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Elfsquad

Score6.8 out of 10

4 Reviews and Ratings

What is Elfsquad?

Elfsquad is a cloud-based CPQ (configure, price, quote) solution designed to help businesses automate pre-production processes and customize products according to client requirements. The centralized platform enables users to generate personalized brochures and documents with product information, pricing, and images.

Elfsquad allows organizations to receive quote requests from prospects, provide custom offers, and streamline follow-up processes. Managers can create bills of materials (BOM) with quotations and automatically generate CAD models. Plus, users can monitor behavior trends and forecast upcoming events in the sales pipeline, improving business operations.

Elfsquad facilitates integration with various third-party applications such as Exact Online, Ridder iQ, Insightly, Hubspot CRM, and more. Administrators can also assign existing products to various categories, edit configuration models, and streamline order entry processes.

Categories & Use Cases

Top Performing Features

  • Product configuration

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

    Category average: 9.2

  • 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.

    Category average: 9.2

  • Pricing rules

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

    Category average: 8.5

Areas for Improvement

  • CPQ-CRM integration

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

    Category average: 9

  • Attachments to quotes

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

    Category average: 8.9

  • 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.

    Category average: 8.5

Intuitive to setup and to maintain.

Use Cases and Deployment Scope

We have a vast variety of products with many options that may or may not work together. The intuitive rule system helps us to easily setup up the rules between these options and even between different machines. Besides that we use the quotation generator to generate full or almost near completed quotes in case of a special product specific for that customer. We have some special situations with how our machines are setup and Elfsquad has a solution for all of them while still being simple to setup. Even though I worked with Elfsquad from the beginning I am still amazed how well the software can handle certain situations. It truly is a joy to work with it.

Pros

  • The rule system is simple to setup even with more advanced rules.
  • Setting up the CPQ software in general.

Cons

  • Software starts to get bulky in some areas, which may discourage people from starting.
  • Setting up the quotation template in our situation.

Return on Investment

  • Our sales people are generating quotes significantly faster.
  • Quotes look the same now every time
  • Errors or unwanted combinations have been reduced a lot.

Other Software Used

Microsoft Power Automate