Simplify and accelerate sales
with servicePath™

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Accelerate Growth: servicePath™ – The CPQ Platform Trusted by Market Leaders.

QUOTE SMARTER, FASTER AND MORE PROFITABLY

BETTER MARGINS
Financial transparency puts an end to rogue discounting. Automation eliminates costly configuration errors.
FASTER SALES
Wizard guided solution configuration means quotes in hours not days.
LESS RISK
Latest legal language, pricing, costs and technology components automatically pulled into quotes.
IMPROVED EXPERIENCE
Full visibility into past purchases, renewal dates and requirements means sales teams are more responsive to customers.

Features

The servicePath™ CPQ+ platform is designed specifically to make complex quoting simple. Built from the ground-up by a team of technology veterans who survived quoting-byspreadsheets, the platform has the features enterprises need.

  • Deal Dashboards
  • Automated workflows
  • Quote Templates
  • Self-serve product and service configurator
  • CRM Integration
  • Document repository

More than CPQ

servicePath™ CPQ+ offers more than your standard CPQ solution. Track and manage client contracts, configurations and renewals all in one place. No more thumbing through filing cabinets looking for old quotes.

  • Detailed cost to service modeling
  • Business modeling for new product introduction
  • Solution-first methodology for quoting
  • Guided configurations and selling

Automated Workflows

servicePath™ CPQ+’s automated workflows accelerate quoting and ensure the proper processes are followed every time. Eliminate time-consuming back-and-forth communications by ensuring the right information is delivered to the right person.

  • Wizards help sales capture all customer requirements accurately
  • Approval rules ensure only those quotes that fall outside the norm are routed for further review
  • Product change requests routed to appropriate engineer for fast action
  • Alerts and escalations based on business events or timelines

Powerful Quote Engine

With just a click of a button, servicePath™ CPQ+’s powerful quote engine merges product information, pricing, customer requirements and other relevant content into a professional proposal document.

  • Templates ensure professional quotes that are consistent with corporate brand
  • Multi-currency capabilities
  • Self-serve pricing configurator allows for different pricing models (cost plus, territory pricing, usage, etc)
  • Images, diagrams, drawings, spec sheets and other supporting materials automatically included with quote

Reporting

The key to making sound business decisions is having clear, accurate and up-to-date information on all your pending deals. With servicePath™ CPQ+, get a 360° view of financial details including revenue and margin for any quote at any time. Quickly see the operational impact of all deals in your pipeline.

  • Detailed dashboards provide a complete financial view of each deal
  • High level reports for Sales overview
  • Monitor Sales efficiency in real-time
  • Dashboards and reports built on industry best-practices

Administration and Security

servicePath™ CPQ+ is managed through configuration – no developers are required. Everything from workflows to product catalogs to pricing models can be maintained through easyto-use administration menus.
  • Intuitive screens for system configuration
  • CRM and ERP integration
  • User and role based security
  • Complete audit log

Talk to a servicePath™ CPQ+ Expert

Discuss your requirements with a CPQ Architect to discover how servicePath™ CPQ+ can help transform your sales process.

Our approach goes beyond just the servicePath™ CPQ+ platform, we focus on understanding your unique challenges and defining the right approach that will give your business the competitive edge it needs.