Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
Salesforce customers have smarter optimization options with 100% Native and 100% Lightning managed packages that are easy to implement and use right out of the box. We connect with our customers to make intelligent software & process decisions that optimize revenue growth. Open communication builds strong relationships. This is where we start and continue to build. You can connect to existing solutions using a pre-built connector. Simply add your login credentials, and you're connected. With a single click, you can pro-rate and co-terms. You can also collaborate with your team to sell future renewals. Pricing and profitability, excellent user experience, quick, accurate, and simple. Salesforce allows you to accept payment from any location in the world.
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
Integrations
Apty
No
Bigtincan
No
Collate
No
CollectXpert
No
Epicor CPQ
No
Gearset
No
Inspire Planner
No
Lago
No
Lyftrondata
No
MTX SafeVax
No
Integrations
Apty
Yes
Bigtincan
Yes
Collate
Yes
CollectXpert
Yes
Epicor CPQ
Yes
Gearset
Yes
Inspire Planner
Yes
Lago
Yes
Lyftrondata
Yes
MTX SafeVax
Yes
Pricing Details
$35 per month
Free Trial
Yes
Free Version
No
Pricing Details
$75.00/month/user
CPQ - $75 per month per user
CPQ+ - $150 per user per month
CPQ+ with billing - price upon request
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
No
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
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
Yes
In Person
Yes
Vendor Details
Company Name
SAASTEPS
Founded
2017
Country
United States
Website
www.saasteps.com
Vendor Details
Company Name
Salesforce
Founded
2006
Country
United States
Website
www.salesforce.com/products/quote-to-cash/overview/
Product Features
Billing and Invoicing
Billing Portal
No
Contact Database
No
Contingency Billing
No
Customer Portal
No
Customizable Invoices
No
Dunning Management
No
Hourly Billing
No
Invoice History
No
Mobile Payments
No
Multi-Currency
No
Online Invoicing
No
Online Payments
No
Payment Processing
No
Project Billing
No
Recurring/Subscription Billing
No
Service Ticket Billing
No
Tax Calculator
No
eCommerce
CRM
No
Catalog Management
No
Channel Management
No
Customer Accounts
No
Data Security
No
Email Marketing
No
Inventory Management
No
Kitting
No
Loyalty Program
No
Mobile Access
No
Multi-Store Management
No
Order Management
No
Product Configurator
No
Promotions Management
No
Returns Management
No
Reviews Management
No
SEO Management
No
Shopping Cart
No
Templates
No
Order Management
Back Order Management
No
Catalog Management
No
Inventory Management
No
Order Entry
No
Order Fulfillment
No
Order Tracking
No
Recurring Orders
No
Returns Management
No
Shipping Management
No
Special Order Management
No
Revenue Management
Competitor Analysis
No
Dynamic Pricing
No
For Airlines
No
For Hospitality Industry
No
Forecasting
No
Inventory Control
No
Price Optimization
No
Recommendation Engine
No
Yield Management
No
Subscription Management
Cancellation Management
No
Discount / Coupon Management
No
Dunning Management
No
Enrollment Management
No
Product Catalog
No
Recurring Billing
No
Revenue Recognition
No
Revenue Recovery Tools
No
Self Service Portal
No
Subscription Plan Management
No
Tax Management
No
Trial Management
No
Usage Tracking/Analytics
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