End-to-end customer lifecycle management and the best tools for opportunity and contract management
March 27, 2022

End-to-end customer lifecycle management and the best tools for opportunity and contract management

Camilla jane | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Planview Changepoint

Planview Changepoint's capabilities effectively make us discover every aspect of the customer lifecycle, capitalizing on every financial opportunity for greater profitability. It enables helps us manage our active customer projects lifecycle end-to-end and also it helps to understand forecasted projects and resource demand for successful downstream execution and timely delivery.
  • Helps us to knowing our key customers.
  • Excellent opportunity management tool.
  • Best resource management and analytic tool.
  • Nothing Missing. Complete product with contract management capabilities.
  • Easy financial management functionalities.
  • Excellent dashboard that monitors multiple operations.
  • Customer lifecycle management.
  • Opportunity and resource management.
  • Contract management and financial management.
  • Manage Key customers for greater profitability.
  • Forecasting and budgeting.
  • Robust resource management capabilities.
Planview Changepoint helps us to understand our key customers enabling us to capitalize on every financial opportunity and helps us to forecast demand against the capacities required for new opportunities, and also it automates and monitors contractual terms and conditions. It gives us visibility into our employees' skills and helps to optimize resource allocation.

Do you think Planview ChangePoint delivers good value for the price?

Yes

Are you happy with Planview ChangePoint's feature set?

Yes

Did Planview ChangePoint live up to sales and marketing promises?

Yes

Did implementation of Planview ChangePoint go as expected?

Yes

Would you buy Planview ChangePoint again?

Yes

Great product with excellent professional service automation capabilities for service-first to our active customers and the best opportunity and resource management product. Flexible product with contract definition and contract agreement terms and conditions with document sharing capabilities that make it easy to attach proposals and contracts. Excellent financial management capabilities and analytical features.