Customerbase.ai / Detective.io (discontinued) vs. SAP CPQ

If you are in any type of sales, and meeting with people, it is a must. If you already know you contact well, it doesn't have as much value for that particular meeting. Also I wish there was a way to not sync internal meetings, as it just provides clutter, and I don't need info on those people.

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I would recommend SAP CPQ because it is powerful and works really well for handling complex pricing quotes and approvals. It save time and keep everything in one systems.

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• They easily connect with my Outlook to sync my upcoming meetings.
• It provides me with the social profiles of people I am meeting with.
• It gives me the ability to have all my info about my contact in one place to easily review.

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Independently Invited by TrustRadius

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• Simple order entry
• Fast order entry
• Quick contracts creations and pricings

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• At times it doesn't pull a social profile for the contact correctly, or at all, when I know the person has a profile.
• The interface is a little clunky, and the font is too large. It could be a lot smaller and still effective.
• It takes a lot of time to sync at points, which is frustrating.

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Independently Invited by TrustRadius

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• It is a complex solution and could do better on ease of use
• Perhaps give mini explainer tutorials as you begin using it

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We definitely want to renew based on the functionality and the use we give to it. However you never know 100% so that's why it is not a 10. Let's imagine if pricing changed significantly or they made sudden changes to the product which we considered negative... Then we would move elsewhere. This is highly unlikely though

it make the pricing and quoting part easier and able to integrate with other sap products easily but the ui could have been better and the customizations is not straight forward, requires deep expertise. which make the work more difficult. but instead of custom designing. this way we can reduce the coding and can go straight ahead with custom pricing part

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Invited by TrustRadius (TR) on Vendor's Behalf

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Not used

The thing that Charlie does best is it aggregates everything in one place. It allows me to have a one-stop shop, that I can quickly review prior to heading into a meeting. People are usually amazed with the amount of info that Charlie can give you, and it almost always works its way into my sales call.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

It connect much better with our existing SAP system like ERP and S/4HANA. keeping everything in sync automatically. Approval processes and automation are faster. reducing email and manual work.

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Invited by TrustRadius (TR) on Vendor's Behalf

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• The info I pull from Charlie prior to the meeting is almost always brought up as a conversation starter.
• Charlie helps my relationships go deeper than just surface level info.
• The ability to go deeper in my relationships while using Charlie has absolutely closed me business.

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Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info

• Helped us make a lot of sales easier and quicker
• More revenue we have made since doing this
• Only negative is sometimes can be slow or want to attach custom email templates for send outs

Incentivized

Independently Invited by TrustRadius

A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info