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ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

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Description

Planview 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.

Description

Accelerate your sales process with the top-tier quote-to-cash solution tailored for SaaS startups. Enable your customers to complete their purchases, sign agreements, and make payments effortlessly in a single, unified step while monitoring all essential metrics from a centralized dashboard. Replace cumbersome spreadsheets and traditional sales methods to focus on what truly matters: increasing sales and boosting revenue. Offer a customer experience akin to B2C transactions, positioning your software as the simplest option for clients to acquire. By keeping all critical revenue information consolidated, you can enhance your decision-making and propel your business forward. This streamlined approach not only simplifies transactions but also empowers you to capitalize on emerging opportunities more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cognita
EnNovate
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Slack
Stripe
Sugar Sell
Xero

Integrations

Cognita
EnNovate
HubSpot CRM
HubSpot Customer Platform
HubSpot Sales Hub
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
QuickBooks Online
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Slack
Stripe
Sugar Sell
Xero

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$500 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Planview

Founded

1989

Country

United States

Website

www.planview.com/products-solutions/products/changepoint/

Vendor Details

Company Name

Salesbricks

Founded

2021

Country

United States

Website

www.salesbricks.com

Product Features

Professional Services Automation

Billing & Invoicing
CRM
Client Portal
Collaboration Tools
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Product Features

CPQ

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

Revenue Operations

AI Insights
Account Health Dashboard
Automatic CRM Updates
Contact / Activity Tracking
RevOps Automation
Revenue Dashboard
Revenue Intelligence / Reporting
Sales Analytics
Sales Forecasting
Third-Party Data Aggregation

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