Verenia CPQ is the most complete software for sales.
Use Cases and Deployment Scope
Thanks to this software we have been able to improve and automate many functions that were laborious and tedious in the sales process, such as price and quotation management. It is easier to configure the prices of the products and send quotes and budgets by mail or the customer portal that the software has.
Pros
- Thanks to the pricing rules tool, we can determine the final price of the products, for different customers, depending on the location of the customer, the type of product, the number of products, and other rules that can be easily configured.
- I like that the software allows user access by roles, so that team members can have access only to parts of the program, according to their department, and make changes to products, design, prices, costs, sales, etc., according to their tasks within the project.
- I love that from the same software all departments can work, from design, making drawings of products in 2d and 3d, finance with invoice management and even marketing and sales, with a guide of questions and recommendations provided by the software to improve sales.
Cons
- Bringing existing products into the software was a long and tedious process. We had many customers and products at the time we purchased the software, so getting them all into the software took a long time. I wish they could make this process go faster.
- We wanted to integrate the software with our CRM program to bring everything into the same system and it was impossible until technical support helped us and we were able to solve it.
- The configuration of the product, although very detailed and very specific, is also long and sometimes even complicated, we would like the process to be more automatic.
Most Important Features
- Very easy to use software, with easy to get tools and functions. A complete platform for sales and purchase management, integrating all the activities of all departments.
- It has a customer portal, where you can send from there, quotes, proposals, and budgets. It also allows sending by e-mail.
- It allows the configuration of prices and price rules for different customers, according to the product, availability, customer location, and other characteristics.
Return on Investment
- This is software worth acquiring. Our work teams have easily adapted to the program, each working in their own area and simplifying the sales management processes. Thanks to the design, invoicing and budgeting functions, all sales management has been synchronized, increasing customers and profits for the company.
