servicePath CPQ+ Reviews

1 Ratings
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Score 9.1 out of 100

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Anonymous | TrustRadius Reviewer
September 29, 2020

servicePath CPQ+: the solution for technology and complex service providers

Score 10 out of 10
Vetted Review
Verified User
Review Source
We used ServicePath CPQ+ for product management, cost modeling, pricing and sales configuring, pricing, quoting including SOW's and order documentation, with integration into CRM systems for sales pipeline management reporting.
Our mission was to:
  • Improve speed, quality, accuracy, and consistency of quoting
  • Reduce common and costly mistakes
  • Standardize packaging of products to better enable sales
  • Obtain reliable sales pipeline reporting and product intelligence without burdening the sales team with manual administration of keeping opportunity record financials updated.
  • Alleviate pre-sales resources from cumbersome spreadsheets that had been prone to crashing, difficult to work with collaboratively and remotely.
  • Improve handover to service delivery
  • Provide the capability to deal with client solution lifecycle management (upgrades, downgrades, changes, decommissions, renewals, etc.).
  • Provide improved deal insight and financial governance via systemized workflow approvals
  • Automating contracted prices for contracted pricing
We made a positive impact in many of these areas and fleshed out much-needed change while helping to reconnect product management with Sales regarding packaging for effective sales and client lifecycle. Business adoption was the largest challenge. Lessons learned ensure plenty of leadership support for the areas where the process of systematization forces focus on areas that need to change, encourage openness, and collaboration to progress forward such change.
  • Complex configured products and guided selling.
  • Ease of use and setup.
  • Simplification of the complex.
  • Integrations that enable technology companies to sell effectively.
  • Seamless e-signature for order processing and records closure.
  • Support for evergreen contracts.
  • Offer for SME businesses.
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.
A quality team who know their product and the industry they operate in.
Read this authenticated review

Feature Scorecard Summary

Quote sharing/sending (1)
7.3
Product configuration (1)
9.1
Configuration options (1)
9.1
Pricing rules (1)
9.1
Price adjustment (1)
9.1
Purchase history and open contracts (1)
7.3
Guided selling/Sales portal (1)
8.2
CPQ reporting & analytics (1)
7.3
CPQ-CRM integration (1)
9.1
Attachments to quotes (1)
7.3
Order capturing (1)
7.3

About servicePath CPQ+

Who are servicePath?:
Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. The vendor states their CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. They present the solution as ideal for fast and growing markets, as well as highly acquisitive or PE-backed firms with a broad set of products and services that need to execute on digital transformation. Integration with Salesforce and Dynamics CRM.

Product description:
servicePath is a modular platform designed for IT service providers for costing, pricing, quoting and contracting simple to complex IT solutions. Each integrated module addresses a specific aspect of the commercial service lifecycle: cost management, product management sales management and solution management.
Categories:  Sales Acceleration,  CPQ

servicePath CPQ+ Features

CPQ Features

Has featureQuote sharing/sending
Has featureE-signature
Has featureProduct configuration
Has featureConfiguration options
Has featurePricing rules
Has featurePrice adjustment
Has featurePurchase history and open contracts
Has featureGuided selling/Sales portal
Has featureSelf-service CPQ
Has featureCPQ reporting & analytics
Has featureProposals
Has featureExcel integration
Has featureCPQ-CRM integration
Has featureAttachments to quotes
Has featureRenewal management
Has featureOrder capturing
Additional Features
Has featureAdvanced Dealing Modelling
Has featureInstall Base
Has featureDetailed Cost of Serve Analysis
Has featureDeal Analysis Dashboards
Has featureAdvanced Workflows and Approvals

servicePath CPQ+ Screenshots

servicePath CPQ+ Integrations

Salesforce.com, Microsoft Dynamics 365 (formerly Microsoft Dynamics CRM), Oanda, Intergration Adapter - ERP, Intergration Adapter - Billing, Intergration Adapter - ITSM

servicePath CPQ+ Competitors

Apttus Configure Price Quote, CallidusCloud CPQ, Salesforce CPQ (formerly SteelBrick), Oracle

servicePath CPQ+ Pricing

  • Has featureFree Trial Available?Yes
  • Does not have featureFree or Freemium Version Available?No
  • Has featurePremium Consulting/Integration Services Available?Yes
  • Entry-level set up fee?No
EditionPricing DetailsTerms
servicePath CPQ+ Professional Edition$75USD/user/month*(billed annually)
servicePath CPQ+ Enterprise Edition$125USD/user/month*(billed annually)

Pricing information for servicePath CPQ is supplied by the software provider or retrieved from publicly accessible pricing materials. Final cost negotiations to purchase servicePath CPQ must be conducted with the vendor.

servicePath CPQ+ Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
0%
Mid-Size Companies (51-500 employees)
55%
Enterprises (> 500 employees)
45%

servicePath CPQ+ Support Options

 Free VersionPaid Version
Phone
Live Chat
Email
Forum/Community
FAQ/Knowledgebase
Video Tutorials / Webinar

servicePath CPQ+ Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:No
Supported Countries:North America, Europe, Asia, Latin America, South America
Supported Languages: Multi-Lingual