Salesforce Agentforce Revenue Management vs. servicePath™ CPQ+

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.

Very well suited to technology and technology service provider businesses. Very much best in its class for those focused on more than just vendor product resale.

• 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

• Complex configured products and guided selling.
• Ease of use and setup.
• Simplification of the complex.
• Integrations that enable technology companies to sell effectively.

• 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

• Seamless e-signature for order processing and records closure.
• Support for evergreen contracts.
• Offer for SME businesses.

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

Quality solution built for our needs.

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

Very good usability just needs more documentation for new features.

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

A quality team who know their product and the industry they operate in.

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

ServicePath stood out from the rest due to: a) Product management including cost modeling, through CPQ, and client lifecycle management capability. b) Easy of use and simplification of complex scenarios. c) Easy to use, very capable, no code configured, and guided products.

• 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

• Positive impact on ROI: previous spreadsheet system was at a dead end.
• Enabled new starters to be more productive early on.
• Opened up the solution to improved commercial client lifecycle management.
• Reduced errors and omissions.