Help Desk

Web and Video Conferencing

Customer Support

Automation Testing

Development

Higher Education

K-12 Online Learning

Education

Barcode

Business Intelligence (BI)

Collaboration

File Sharing

Smart Spaces

Streaming Analytics

Enterprise

Accounting

Financial Close

Finance and Accounting

Applicant Tracking

Background Check

Corporate Learning Management

Diversity, Equity, and Inclusion (DEI)

HR Management

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

Business Internet Service Providers (ISPs)

Cloud Cost Management

Cloud Storage

Data Preparation

Debugging

Edge Computing

Fraud Detection

Integration Platform as a Service (iPaaS)

License Management

Managed Hosting

Managed Security Service

Modular Storage Area Network (SAN)

Network Function Virtualization (NFV)

Network Monitoring

Network Performance Monitoring

Packet Analyzer

Runtime Application Self-Protection

Secure Web Gateway

Virtual Private Cloud (VPC)

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

App Store Optimization (ASO)

Community

Content Experience

Content Management

Creative Collaboration

Customer Journey Mapping

Digital Asset Management

Email Marketing

Marketing Automation

Online Proofing

Public Relations (PR)

Sales and Marketing Automation

Social Media Management

Social Media Marketing

Survey & Forms Building

Video

Web Analytics

Marketing

Interactive Whiteboard

Project Management

Professional Services

Customer Communication Management

Customer Relationship Management (CRM)

Sales Content Management

Sales

Chiropractic

Civil Engineering

ID Card

Moving Software

Nonprofit Fundraising

Oil and Gas

Tax Practice Management

Vertical-Specific

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According to user reviews, Cincom CPQ has received the following recommendations:

Research integration with CRM system: Users suggest conducting thorough research on integrating Cincom CPQ with a CRM system before implementing it. This step is seen as essential for seamless data flow and effective sales processes.

Obtain buy-in from different departments: It is advised to obtain buy-in from various departments within the company before starting to use Cincom CPQ. This ensures that all stakeholders are on board and can contribute their expertise, leading to a smoother implementation process.

Have technical and logic skills for model and UI building: Users recommend having technical and logic skills for model and UI building in order to achieve the best results with Cincom CPQ. These skills enable users to customize the software according to their specific business needs and optimize its capabilities.

Overall, these recommendations emphasize the importance of thorough research, internal collaboration, and technical proficiency when implementing Cincom CPQ. Following these suggestions can help businesses maximize the benefits of the software and streamline their sales processes.

Cincom CPQ has been instrumental in streamlining the sales process for users, enabling them to manage all possible product configurations and present exact pricing information with ease. Sales managers have been able to provide accurate product definitions and capture knowledge of key personnel through workflow processes in the Cincom sales portal, allowing for efficient and consistent product recommendations. 

The software has enabled users to eliminate the need for engineering to check every item before it gets quoted, freeing up office resources and making the company much more productive. Additionally, the integration of the product catalog with CRM provides a centralized product catalog of sellable products that includes pictures so that the sales team can order the correct items and use this information to assist customers and dealers in quoting and approvals.

Furthermore, this product has helped standardize the sales process, which saves money on external support and ensures the delivery of the right products to customers at the right time. Cincom CPQ's ability to manage different companies, languages, and countries means that sales teams worldwide can use it, reinforcing salesforce control. The software has also helped companies respond more efficiently to RFQs by simplifying approvals and quote processes. With increased efficiency comes customer satisfaction and a substantial reduction in incorrect orders taken, minimizing waste - a game-changer for businesses looking to grow their bottom line while keeping costs down.

Users have had a positive experience with Cincom CPQ, and appreciate the return on investment it provides. Not needing an expert programmer for configuration, being able to embed logic without coding knowledge, and having the ability to integrate with Dynamics CRM are aspects that customers find valuable. The drag-and-drop process helps avoid typos, while the guided selling feature makes it easy for new customers or dealers to follow through with a purchase process. The product has been found to be a great investment for companies, freeing up office resources and increasing productivity. Users also report faster quoting with immediate weights and price returns based on their configurations.  

Although there have been some areas for improvement in terms of speed, user experience, error messaging, and difficulty in use - overall users have had positive experiences using Cincom CPQ. Companies can implement this solution into any product, which is beneficial in helping them reach desired results.

The Cincom CPQ is a highly configurable product management system that enables integrations with CRM and ERP applications and supports multi-language document printing, making it ideal for global businesses. Customers have found success in using Cincom CPQ to reduce incorrect orders and capture key personnel's knowledge. Many have expressed great satisfaction with the user experience, noting the drag-and-drop process eliminates typos and the guided selling feature makes it easy for new customers and dealers to follow. The quick turnaround time on quotes with immediate weight and price returns based on their configuration also makes this an attractive choice. However, some areas of improvement noted include speed, error messaging, and a learning curve, as well as web browser limitations which can cause crashing when trees become too large. Users are looking for more help documents regarding upgrades so they can better understand how to use the product and its features.

Users of the Cincom CPQ have generally had positive experiences with the product but there are some common cons or dislikes that have been reported. These include:

* Limited web browser support which can cause crashes when trees become too large 
* Lack of help documents regarding upgrades, making it difficult to transition to newer versions 
* Speed issues, as well as user experience and difficulties in use 

These cons are all related to the same idea, that Cincom CPQ is not yet optimized for usage. The speed issues and difficulty using the software have made it a hindrance for some. Furthermore, limited web browser support can lead to crashes when trees grow beyond what the current browser can handle. Lastly, the lack of help documents makes upgrading cumbersome.

Cincom CPQ is praised for its versatility and user-friendliness, making it a great option for companies who need to configure and quote for a variety of products. Customers have experienced the following benefits when using Cincom CPQ: 

* Point and click configuration features make it easy to use without needing an expert programmer.
* Multi-language document printing makes it ideal for global businesses.
* The model builder allows users to embed logic into the system without coding knowledge. 
* Improved speed of quoting with immediate weight and price returns based on their configuration. 
* The Drag-and-drop process eliminates typos and the guided selling feature makes it easy for new customers and dealers to follow.

Cincom CPQ enables customers to quickly customize pages, integrate with other applications, and reduce incorrect orders, all while freeing up office resources and making them more productive. The software has some areas for improvement such as speed, user experience, error messaging, and usability; however overall users have had positive experiences with the product. 

Cincom CPQ is a highly configurable product management system used by many businesses around the world. It enables users to easily integrate with other CRM and ERP applications and supports multi-language document printing. With its point-and-click configuration capabilities, it’s easy to use without needing an expert programmer, while the model builder allows users to embed logic into the system without coding knowledge. Common use cases for Cincom CPQ include: 

• Integration with Dynamics CRM – this was one of the most important needs identified by customers as they look to streamline their operations and increase efficiency. 

• Generating models, rules, and UI without writing code – Cincom CPQ provides a variety of dynamic tools that allow customers to quickly create customizable rules within their product models, speeding up production times and allowing them to get products out faster. 

• Reducing incorrect orders – By using guided selling processes, customers are able to ensure that all orders being placed are correct and accurate before committing them to be fulfilled. This has led to reduced errors in ordering resulting in overall savings of time and money for companies who utilize Cincom CPQ’s services. 

• Capturing key personnel's knowledge - Using Cincom CPQ’s drag-and-drop functionality makes it easy for even those unfamiliar with programming or web design principles to capture key personnel's knowledge into repeatable processes when creating configurable items. This helps automate tasks and ensures each order follows company policies accurately every step of the way. 

Overall, customers have been satisfied with the product but would like more help documents regarding upgrades available online as well as better error messaging when something goes wrong so they can easily identify problems in order to make a correction. Additionally, some customers have experienced difficulty using the product due to browser limitations causing pages to crash when trees become too large or complex. Despite these issues though, companies from all industries are finding success in utilizing Cincom CPQ’s intuitive tools for faster quoting and increased product output as well as improved accuracy through guided sales processes.

PandaDoc headquartered in San Francisco offers their eponymous electronic signature platform for sales teams, containing sales proposal automation and CPQ (configure, price, quote) features, and integration with CRMs.

Starter

Business

PandaDoc

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Basic

Professional

Cincom CPQ

Price Quoting/Configuration software (CPQ) is designed to optimize sales processes such as configuration, opportunity management, bid and quote generation, and order confirmation.

Product Demo of Cincom CPQ

Configure, Price, and Quote Complex Products & Services Easier with Cincom CPQ™

Creating a Quote in Cincom CPQ™️ for Microsoft Dynamics

The guided selling interface is easy to use for all sales reps.

Cincom CPQ recommends the appropriate engine for the selected trailer type.

Additional product options presented in a graphical interface.

Cincom Systems provides software designed to simplify and improve business operations and customer communications. Cincom enterprise technologies include: configure-price-quote software, customer communication solutions, applications for Microsoft Dynamics AX &amp; Microsoft Dynamics CRM, document automation software, manufacturing software, product configuration software, healthcare software, database management software and application development platforms. The vendor says that each software solution is rigorously designed for simplicity, ease of use and flexibility. Additionally, the vendor says rapid implementation means users get value from their solutions faster, with less cost and risk.&nbsp;
Today Cincom serves thousands of clients on six continents with offices around the world. Cincom’s world headquarters is located at 55 Merchant Street, Cincinnati, Ohio.

Cincom Systems

Cincom CPQ™ is a configure-price-quote solution that helps you sell complex products and services easier. With Cincom CPQ™️, your sales team can:

- Get complex quotes out the door in seconds
- Ensure 100% accurate quotes across all your sales channels
- Grow order size and sales with guided selling features
- Empower people in all departments to be product experts with the latest pricing and updates at their fingertips

Schedule a demo today to see how our CPQ platform can benefit your team: https://www.cincom.com/us/cpq/schedule-demo


Learn more about Cincom CPQ™️: https://www.cincom.com/us/cpq 

Follow Cincom on LinkedIn: https://www.linkedin.com/company/cincom-systems/ 

#CincomCPQ #CPQ #SalesEnablement

Features related to configuring and pricing products and delivering quotes to customers.

Quote sharing/sending

Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.

Credit approvals

Allows customers to input credit information, which can be checked and approved or declined. Credit score may factor into the quote.

E-signature

Includes electronic signature functionality so that proposals can be approved and signed digitally.

Product configuration

Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.

Configuration options

Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.

Pricing rules

Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.

Price adjustment

Sales users can adjust or override prices, based on coupons, discounts, markups, etc.

Purchase history and open contracts

Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.

Guided selling/Sales portal

Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.

Self-service CPQ

Includes an interface for customers to select product options and generate their own quotes; this is particularly relevant to eCommerce.

CPQ reporting & analytics

Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.

Proposals

Allows users to generate/automate sales proposals.

Excel integration

Integrates with Excel so that quotes can be generated on spreadsheets using underlying CPQ rules.

CPQ-CRM integration

Integrates to the company’s CRM to update the customer record.

Attachments to quotes

PDFs, contracts, videos, etc can be attached to quotes and/or proposals.

Renewal management

Includes features for managing renewals and recurring (subscription) payments.

Order capturing

Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Cincom CPQ

Overview

What is Cincom CPQ?