Likelihood to Recommend 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 For design automation for SOLIDWORKS, I feel Tacton Design Automation is the best solution out there. It's simple to develop and implement for the design/engineering department. But can be implemented within the sales team as well with Tacton CPQ. When a company has products that are modular and/or have many sizing updates, this is where Tacton excels. If you have products that are completely customized, then Tacton or even design automation isn't the best suited for that.
Read full review Pros 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 Tacton has a non-linear solver, meaning it can solve lots of equations without them being is a particular order. This enables the software to be incredibly flexible. Tacton has a great interface to set up configurators for people to use. No knowledge of programming languages is required. The configurator uses equations similar to Excel equations to control what the users options are. Tacton has the ability to easily add lists of data like product lists, beam or pipe sizes that because available for user selections or for calculations. The Tacton configurator also automatically builds the user interface as you set up user inputs making it much easier to set up then competitor software. Read full review Cons 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 Layout mode is probably the most lacking aspect of the software (within Tacon Design Automation Engineer). Something so powerful as having modular parts should be more heavily supported. Although, I've heard Tacton is focusing on updating this with better functionality. The constraint editor does not display complex/lengthy constraints very well. I end up using Excel to visually break out in cells the different aspects of the constraint. 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 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 Drive Works is the main competitor for the TactonWorks module of Tacton. We actually discovered DriveWorks and purchased it before we discovered Tacton and started to use it. Once we discovered Tacton we liked it so much better we dropped using DriveWorks and switched to Tacton. I think you could accomplish what you need to in DriveWorks, but it is easier to setup in Tacton and Tacton has alot of features that really can make your product configurators nice
Read full review Return on Investment 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 Time to produce submittals went from 1-2 weeks down to a couple of days. Then, once approved, normally to produce the fabrication drawings (70+ unique parts) it would take from 4-6 weeks. We can get it down to as little as a few days. Read full review ScreenShots Salesforce CPQ Screenshots