PSQuote

PSQuote

CLD Partners
+
+

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About

Insights into where sales managers spend time. Design your sales management cadence. Digitize and automate the operating calendar. A data-driven approach to understand where managers spend their time to influence sales team health. Guide how frontline managers should spend their time, on what activities, with which personnel, and at what frequency to engineer to defined business results. Set the operating pace for high-performance management. Measure and track key management health indicators. See how the best managers spend their time. Focus support on reps who need attention. Design an operating cadence with data. Connect goals with where and how managers spend time. A single source of truth for the operating cadence and recommended time allocation. Develop digital manager playbook. Coach frontline managers to improve execution. Monitor and adjust with time insights.

About

PSQuote closes the gap of CPQ for services. You get a unified process for quoting professional services. You’ll spend more time on delivery and less time quoting. Relying on spreadsheets to create estimates instead of doing them in Salesforce? This disjointed system creates a gap between what was sold and what gets delivered. And that means revenue leakage, aka, lost profits. It also means difficulty tracking what you sold versus what you delivered. We understand how frustrating this is, and we believe you deserve better. Automate and streamline your quoting process. Accurately estimate and quote services. Automate the sales-to-delivery handoff. Gain a comprehensive view of service operations from estimation to execution. Get more granular forecasting and inputs to demand planning. Enable your sales team to quote services based exactly on how you deliver. PSQuote is the result of years of building quoting tools for dozens of clients.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

CROs seeking a tool to run the operating cadence based on where sales managers spend time

Audience

Sales teams searching for a solution to manage their resources and improve their business operations

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

No information available.
Free Version
Free Trial

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 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:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

CommercialTribe
United States
commercialtribe.com

Company Information

CLD Partners
United States
www.cldpartners.com/solutions/cpq-for-services/

Alternatives

Alternatives

Experlogix CPQ

Experlogix CPQ

Experlogix
ConnectWise CPQ

ConnectWise CPQ

ConnectWise
eRep

eRep

Revalize
RealCADENCE

RealCADENCE

VoloForce

Categories

Categories

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

Sales Force Automation Features

Call Management
Campaign Management
Channel Management
Commission Management
Contact Management
Contract Management
Customer Database
Email Marketing
Field Sales Management
Lead Management
Opportunity Management
Performance Metrics
Proposal Generation
Referral Tracking
Sales Forecasting
Territory Management

CPQ Features

2D Drawing
3D Modeling
Approval Workflow
eCommerce
Guided Selling
Product Configurator
Proposal Generation
Quotes / Estimates
Renewal Management
Self Service Portal

Proposal Management Features

Automatic Formatting
Calendar Management
Collaboration
Contact Management
Content Repository
Document Management
Electronic Signature
Knowledge Library
Pipeline Management
Requirements Management
Revision Management
RFP Management
Task Management
Templates
Version Control

Quoting Features

Automated Quoting
Catalog Management
Client Portal
Contact Management
Customer Accounts
Customizable Branding
Discount Management
Forms Creation
Pricing Management
Product Configurator
Proposal Management

Integrations

Salesforce
Conga CLM
Workday Services CPQ

Integrations

Salesforce
Conga CLM
Workday Services CPQ
Claim CommercialTribe and update features and information
Claim CommercialTribe and update features and information
Claim PSQuote and update features and information
Claim PSQuote and update features and information