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Salesforce quote tools: You have a choice!

Looking for an alternative CPQ (configure, price, quote) for Salesforce? A better quote tool? We can help.

Because just like when you buy a car or a home or even a fast food lunch, you are not required to simply buy it as is, take what’s built-in or already included. You can customize your car, your home, your lunch, and your enterprise-level CRM system in most any way you want.

What drives someone to look for a different CPQ for Salesforce? Can be anything from a simple personal preference to a pressing business strategy. But one big reason we have heard from more than a few clients who have “made the switch” is often price.

In other cases, it’s the complexity of the Salesforce quoting tool, which can require extensive training to simply use on a day-to-day basis let alone modify as business needs change. (Anyone who has ever tried to upload new product and pricing configurations can likely share a horror story or two.)

While we’re confident we beat Salesforce on price, it’s here — product and pricing configuration — where we believe iQuoteXpress (IQX, the only CPQ solution designed by salespeople for salespeople) has a technological advantage. And it comes down to one simple thing: artificial intelligence.

But (as they say) wait, there’s more: clients who have switched to IQX from Salesforce’s native CPQ (as well as from HubSpot’s and Dynamics’) have also benefited from our ability to provide truly personalized support, from setting up the system to daily use to integrations, our team does the heavy lifting for our clients.

AI, support, and price: three great reasons to find a different Salesforce quoting tool.

Leveraging AI in configurations

As mentioned, one of the more cumbersome tasks for any regular CPQ user is uploading or modifying product and pricing configurations. For many organizations, this is when the sales department often hands the reins to the IT department.

But recently, IQX has added AI features to its already easy-to-use (drag and drop!) product and pricing configurator, enabling users to nearly automate every step in the process.

Instead of manually uploading from a spreadsheet or inputting by hand, AI helps immediately populate the solution with winning configurations, helping you and your team always put your best forward, and also ensuring you’re not over promising/under delivering to customers (e.g., by inserting a product into a quote that may be out of stock).

Personalized support

Whether it’s customizing your CPQ implementation, uploading your initial configurations (a HUGE step other CPQ vendors ask clients to handle), troubleshooting, or training, users of sales quoting systems often need help, and should get as much as they want.

At IQX, we’re honored to make personalized support part of every deployment and client relationship. Our team (and we’re talking about human beings, not bots) is there to offer guidance on best practices, customization assistance, performance optimization, and more. Got a question? Ask an expert.

Salesforce CPQ pricing: Easy to beat

This is a no-brainer. As of this writing, Salesforce CPQ licenses go for as much as $150 per user per month. OUCH. And that’s without the kind of tools and support we just dug into.

At iQuoteXpress, we’re pleased to offer one of the best values in CPQ (click here to learn about CPQ pricing). But value is more than a number. With our recently optimized user interface, addition of AI, sales quote tracking tools, support team, and eCommerce version (learn more here), we offer customers value in how they work, and not just in what they work with.

Looking for an alternative to Salesforce quote tools? You found it in IQX.