servicePath CPQ+: the solution for technology and complex service providers
September 29, 2020

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

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

Overall Satisfaction with servicePath CPQ+

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.
  • Positive impact on ROI: previous spreadsheet system was at a dead end.
  • Enabled new starters to be more productive early on.
  • Opened up the solution to improved commercial client lifecycle management.
  • Reduced errors and omissions.
ServicePath stood out from the rest due to:
a) Product management including cost modeling, through CPQ, and client lifecycle management capability.
b) Easy of use and simplification of complex scenarios.
c) Easy to use, very capable, no code configured, and guided products.
A quality team who know their product and the industry they operate in.
Very good usability just needs more documentation for new features.

Do you think servicePath CPQ+ delivers good value for the price?

Yes

Are you happy with servicePath CPQ+'s feature set?

Yes

Did servicePath CPQ+ live up to sales and marketing promises?

Yes

Did implementation of servicePath CPQ+ go as expected?

Yes

Would you buy servicePath CPQ+ again?

Yes

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.

servicePath CPQ+ Feature Ratings

Quote sharing/sending
8
Product configuration
10
Configuration options
10
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
8
Guided selling/Sales portal
9
CPQ reporting & analytics
8
CPQ-CRM integration
10
Attachments to quotes
8
Order capturing
8

Using servicePath CPQ+

100 - Product Management
Pre-sales
Sales
Sales Management
Sales Operations
2 - Attention to detail
Financially aware
Customer service skills
Problem-solving
Communications
Requirements gathering


  • Product management and pricing
  • Pre-sales configuring
  • Sales pricing and quoting
  • Financial management and reporting
  • Client solution lifecycle management for add's removes, changes, decommission, and renewals.
  • Deal modeling over time and support end clients with business case for change.
Quality solution built for our needs.

Evaluating servicePath CPQ+ and Competitors

Yes - Excel-based CPQ that was beyond its limits and had many shortfalls.
  • Price
  • Product Features
  • Product Usability
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
  • Third-party Reviews
The focus of the business strategically and how fit for purpose the product is.