Whether you’re already a Salesforce customer and need a CPQ, or a Revalize customer in need of a CRM, there are a number of reasons why you should bring these two platforms together. Here are the top benefits:
Even though Salesforce and Revalize are two different solutions, their ability to integrate creates a frictionless workflow. Sales can start a profile in Salesforce and move effortlessly into Revalize to configure products and generate quotes that get added back to the profile in Salesforce.
Revalize CPQ software generates a multi-level bill of material (BOM) for every customized product your company offers. Users can even export the itemized BOM details right to the quote document. This allows them to provide detailed quotes faster than ever before.
Once the customer decides which configuration they want to move forward with, users can export the data to Salesforce to complete the process. There, sales can convert the configuration into a billable order with the press of a button.
All of your customer contact information from Salesforce is automatically pulled into quotes produced through Revalize CPQ. The two applications communicate to keep the information in-sync so users only need to enter it once.
Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.
Unlock the secrets to turbocharging manufacturer operations! Dive into our comprehensive guide, where we demystify CPQ, making optimization a breeze. Click now and revolutionize your manufacturing process.
Why would you need a separate CPQ through Revalize when Salesforce has their own? The reality is that Salesforce was designed first-and-foremost as a CRM, and Revalize has much more functionality. Some of the top features include:
Companies that use an enterprise resource planning system for inventory and order management can be assured that Revalize CPQ integrates with any ERP. It uses the ERP data when generating bills of material and can send order details to the ERP when a customer makes a purchase.
CAD automation has been a mainstay of Revalize CPQ for over two decades. When a product is configured, integrated CAD applications can automatically put together 3D models and drawings using the configuration data.
Revalize lets you show off dynamic 3D and 2D representations of your products, and update them in real-time. Customers can see exactly what they are getting and feel confident when making a purchase.
