Likelihood to Recommend This tool is most usable when used in parallel with Sage's accounting management software, as with other accounting systems it can generate errors, leaving room for other credit card payment processor alternatives to exist and be preferred by other potential users for their overall performance. It is promising the ability to develop transaction reports in summary or detailed form, resulting in a better management of income to then make the distribution of budgets in the company, thus achieving better planning and performance of our work. This service allows the processing of payments through touch screen card devices at POS points of sale without having to be sitting at your laptop, fortunately with face to face payments companies with fixed establishments can get their money faster, which constantly benefits the flow of money.
Read full review 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.
Read full review Pros Simple. If you use a Sage accounting product the integration is seamless. PCI compliant. PCI compliance is assured through the provided Trustwave audit. Secure. Keeps all card numbers remotely, none stored locally where they could be exposed by a hack or dishonest employee. Robust. API for integrating into multiple web platforms and extensive reporting capabilities through the secure web portal. Read full review Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria. Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate. Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval. Read full review Cons When you are reversing a credit card it just deducts from your total batch for the day. Instead of showing a separate charge out of the account. That can cause confusion if someone else is doing your bank reconciliation. It would be nice is Sage Pay could copy over client emails as well as the address and other information so that you can send that email confirmation of charge without having to go back to pull it up. If Sage could post it as a total deposit instead of each individual charge for the day that would also save time with bank reconciliation. Read full review 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. Read full review Likelihood to Renew 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
Read full review Usability After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
Read full review Support Rating 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.
Read full review Alternatives Considered It plays better with Sage 50. It has better associates should you have an issue. It's reasonably priced.
Read full review 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.
Read full review Return on Investment By simplifying payment processing and automatically posting payments to their related transactions within our Sage accounting product, it has eliminated a source of friction between sales and accounting. Eliminates clerical errors in recording paymens. Eliminates one step in the payment reconciliation process by automatically posting payments to their respective transactions. Insures PCI compliance with scheduled monitoring. No need for a separate product. Read full review Salesforce CPQ has helped a lot with overall visibility to the quote to order process. Reps have more insight into the business and the business has more insight into Sales Rep interactions. This makes troubleshooting issues much easier. Our reporting capabilities have improved immensely. The ability to easily create fields allows you to capture new data points very easily. Communication in Salesforce CPQ and Salesforce, in general, is a big improvement for our business. The ability to have a chatter feed on any object is very helpful. This can also be used for feed tracking to give some basic change management controls/history. Read full review ScreenShots Salesforce CPQ Screenshots