servicePath CPQ

servicePath CPQ

servicePath
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+

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About

Cacheflow is a deal-closing platform that automates quote to close. Build quotes with complex, usage-based pricing in minutes. Close up to 4x faster by sending customers a single link to complete the deal. Your prospects can approve, eSign, and pay in one interactive self-service checkout. Cacheflow allows you to offer financing options as well, without impacting ARR. Reduce or eliminate manual work with automatic billing and renewals, plus powerful legal and compliance tools. Cacheflow is the first no-code solution to harness the power of a CRM, CPQ, and billing platform all in one. Automate your sales flow with powerfully flexible tools and full transparency. It's a fast, streamlined, and delightful experience.

About

QUOTE SMARTER, FASTER AND MORE PROFITABLY A single quote with an incorrect configuration can impact your hard-earned reputation. A misquoted price can tip a deal into the red. Why put your business at risk? servicePath is a configure, price and quote (CPQ) platform that is specifically designed to make complex quotes simple. Quotes that used to take days and involve multiple departments can be done in less than an hour in servicePath. Cut your risk of issuing a bad quote by having all the latest solution configurations and cost elements on one platform. Become more frictionless with servicePath.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Not Supported
iPad Not Supported
Android Not Supported
Chromebook Not Supported

Audience

Revenue Operations, Sales Enablement, CRO, Sales Director, Sales Manager, Sales Operations

Audience

Businesses looking for a configure, price and quote platform that will make complex quotes simple

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Supported
Online Supported

API

Offers API Not Supported

API

Offers API Supported

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version Not Supported
Free Trial Not Supported

Pricing

$75 USD/user/month*
servicePath CPQ+ Professional Edition

Leading Configure Price Quote (CPQ) platform for technology vendors, Managed Services Providers, software companies, SI's and VARs. Our CPQ+ thrives with changing market dynamics, complex configuration & sales, resulting in enhanced quote velocity/governance and revenues. Perfect 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.

*billed annually
Free Version Not Supported
Free Trial Not Supported

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Reviews/Ratings

Overall 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 4.8 / 5
support 5.0 / 5

Pros & Cons from Real Users

Pros

  • Easy to use and setup. Building out my service portfolio of products was quick and easy, efficient. Allows my sales folks to easily quote customers and prospects quickly, seeing the various price points based on the adjustments they can make, from the rules and configurations I put in pace for each product offering. Would have taken me hours using excel, and creating the manual pieces sales would have need to quote. This provided all in an easy to use and efficient platform.
  • Leveraging servicePath CPQ has proven to provide a consistent and measurable way for our Global Alliance partners to successfully position Dell Technologies products solutions. The system is embedded into the sales motion growing revenue and mindshare with our partner community and creating “stickiness”. The platform also provides a secure and consistent way to collaborate on sales opportunities generated by the partner while also simplifying complex sales motions that include multi-cloud and hybrid cloud components.
  • You can achieve all configuration and product/process definition without any software development just by customization on CPQ. This make it very simple and easy to implement also very complex product combinations, baskets, workflows and order processes.
  • servicePath CPQ+ was built for our industry and is easy to use, a tool that can simplify the complex with no code GUI. The ability to enable product managers with cost modelling, pricing and building guided configurable products is very beneficial. Ultimately to better enable sales. The GUI is modern and easy to use which helps with user adoption and new starters. The ability for us to improve how we commercially lifecycle manage client solutions was also attractive as this was a painful gap in the business.

Cons

  • Some of the UI aspects could be done better, more intuitive in some parts. These were are planned to be address in future releases at the time.
  • Internal scale for my organization can be challenging as more and more Alliance partners want to use and customize the servicePath platform.
  • Resizing and some adjustments to different (also mobile) browsers can be optimized.
  • Could do with improving the e-signature to CRM system records closure automation.

Training

Documentation Supported
Webinars Not Supported
Live Online Supported
In Person Not Supported

Training

Documentation Supported
Webinars Supported
Live Online Supported
In Person Supported

Company Information

Cacheflow
Founded: 2021
United States
www.getcacheflow.com/demo

Company Information

servicePath
Founded: 2011
Canada
servicepath.co

Alternatives

Nue

Nue

Nue.io

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
Conga CPQ

Conga CPQ

Conga
Infor CPQ

Infor CPQ

Infor
Salesforce CPQ

Salesforce CPQ

Salesforce

Categories

Quote-to-Cash Supported
Renewal Management Supported
Revenue Operations Supported

Categories

CPQ Supported
Finance Supported
Financial CRM Supported
MSP Supported
Order-to-Cash Supported
Quote-to-Cash Supported
Sales Acceleration Supported
Sales Enablement Supported
Sales Engagement Supported

CPQ Features

2D Drawing Not Supported
3D Modeling Not Supported
Approval Workflow Supported
eCommerce Not Supported
Guided Selling Supported
Product Configurator Supported
Proposal Generation Supported
Quotes / Estimates Supported
Renewal Management Supported
Self Service Portal Supported

Sales Acceleration Features

Campaign Management Not Supported
CPQ Supported
Dialer Not Supported
Email Sequencing Not Supported
Email Templates Not Supported
Email Tracking Not Supported
List Building Not Supported
Meeting Scheduler Not Supported
Predictive Analytics Not Supported
Reporting Supported
Sales Gamification Not Supported
Sales Intelligence Not Supported
Sales Workflow Management Supported

Sales Enablement Features

Collaboration Supported
Contact Management Supported
Content Management Supported
Document Management Supported
Goals / Quota Management Supported
Lead Management Supported
Meeting Management Not Supported
Performance Management Not Supported
Presentation Management Not Supported
Proposal Management Supported
Territory Management Not Supported
Training Management Not Supported

Sales Engagement Features

Call Scripts / Call Steps Not Supported
CRM Integration Supported
Email Sequences Not Supported
Email Tracking / Automation Not Supported
Lead Management Not Supported
Reporting / Analytics Not Supported
Sales / Voice Dialer Not Supported
Sales Automation Not Supported
Search Not Supported
Task Management Not Supported
Templates Not Supported
Workflow Management Not Supported

Integrations

Salesforce Supported
Chargebee Supported
Gotransverse Not Supported
HubSpot CRM Supported
HubSpot Customer Platform Supported
LogiSense Not Supported
Maxio Supported
Microsoft 365 Not Supported
Stripe Supported
Stripe Billing Supported

Integrations

Salesforce Supported
Chargebee Not Supported
Gotransverse Supported
HubSpot CRM Not Supported
HubSpot Customer Platform Not Supported
LogiSense Supported
Maxio Not Supported
Microsoft 365 Supported
Stripe Not Supported
Stripe Billing Not Supported
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Claim Cacheflow and update features and information
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