Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Ratings and Reviews 0 Ratings

Total
ease
features
design
support

This software has no reviews. Be the first to write a review.

Write a Review

Alternatives to Consider

  • Clazar Reviews & Ratings
    87 Ratings
    Company Website
  • Odoo Reviews & Ratings
    1,638 Ratings
    Company Website
  • Global Shop Solutions Reviews & Ratings
    77 Ratings
    Company Website
  • P3Source Reviews & Ratings
    16 Ratings
    Company Website
  • D&B Hoovers Reviews & Ratings
    1,209 Ratings
    Company Website
  • Shape Software Reviews & Ratings
    133 Ratings
    Company Website
  • 3D Cloud Reviews & Ratings
    42 Ratings
    Company Website
  • CrankWheel Reviews & Ratings
    186 Ratings
    Company Website
  • Everstage Reviews & Ratings
    3,516 Ratings
    Company Website
  • Titan Reviews & Ratings
    374 Ratings
    Company Website

What is Salesforce CPQ?

Speed up your quoting process, optimize pricing strategies, and close more deals with Salesforce CPQ. Tailored for the top CRM platform, Salesforce CPQ provides organizations with vital resources to simplify their sales processes from quoting through to cash flow management. This all-encompassing tool is offered in three unique editions, one of which features full Quote-to-Cash functionality that also supports billing and collections. By utilizing Salesforce CPQ, businesses can significantly boost their sales productivity and enhance revenue management practices. Ultimately, this innovative solution empowers companies to navigate the complexities of sales with greater ease and efficiency.

What is AXIO Advanced Projects?

AXIO Advanced Projects, provided by Velosio, presents a cutting-edge solution for Dynamics 365 Finance that transforms your project ERP into a powerful quote-to-cash platform. Offered as a subscription service, this enhanced framework aims to streamline planning, reduce service costs, and preserve the value of your investment throughout the solution's lifecycle. When organizations adopt AXIO Advanced Projects, they embark on their Dynamics 365 journey equipped with a financial and project accounting system that is operational from day one, enabling them to focus their design efforts exclusively on their unique business requirements. The solution is built upon industry best practices and workflows that have been validated by a multitude of businesses, promoting higher employee engagement, speeding up onboarding, and potentially lowering total ownership costs by 30% or more. For companies that are project-oriented, there are often unique needs that require the integration of best practices for regulatory adherence, project accounting, and alignment with project management and execution. This customized approach not only helps businesses fulfill their individual needs but also significantly boosts overall operational efficiency. Additionally, by implementing such a tailored solution, organizations can better position themselves for growth and adaptability in a rapidly changing market.

Media

Media

Integrations Supported

3D Source Product Configurator
ADP Comprehensive Services
Avalara
Bigtincan
Canopy
Celigo
Collate
DocLink
Fastpath
Kinective Bridge
KwikTag
Microsoft 365
NetSuite
OnScreen
Prodly AppOps
RELAYTO
Salesforce Agentforce Revenue Management
Salesforce Agentforce Service
Zapier

Integrations Supported

3D Source Product Configurator
ADP Comprehensive Services
Avalara
Bigtincan
Canopy
Celigo
Collate
DocLink
Fastpath
Kinective Bridge
KwikTag
Microsoft 365
NetSuite
OnScreen
Prodly AppOps
RELAYTO
Salesforce Agentforce Revenue Management
Salesforce Agentforce Service
Zapier

API Availability

Has API

API Availability

Has API

Pricing Information

$75.00/month/user
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Salesforce

Date Founded

2006

Company Location

United States

Company Website

www.salesforce.com/products/quote-to-cash/overview/

Company Facts

Organization Name

Velosio

Date Founded

1984

Company Location

United States

Company Website

www.velosio.com/products/dynamics-365-finance/axio-advanced-projects-for-d365/

Categories and Features

CPQ

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

Product Configurator

2D Drawing
3D Modeling
Analysis & Constraints
Custom Pricing Options
Inventory Management
Recommendation Engine
eCommerce

Quoting

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

Sales Acceleration

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

Categories and Features

Revenue Management

Competitor Analysis
Dynamic Pricing
For Airlines
For Hospitality Industry
Forecasting
Inventory Control
Price Optimization
Recommendation Engine
Yield Management

Popular Alternatives

ConnectWise CPQ Reviews & Ratings

ConnectWise CPQ

ConnectWise

Popular Alternatives

Nue Reviews & Ratings

Nue

Nue.io
S2 Project Accounting Reviews & Ratings

S2 Project Accounting

NRT Business Solutions
Experlogix CPQ Reviews & Ratings

Experlogix CPQ

Experlogix