Best Sales Software for Salesforce CPQ

Your documents can be transformed into interactive presentations or webpages with instant branding, analytics and more. Our AI-powered software has won more than 50 digital, creative, and marketing communications awards for clients like. Everything that matters should be packaged. Your document, images and videos are always at your fingertips, no need to use complicated uploading methods or fancy embed codes. You can reuse content from more than 250 web services, 12 cloud storage system, and any files on your device. With intuitive editing, transform your ideas into action. Create beautiful messages. You can save time by searching through 15 million images, using 70 best practice templates and applying design themes. Or, create your own masterpiece. You can work remotely on projects and not miss a beat. Share the most recent versions with colleagues and customers. Define project roles so that you can decide who can view, edit, or own the files. Share once and anywhere with colleagues and clients

Epicor CPQ (formerly KBMax), is redefining CPQ for manufacturers worldwide. Our product configurator is capable of handling complex business rules, visualizations, pricing, CAD automation, website embedding, and real-time pricing. This solution provides a great buying experience, faster sales cycles, and more efficient manufacturing processes. We're different because we: - Make complex products easier to sell and purchase faster - A visual, no-code engine simplifies configuration and maintenance of the most complicated business rules Automate workflows, CAD drawings, and documents to increase accuracy and efficiency - Remove the middleman and allow customers to buy directly from the manufacturer, rather than through a sales representative. Our product configurators are easily embedded in any webpage. -B2B2C is possible when distributors and partners are able to sell directly to customers

Momentum is a Revenue Orchestration Platform purpose-built for go-to-market teams. It moves beyond workflow automation by connecting conversations, systems, and actions into one seamless execution layer. Momentum integrates across the entire sales stack — including Salesforce, Slack, Gong, Outreach, Google Workspace, Asana, Jira, Notion, Zendesk, Stripe, Salesforce CPQ, and more — ensuring that every customer interaction drives structured execution without adding manual overhead. Today, Momentum powers thousands of orchestrated workflows each month for mid-market and enterprise leaders working with Demandbase, 1Password, Zscaler, Ramp, Owner, Cherry, Alation and more, helping revenue teams eliminate inefficiencies, unlock insights, and accelerate outcomes.

3D Source provides highly realistic 3D interactive configurators that allow businesses of any scale to utilize advanced 3D technologies for their sales teams and clientele. Demonstrated to boost sales and enhance customer interaction, the configurators from 3D Source empower brands to produce engaging, catalog-quality visuals that are easily adjustable with just a click. Customers can customize a single item or an entire scene, helping them to better envision how the product would fit into their own surroundings. This innovative approach transforms the shopping experience, making it more personalized and immersive.

Bigtincan’s sales enablement platform empowers organizations to transform customer interactions into lasting relationships through four essential pillars: management of sales content, training and coaching for sales teams, automation of documents, and effective internal communication. Crafted in partnership with Apple, our platform is device-independent and features a stunning, user-friendly interface that can be customized to reflect your brand and align with your teams' workflows. The user experience is consistent across both desktop and mobile platforms, positioning Bigtincan as one of the few truly mobile-centric sales enablement solutions available today. Moreover, organizations can enhance the core capabilities of the Bigtincan Hub by opting for integrated software solutions, such as a contemporary learning management system (LMS), document automation tools, and a digital catalog application, all available as additional features. To further optimize functionality, Bigtincan supports over 100 third-party integrations, ensuring a seamless experience within your company's existing technology ecosystem. This flexibility and adaptability make Bigtincan an ideal choice for businesses seeking to enhance their sales processes and foster deeper customer connections.

Salesforce Agentforce Revenue Management is a powerful CPQ and revenue optimization platform designed to streamline the entire quote-to-cash lifecycle. It connects product catalogs, pricing, contracts, orders, and billing within a single, AI-powered environment. Sales teams can generate accurate quotes instantly using a familiar, spreadsheet-like interface that improves usability and speed. Guided selling flows ensure compliance with pricing policies and discount thresholds. Automated approvals and configurable rules help minimize revenue leakage and operational risk. The unified product catalog reduces SKU complexity while supporting multi-channel sales strategies. Self-service and API-first capabilities enable seamless integration with ecommerce and partner sales channels. AI-driven deal management enhances collaboration while maintaining secure, role-based access. Real-time data insights support better forecasting and revenue planning. Agentforce Revenue Management empowers businesses to scale revenue operations efficiently and close more opportunities with confidence.

Our mission is to transform how clients tackle B2B pricing and sales obstacles by leveraging advanced pricing software and enhanced data analytics, all powered by the only cloud-native platform in the industry. With extensive experience in creating customized solutions across diverse B2B sectors, we address issues like cost fluctuations, intricate pricing frameworks, and inefficient workflows. It's time to rethink your approach to pricing. We serve thousands of customers, products, and commercial decisions, urging you to innovate your pricing and sales enablement strategies. The challenges of complex pricing processes and rate inconsistencies can lead to significant revenue loss. Rethink how you achieve optimal rates. Our SaaS sales and pricing software, along with our cloud-native platform, enable organizations to swiftly adapt to evolving market conditions, tackle critical areas of margin and revenue loss, and implement pricing and sales strategies more effectively. Join us in redefining the future of pricing and sales efficiency.

RevVana stands out as the sole platform focused on optimizing and planning revenue. It is the pioneering solution that harmonizes your revenue perspective across both CRM and financial tools, offering a unified source of truth for all sales commitments while automatically generating corresponding revenue plans. The persistent inquiry, “Why are we not achieving the anticipated revenue?” can now be addressed and rectified effectively. With revVana Plan, users can promptly forecast revenue based on their open and closed sales commitments over time, addressing the shortcomings of current CRM systems in translating sales data into accurate revenue forecasts. Its adaptable revenue scheduling engine generates forecasts at various levels—be it account, opportunity, or other sales dimensions—drawing from your CRM data. Additionally, revVana Insights provides a user-friendly interface to analyze, compare, and contrast planned sales commitments with any changes, as well as with actual revenue, corporate budgets, and sales quotas, enabling businesses to make informed decisions based on comprehensive data analysis. This holistic approach ensures that organizations can not only track their revenue expectations but also strategically adjust their sales efforts to meet those expectations.

Eliminate the constraints associated with configuration and quoting to ensure that you consistently provide rapid and adaptable configuration experiences in both CPQ and self-service quoting. This enhancement allows your sales team to increase their sales potential while minimizing the workload for your IT department. With Logik.io, you gain access to a single, centralized engine that governs the configuration of your solutions, enabling you to create exceptional selling experiences across all channels with a single build. No longer will managing product rules and recommendations be a source of frustration for your team. Wave goodbye to the burdens of custom development and scripting; instead, adopt a solution that simplifies the management of product and sales logic, reduces maintenance costs, and scales effortlessly, all while delivering the outstanding selling experiences that both sellers and buyers expect. This transition not only streamlines operations but also empowers your teams to focus on what truly matters: driving sales and enhancing customer satisfaction.

VENTAS CPQ & SIMPLE SOLUTION is a unique enterprise app that allows you to connect via SMS with customers, leads, and contacts. This app can be connected to your Salesforce CPQ for business information sharing and interaction. This automation tool allows you to create workflows and send messages without having to do a lot of micromanaging. You can view conversations and schedule SMS messages to engage customers. Ventas CPQ can help you increase your productivity directly SMS Automation can increase conversion All of this can be done from the same perspective: Enhance SMS Engagements Send bulk messages to any channel and schedule them Engage customers where they are Ventas SMS Solution - Key Benefits It helps improve overall business communication, regardless of the industry your business is in. It allows real-time communication between customers, clients, and employees. It can be used in almost any industry and is versatile. This helps to reduce the cost of communication.