Experlogix CPQ (with e-Con CPQ) Reviews and Ratings
Rating: 3 out of 10
Score
3 out of 10
Community insights
TrustRadius Insights for Experlogix CPQ (with e-Con CPQ) are summaries of user sentiment data from TrustRadius reviews and, when necessary, third party data sources.
Pros
Stability and Consistency: Users have expressed their satisfaction with the stability and consistency of the Experlogix platform overall. They appreciate that the software performs reliably without major issues, providing a consistent user experience.
Integration with CRM: Many users find the integration of Experlogix with CRM to be extremely well-executed, saving them significant time. The seamless integration allows for smooth data transfer between systems, streamlining processes and enhancing efficiency.
Versatility in Functionality: Users like that Experlogix is well integrated and used for various functions such as purchase orders, inventory management, and generating reports. This versatility enables users to handle multiple tasks within a single platform, simplifying their workflow.
We use Experlogix as a product configurator tool within MS CRM 2016 and have been doing so since 2010. The user creates an opportunity from an account and generates the quote from the configurator. There’s a hierarchy Of questions starting with the market, area of application, and then choosing the system, software, and other add-on products.
Pros
Complexity of rules and configuring to suit your need is high.
Properties you can set is almost unlimited.
Fairly easy to develop and helps users comply to standards.
Cons
Designer tool, it could still be friendlier.
UI look designing is not that easy.
Likelihood to Recommend
The sales and service process is very it’s best suited. Limited towards other home custom entities.
VU
Verified User
Technician in Information Technology (201-500 employees)
I am using Salesforce CPQ for the last 4 years and I can say it is the most amazing CRM which is created by Salesforce. It addresses all the problems of management of the product it price sales till delivery. Manufacturing companies are using this product as a backbone to handle the products with a particular price book and offer with it. Managing the account is made simple with Salesforce CPQ. There is a standard object which is provided as a managed package by salesforce object such as Product, Product features, Price books, Quotes, Pricing, Partners, Partner discounts have made the handling of data super easy. We are using this CPQ to book new orders by the client providing them the quotes using the automation process which reduces a lot of efforts by the business. The partner will be eligible for partner discounts if the partner is a premium partner saved in Salesforce. From the collection of orders to sending the confirmation emails are taken care of by salesforce through automation. Overall it has reduced efforts to manage and store the data for manufacturing and product companies.
Pros
It stores the products which the company has and from sending of quotes to delivery is taken care of by Salesforce through automation.
It has standard objects such as a price book which handles the price of the product and partners will be able to view the price of the product and see the quantity available for them and orders can be placed as per the price book.
Partner's data will be stored in the CPQ and as per the partner discount and volume discounts will be automatically provided at the final billing which is done through automation
Product features object will have the information of the product which business sells who's the parent is product and can give a high-level view to the customer what the product is all about. Making purchasing easy for the partner
Quotes and subscriptions will be managed by the CRM itself and using the automation rules the product order will be captured and product delivery will be maintained
Cons
The room for improvement is the Lightning experience as I feel that it is slow as compared to the classic view
They can improve on more out of the box functionalities related to the development of the Lightning page for the User Interface instead of more scripting
Likelihood to Recommend
If the business is related to a manufacturing company or a telecom I say it is the best CRM that you can use for maintaining the Product and Partners. Salesforce w-Con CPQ Salesforce provides a full package to the business to design their business with out-of-the-box functionalities. Handling of product, Orders, price book, Product details, Partners, Discounts, Billings, Subscriptions, Quantity, Volume discounts, Total price everything is handled by salesforce with its standard objects itself. We can create fields whichever the business wants under the object and design the automation as per the needs. Capturing orders sending quotes and final billing all is automated and maintained by Salesforce itself with the automation rules. We can use Workflows to send automated emails when a particular condition is meet reducing the manual efforts. The area where salesforce CPQ is less appropriate is in the case of marketing the products such as creating the Leads and converting them to accounts and contacts here salesforce CPQ lags.
