#1 most frequent
United States of America
83.8%31 installations of 37
What is Configure One?
Configure One is a CPQ and e-catalog tool that allows users to visualize complex product configurations in 2D and/or 3D, and generate quotes and orders based on valid configurations. Configure One integrates with ERP, CRM, and CAD systems. It also includes features for manufacturers, including bill of materials, routings, and parts numbering.
Configure One is a Revalize company.
Configure One is a Revalize company.
Categories & Use Cases
Videos
Top Performing Features
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Areas for Improvement
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.6
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9
Who Buys & Uses Configure One
#2 most frequent
Canada
8.1%3 installations of 37
#3 most frequent
Germany
2.7%1 installation of 37
"Customizable Quote Solution With The Knowledgeable Support Team."
Use Cases and Deployment Scope
ConfigureOne is a web-based tool for integrating tasks and products. The variety of options it provides and attractive CAD modeling used. It was a huge step up in efficiency, features, and technology. While ConfigureOne is straightforward to use, it is a powerful CPQ platform and a useful sales and quoting tool. In our engineering department, we're able to automate truck design. It has enabled us to make better use of our engineering department. We used virtualization to help production understand customer intent. Using this software, we can create custom power systems for our clients. CRM and ERP tools can provide a comprehensive user experience for external and internal users alike. Easy implementation and ongoing support make all the difference.
Pros
- Its flexibility and integration with ERP and CRM tools make it ideal for our users.
- We have customized the quote solution to meet our specific product quoting requirements.
- It is straightforward but powerful sufficient, a solid CPQ platform, and a useful sales and quoting tool.
- Salespeople at our company have access to various levels of information to generate personalized product quotes.
- Virtualization facilitates the production process for a more in-depth understanding of complex systems' configurations.
Cons
- In some cases, the configuration process can take a long time to complete. While the cost is high, the service is excellent.
- Learning can be difficult due to the high level of customization implemented. Backend compartments only connect from above.
Return on Investment
- It meets our extensive and dynamic product quoting needs and access levels, creating customized product quotes with minimal clicks.
- It is simple and flexible to create a solid CPQ platform, and a useful sales and quoting tool always adapt to the fast-changing technology trends.
- It's very adaptable, and it's integrated with CRM and ERP tools, so it creates a seamless user experience and ensures that our workflow is consistent from start to finish.
Alternatives Considered
HubSpot Sales Hub
Other Software Used
Zoho CRM, PandaDoc, Salesforce CPQ (formerly SteelBrick)
Configure one: powerful tool for product sales.
Use Cases and Deployment Scope
What I like about this software is that everything is in the same system. We do not lose sight of the whole process of elaboration of our products, their design, and characteristics, to achieve a nomenclature, and then move on to the calculation of prices, according to costs and margins. It allows us to automatically create budgets and proposals for our customers.
Pros
- Allows the creation of an online catalog, where our customers can access from the customer portal and see all the products we have available, as well as their features, design, quantity, price, and more.
- We can take in an orderly manner the entire process of the product from its creation to the categorization of products. The system has customer and proposal management, where we can access the files without problems or complications.
- It has a tool for the design of products in 3D, which we love because we do not have to search in other files and programs for plans and designs.
Cons
- On some occasions the cad program has crashed and when designing a product the software slows down and freezes the screen.
- I would like to have more integrations, to be able to enter the CRM software with which we usually work.
- It took us a lot of time and help from technical support to configure the whole system to be able to start using it.
Return on Investment
- Our performance has improved considerably, saving us time in the preparation of budgets in a conventional way and searching in other software and folders, the designs created. Thanks to the fact that everything is in the same system, all departments work in a more integrated way, increasing productivity and sales.
