Configure One CPQ
As an alternative to Epicor CPQ, Configure One offers a CPQ solution built for the complexities of manufacturing and similar industries. It empowers sales reps to configure intricate products, generate dynamic pricing, integrate production data, send detailed quotes with visuals and bills of materials, and seamlessly transition to orders – all within a single platform. This comprehensive solution enhances customer value by offering functionalities like specification sheet configuration, order invoice creation, and historical change tracking for documents.
Features
Guided Selling & Constraint Management:
Configure One streamlines the sales process by offering guided selling tools. Sales reps can walk customers through product configurations, ensuring they select compatible options and avoid invalid combinations. Built-in constraint management further enhances accuracy by preventing impossible configurations.
Bill of Materials (BOM) & Dynamic Pricing:
Gone are the days of manual BOM creation. Configure One automatically generates BOMs based on chosen product configurations. This ensures material needs are identified upfront, and pricing is dynamically adjusted based on selected features and quantities, leading to accurate quotes.
Real-Time Visibility & Collaboration:
Configure One fosters real-time collaboration between sales, engineering, and production teams. Sales reps have instant access to accurate inventory data and lead times, allowing them to provide realistic expectations to customers. This transparency eliminates surprises and facilitates smooth order fulfillment.
eCommerce & Order Automation:
Configure One empowers manufacturers to embrace online sales. Customers can utilize an eCommerce portal to configure products, receive instant quotes, and seamlessly place orders. This feature automates the sales process, reduces manual effort, and expands sales reach beyond traditional channels.
Powerful Integrations & Customization:
Configure One integrates seamlessly with existing business applications like ERP, CRM, and PLM systems. This eliminates data silos and ensures a consistent flow of information across all departments. Additionally, the platform offers robust customization options, allowing manufacturers to tailor the CPQ experience to their specific needs and workflows.
Benefits
Streamlines Sales Process:
Configure One CPQ allows sales reps to configure complex products, generate accurate quotes, and manage orders within one platform. This eliminates errors and simplifies the entire sales cycle for manufacturers.
Enhances Customer Experience:
Manufacturers can provide detailed quotes with visuals, bills of material, and real-time pricing. This transparency builds trust and empowers customers to make informed decisions.
Improves Accuracy:
Configure One’s powerful rules engine ensures accurate product configurations and pricing. This eliminates errors and reduces the risk of costly mistakes for manufacturers.
Boosts Efficiency:
Integration with production data allows manufacturers to streamline the transition from quote to order, reducing lead times and improving overall production efficiency.
Greater Visibility:
Configure One offers change tracking for documents, allowing manufacturers to see historical iterations. This improves communication and collaboration throughout the manufacturing process.
CRM Integrations
Salesforce
Hubspot
Market Segment
Industries
Configure One Support
Configure One provides its customers with support during implementation, user training, and the Revalize Customer Support portal.
Oracle CPQ
Consider Oracle CPQ as an alternative solution for manufacturers that don’t require visual configuration tools. Where Epicor excels as a manufacturing CPQ, Oracle is CPQ for a broader range of business models. For businesses already using the Oracle ecosystem, Oracle CPQ seamlessly integrates with existing Oracle ERP and CRM systems, ensuring synchronized data flow.
Features
Seamless Integration with Oracle Ecosystem:
While Epicor CPQ integrates with various CRM systems, Oracle CPQ boasts an unbeatable advantage for businesses already running Oracle ERP and CRM. This native integration simplifies data flow and eliminates the need for complex workarounds, streamlining the entire sales process.
Real-Time Visibility into Profitability:
Manufacturing sales often involve balancing customer needs with profitability. Oracle CPQ’s integration with Oracle ERP allows salespeople to see real-time margin information based on the configured product and chosen pricing options. This empowers them to make informed decisions during the sales process, potentially offering alternative configurations or adjusting pricing strategies to secure profitable deals.
Enhanced Deal Management:
Oracle’s robust approval workflows allow for centralized control over special pricing, configurations, or specific deals, ensuring alignment with business strategies. Pricing optimization features help sales reps close larger deals.
Streamlined Channel Sales:
Oracle caters specifically to businesses with channel partners and distributors. It empowers resellers and distributors to efficiently select the best product fit, configure solutions, and generate accurate quotes. This functionality ensures a smooth sales experience for manufacturers that sell through partners or distributors.
Guided Selling:
Oracle CPQ empowers reps to deliver a frictionless buying experience while ensuring every offer is precise and validated. It equips sales teams with a structured approach to identify customer needs and suggest the most relevant product configurations. This translates into accurate quotes and increased sales efficiency.
Benefits
Streamlines ETO Process:
Oracle CPQ can replace many disconnected sales and quoting tools with a single CPQ platform that simplifies the engineer-to-order (ETO) process. This reduces delays and ensures the timely delivery of complex, customized products.
Improves Visibility and Accuracy:
Oracle offers a central source of truth for product configurations, pricing, and costs. This eliminates inconsistencies and provides real-time data for accurate quotes and margin calculations.
Automates Proposal Generation:
Oracle eliminates manual proposal creation. It automatically generates proposals for each order, saving time and reducing errors for the sales team.
Empowers Partners:
Partners can independently size, select, and quote products and equipment, increasing efficiency and empowering them to close deals faster.
Increases Quote Volume and Growth:
Streamlined processes and empowered partners generate increased quote volume. This translates to potential top-line growth through increased sales and protected margins.
CRM Integrations
Salesforce
Market Segment
Industries
Oracle Support
Oracle offers a comprehensive support system for its CPQ users. This includes access to a vast library of online documentation, knowledge articles, tutorials, and Oracle Academy. Additionally, Oracle provides various paid support plans that offer phone, email, and chat support with qualified technicians to address any specific issues users may encounter.
Salesforce CPQ
Salesforce CPQ is a game-changer for manufacturing companies wrestling with complex configure-price-quote (CPQ) processes. By automating product configuration and ensuring real-time pricing based on current inventory and manufacturing constraints, Salesforce CPQ eliminates errors and streamlines the entire quoting process. This empowers sales reps to deliver fast, accurate quotes for custom-built products, keeping deals moving forward.
Features
Configurable Product and Pricing Rules:
Define how components interact and restrict options based on manufacturing limitations. This ensures sales reps (and distributors) can’t quote impossible configurations, avoiding wasted time and frustrated customers.
Bill of Materials (BOM) Automation:
Automatically generate BOMs based on the chosen product configuration. This saves manufacturers time and ensures sales reps (and distributors) have accurate cost information for quoting.
Real-Time Inventory Visibility:
Integrate with inventory management systems to show live stock levels. This empowers sales reps (and distributors) to quote realistic delivery timelines based on current availability.
Manufacturing Lead Time Integration:
ERP integration syncs manufacturing lead times into quotes. This ensures sales reps (and distributors) provide accurate delivery expectations.
Automated Pricing and Flexible Discounts:
Salesforce CPQ empowers manufacturers with a robust pricing and discounting engine. Define dynamic pricing rules that consider factors like material costs, order volume, and customer tiers. Create tiered price books for quantity breaks and configure targeted discounts based on specific conditions. This level of flexibility ensures competitive quotes while maintaining healthy margins.
Benefits
Maximizes Sales Rep Productivity:
Salesforce streamlines the entire sales process, from configuration to contract generation. Guided selling tools and automated workflows eliminate time-consuming tasks, allowing reps to focus on high-value activities like building relationships and closing deals. This focus translates to significantly higher productivity compared to reps using Epicor CPQ.
CRM Integration:
While Salesforce CPQ is native within the Salesforce ecosystem, it also offers robust APIs for connecting with other CRM platforms. This flexibility allows you to leverage the power of Salesforce CPQ regardless of your existing CRM system.
Increases Profitability:
Salesforce empowers you to optimize pricing with advanced discounting tools. Real-time visibility into deal progress allows for data-driven decision-making and course correction when needed. These features help you maximize revenue and minimize wasted resources.
Reduces Costs and Improved Efficiency:
It eliminates the need for manual processes and data entry through automation. This not only reduces the risk of errors but also frees up valuable resources for other tasks. Additionally, the cloud-based nature of Salesforce CPQ enables sales reps to generate quotes from anywhere.
Improves Contract Accuracy:
By automatically generating quotes based on pre-defined rules and product configurations, Salesforce CPQ ensures the final contract reflects the exact agreement between the manufacturer and the customer. This minimizes the risk of errors or inconsistencies that could lead to disputes later.
CRM Integrations
Salesforce
Market Segment
Industries
Salesforce Support
Salesforce offers Salesforce Success Plans in addition to Trailhead self-service resources, including articles, tutorials, and videos. It also offers Salesforce community forums that allow users to connect with other Salesforce users and administrators.
Infor CPQ
In the market for a CPQ solution like Epicor CPQ? Consider Infor CPQ, a powerful tool designed to streamline your sales cycle. Infor goes beyond basic quoting. It allows you to configure product and service bundles with relevant add-ons, giving you the flexibility to tailor quotes to specific customer needs and maximize sales opportunities. This configurability extends to the entire Infor CloudSuite CRM platform. CloudSuite CRM offers a wide range of industry-specific functionalities and customization options, including enterprise-grade security, scalable add-on capabilities, and granular price control.
Features
Advanced Visualization:
While Epicor CPQ offers visual configuration, Infor CPQ takes it a step further. It boasts features like real-time 3D visualization and parametric 2D models, which allow for a more immersive product configuration experience, especially valuable for complex manufactured goods.
Seamless ERP Integration:
Manufacturing hinges on strong connections between CPQ and ERP systems. Infor CPQ integrates more robustly with various ERP systems, including Infor’s own. This ensures a smooth flow of information between sales, operations, and manufacturing, leading to better production planning and reduced errors.
Configurable Pricing Rules:
Manufacturing often involves intricate pricing based on variables like materials and configurations. Infor CPQ offers a powerful and adaptable pricing rules engine. This allows for more precise pricing calculations, giving manufacturers greater control over margins and profitability.
Production-Aware Quoting:
Infor CPQ integrates with manufacturing data, enabling production-aware quoting. This means sales reps can view real-time inventory levels and lead times during the quoting process. This transparency helps avoid overpromising on deliveries and ensures quoted products can actually be manufactured efficiently.
Data-Driven Sales with Infor Birst® Integration:
Infor CPQ seamlessly integrates with Infor Birst®, a powerful business intelligence and analytics platform. This integration empowers manufacturers with real-time insights into sales data, customer behavior, and market trends. Sales reps can leverage these actionable insights to tailor quotes, identify upselling opportunities, and develop data-driven sales strategies, ultimately leading to increased sales and improved win rates.
Benefits
Faster Quote Turnaround:
Infor CPQ automates many tasks involved in generating quotes, including product configuration, pricing calculations, and approval workflows. This allows manufacturers to deliver quotes to customers quickly and gain a competitive edge and higher conversion rates.
Reduces Errors in Quoting:
Manual data entry and complex configurations can lead to errors in quotes. Infor automates these processes and enforces business rules. This reduces the risk of errors and ensures that quotes are accurate and reflect the true cost of manufacturing products. Fewer errors lead to smoother order fulfillment and happier customers.
Improves Sales Productivity:
Features like guided selling and upsell prompts help reps close deals faster and maximize sales opportunities. This translates to a more productive sales team and increased revenue for manufacturers.
Enhances Customer Experience:
Infor allows manufacturers to provide a more personalized and interactive quoting experience to their customers. Visual product configuration and real-time pricing help customers understand product options and make informed decisions. This improved experience helps manufacturers earn higher customer satisfaction and increased loyalty.
Cloud-based Accessibility:
Infor CPQ’s cloud-based nature empowers sales reps in manufacturing companies with anytime, anywhere access to product data and configuration tools. This mobility allows them to generate quotes and close deals on the spot, even while visiting customers or attending trade shows, drastically improving sales agility and responsiveness.
CRM Integrations
Salesforce
Microsoft Dynamics CRM
Infor CRM SLX
Market Segment
Industries
Discrete Manufacturing
Industrial Manufacturing
Infor Support
Infor offers extensive customer support through Infor Concierge as well as online training and premium support plans.
Experlogix CPQ
Experlogix CPQ’s visual configuration takes the guesswork out of complex product sales. Sales reps in manufacturing can use a 2D or even 3D interface to show customers exactly how their product will look with different options, leading to faster approvals and happier clients. Sales teams can generate quotes directly within familiar CRM platforms like Salesforce and Microsoft Dynamics 365. Plus, Experlogix integrates seamlessly with many ERP systems, streamlining the entire quote-to-manufacture process.
Features
Rules Engine:
Experlogix CPQ empowers manufacturing sales teams with a powerful rules engine. This acts like a built-in product expert, automatically ensuring chosen options are compatible and guiding them toward accurate quotes. This translates to fewer errors, faster turnaround times, and increased confidence in presenting complex product configurations to clients.
Guided Selling:
It boasts a user-friendly guided selling interface and requires minimal IT support for setup. Sales teams and distributors can be up and running quickly, minimizing disruption and maximizing ROI.
Visual Product Configuration:
Experlogix streamlines complex product configuration for sales reps, resellers, and customers. It offers an interactive quoting and ordering experience that updates visuals and pricing in real time.
Transparent Quotes:
Quotes generated from Experlogix clearly outline the specific configuration of the product being quoted. This ensures customers and engineering teams understand exactly what is being ordered, avoiding confusion about included features or customizations.
Bi-directional ERP and CRM Integration:
Experlogix CPQ provides a powerful bi-directional integration between your CRM and ERP systems. Any changes made during the quoting process in CRM, like product selections or pricing adjustments, automatically update in your ERP system. This real-time flow of information ensures sales teams in manufacturing have access to accurate inventory data and can avoid quoting products that aren’t available.
Benefits
Improves Quote Accuracy:
Experlogix CPQ eliminates manual calculations and errors with its built-in logic engine. It ensures sales reps only offer valid product combinations and pricing, leading to quotes customers can trust and reducing the need for rework.
Reduces Time to Quote:
Sales reps can ditch time-consuming spreadsheets and manual configuration. Experlogix automates tasks and provides real-time validation, allowing them to generate accurate quotes significantly faster, freeing them up to focus on closing deals.
Simplifies Complex Product Sales:
Experlogix takes the mystery out of complex products. Sales reps can leverage visual configuration tools and guided workflows to walk customers through options with ease. This fosters better understanding and reduces confusion, streamlining the sales process.
Increases Average Deal Size:
It empowers sales reps to upsell and cross-sell effectively. With real-time pricing and visibility into product configurations, they can identify opportunities to add valuable features or complementary products, boosting the overall value of each deal.
Scalability:
As your manufacturing company grows, Experlogix CPQ scales seamlessly to meet your evolving needs. Its cloud-based architecture eliminates the need for expensive hardware upgrades and allows you to easily add users or functionalities as your business expands. This scalability ensures your CPQ solution remains a valuable asset, supporting your sales team’s efficiency and accuracy throughout your journey.
CRM Integrations
Salesforce
Microsoft Dynamics CRM
NetSuite
Market Segment
Industries
Experlogix Support
Experlogix provides full support during implementation and beyond. Training and technical support ensure users experience maximum return on their investment.
Rhonda Bavaro excels in boosting SaaS companies’ growth through innovative content marketing, thriving in the dynamic sales tech industry amidst evolving technologies that drive revenue acceleration.
