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Average Ratings 0 Ratings

Total
ease
features
design
support

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Write a Review

Description

Csmart CPQ is an advanced, cloud-based configure-price-quote solution enhanced by artificial intelligence, specifically designed for the telecommunications sector and complex enterprises. This innovative tool enables sales teams, partners, and clients to effortlessly configure sophisticated products, utilize flexible pricing strategies and discounts, and produce precise, professional quotes in just minutes. Featuring an intuitive user interface, real-time margin oversight, low-code workflows, and smooth integration with CRM and BSS systems, it guarantees impeccable configurations, shortens sales cycles, and improves quoting productivity. Among its key advantages are guided product bundling, streamlined approval processes, contract-ready quote generation, and AI-driven suggestions, all aimed at improving accuracy, compliance, and conversion rates. Whether dealing with connectivity plans, bundled services, or offerings across multiple regions, Csmart CPQ revolutionizes the quoting process into an efficient, trustworthy, and revenue-boosting endeavor. Additionally, its robust features provide a competitive edge in today’s fast-paced market, making it an indispensable tool for any sales organization.

Description

Experience the industry's only comprehensive and integrated solution designed to revolutionize your quoting and renewal processes. By simplifying intricate and time-consuming tasks, you can fully harness the growth potential of your agency. The configuration, pricing, and quoting processes are vital to any insurance brokerage, yet many brokers continue to depend on outdated, manual workflows that are prone to errors and lead to subpar customer experiences. Zywave CPQ - Benefits stands out as a market leader with its cutting-edge solution that automates crucial steps in a benefits buyer's journey. With insights driven by data, you can configure a variety of benefit options, offering valuable strategic insights for your clients. Enhance the quoting process with immediate access to carrier pricing, accompanied by the ability to create professional, custom-branded proposals. In essence, adopting Zywave CPQ - Benefits empowers you to elevate your sales and service capabilities, ultimately driving significant growth for your agency. This innovative approach not only improves efficiency but also transforms the way brokers interact with their clients, fostering a more satisfying overall experience.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Sonant No 
Zywave Sales Cloud No 

Integrations

Sonant Yes 
Zywave Sales Cloud Yes 

Pricing Details

Custom
Free Trial No 
Free Version Yes 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Deployment

Web-Based Yes 
On-Premises Yes 
iPhone App Yes 
iPad App No 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) Yes 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

Covalense Digital Solutions

Founded

2006

Country

India

Website

covalensedigital.com

Vendor Details

Company Name

Zywave

Founded

1995

Country

United States

Website

www.zywave.com/sales-cloud/zywave-cpq-eb/

Product Features

CPQ

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

Product Features

CPQ

2D Drawing No 
3D Modeling No 
Approval Workflow No 
Guided Selling No 
Product Configurator No 
Proposal Generation No 
Quotes / Estimates No 
Renewal Management No 
Self Service Portal No 
eCommerce No 

Insurance Agency Management

Claims Management No 
Commission Management No 
Contact Management No 
Document Management No 
Insurance Rating Yes 
Life & Health No 
Policy Management No 
Property & Casualty No 
Quote Management No 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload No 
Commercial Lines No 
Comparative Insurance Rating Yes 
Customer Portal No 
For Casualty Insurance No 
For Health / Medical Insurance Yes 
For Life Insurance No 
For Personal Insurance No 
Multi-State Yes 
Multiple Line Rating Yes 

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