Everstage vs. QuoteWerks

Everstage is well suited for smaller sales teams as it is little rigid with handling changes and maintenance is a task. Managing and computing on everstage is accurate and fast but making changes will require you to take help from the support team. They have an amazing support team to help you out.

The sales department is satisfied with QuoteWerks and this generates satisfaction throughout the company. The main recommendation is to use the free trial first in order to know what the goals of each company are according to their size and futuristic vision. QuoteWerks opening easy and robust integration with our CRMs, this also improves workflow. It works as an electronic signature that has improved working time and in general the relationship with our clients because we no longer have to ask the client to print the document and then sign it.

Incentivized

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• User friendly UI - It is easy to navigate the platform and learn the details without any additional help.
• Ability to show the underlying formula that was used to calculate commissions.
• Provide visibility on how far the consultant is from achieving their quarterly quota.
• Automatically publish leader board for the team based on performance that drives the sense of friendly competition to succeed.

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• It offers a robust API Integration with Connectwise Manage as well as several other CRM and accounting packages.
• It offers a robust templating system that has allowed us to remove large amounts of manual labor from our quoting system.
• It allows you to integrate rate sheets from your leasing partners for easy leasing options.

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• Improving the user interface of Everstage could enhance its usability and make it more intuitive for team leaders and users.
• Offering more advanced customization options would provide organizations with greater flexibility to tailor Everstage to their specific needs.
• Integration with Third-Party Tools would be very helpful.
• Developing a mobile app for Everstage would provide users with the convenience of accessing the tool on-the-go.

• QuoteWerks can be a little clunky at times, but overall is easy to use.
• QuoteWerks could be a little more visibly attractive, but it gets the job completed.
• QuoteWerks Has added a couple of features that I would rather not see there - a view of all of the open quotes for a customer just muddies up the screen and it asks you if you want to save a quote at the most inopportune times.

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

The reason to give this rating is corely because of multiple level analysis, everstage provide product level analysis which is truly beneficial for any business manager, we can understand which product is doing good in the organization and we can understand which sales executive is selling more which course. The sales executives can understand their next stage of the incentive and monthly target left to do

We will renew because QuoteWerks has all the capabilities we require for our business processes and our reps like it. The support is top notch and the pricing model saves us considerable money over SaaS models. I also feel confident that Aspire Technologies will continue to improve and add features

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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

Everstage provides a modern functional incentive platform that supports accurate sales compensation calculation. With Everstage in place our organization is experienced a huge savings in time and costs, and was able to boot sales team engagement. From automation to compensation visibility, analytics to integration with our back office systems and CRM, Everstage covered all our bases.

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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. TR verified that a representative sample of customers was invited. More Info

In my experience, QuoteWerks is incredibly easy to get started with and very intuitive to putting together your first quote. It also has a depth of features that has not only allowed us to enhance our own internal quote / order / invoice production, but also implemented into other businesses has increased their quote production significantly.

All team have nothing but high praise for the live element of Everstage -

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QuoteWerks is a very stable, robust solution. In my experience: bugs in the software are rare; any crashes or system failures are usually due to other infrastructure issues rather than the software itself, i.e. a problem with the network or server, an issue with a.n.other piece of software on the User's workstation that has a knock-on effect on QuoteWerks.

Pages load quickly and dashboards refresh reliably under normal conditions. Reports complete in reasonable timeframes for standard queries. The Salesforce integration runs smoothly without noticeable slowdowns

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Once set up and running, and particularly when running the more reliable, faster Corporate edition rehosted to SQL Server, then QuoteWerks performs very well. The only reason for the slight mark down here is that QuoteWerks is very sensetive to having a database connection. If there is an issue whereby the connection to the server is lost (network glitch for example) then whereas Outlook (or a.n.other piece of software) might just wait and poll in 30 seconds time, QuoteWerks will crash and potentially a User lose all changes to the document(s) that they were working on.

It's Wonderful. They have been accessible when in need. the response is immediate and genuine. the support wait time is not too long either. when a fault is pointed out, thy accept it and try to work on it and within a week they try to find a better option to resolve the issue. Accepting and working to deliver better is really appreciable thing. Kudos to the team on that

Quotewerks Support and the UK Distributor here have always been responsive to our requests and in particular helped us out when we need some new functionality which then got added in the next build...this really impressed me and showed that where case was made, they readily embraced it and the new build was completed within 60 days.

our team leader spoke very highly of the training and the positive experience. This then brought the team on board and were looking forward to a positive experience of a product to minimise manual tasks and room for human error ! All the team have nothing but high praise for the product.

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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

There is in-person training offered in Orlando, but our company did not want to spend the money.

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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

Our team leader in US was responsible and involved with this and they spoke very highly of the training and product. This is what really brought the whole team on board. From this response and interaction the team really looked forward to using the product which was a great intro !!!

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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

Originally it was weak, but they have really stepped up.

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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

Our team leader led the implementation - but then implemented with our team directly and all of our team comment very positively about EverStage

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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

I do not have any key insights on the implementation so I cannot provide any valuable information here. I do know, however, that the process went well when we switched from a old platform to a new hyperconverged solution to host Quotewerks. It seemed to be a quick process and our engineer was able to do so almost seamlessly.

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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 was a company decision, Excel was not automated and had high chances of human error and if not updated properly there may be chances of someone losing out on their attainment Ever stage being automated and linked to salesforce there is very less probability of mistake and also transparency in the records

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Both this software were similar in what they do and pricing, however, the QuoteWork software in my opinion does a better job recording and tracking communications between personnel and clients. QuoteWerks also gives a lot of data that might seem like overkill, but having too much information is better than too little.

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I don’t have this visibility. But heard from team it good

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Sales, Finance, and HR all operate off the same platform without friction. Managing multiple incentive plans across B2B and B2C segments simultaneously demonstrated its scalability firsthand.

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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

We've implemented QuoteWerks in both micro ("one man band") businesses as well as much larger organisations. With QuoteWerks Corporate editions option to host the backend database on SQL Server (a very powerful and scaleable database platform) it's possible to work effectively with QuoteWerks in an organisation with many 100 Users. The flexibility of the product also lends itself very well to evolving with a growing business and having various individual user configurations to help them work best with the software in their individual role in the organisation.

• It helps me to track my progress in terms of Commission earned and motivate me to work harder to earn more.
• It's Statement feature helps me to track my previous performance.
• It's user friendly interface helps every individual to get all details very easily.

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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. TR verified that a representative sample of customers was invited. More Info

• QuoteWerks definitely allows us to be more responsive to our clients purchasing and planning requirements.
• QuoteWerks ease of use and more structured sales quoting process makes it easier to bring new staff on-board and maintain better consistency to our sales quoting approach.