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.
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.
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:
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.