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What is IBM Sterling Configure, Price, Quote (CPQ)?

IBM Sterling CPQ transforms and optimizes the configuration, pricing, and quoting processes for complex products and services, making them more efficient. This innovative platform improves the purchasing experience for customers by enabling transactions across all preferred sales channels. With its user-friendly interface, IBM Sterling CPQ aids eCommerce shoppers, sales agents, call center representatives, and partners in selecting the right products while ensuring accurate pricing. It also enables businesses to provide the outstanding buying experiences that today’s consumers demand, which in turn enhances sales efficiency. The CPQ system automates the online sales process, guaranteeing the correct configuration of solution bundles and uncovering opportunities for cross-selling and up-selling, which significantly boosts customer satisfaction and lightens the workload for call centers. Moreover, by consolidating pricing operations, CPQ removes manual pricing tasks, ensures consistency in pricing, and automates necessary price adjustments, thus allowing business users to handle price changes more effectively. In addition, the implementation of IBM Sterling CPQ can lead to increased revenue by streamlining the sales cycle and enhancing overall productivity. Overall, IBM Sterling CPQ not only simplifies the sales journey but also builds stronger customer relationships through its intuitive features.

What is Planview Changepoint?

Planview Changepoint streamlines professional services automation for businesses focused on service delivery, enabling them to enhance profitability and shorten the quote-to-cash cycle. Changepoint Services Automation (SA) serves as a comprehensive software solution that manages the complete engagement lifecycle, encompassing Professional, Managed, or Embedded services. This innovative application promotes the smooth coordination of projects and engagements by pinpointing service opportunities, overseeing contract and project management, handling invoicing, and facilitating revenue recognition. Consequently, it leads to improved financial oversight, strategic business planning, and accelerated revenue expansion. Essential customer information is organized in a coherent manner, allowing you to monitor key contacts to ensure timely communication when necessary. By evaluating critical KPIs, you can quickly determine the vitality of your customer lifecycle. Furthermore, with a thorough understanding of every facet of the customer journey, you can effectively seize every financial opportunity that arises. Such insights empower service-first businesses to thrive in a competitive landscape.

Media

Media

Integrations Supported

Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell

Integrations Supported

Cognita
EnNovate
Microsoft Dynamics 365
NetSuite
Oracle Fusion Cloud ERP
SAP ERP
SOFTRAX Revenue Management System
Salesforce
Sugar Sell

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
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

IBM

Date Founded

1911

Company Location

United States

Company Website

www.ibm.com/products/configure-price-quote

Company Facts

Organization Name

Planview

Date Founded

1989

Company Location

United States

Company Website

www.planview.com/products-solutions/products/changepoint/

Categories and Features

CPQ

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

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

Professional Services Automation

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

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