servicePath CPQ

servicePath CPQ

servicePath
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+

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About

Your business and its client relationships are dynamic. You may not have the ability to see the specific areas of financial inefficiencies and lost revenue opportunities without dedicating hours of number crunching to generate static spreadsheet. MSPCFO gives you the granular data you need to see exactly which of your agreements, engineers and clients are profitable, and which ones are lowering your profitability every month. Our business intelligence platform with over 50 real-time reports gives you the power to identify, diagnose and track drivers of revenue and drags on profitability. The information you need to increase revenue is locked in your PSA. Unleash it today. MSPCFO provides you the granular data you need to identify which of your agreements, engineers and clients are profitable; and which ones are lowering your earnings each month.

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
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Sales analytics platform for businesses wanting reports and analysis that will highlight the drivers and the drags on their earnings

Audience

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

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

$175 per 3 users per month
Free Version
Free Trial

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
Free Trial

Reviews/Ratings

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

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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
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

MSPCFO
Founded: 2012
United States
www.mspcfo.com/msp-software

Company Information

servicePath
Founded: 2011
Canada
servicepath.co

Alternatives

Alternatives

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Experlogix CPQ

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SellScience

SellScience

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Conga CPQ

Conga CPQ

Conga
Line Item

Line Item

Ironbridge Software
Infor CPQ

Infor CPQ

Infor
Salesforce CPQ

Salesforce CPQ

Salesforce

Categories

Categories

CPQ Features

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

Sales Acceleration Features

Campaign Management
CPQ
Dialer
Email Sequencing
Email Templates
Email Tracking
List Building
Meeting Scheduler
Predictive Analytics
Reporting
Sales Gamification
Sales Intelligence
Sales Workflow Management

Sales Enablement Features

Collaboration
Contact Management
Content Management
Document Management
Goals / Quota Management
Lead Management
Meeting Management
Performance Management
Presentation Management
Proposal Management
Territory Management
Training Management

Sales Engagement Features

Call Scripts / Call Steps
CRM Integration
Email Sequences
Email Tracking / Automation
Lead Management
Reporting / Analytics
Sales / Voice Dialer
Sales Automation
Search
Task Management
Templates
Workflow Management

Integrations

Gotransverse
LogiSense
Microsoft 365
Salesforce
Strategy Overview

Integrations

Gotransverse
LogiSense
Microsoft 365
Salesforce
Strategy Overview
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