IBM Sterling Configure, Price, Quote vs. Quote Roller (discontinued)

Were it not for the fact that IBM CPQ lacks mobile and tablet applications, I would have recommended it 100%. However, I still have that 99% recommendation rate since this solution has saved us a lot by allowing us to close more sales within a short period by creating a channel where we collaborate with customers by offering coupons, sending price lists and orders.

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

Quote Roller could be used by every sales person and account manager either selling or upselling to clients. It makes the process of putting together an extremely detailed and formal proposal extremely easy. It has saved me an unbelievable amount of time and continually impresses prospective clients. It's helped me send proposals extremely quickly, tweak proposals that I've already sent and then monitor the proposals that I've sent out

• Firstly, IBM CPQ makes it easy for customers to make rapid products purchases through configuration, pricing and ordering processes.
• Centralizing selling procedure in one platform by communicating products pricing to clients.
• Improving ROI by attracting customers when discounts are introduced on products as well as offering coupons.

• It is extremely user friendly and contains everything needed to send professional quotes.
• The saving of companies' details is extremely helpful for follow up quotes.
• The line items (in Pricing) and saving certain quotes as templates is extremely helpful.
• The analytics, in seeing how many proposals were accepted vs those declined etc is great.
• The follow up option with proposals that have been sent but not read or responded to is amazing (This has lead to me closing many proposals).

• Unfortunately, IBM CPQ does not have on-premises applications to use while not connected to the internet. This is no more a challenge since we have a robust WIFI connection in our organization premises.

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

• It doesn't save on-the-fly meaning that if I click back by accident I lose all changes that I've made.
• It's difficult to add PDFs to the actual quote (inside of the sections) as they only get added as items to be downloaded.
• There aren't many tutorials on how to be more efficient at creating templates etc. I had to figure it all out myself.

Timely and courteous response time from IBM Support any time there was a request that needed to be made.

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

There are tons of Configure, Price and Quote software, but I have not used a lot of them. However, unlike IBM CPQ, HubSpot Sales Hub isn’t operated in compliance with any ISO standards and secured in a data center making it easy to leak customer sensitive data such as payment details.

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

• Reporting analytics help us to transform static data into real-time insights that enable us to determine company financial standing.
• Data recovery and backup have maintained and governed vital organization data from catastrophes.
• Pricing, configuration, and quotation procedures enables us to automate selling channel that help customers make rapid informed decisions.

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

• It has helped companies see that we are professional in how we quote.
• It has saved our workers an unbelievable amount of time in putting together proposals.
• We've been able to monitor the exact amount of proposals that were accepted or declined and then draw deductions from the data.