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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 Revv?

Revv empowers businesses to differentiate themselves from their rivals by enabling rapid workflows while maintaining brand consistency. It serves as an invaluable ally for entrepreneurs aspiring to build their own enterprises. With its user-friendly interface and over 1000 pre-designed templates, users can operate autonomously without needing any coding knowledge or specialized skills. All your documents can be neatly organized in a single location, allowing you to focus on what truly matters. The platform's advanced machine learning features facilitate the streamlined navigation and analysis of intricate counter-party files, diminishing the reliance on external experts. Additionally, Revv offers integration with Zapier, allowing seamless connectivity with CRM and payment systems, or you can link it to Google Sheets to effortlessly import data into your documents. Notable features include a wide array of over 1000 pre-formatted templates, an intuitive document editor, a smart document repository that accommodates attachments, the ability to integrate applications through Zapier and native APIs, and options for filling out documents and obtaining e-signatures. With these tools at your disposal, Revv enhances your overall productivity and efficiency in handling business documentation.

Media

Media

Integrations Supported

Zapier
3D Source Product Configurator
Apty
CollectXpert
Docusign
Gearset
Kinective Bridge
Lyftrondata
Metazoa Monarch
NationBuilder
OneSpan Authentication Servers
Pipedrive
Provar
Secuvy AI
Stackreaction
Stripe
Ventas CPQ & SMS Solution
Zendesk
dataimporter

Integrations Supported

Zapier
3D Source Product Configurator
Apty
CollectXpert
Docusign
Gearset
Kinective Bridge
Lyftrondata
Metazoa Monarch
NationBuilder
OneSpan Authentication Servers
Pipedrive
Provar
Secuvy AI
Stackreaction
Stripe
Ventas CPQ & SMS Solution
Zendesk
dataimporter

API Availability

Has API

API Availability

Has API

Pricing Information

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

Pricing Information

Free
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

Revv

Date Founded

2018

Company Location

United States

Company Website

www.revv.so/

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

Contract Management

Buy Side (Suppliers)
Completion Tracking
Compliance Tracking
Contract Lifecycle Management
Electronic Signature
Full Text Search
Government Contracts
Pre-built Templates
Sell Side (Customers)
Specialty Contracts
Version Control
Workflow Management

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Document Management

Access Controls
Archiving & Retention
Collaboration Tools
Compliance Tracking
Document Archiving
Document Assembly
Document Capture
Document Conversion
Document Delivery
Document Indexing
Document Retention
Electronic Signature
Email Management
File Recovery
File Type Conversion
Forms Management
Full Text Search
Offline Access
Optical Character Recognition
Print Management
Version Control

Proposal Management

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

Quoting

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

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