Recommendations to others considering Epicor CPQ:
Define as much as possible about your business processes and product up front as possible. We went to great pains to do this and the results were much better than had we not done so. Review collected by and hosted on G2.com.
What problems is Epicor CPQ solving and how is that benefiting you?
We sought to solve a number of business issues with a CPQ product and KBMax was able to address them all. One issue was controlling the selling price and discounting approvals worldwide. Another was having a uniform proposal format that would give consistency of appearance while also having flexibility to accommodate exceptions based on territory, language, currency, and individual subsidiary and distributor agreements. We sought to minimize the training time and prevent mistakes among new sales staff when selling a highly configured product. The final benefit we sought was to minimize the involvement of our product engineers in the configuration and sales order processing cycle in order to speed up the cycle time as well as free them up for more technically useful roles. Review collected by and hosted on G2.com.