Revit vs. Salesforce Agentforce Revenue Management

Revit is very well suited to creating designs and construction documents for standard buildings. Buildings that need to utilize phasing in their construction process are also well suited to this software. Revit is not as well suited to buildings that have irregular shapes or components that need to be highly detailed.

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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.

• Revit allows users to create real buildings and is very much rooted in making functional buildings.
• Revit allows users to collaborate both within their own firms and with other types of firms as well. This is particularly useful for coordinating buildings between architecture and engineering firms.
• Revit integrates fairly well with other programs such as AutoCAD and Sketchup. This allows us to bring in elements modeled in other programs into our revit models.

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• 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.

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• Versioning - Revit is not backwards compatible. This creates issues if you are working with people who are using older versions as you cannot save to a previous version. I understand why this is and I do not see this ever changing, however, Its very annoying.
• Autodesk - They are the 800 pound gorilla in the industry. The lack of competition inhibits development and it seems Autodesk has put more effort into its BIM 360 platform and Revit development has suffered because of it. I would like to see better competition so Autodesk would step up its game.

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• 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.

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We will almost certainly be renewing all of our current seats of Revit and will likely be adding seats as we look to get more and more of our staff trained and using Revit. The software is starting to become the standard for our projects as we move forward as more and more of our clients are requesting or accepting use of it

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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

It is a professional environment, but far from easy and overly complex in many places. The system is often too deep in settings and overrides (see Visibility/Graphics in combination with linked files, filters, color overrides and view templates). I don't really like the dialog-in-dialog interface and its spartan looks. But it works well overall if you know what you are doing.

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Because it looked almost impossible to integrate it with Zoho CRM while our Sales Operations team was working on it. But thankfully it worked at last but at the expense of a month's time. However, it has made every possible Revenue operations task simpler now. And that has ultimately made our team more efficient in terms of work hours spent on manual work.

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Revit seems to always be available when I need it. I have not experiences an outage. There are occasions where we need our internal IT department to trouble shoot a file on our Revit dedicated server and that sometimes causes a delay however that is not a software access issue

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Revit is a fairly graphics heavy piece of software. It is powerful in its capabilities but as a result it takes a lot of the graphics card, the memory, etc. For all that it can do and the specs of my computer I find it pretty good from a performance standpoint

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Autodesk has always had a good support system in place. There is a massive user base for Revit, and there are thousands of forum threads and other discussions online about any and every problem that you could ever run into. For being such a large program with so many different options, there aren't many roadblocks or pitfalls that users can fall into.

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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.

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The training was Revit Essentials and it was very beneficial. I would say that it is best to get the training right before you know you will be using Revit as learning the basis then applying what you learned immediately is the most effective and best value for your money.

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The online training is hit or miss. I feel that its better to be live to be able to pace and ask questions to a live person as you are learning hwo to do things. Its not natural to learn Revit especially if you know AutoCAD so my suggestion is the live training

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Implementing Revit as your main drafting software (i.e. moving to BIM from CAD) may be a tough decision if you have learned drafting. It is a different way to approach and think about developing a project. However, if you are able to adapt to a new way of thinking and get used to it by working through a few projects than it is as efficient as CAD in most areas in general and will also be both better/worse in some areas

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Revit is used primarily for creation of contract documents and documents that need to be used to build in the field. Sketch Up is great for a quick concept sketch, but lacks the details that Revit has which are needed to construct. AutoCAD is a great tool for details as well, but does not have as many building capabilities as Revit.

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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.

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While I am not directly involved with the deployment of Revit, it seems that our internal IT department has appreciated the ability to increase or decrease the number of seats. I have never had an issue with the deployment if and when needed, especially regarding the availability of a set

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• Though implementation of Revit is usually front heavy which means a lot of effort is put in at the front end of the project, the return of investment towards the remainder of the project is really good. All the effort in decisions made at the beginning of the project pays off with Revit incorporating all the building information in the model so the team can glean from this throughout the life of the project is a major plus.
• A major negative is the many false assumptions that comes with using Revit on a project. Just like any other computer application, Revit is only a tool. It's only as good as the operators who implement this tool. Revit is not a cureall for fixing all the problems that still can come out throughout the life of a design & construction project.
• A major positive for our office involving the use of Revit is the ability for our staff from multiple offices to work on the same project central file. We don't need to maintain an expensive server. With the addition of Collaboration for Revit the entire project can be stored in the cloud for our staff to access and complete the project faster than ever.

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• 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.

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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