Qwilr vs. Salesforce Agentforce Revenue Management

It is great for presentations to customers and keeping them engaged in your presentation. Although it is great for creating a highly customizable presentation, some users may want even more control over font, font size and font color. Some of my colleagues have expressed some dissatisfaction with the formatting as well as saving any formatting changes that have made.

Incentivized

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• It has different and useful templates that can help you start creating amazing presentations
• It is really intuitive to use
• It can incorporate files from other companies like: Drive and YouTube in a really organic way.

Incentivized

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

Incentivized

• Quick support
• Wish it was easier to turn the links on and off.
• Some of their custom block styles could be easier to edit.

Incentivized

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

Great product with great service.

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

At the beginning, there is a slight learning curve, but once you get the way out of it, it becomes easy to use.

Incentivized

I would give it an eight because it's very customizable in the way that you want to create it. I think I'm just docking points because sometimes there can be a little too much customization, which can make it a little complicated, but it just depends on the complexity of your business and how you guys build it out in the first place.

Incentivized

Onboarding was very organized and simple. Our account manager made it easy for our team to learn the tool by organizing several group training sessions.

Incentivized

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

Incentivized

Qwilr was a really quick and easy setup, which I think is great for smaller teams that have simple sales processes and cycles. Once more complication is it will fall short in providing the level of control and detail that is needed for a larger sales team. The end product is very elegant but comes down to the needs of the organization.

Incentivized

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

Incentivized

• Increased efficiency when using Qwilr's library content to create proposals.
• Can save existing building blocks to use toward future proposals.
• Can keep track of analytics on who is viewing the documents sent.

Incentivized

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized