Oracle CPQ vs. ShopKeep

I think CPQ had worked so well for our company because of the widespread nature of our associates and tracking orders that were being placed in multiple time zones. My team specifically needed a way of analyzing these orders to track our progress in real time and sort out any supply orders before they became an issue. If you are in a centralized location with a smaller team then this may not yield much use to you.

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ShopKeep can maintain up to 10,000 individual stock items. This is perfect for a cafe, coffee shop, wine bar, small retail store, etc. If you're inventory exceeds the 10,000 items then it may not be a fit for you. Also, ShopKeep works with Apple tablets only (iPad 2 or later). If you prefer Android or PC based tablets then this won't work for you.

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• Leveraged automation to minimize headcount costs despite 10% year-over-year business growth, and enabled staff to focus on more strategic tasks.
• Established a flexible CPQ system that scales on demand to easily accommodate the company’s multiple global locations.
• Improved customer relations by reducing configuration time and allowing sales more time to meet with customers and close orders.

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• ShopKeep provides solid pre-sales support. They did a pre-sales screen-share demo that helped us ensure that their system would handle the needs of the business, and they assisted us in making decisions around which hardware would be appropriate.
• ShopKeep's hardware seems well thought out and well integrated. One exception is issues with the connection between their recommended iCMP credit card scanner and the register. Other than that, the hardware works well together.
• The register has excellent configurability and customization capabilities, and handles a large variety of products easily. High-volume products can have their own buttons on the register. Products can be added to a purchase by using these buttons, by scanning a bar code with an integrated bar code scanner, or by doing a live text search.
• The register is also easily configurable to handle product options - either multiple options like pizza toppings, or exclusive options like regular or decaf coffee.
• The ShopKeep system can handle hybrid retail/quick serve/restaurant scenarios with grace. This was a factor that eliminated many other systems that are optimized for one or the other, or where the products for handling retail are completely separate from the products for handling quick serve/restaurant operations. Since this customer has a location where there is a quick serve counter, a restaurant, and a retail gift shop all in the same location, ShopKeep's ability to handle all of these kinds of transactions from the same platform is a powerful advantage. ShopKeep also recently added functionality to transfer open tickets between registers, so that if a customer starts out with a cup of coffee at the quick serve counter, their ticket can be picked up and added to at the gift shop if they wander in there to purchase items.
• ShopKeep has a Back Office system that can be accessed through any Web browser, or through their mobile app. The Back Office system is used to import and export data, manage inventory, configure the iPad registers, set up product options, manage employees, and report transactions, sales, product costs & margins, and other data.
• Discounts, returns and credits are relatively easy to handle from the register, and the system can be configured to require a manager to approve these kinds of transactions, or not.
• Bulk imports and exports are handled well by ShopKeep's Back Office. When setting up initial inventory, products can be added through Excel, then imported as comma-separated values (CSV) files by uploading them through the Web browser. Once inventory is established, adding or modifying items can be done directly through the Web interface.
• ShopKeep has a mobile app that can be used by owners or managers to remotely access real-time snapshots of sales and other important data whenever they wish.

• Significant setup time, cost, and maintenance. We have to use an implementation partner
• Does not always play well with other software, even Oracle software. While this is improved and being further improved, that it was a third party acquisition means things sometimes require a little extra care
• Additional setup documentation and first walkthroughs would be helpful, especially if it was all in one place

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• They are completely understaffed in the engineering / product development.
• They are a disaster in inventory control.
• Financial reporting is inadequate.

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So far it is all good with BigMachines, looking for new features since Oracle acquisition has created a lot of expectations. We have outlined our limitations (out of box functionality) in our periodic customer successor advice meetings for a while, hope we get a resolution soon. Also, the BigMachines user license fee has increased a lot in the last three years.

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Because we expect the current issue with the credit card reader disconnecting from the register to be solved with an upcoming software update, and we like many of the features of Shopkeep.

The software UI can be as complex or as simple as you need it to be (depending on the business). It does require training others on quote configuration and the order in which to build out order positions prior to configuring a quote. Once users are trained;however, it is fairly straight-forward. The UI is still more static than other new wizard/drag-and-drop models, but it get's the job done

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The register functionality is excellent, both from a learning standpoint and an operations standpoint. Cashiers learn how to use the register quickly, and the registers can be configured with hot buttons for fast-moving products. Setting up product variations and additions is straightforward. The web-accessible Back Office has good features, but lacks enough granularity to provide a store manager with the ability to modify inventory settings without giving them access to all of the financial reports as well.

Other than one day two years ago and an hour or two a few times since then due to data center outages, it has been very reliable

It depends upon the day however there are so many failure points with online services, including our internet service, that this is probably closer to 9 with the latest version

Some specific support personal was good and fixed some problems fast using proper solutions. But when one of them went to sleep when we had critical issues and they do unreported commits to our production environment which caused issues and they were hiding it?? you can not give more than a two (maybe even that is too much). They also failed to add a feature for us which also bring the grade down.

Occasional long waits [5 minutes or more] or call-backs needed for telephone support. Email support replies usually take several hours. Support personnel are generally friendly and knowledgable.

They have pretty good training. Our business analysts have been able to go to entry and advanced level training. They have a train the trainer model. Our business analyst attended training, then trained the rest of our staff.

It was a much more technical implementation than we thought. It involved much more code.

Future releases have made and will make administering the tool easier.

EDL consulting had one good developer, but when he was moved off, they were horrible to work with.

The BMI sales team does a “BOA” or a “Business Operation Assessment” which is extremely valuable, not only for them to scope an implementation and get more reach within the organization, but it is also a documentation of business process that most organizations don’t have. It highlights inefficiencies and allows for correction during implementation.

Having a dedicated team (in-house) for implementation is key

If moving from a "dumb" cash register system, spend all the time needed to get starting inventory and product costing and pricing correct. Shopkeep has good tools for reporting inventory, margins, and other critical business info, but the information is only useful if the starting figures are accurate.

Oracle engagement is ahead. They are active in the development of the tool and provide great support after implementation. They also listen to their customers and offer opportunities to feedback and provide input through activities like the customer advisory board forum.

ShopKeep is an inexpensive choice iPad POS system that comes with all of the tools needed to do business without any long-term contracts or expensive fees. It also offers free 24/7 phone and email support along with online live chat during business hours. Coffee Shop Manager offered some of these items, but they also tied you into a long-term contract and you were charged fee after fee for support, etc. Also, the CSM system was big and took up a lot of space compared to ShopKeep's integration with an Apple iPad tablet.

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• Increased Sales Rep efficiency. Being able to create multiple quotes ACCURATELY and quickly was a game changer.
• Large implementation time. It's a little difficult to fit BMI into a SCRUM style build, with multiple working models and prototypes of all 3 simultaneously.
• A larger fee for licensing and implementation cost. ROI wouldn't be realized in the first year.

• I was unable to manage inventory
• ShopKeep didn't integrate with my accounting software. I had to double enter all financial data.
• Without inventory controls, all of my financial information was inaccurate. It is impossible to grow a business without accurate financial information.

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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