ChannelOnline vs. Salesforce Agentforce Revenue Management

It would be ideal for a small solution provider looking for an entry level option to handle many of the company's functions at the same time. If customer relationship management, sales reporting, having a indexed eCommerce site, or having the ability to connect to 3rd party solutions is important to you; I would not go with ChannelOnline

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• Detailed product information
• Product reviews
• Supplier Relationships

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

Incentivized

• Sales Reporting Features
• Product Documentation and Training
• Customer Relationship Management
• Account Management
• Supplier Integration
• New Release Information
• Search Engine Indexing
• Custom Solutions

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

Updates aren't valuable and don't see us ever being ahead of the competition with this solution. Feature enhancements that are released are just attempts to stay relevant with other ERPs in the industry. If you're trying to take your company to the next level this isn't going to be your solution unless you're a very small company

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

The interface is pretty easy to use and get used to. It's the lack of account, product and customer management usability that hinders ChannelOnline

I would give it an eight because it's very customizable in the way that you want to create it. I think I'm just docking points because sometimes there can be a little too much customization, which can make it a little complicated, but it just depends on the complexity of your business and how you guys build it out in the first place.

Incentivized

We are down for 5-20 minutes once or twice a month

Support Staff is very nice and friendly. Most are knowledgeable but other than phone support they're lacking in every category

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

Incentivized

New features are released twice a year. Often these releases are fixing bugs and will rarely be an enhancement that will take your company to another level of effectiveness

• It handles most business functions so the value is definitely there.
• Account Management is really inconvenient and will cost you hours of pay if you're in a business with a relatively medium-high employee turnover.
• It won't easily integrate at all with your website.
• Lead Management is pretty much non existent.
• Quotes and orders are fairly easy to manage so employee efficiency could rise.
• Training and readily available documentation on ChannelOnline is weak. This is especially true for new features.

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized