders, and double-checking information. This will allow them to be more focused on the customer and result in happier and more loyal customers. -
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Zywave CPQ
Zywave
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. -
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Conga CPQ
Conga
Configure smart, accurate deals faster. No matter how complex your business is, empower your sellers to accurately quote and spend less time selling. Conga CPQ makes it easier for sellers to close more deals and achieve a higher win rate. Construct complex products and services, provide accurate quotes and make smarter deals by using the most current pricing and product information. The process is smooth and error-free, which will be appreciated by your customers. 82% of B2B decision makers believe sales reps lack preparation. Conga CPQ allows you to scale the actions your top sales reps across the entire organization by providing pricing guidance, guided selling, and margin protection. -
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Qotbild
Solenoid Augment Technologies
Cloud-based CPQ software simplifies the process for quoting based upon complex product families, pricing, and dimensions. It's designed to give sales teams powerful support when quoting custom products that have a complex bill of materials, price bands, and dimensions that require calculations. It is more than a traditional CRM and ERP. Businesses can save hours by simplifying the quotation process and speeding up sales. Qotbild by Solenoid is a clever CPQ software that helps SMEs cut down on time to sell. It reduces time to quote, order, and build time. It's designed to give powerful support to sales teams beyond traditional ERP and CRM. Businesses can save hours by reducing the quotation process and speeding up sales. The Qotbild™, an app specifically designed for the omnichannel sales team, will revolutionize the way your sales function works. -
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Solidify
Solidify
Solidify is an eCommerce and Configure-Price-Quote solutions that help manufacturers succeed in today's competitive environment. Their intuitive Sales Portal allows organizations to create a Product Catalog and Product Configurator, giving users easy access to their accounts from anywhere. You can easily check inventory, pricing, order status, and even reorder without needing to contact customer service or the sales department. Solidify can also eliminate up to 15% of manual order processing, which reduces customer service costs. Solidify can also talk to ERP/back-end legacy systems to process all sales transactions. -
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Logik.io
Logik.io
Eliminate limitations in configuration and quoting. Your sales team will be able to sell more and your IT team will have less work. Logik.io is a centralized engine that controls how your solutions are sold across all channels. This allows you to build once and create incredible selling experiences everywhere. Product rules and recommendations don't have to be a difficult task. You can say goodbye to scripting and custom development. Instead, you will find a solution that makes product and selling logic simpler to manage, scale more easily, and delivers the outstanding selling experiences buyers and sellers want. -
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SAASRAM Suite
SAASTEPS
The SAASRAM Suite is a revenue lifecycle management system that automates and streamlines business operations to increase growth and profitability. It is built natively on Salesforce and offers a unified model of data that eliminates the requirement for custom code, integrations or customizations. This ensures seamless integration with existing ERP and CRM systems. The suite includes a number of components including eCommerce, payment processing and subscription management. This comprehensive approach allows businesses to cultivate and maintain customer relationships by using a 360@ customer view dashboard. SAASRAM consolidates billing, renewals and revenue recognition in a single synchronized system. This allows teams to collaborate more efficiently, automate workflows and unlock new opportunities beyond the initial sales. -
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Kytes
Kytes
Kytes PSA can be integrated with ERP, CRM, HRMS, BI and any other third-party or home-grown application to provide the single source of truth. Kytes PSA is built on state-of-the-art-technology-stack, offers comprehensive and thoughtful functionalities, excellent user experience, secure & scalable & single tenant cloud hosting. Its highly configurable and that makes it easier to implement and response to the change requests becomes time and cost efficient. Overall Kytes PSA provides the best value to cost ration across global PSA offerings. Kytes PSA can be used to drive different project types, contract types (T&M, Fixed Price, Retainership, UFP and others), delivery methodologies like waterfall, agile, ticket based etc., Kytes PSA provides the best of both worlds, an out-of-the-box and yet tailor made solutions for customers looking to digitize and automate their complete business processes for customer projects, New Product Development (NPD) projects and Internal Initiatives projects. -
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VCPowerPack
AICOMP Consulting
Aicomp is a provider of transformation software with End-to–End solutions for service- and manufacturing companies. Our primary focus is on the transformation of mass production to mass personalization so that each consumer can get exactly what they want. Our customers' brands can personalize their products. This has been proven to increase customer trust. Our VCPowerPack, one of the most popular product configurators for manufacturing, is what we use to digitize manufacturing. We enable mass customization production (MCP) by embedding our VCPowerPack in SAP's Cloud and onPrem platforms. We strive to simplify complex products by providing a user-friendly and dynamic interface that allows customers to describe them and supports their calculation and manufacturing. Our latest version combines two major digital transformation approaches: CPQ – Configure, Price and Quote and CtC- Configure the Configurator. -
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TeamGram
TeamGram
$12 per user per monthCRM that doesn't end when you close. TeamGram is a cross-functional CRM that allows employees to work together to improve sales performance and customer satisfaction. It can be used to create quotes, track orders and assign tasks to mobile teams. TeamGram dashboard gives you real-time insight into key business metrics without the need to go through spreadsheets. You can quickly identify what is important and take faster decisions. The pipeline view allows you to see all of your deals in one place and allows you to focus on the next steps. Drag and drop your deals from one stage of the pipeline to take control of your sales process. -
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360 Product Viewer
360 Product Viewer
$150.00/month The world's best 3D Visual Product Configurator. Fully web-based, it can be used with any eCommerce platform. Magento, Wordpress, WooCommerce, and other eCommerce platforms. It works on any device and any browser. We have clients all over the world, including Australia and the United States. Designtool allows you to design with 3D models. Create your ideal space or office. Or any other space that you design with your products. Over 50 years of experience in business, plus more than 20 years of knowledge about the web with more that 5 years of 3D expertise. We are a service-oriented producer of web tools that work for you. -
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XaitCPQ
Xait
XaitCPQ (Configure price, quote) stores all complex product, pricing and business rules in one central location. This allows for automation and streamlining in real-time. We help organizations win more deals with better margins. We make it quick and easy for customers to price and build the right product and service combinations. Reduce the sales cycle and eliminate bottlenecks. Sales teams can present the right solution at the right price to the right customer at the right time. XaitCPQ is a cloud-based solution that allows sales reps to work anywhere and from any device. Management can see exactly where a purchase is at any point in the process, its status and who's working. There are more chances to sell and add value than ever before. -
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CS Professional Suite
Thomson Reuters
Thomson Reuters CS Professional Suite offers the most comprehensive suite of integrated software and services for tax and accounting professionals. It can be used by any size accounting firm, whether you are a sole proprietor or an enterprise. Each piece of software can be used together seamlessly, sharing data and processes throughout your workflow. You'll be amazed at the impact CS Professional Suite has on your firm's productivity, profitability, and overall productivity. Your practice is like most accounting firms. You are busy with the day-today tasks that keep it running, which leaves little time to build new business or offer high-value services. A complete solution is required to streamline your operations and take a more strategic approach. Accounting CS is our professional accounting software designed for accountants. It combines write-up and trial balance, payroll, financial statements analysis, and other features. -
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RevOps
RevOps
$50 per user per monthTemplated 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. -
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ClearDash
Datatune
$24.99 per monthClearDash makes it easier for service-based businesses to manage their information. ClearDash's web-based software makes it easy to streamline your company management and eliminate the need for you to spend time on non-billable tasks. All the information you need about customers is in one place: contacts, history, rates and quotes, invoices, service request, etc. It is a time-saver and a huge time saver. It doesn't matter if your company uses trouble-tickets, work-orders, or service requests, it is important to offer your customers a simple way to request services. It can be painful to bill. ClearDash is different. ClearDash integrates with QuickBooks to ensure that all your labor, parts, and recurring charges are handled through one system. This makes it easy for accounting staff to maintain their current workflow. A professional and clear quote format is crucial to your business' credibility. Spreadsheets can leave a bad first impression. An elegant quoting system could make the difference between a sale or a lost opportunity. -
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VOGSY
VOGSY
$9.00 per user, per monthVOGSY is the only Professional Services Automation (PSA), software designed for Google Workspace. VOGSY manages your services business from Quote through Cash using the Google Workspace tools that you use every day. Gmail, Docs, Sheets, and Drive all seamlessly integrate with VOGSY workflows, giving you and your team real-time collaboration capabilities that are unmatched by any other PSA. All this from the beautiful, intuitive Google interface they already know. Global B2B service companies trust VOGSY's quote-to-cash ERP system to ensure that their business runs more efficiently, profitably, and predictably. Plan, execute, track, and improve your service lifecycle. - Management of opportunities - Project planning and management - Resource planning and management - Task management Time and expense tracking - Invoicing & Billing - Revenue and resource forecasting - Real-time reporting and analytics -
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Vendavo
Vendavo
We help B2B companies like yours optimize their pricing and sales to achieve predictable, profitable results - and maximize your commercial potential. How do we do it? Our world-class people, processes and technology will help you do it. Our best-in-class solutions are proven to unlock the commercial potential of your products and services. Vendavo Pricepoint, a cloud-based dynamic pricing management software solution, allows organizations to consolidate all relevant pricing information across their business in one place. Pricing teams can create and manage pricing strategies using user-configurable rules. This flexible pricing logic allows them to scale across their product catalogs, regions, countries and channels, as well as customers, to ensure that the price is always correct, regardless of the context. -
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Netformx DesignXpert
Netformx
Streamline the IT Solution Design Process - Netformx DesignXpert, the global leader in enterprise technology design, including multivendor designs and proposal generation, is a global leader. DesignXpert is accessible via the cloud or desktop and streamlines the design process thanks to its advanced graphics-based capabilities. This makes it easy to create rich, detailed graphical network designs, drawings, and schematics. DesignXpert integrates seamlessly with Visio® and Cisco Commerce Workspace (CCW). Rapid creation of accurate designs is possible by using solutions that are baselined with the actual network of your customer, as uploaded from Netformx Discovery™. DesignXpert automatically allows you to keep up to date on products and services and to quickly deliver personalized multivendor proposals (including design schematic, BOM and SOW) that increase profitability as well as customer satisfaction. The industry's most comprehensive Netformx KnowledgeBase™ validates designs. -
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Sera
Sera
Many HVAC, Plumbing, Electrical and other home service companies leave money on their table due to incorrect pricing and inefficiencies. Easily identify pricing and efficiency holes in your business to add more money to the bottom line. Field service management software to ensure that the jobs completed by field service businesses are profitable. Sera is laser focused on ensuring that you beat the industry's average profit of 8% with live job efficiency tracking. In the first six-month period, clients have seen an average 52% increase in revenue compared to their prior FSM solution. Automate service agreements, the history of customers, and more. Keep your plumbing job on track, keep your customers informed, give your crew the details they need on demand, and more. Our electrical software allows you to schedule jobs efficiently, optimize routes and send quotes and bills by text. -
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Configit
Configit
Our customers can create highly configurable products and reduce the time it takes from product design to sales to manufacturing by as much as 92%. We create configuration solutions for manufacturing companies that help them overcome the challenges of getting configurable products to market faster and to sell, make, and service them better. Our advanced configuration technology, Virtual Tabulation®, is trusted by global manufacturing companies for its mission-critical functions. It can handle the most complex products on market. Their entire organization can work from the same data. Every function that touches a product must have the same information in order to ensure that sales doesn't sell products that aren't possible to manufacture or engineering doesn't create products that aren't marketable. -
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CMAP
CMap Software
CMap eliminates the need for complicated spreadsheets and other disconnected software programs. Instead, all that data and functionality will be available in a single, accessible system. Professional service companies are unique. There aren't many career sales people who are responsible for new business. Instead, you have people with a background as delivery who are busy with a multitude of other things. There are many approaches to job costing in professional services. All agencies, accountants, consultants, and architects will quote differently. Most resourcing software's problem is not the initial setup of resourcing data. It's maintaining a constant track of changes. Live budget vs. actuals is automatically generated from timesheet and expense data for all projects. This gives you instant feedback on how your projects are doing. -
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Enxoo
Enxoo
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.