[ Everstage Reviews ](https://www.g2.com/products/everstage/reviews) [ Everstage Reviews ](https://www.g2.com/products/everstage/reviews) # Everstage Features ##### ## Sales Rep Portal (6) Commission Estimator Functionality for Salesperson to Calculate expected commission on a deal based on adjusting pricing and terms of deal. Dispute Management Method to manage and resolve varialble compensation disputes/descreptancies Compensation Statements Method for a salesrep to see breakdown of variable and base compensation payments that have been made. Plan Documents and Agreements Features that enable Sales rep to view details of compensation agreements Individual and Team Performance Reports 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 System supports users that want to access system data and fuctionalyt from a mobile devide (phone and/or tablet) Show More ##### ## Management Portal (7) Sales Org Performance Reports Provides reporting functionality that allows managment to determine how the sales organization is performing across divisions Monitor Sales Rep Performance Provides reporting functionality that allows managment to monitor a salesperson performance as well as rank sales representatives Territory Assignments/Management Allows Sales Management to adjust territorities by geography, product, org structure, etc as required. Quota Assignments/Management Allows Sales Management to adjust quotas by sales rep, geography, product, org structure, etc as required. Commission splits and overrides Sales manaagement can override/adjust Compensation and split commission manually Workflow and Approvals Functionality to approve compensation statements or other processes that require approval relating to sales compensation Budgeting Features to model and roll up budgets Show More ##### ## Administration (6) Adjustments/Dispute Resolution Functionality that allows admins to adjust and manage compensation disputes Comp Modeling - Ease of Admin Creating compensation calculations/credit allocation rules is easy to admin and can be done without a technical resource Comp Modeling - Design Flexibility Can create the compensation calcuations/credit allocation rules required to support business rules sales management desires Comp Statement Calculation and Distribution Easily creates compensation statements and distributes them to sales team Reports and Dashboards 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 Manages changes to sales organization easily Show More ##### ## Platform (13) CRM Integration CRM integration is flexible and easy to maintain Financial Integration Financial System integration is flexible and easy to maintain HCM/HRIS Integration HCM/HRIS integration is flexible and easy to maintain Customization System provide sufficient customization to meet business requirements APIs System provide well documented API's that can be used to integrate to 3rd party systems Internationalization System support multiple currencies and languages to enable business in multiple countries Performance and Reliability 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## 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 Show More ##### ## Agentic AI - Sales Compensation (1) Natural Language Interaction Engages in human-like conversation for task delegation Show More ## Top-Rated Alternatives [ ![CaptivateIQ](https://images.g2crowd.com/uploads/product/hd_favicon/692764d544294ca14208a55081ac9031/captivateiq.svg "CaptivateIQ") CaptivateIQ 4.7/5 (3,411) ](https://www.g2.com/products/captivateiq/reviews) [ ![Salesforce Spiff](https://images.g2crowd.com/uploads/product/hd_favicon/77fe7943233c4289d66088fdb63f07b9/salesforce-spiff.svg "Salesforce Spiff") Salesforce Spiff 4.6/5 (3,007) ](https://www.g2.com/products/salesforce-spiff/reviews) [ ![Xactly](https://images.g2crowd.com/uploads/product/hd_favicon/5c1f8add060942a47324bc40c56e0467/xactly.svg "Xactly") Xactly 4.2/5 (1,078) ](https://www.g2.com/products/xactly/reviews) [ View All Alternatives ](https://www.g2.com/products/everstage/competitors/alternatives) Everstage Comparisons ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_f200eaa5592253a6c9394f91217e9482/captivateiq.png "Product Avatar Image") CaptivateIQ 4.7/5 (3,488) [ Compare Now ](https://www.g2.com/compare/captivateiq-vs-everstage) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_6103aa2e17ecf83f400ba36552a8c183/salesforce-spiff.png "Product Avatar Image") Salesforce Spiff 4.6/5 (3,068) [ Compare Now ](https://www.g2.com/compare/everstage-vs-salesforce-spiff) ![Product Avatar Image](https://images.g2crowd.com/uploads/product/image/small_square/small_square_131c595cc5698402f6837276f81d76b3/xactly.png "Product Avatar Image") Xactly 4.2/5 (1,095) [ Compare Now ](https://www.g2.com/compare/everstage-vs-xactly) ##### Categories on G2 [ CPQ ](https://www.g2.com/categories/cpq)[ Sales Compensation ](https://www.g2.com/categories/sales-compensation) ##### Explore More [ What are the most trusted endpoint security services by Sr. systems administrators at financial services based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-endpoint-security-services-by-sr-systems-administrators-at-financial-services-based-on-user-reviews%20)[ What are the top robotic process automation tools for startups ? ](https://www.g2.com/discussions/what-are-the-top-robotic-process-automation-tools-for-startups)[ Which file recovery software has the most intuitive user interface and fastest learning curve? ](https://www.g2.com/discussions/which-file-recovery-software-has-the-most-intuitive-user-interface-and-fastest-learning-curve) [ What's the leading project management software ](https://www.g2.com/discussions/what-s-the-leading-project-management-software)[ Best online backup software solutions ](https://www.g2.com/discussions/what-are-some-best-online-backup-software-solutions)[ Pros and Cons Details ](https://www.g2.com/products/everstage/reviews?qs=pros-and-cons) Show More [ What are the most trusted endpoint security services by Sr. systems administrators at financial services based on user reviews? ](https://www.g2.com/discussions/what-are-the-most-trusted-endpoint-security-services-by-sr-systems-administrators-at-financial-services-based-on-user-reviews%20)[ What are the top robotic process automation tools for startups ? ](https://www.g2.com/discussions/what-are-the-top-robotic-process-automation-tools-for-startups)[ Which file recovery software has the most intuitive user interface and fastest learning curve? ](https://www.g2.com/discussions/which-file-recovery-software-has-the-most-intuitive-user-interface-and-fastest-learning-curve) [ What's the leading project management software ](https://www.g2.com/discussions/what-s-the-leading-project-management-software)[ Best online backup software solutions ](https://www.g2.com/discussions/what-are-some-best-online-backup-software-solutions)[ Pros and Cons Details ](https://www.g2.com/products/everstage/reviews?qs=pros-and-cons)