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features
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support

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Description

Why invest countless hours in crafting content offers that might not yield qualified leads? EchoQuote™ is designed for easy setup, provides immediate results, and remains consistently relevant. It generates leads that are more qualified and open to engaging in sales discussions, allowing sellers to initiate conversations and identify customer needs effortlessly. We wholeheartedly agree! With EchoQuote™, you maintain complete control over pricing visibility, as it never displays or communicates prices without your consent. Additionally, there are various options available to limit who can request a quote, such as blocking specific countries or email domains. Indeed, most of our clients operate in the B2B sector, offering intricate and customized products and services. EchoQuote™ is tailored to facilitate budget inquiries rather than final pricing, serving as a gateway to meaningful sales dialogues. While virtually every competitor features a Request a Quote or Contact Us form on their site, these often fail to deliver results. In contrast, prospective customers tend to place greater trust in third-party solutions like EchoQuote™, leading to an increase in leads for your sales team and enhancing overall conversion rates.

Description

Accelerate your quoting process, manage pricing effectively, and secure more deals using Salesforce CPQ. Designed specifically for the leading CRM platform, Salesforce CPQ equips businesses with essential tools to streamline their sales journey from quoting all the way to cash flow. This comprehensive solution is available in three distinct editions, one of which includes complete Quote-to-Cash capabilities that also facilitate billing and collections. With Salesforce CPQ, companies can enhance their sales efficiency and improve overall revenue management.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Adobe Acrobat Sign No 
Adobe Real-Time CDP No 
Apty No 
Inspire Planner No 
Logik.io No 
Lyftrondata No 
MTX SafeVax No 
OnScreen No 
Prodly AppOps No 
Provar No 
RELAYTO No 
Refold No 
RenderDraw TakeOff Automation No 
Salesforce Agentforce Revenue Management No 
Ventas CPQ & SMS Solution No 
Workato No 
Zapier No 
dataimporter No 

Integrations

Adobe Acrobat Sign Yes 
Adobe Real-Time CDP Yes 
Apty Yes 
Inspire Planner Yes 
Logik.io Yes 
Lyftrondata Yes 
MTX SafeVax Yes 
OnScreen Yes 
Prodly AppOps Yes 
Provar Yes 
RELAYTO Yes 
Refold Yes 
RenderDraw TakeOff Automation Yes 
Salesforce Agentforce Revenue Management Yes 
Ventas CPQ & SMS Solution Yes 
Workato Yes 
Zapier Yes 
dataimporter Yes 

Pricing Details

$25 per month
Free Trial No 
Free Version Yes 

Pricing Details

$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
Free Trial Yes 
Free Version No 

Deployment

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

Deployment

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

Customer Support

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

Customer Support

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

Types of Training

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

Types of Training

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

Vendor Details

Company Name

LeadLifter

Website

leadlifter.com/echoquote/

Vendor Details

Company Name

Salesforce

Founded

2006

Country

United States

Website

www.salesforce.com/products/quote-to-cash/overview/

Product Features

Lead Management

Activity Tracking No 
Campaign Management No 
Lead Capture Yes 
Lead Distribution No 
Lead Nurturing Yes 
Lead Scoring No 
Lead Segmentation No 
Pipeline Management No 
Prospecting Tools Yes 
Source Tracking No 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management No 
Customer Accounts No 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator No 
Proposal Management No 

Product Features

CPQ

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

Product Configurator

2D Drawing Yes 
3D Modeling Yes 
Analysis & Constraints Yes 
Custom Pricing Options Yes 
Inventory Management Yes 
Recommendation Engine Yes 
eCommerce Yes 

Quoting

Automated Quoting Yes 
Catalog Management Yes 
Client Portal Yes 
Contact Management Yes 
Customer Accounts Yes 
Customizable Branding Yes 
Discount Management Yes 
Forms Creation Yes 
Pricing Management Yes 
Product Configurator Yes 
Proposal Management Yes 

Sales Acceleration

CPQ No 
Campaign Management No 
Dialer No 
Email Sequencing No 
Email Templates No 
Email Tracking No 
List Building No 
Meeting Scheduler No 
Predictive Analytics No 
Reporting No 
Sales Gamification No 
Sales Intelligence No 
Sales Workflow Management No 

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