Everstage Features
Sales Rep Portal (6)
Commission Estimator
This feature was mentioned in 698 Everstage reviews.
Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal.
Dispute Management
As reported in 633 Everstage reviews.
Method to manage and resolve varialble compensation disputes/descreptancies
Compensation Statements
Based on 727 Everstage reviews.
Method for a salesrep to see breakdown of variable and base compensation payments that have been made.
Plan Documents and Agreements
648 reviewers of Everstage have provided feedback on this feature.
Features that enable Sales rep to view details of compensation agreements
Individual and Team Performance Reports
This feature was mentioned in 678 Everstage reviews.
Salespersons can view reports/dashboards that easily depict where they are at in their plan as well as other team members and their team as a whole.
Mobile User Support
Based on 302 Everstage reviews.
System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet)
Management Portal (7)
Sales Org Performance Reports
618 reviewers of Everstage have provided feedback on this feature.
Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions
Monitor Sales Rep Performance
This feature was mentioned in 616 Everstage reviews.
Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives
Territory Assignments/Management
As reported in 308 Everstage reviews.
Allows Sales Management to adjust territorities by geography, product, org structure, etc as required.
Quota Assignments/Management
As reported in 600 Everstage reviews.
Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required.
Commission splits and overrides
Based on 610 Everstage reviews.
Sales manaagement can override/adjust Compensation and split commission manually
Workflow and Approvals
As reported in 579 Everstage reviews.
Functionality to approve compensation statements or other processes that require approval relating to sales compensation
Budgeting
As reported in 556 Everstage reviews.
Features to model and roll up budgets
Administration (6)
Adjustments/Dispute Resolution
This feature was mentioned in 585 Everstage reviews.
Functionality that allows admins to adjust and manage compensation disputes
Comp Modeling - Ease of Admin
Based on 593 Everstage reviews.
Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource
Comp Modeling - Design Flexibility
This feature was mentioned in 589 Everstage reviews.
Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires
Comp Statement Calculation and Distribution
Based on 613 Everstage reviews.
Easily creates compensation statements and distributes them to sales team
Reports and Dashboards
As reported in 639 Everstage reviews.
Reporting functionality is effective in helping run business. Adminstration of reports is easy to maintain and flexible enough to meet business needs
Sales Hierarchy Management
As reported in 599 Everstage reviews.
Manages changes to sales organization easily
Platform (13)
CRM Integration
As reported in 474 Everstage reviews.
CRM integration is flexible and easy to maintain
Financial Integration
This feature was mentioned in 457 Everstage reviews.
Financial System integration is flexible and easy to maintain
HCM/HRIS Integration
As reported in 432 Everstage reviews.
HCM/HRIS integration is flexible and easy to maintain
Customization
As reported in 469 Everstage reviews.
System provide sufficient customization to meet business requirements
APIs
As reported in 446 Everstage reviews.
System provide well documented API's that can be used to integrate to 3rd party systems
Internationalization
This feature was mentioned in 441 Everstage reviews.
System support multiple currencies and languages to enable business in multiple countries
Performance and Reliability
This feature was mentioned in 500 Everstage reviews.
System is consistently available (uptime) and system's speed is don't impact productivity
CRM Integration
CRM integration is flexible and easy to maintain
Integration API
System provides API's that can be used to easily integrate to financial and other 3rd party systems
Internationalization
System support multiple currencies and languages to enable business in multiple countries
Scalability
Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers
Reporting and Dashboards
Easily generate desired reports and dashboard on configurations, pricing, and quoting
ERP Integration
ERP integration is flexible and easy to maintain
Configuration - cpq (5)
Product Catalog
Allows users to search, filter, sort and select items to be added to quote
Guided Selling
Based on answering questions about customers the configurator automatically selects the best fit products
Configuration Rules
Rules ensure that users select only compatible options and that all required items are included
Price Configuration
Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price
Visual Configuration
Images can be displayed of options to enable users to visualize product options as it is being configured
Pricing (6)
Pricing Flexibility
Ability to support multiple pricing models for one-time, recurring, and other items
Discounting
Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements
Commerical Rules
Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations
Terms and Conditions
Ensure that users automatically include the right terms based on items being quoted
Approval Workflow
Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly
Renewals
Allows users to renew existing contracts based on contracted pricing and existing assets already owned
Quoting (5)
Grouping
Ability to easily group items on quotes; apply and manage discounts and pricing by group
Version Control
Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version
Quote Document Generation
Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)
Ordering
Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration
Contracts
Ability to convert accepted quotes into contracts; set up of required assets and contracts
Admin (4)
Configuration Ease of Admin
Easily build and maintain configurator; flexibility to easily embed all desired business logic
Pricing Administration
Can easily build and maintain pricing logic required by business
Workflow Management
Easily build and maintain workflows, misc commercial fields, commercial rules
Document Management
Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs
Channels (3)
Mobile User Support
Supports users working on a mobile devide (phone and/or tablet)
Channel Partner Support
Provides functionality for channel partners to configure, price, quote and buy products in a self service environment
eCommerce
End customer users can configure, price, and buy products in a self service environment online
Generative AI - cpq (3)
Dynamic Quoting
Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior
Dynamic Pricing
Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors
Personalized Sale Recommendations
Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs
Agentic AI - Sales Compensation (1)
Natural Language Interaction
As reported in 87 Everstage reviews.
Engages in human-like conversation for task delegation





