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ERP & CRM Integration

CPQ integrates seamlessly with your other business systems
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Oracle Netsuite

CPQ Integration with NetSuite

Revalize CPQ solution for NetSuite CRM and ERP. Leverage the power of our, quote, and pricing features for NetSuite. Our NetSuite integration ties directly into the interface for opportunities, quotes, and sales orders. Items, customer data, bills of material, and routings are shared between the systems, so they only need to be managed in a single application.

Revalize entire configure-price-quote workflow can be accessed from NetSuite. Start a quote directly from an opportunity in NetSuite and create fully priced product configurations from the quoting interface. Attach multiple quotes to an opportunity before choosing which one to convert into a NetSuite quote or sales order.
Attach quotes directly to NetSuite opportunities and view line items and bills of material without leaving the NetSuite interface. Quoted documents will populate opportunities, quotes, and sales orders in NetSuite.
Create new product configurations from a quote or sales order in NetSuite. Configured products are sent to NetSuite and included on an opportunity, quote, or sales order. Any unique items created for the configuration are also sent to NetSuite for future use.
No need for dual-entry; customer data is automatically imported from NetSuite and used to populate quotes. Customer data is always kept in sync, so it will always use the most up to date information from NetSuite.
Revalize is a certified Built for NetSuite application and meets the development standards and best practices for hybrid SuiteApps.
Revalize integration to NetSuite is supported in the following NetSuite versions:
  • NetSuite United States ERP
  • NetSuite United States CRM+
  • NetSuite United Kingdom ERP
  • NetSuite United Kingdom CRM+
  • NetSuite OneWorld
  • NetSuite International

CPQ Integration with Salesforce Sales Cloud

Revalize provides seamless CPQ integration for Salesforce Sales Cloud. Leverage the power of Revalize configuration, quote, and pricing features for Salesforce CRM. Our integration ties directly into the Salesforce interface for opportunities and Salesforce customer data is sent to Configure One to automatically populate quote data.

Revalize entire configure-price-quote workflow can be accessed from Salesforce. Start a quote directly from an opportunity in Salesforce and create fully priced Product Configurations from the quoting interface.
Revalize entire configure-price-quote workflow can be accessed from Salesforce. Start a quote directly from an opportunity in Salesforce and create fully priced Product Configurations from the quoting interface.
Configured products are sent to Salesforce and added as revenue items on an opportunity. Any unique items created for the configuration are also sent to Salesforce for future use.
No need for dual-entry; customer data is automatically imported from Salesforce CRM and used to populate quotes. Customer data is always kept in sync, and will always use the most up to date information from Salesforce.
Revalize integration utilizes the Salesforce Lightning Experience and supports the following Salesforce versions:
  • Salesforce Professional Edition (Products feature enabled)
  • Salesforce Enterprise Edition
  • Salesforce Unlimited Edition
Microsoft

CPQ Integration with Dynamics 365 for Sales

Revalize is a CPQ solution for Microsoft Dynamics 365 for Sales. Leverage the power of our configuration, quote, and pricing features for Dynamics 365 for Sales. This Dynamics CPQ integration ties our quoting interface directly into Dynamics opportunities and uses customer data from Dynamics to automatically populate quote information.

Revalize entire configure-price-quote workflow can be accessed from Dynamics 365 for Sales. Start a quote directly from an opportunity in Dynamics and create fully priced product configurations from the quoting interface.
Create quotes using Revalize expansive quoting and pricing features to generate proposal documents. Any data entered for a quote is synchronizes to update the opportunity in Dynamics.
Configured products are sent from Revalize to Dynamics and included on the opportunity. Any unique items created for the configuration are also sent to Dynamics for future use.
No need for dual-entry; customer data is automatically imported from Dynamics and used to populate quotes. Customer data is always kept in sync, and will always use the most up to date information from Dynamics.
Revalize integration to Microsoft Dynamics 365 for Sales is supported with the following versions of Dynamics:
  • Dynamics 2016 on-premise (with ADFS or Azure for authentication)
  • Dynamics 365 (with Azure for authentication)
JD Edwards

CPQ Integration with JD Edwards

Revalize integrates with JD Edwards ERP to maximize efficiency for orders, items, and customer information. Items and customers maintained in JD Edwards are imported to Configure One for use with configurations, quotes, and pricing. Revalize integration to JD Edwards minimizes the effort, time, and expense of integrating JD Edwards to a CPQ solution.

Revalize integrates with JD Edwards ERP to maximize efficiency for orders, items, and customer information. Items and customers maintained in JD Edwards are imported to Configure One for use with configurations, quotes, and pricing. Revalize integration to JD Edwards minimizes the effort, time, and expense of integrating JD Edwards to a CPQ solution.
Revalize robust order interface processes customer orders and then sends the order details out to the JD Edwards order management system. Our baseline integration is extensible, so it will always fit with your company’s ordering process.
Item data is automatically imported from JD Edwards to Revalize for use with bills of material and orders. Items need only be maintained in JD Edwards, eliminating the need to update entries in both systems.
No need for dual-entry; customer data is automatically imported from JD Edwards and used to populate orders. Customer data is kept in sync, and will always use the most up-to-date information from JD Edwards.
Revalize also seamlessly integrates with Oracle Sales Cloud CRM to maximize the efficiency of each system for configurations, quoting, and customer contact information.
  • Oracle Sales Cloud Release 11 and newer
SAP

CPQ Integration with SAP

Revalize integrates with SAP to maximize efficiency for managing items, bills of material, orders, and customer information in each system. Materials and customers maintained in SAP are imported for use with configurations, quotes, and pricing. Revalize integration to SAP minimizes the effort, time, and expense of integrating SAP to a CPQ solution.

Revalize robust order interface processes customer orders and then sends the order details out to the SAP as a sales order. Complete bill of material data is also sent to SAP for any configurations included in the order.
Material data is automatically imported from SAP as item masters for use on bills of material and orders. Any new item masters created in part of a configuration are exported SAP as new materials.
No need for dual-entry; customer data is automatically imported from SAP. Customer data is kept in sync, so quotes and orders will always use the most up-to-date information from SAP.
IFS

CPQ Integration with IFS Applications

Revalize is an IFS Applications CPQ solution that maximizes efficiency to create quotes, orders, and bills of material for configurable products. We build all of our integrations to IFS using Connect Advanced to fit precisely with your company’s needs for both the ERP and CRM features in IFS Applications.

IFS integration can be used to create fully priced product configurations that export to IFS with a complete bill of material and dynamically generated routing instructions. Part records from the IFS Applications ERP can be imported for inclusion on BOMs, quotes, and orders. Configurations that use new or unique parts are then exported to IFS for future use.
Create customer quotes using Revalize expansive quoting features to generate proposal documents linked to the IFS Applications CRM. When customers are ready to buy, convert the quote to an order and send the order details to IFS.
No need for dual-entry; customer data can be imported from IFS and used to populate quotes and orders. Customer data is kept in sync, will always use the most up-to-date information from IFS.
Our in-house integrators have more than a decade of experience integrating to IFS Applications and provide a world-class level of service and support to meet your business needs. We can set up your integration, or simply provide support for your existing integration personnel.