We were so frustrated initially that we wanted to get a refund back but we stuck with them. The mapping wasn’t working and dynamic items used for production weren’t created on the fly.

Just went live and so far we love it, really expanded our capabilities in more than just order entry.

Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem.

UI (very limited capabilities to customize). No API (integration with other systems is critical).

Everything is so easy once it’s setup properly. Now I have to be honest that there are some bugs here and there and hopefully it can be fixed asap.

Lack of native version control and collaborative features for modelers (at least in older versions). Lack of native quality of life features when writing formulas.

We had nothing before, so this is better than excel sheets.

Ease of setting up rules, pricing, options for products.

Implementation was horrid. Restrictive in the capability of filtering categories to select options.

Assists on CRM to a great degree and is very user friendly. I like how I can create same rules to apply to majority or minority of options.

You can configure anything you want using the design center with minimal knowledge about codings. You need to know how series, models, properties, formula and rules work.

It also has logic very similar to Excel for building formulas, so if you understand Excel formulas it's easy to pick up.

Complete control over the UI design. The ability to deploy to different environments in a lightweight fashion.

We have certainly had many performance issues. Some of the error logging/reporting is not quite usable for average modelers.

Good Customer Support and Easy-to-learn Excel Logic.

It solved a need in a way that permitted much customization and it integrated with MS 365 which we were already using.

Overall it's more of a problem with how everything was set up instead of a problem with the software, but it has been a pain point.

Overall it seems to be so customizable that is is very capable to meet diverse customer needs. Because of that, it is easy to end up with a very convoluted or complex instance in Design Center.

The time out issues are bad, the quoting approvals take longer than they should and making changes to quotes are very difficult.

Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch.

I have faced the problem of circular reference in formulas while migrating from SAP to this tool. Also, multiple IFs which overwrite the value cannot be used, which instead needs to be nested.

They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.

Make your complex business process very user friendly.

It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.

The pain has eased in the weeks and months following.

It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes.

We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy.

In general we are very pleased with the results from adding CPQ to our ERP.

It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company.

It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.

Overall, Saleforce.com helped me drive my sales into a better direction giving me a clear view of my performance and serving as a guide to what was needed to keep my sales in check.

Best thing about the company is their integrity - love the customer service and quality behind the team.

Costly for medium sized enterprises. Calculation times can be sometimes slow.

CPQ provides the sales team with a stable and dependable tool for creating complicated quptes.

In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders.

The configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.

It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity.

I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.

They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor.

Can Integrate many tools in CPQ like DocuSign and Xauthor. You can update  or upload information very fast by using Data Loader.

US Dollar

Experlogix is a cloud-based Configure, Price Quote (CPQ) solution that streamlines the sales ordering and quoting process for organizations with configurable products or services.  

Experlogix CPQ seamlessly integrates with both Salesforce and the full Microsoft Dynamics 365 product suite, serving serves marketing, product and sales teams across a range of industries — including technology, manufacturing, services, heavy equipment, and transportation. 

With an intuitive administration interface, Experlogix empowers both technical and business users with a robust set of sophisticated features, accessible without any coding skills needed.  

Our software is highly customizable, designed to handle product and services ecosystems of virtually any complexity. 

Clients value our solution because it takes quoting from hours or days to minutes, while ensuring all quotes are accurate. The software can handle complex pricing and discounting while catering to different customer segments. It can create BOMs, Routings, and even Projects on the fly for newly configured products or services. 

Experlogix verifies the accuracy of different sections in a quotation and alerts users if there is any discrepancy in the quotation form. The solution can also handle complex pricing and discounting rules to cater to different customer segments.   

The visualization tool allows users to view the configured item, create templated part drawings, generate CAD files, and provide an image for quotes to be sent to the customer. 

Experlogix CPQ provides an intuitive administration interface, requiring no coding skills to manage and build the rules and logic that govern configurations. Our software is highly customizable, designed to handle product and services ecosystems of virtually any complexity. 

Advanced modules such as guided selling provide additional benefit, helping newer and seasoned salespeople alike identify more upsell and cross-sell opportunities. 

Experlogix offers both on-site and online customer support along with tutorial videos and instruction guides. 

The visualization tool allows sales reps to customize their orders with varied colors, textures, business branding and more. Experlogix offers both on-site and online customer support along with tutorial videos and instruction guides. 


LongDescription

Cataloging/Categorization

Order Entry

Proposal Generation

Contract/License Management

3D Digital Asset Management

Electronic Signature

Product Configurator

Order Management

Guided Selling

Pipeline Management

Collaboration Tools

eCommerce Management

Automated Quoting

Self Service Portal

Audit Trail

Version Control

Pricing and Cost Calculations

Price and Cost Calculations

Bills of Material

Multi-Currency

Configuration Management

Client Portal

Pricing Management

Workflow Management

3D Imaging

Rule-based Configuration

Multi-Language

Discount Management

Customizable Branding

Approval Workflow

Order Processing

Quotes/Estimates

2D Drawing

Document Management

Sales Orders

Sales Automation

Real-time Product Visualizations

Price/Margin Management

Configurable Workflow

Access Controls/Permissions

Real Time Data

Third-Party Integrations

Data Visualization

Design Management

For Customer Use

Product Catalog

For Internal Use

Product Data Management

Estimating

Billing & Invoicing

Mac OS

Linux

Web browser (OS agnostic)

Windows 10

Contact Experlogix for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

24/7 (Live Rep)

Chat

11-50

51-200

201-500

501-1000

1000+

Experlogix CPQ

In Person

Live Online

Webinars

Documentation

Salesforce CPQ is part of a software suite designed for small, midsized, and enterprise organizations that are focused on reaching sales goals and streamlining customer support. Salesforce CPQ helps reps and partners configure complex deals, streamline quoting approvals, ensure sales compliance, plus more. It offers proposal and quote generation features, allows image-based product selection, and is accessible on mobile devices.


Salesforce also offers solutions for sales management, marketing automation, partner relationship management, customer service, plus more. 


Pricing for Salesforce CPQ is per user, per month and is billed annually. 

Experlogix CPQ vs Salesforce Revenue Cloud

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