CPQ Software - Reviews

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Reviews (51-75 of 236)

Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source

I can understand what idea behind Salesforce CPQ is - to make it easy to quickly generate custom quotes by selecting different products - but unfortunately it just doesn't work the way it should. Creating quotes is an incredibly long arduous process where my SFDC admin usually has to get involved...

Mike Herrington | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Our organization uses ConnectWise Sell to enable sales. This tool allows us to quickly quote our clients for hardware, software, and services. I currently have 5 reps that spend a good chuck of their time working in it with great success. It integrates with Connectwise Manage to improve workflow ...

Alissa Levanway | TrustRadius Reviewer
September 28, 2018

To Sell or Not to Sell

Score 6 out of 10
Vetted Review
Verified User
Review Source

As a purchasing agent, I need to be able to review quotes for items I'm purchasing. I work closely with the sales team that uses it a lot. Templates are difficult to make and importing the quote into a ConnectWise opportunity has its own set of troubles. It is not very user-friendly and you need ...

Chris Michalec | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
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The primary reason that we selected ConnectWise Sell is that it allows us to quickly send out complex, standard proposals to clients. Our sales team uses it to close deals more quickly, beat our competition in getting proposals out, and have a verifiable paper trail of approvals.

Greg McLaughlin | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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We recently signed a contract with Apttus to leverage their Contract Lifecycle Management application to better automate the way we generate, approve, deliver and track our contracts within our Salesforce.com environment. The Apttus team got to know our business and understand our challenges and ...

Jeremy Stephens | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
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NetSuite is used across both of our subsidiaries for Customer Support and Success, Professional Services, Education Services, Implementation Services, Sales and Finance. It allows us to have near a 360 degree view of the customer. Alerts are set up to allow account owners and executives to see tr...

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Salesforce CPQ has allowed us to automate our sales process in a much more robust manner. We are using it for the sales team to manage and create all quotes, orders and contracts. It has allowed us to control discounting and really customize the sales process. It has also allowed the whole quote ...

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

Apttus was brought in to use globally for all of Sales in generating quotes and contracts (the two are different in this case) to be sent and signed by customers...The business problem it was supposed to address is to help our sales teams produce quotes faster, in the correct format, and be able ...

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

We are a managed service provider and currently use QuoteWerks on a daily basis. QuoteWerks allows us to quickly and easily get custom quotes for products and services out to a myriad of clients without wasting precious work hours. QuoteWerks is able to pull real-time stock and pricing informatio...

Anonymous | TrustRadius Reviewer
November 01, 2018

QuoteWerks Works

Score 9 out of 10
Vetted Review
Verified User
Review Source

QuoteWerks is used across our entire organization. We use it for any sale that occurs whether a new client acquisition or product add-on. The business problem this resolved was eliminating "napkin quotes" and standardizing our client offerings. It assisted in simplifying the sales-to-service proc...

Anonymous | TrustRadius Reviewer
Score 1 out of 10
Vetted Review
Verified User
Review Source

I'd look elsewhere. We've sunk so much time and money into this product already and I think I want to pull the plug. The ConnectWise Sell product itself is ok. It's sped up considerably from previous versions, however the ability to implement the solution is extremely slow and their consultants a...

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

We use Apttus CPQ across our sales organization the create quotes. Prior to using Apttus, we had multiple ways of quoting including using an Excel worksheet. Today we all use the same tool and across sales and accounting to go from quote to cash. This includes using it to create assets and bill a...

Danielle DesBiens | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

Salesforce CPQ is currently used @ Xactly Corporation to provide easy access to build quotes directly from within the opportunity object in SFDC. Sales, Sales Operations, and Customer Success are the departments utilizing the tool primarily. We use this tool to avoid manual order form creation pr...

Michael Weissberg | TrustRadius Reviewer
Score 6 out of 10
Vetted Review
Verified User
Review Source

Oracle CPQ Cloud allows us to offer a much greater variety of variations on products. Since nearly all of our products are individually made, we have the ability to offer an extremely wide range of customizations, which would be difficult and costly to enter into our current e-commerce solution m...

Chris Price | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Currently, it is being used in the engineering/design department. We use Tacton with our design automation. … We have dramatically reduced our design time. Time to produce submittals went from 1-2 weeks down to a couple of days. Then, once approved, normally to produce the fabrication draw...

Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source

I was spending way too much time creating quotes for clients using our previous quoting tool. Salesforce CPQ has reduced that time considerably. My productivity has increased and the accuracy of the quotes and contracts generated are consistent and branded properly. Selling bundled products and r...

Susan Fisher | TrustRadius Reviewer
April 13, 2018

Oracle CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Review Source

Oracle CPQ is being implemented globally as our sales & order entry tool.

Will Sharry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

We quickly and easily generate contracts with Salesforce CPQ. It helps us have consistency amongst the team with our quotes and lends us insight into our pipeline.

Anonymous | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source

Suited well for enterprise level companies who are familiar with needed to build multiple quotes and distribute them with confidence. There is a need for the process to be even more streamlined and effective. The quicker I can complete this process, the faster the turnaround for onboarding the cl...

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source

Almost a no brainer as we already heavily use SalesForce. This process allowed for everything to be in one place. As stated before, it is better than our old solution because it pulls a lot of the info from the option for you, allows for you to cross-function with services team, etc.

Anonymous | TrustRadius Reviewer
February 08, 2018

SteelBricks!

Score 7 out of 10
Vetted Review
Verified User
Review Source

We were using SteelBrick as our sales and upsells quote creator and processor. This was supposed be robust enough to handle our pricing options for [our] product and in the end, we decided on another solution. SteelBrick just didn't cut it for our needs at the time. I know others have had great e...

Anonymous | TrustRadius Reviewer
March 16, 2018

CPQ

Score 9 out of 10
Vetted Review
Verified User
Review Source

CPQ is being used throughout the North America sales organization. It was implemented about a year or so ago. We love it.