IBM Sterling Configure, Price, Quote vs. Salesforce Agentforce Financial Services

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

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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

Salesforce Financial Services Cloud is really helpful when it comes to projections for our business. In order to cover our office overheads, we try to project sales leads becoming opportunities and closed and won sales for each quarter so we can ensure all targets are met and obligations too.

• 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.

• Ease of use
• Reporting
• Customisation

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

• 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

• Automation. There is room to automate certain processes that require manual executions.
• Implementation. It is hard and requires a 3rd party to help to implement which is costly.

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 does its job but could be better. I think it all comes down to each business configuration of the platform.

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

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

We haven't used anything previously to Salesforce. We were trying to implement what we needed as a company with our current ticketing and quoting software, but it wasn't doing what we needed. Once we found Salesforce we were able to really dial in on the important things needed as a company.

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

• Positively helpful with targets
• Motivating and encouraging
• Helpful with figures