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About

Planview ChangePoint enables end-to-end professional services automation for services-first businesses to streamline quote-to-cash and drive profitability. ChangePoint Services Automation (SA) is an end-to-end Professional, Managed, and Embedded services software application designed to power the entire engagement lifecycle. From identifying services opportunities, to contract and project management, to invoicing and revenue recognition, ChangePoint SA drives efficient orchestration of engagements, projects, and resources for informed business planning, improved financial control, and accelerated revenue growth. Groups all key customer lifecycle information in a way where everything makes sense. Never lose sight of who your key customer contacts are, so you can reach them when needed. Know your customer lifecycle health, immediately, based on the most important KPIs. Discover every aspect of the customer lifecycle and capitalize on every financial opportunity.

About

The AI-based platform sends you real-time smart signals to identify and stop your revenue leakage across the quote-to-cash process. xfactrs integrates with all your quote-to-cash systems and sends real-time signals on potential leakage areas. xfactrs gives you the widest coverage of assurance areas with proactive controls across the quote-to-cash lifecycle. In today’s competitive landscape, it’s critical to optimize every aspect of your operations, and yet, revenue leaks often go unnoticed, draining your resources and hindering growth. Our platform is specifically designed to tackle this challenge head-on, ensuring you never miss out on valuable revenue streams again. Connectivity is key, and our adaptors ensure your subscription systems and xfactrs platform work in perfect harmony. xfactrs will effortlessly synchronize critical information and ensures that every transaction, subscription, and invoice is seamlessly tracked for any leakage detection.

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

For professional services leaders, executive leaders, as well as project and resource managers responsible for successfully overseeing the entire quote-to-cash cycle - meaning anyone who needs to deliver, manage, and oversee each financially successful delivery services delivery engagements from a single integrated solution.

Audience

Businesses searching for a solution to detect and prevent revenue leakage

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 5.0 / 5
ease 5.0 / 5
features 5.0 / 5
design 5.0 / 5
support 5.0 / 5

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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Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Planview
Founded: 1989
United States
www.planview.com/products-solutions/products/changepoint/

Company Information

xfactrs
United States
xfactrs.com

Alternatives

Alternatives

Cora PPM

Cora PPM

Cora Systems
Operative.One

Operative.One

Operative
Nue

Nue

Nue.io
NetSuite SRP

NetSuite SRP

NetSuite

Categories

Categories

Professional Services Automation Features

Billing & Invoicing
Client Portal
Collaboration Tools
CRM
Document Management
Portfolio Management
Project Management
Proposal Generation
Quote Management
Resource Management
Time & Expense Tracking

Integrations

Salesforce
Cognita
Conga Billing
EnNovate
Microsoft Dynamics 365
NetSuite
Netcracker
Oracle Cloud Infrastructure
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Zuora

Integrations

Salesforce
Cognita
Conga Billing
EnNovate
Microsoft Dynamics 365
NetSuite
Netcracker
Oracle Cloud Infrastructure
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Sugar Sell
Zuora
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Claim Planview ChangePoint and update features and information
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