Salesforce CPQ vs Infor CPQ

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Our analysts compared Salesforce CPQ vs Infor CPQ based on data from our 400+ point analysis of CPQ Software, user reviews and our own crowdsourced data from our free software selection platform.

Product Basics

Salesforce CPQ is a cloud-based software designed to streamline the sales process for businesses, particularly those dealing with complex products or services that require a high degree of customization. By automating tasks such as configuring products, generating quotes, and managing pricing, Salesforce CPQ can significantly improve sales efficiency and customer satisfaction while reducing costs. Key features include product catalog management, quote creation, and pricing automation, all of which contribute to a more efficient sales cycle.

User experiences suggest that Salesforce CPQ excels in its ability to handle intricate product configurations and pricing rules, making it a valuable tool for businesses with complex sales processes. While pricing details may vary based on specific requirements and contract terms, it's important to note that Salesforce CPQ typically involves subscription-based fees. When considering similar products, it's recommended to carefully evaluate features, pricing structures, and user reviews to determine the best fit for your business needs. Keep in mind that pricing and feature information can change over time, so it's always a good idea to check the latest resources for the most current details.

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Infor CPQ is a rules-based cloud configuration software that optimizes complex sales cycles with visualization, collaboration and integration. An intuitive configuration engine and knowledge base of predefined rules help users generate a single-integrated quote and view configuration-specific price lists.

Pricing views enable sales reps to view profits, meet margins and upsell. 2D drawings, 3D models and automated manufacturing information show products configured to customer specifications and validate visualizations. Users can also access pre-built APIs to integrate with cloud and on-site applications.

To explore other popular solutions that Infor offers, visit our Infor company page.

Pros
  • Easy to use interface
  • Strong product configurator
  • Visually appealing quotes
  • Streamlined approval process
  • Good integration options
Cons
  • Limited reporting capabilities
  • Steep learning curve for advanced features
  • Can be slow on complex configurations
  • Customization options require coding
  • High cost compared to some competitors
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$150/User, Monthly
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$25,000 Annually
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Product Assistance

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24/7 Live Support

Product Insights

  • Diverse Sales Flexibility: Create a customizable pricing system with various sales options and configuring conditions. 
  • Simplify Sales: Use popular third-party integrations and an intuitive interface to easily create configuring systems. 
  • Fast Results: Use complex computing engines and numerous presets to configure quotes quickly. 
  • Versatile Tool: Use AI, integrations and other analytic tools to optimize the program’s efficiency. Optimize the configuring process through analysis of customer purchase data. 
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  • Simplify Product Configuration: Create new product offerings using a dynamic, visually interactive configuration engine, built-in logic and rules and 3D CAD generation. Enable customers to configure complex products with unique permutations, determine selling price and generate professional bid packages. 
  • Increase Upselling: Add high-margin accessories and features to quotes using intuitive suggestions. View projected profit margins so sales reps can identify add-ons to meet profit objectives and customer needs. 
  • Streamline Sales Cycles: Decrease interdepartmental dependence by making it easy for users to quote add-ons, products and services. Automate quote and order generation, manufacturing instructions and CAD drawings to optimize quote-to-order fulfillment. Utilize in-built pricing and engineering approval workflows. 
  • Automate CAD Generation: Improve client visualization by creating 2D and 3D CAD drawings, interactive 3D models and an augmented reality experience using an intuitive engine. Define built-in logic and rules allowing customers to generate custom visualizations. 
  • Enhance Integrations and Extensibility: Access out-of-the-box integrations with PaaS and API access for Infor, Salesforce and Microsoft Dynamics and service-level integration with dozens of other applications. Export and import data in PDF, CSV or Excel formats. Customize processes and interfaces with coding and optional development tools. 
  • Improve Manufacturing Execution Processes: Create manufacturing instructions like bills of materials and routings automatically from orders. Store these instructions along with the fulfillment process with ERP integration. Avoid mistakes on the shop floor by generating clear 2D drawings and 3D models of final products. 
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  • Pricing Engine: Use a sophisticated pricing engine to model different types of payments, including one-time payments, recurring payments and payments determined by usage. 
  • Automated Renewal Quotes: Save time by automating renewed quotes and sending summaries to current customers. 
  • Centralized Data: Ensure complete visibility by keeping client data in one place, including purchases, assets and subscriptions. 
  • AI Insights: Manipulate AI data gathering and findings to better understand client data. Increase sales intelligence and create deeper insight reports. 
  • Automated Invoices: Split quotes into multiple orders to simplify and automate configurations. Eliminate pricing discrepancies by using a singular pricing engine. 
  • Price Analytics: Task AI to detect trends among products, sales teams and regions. Mine data from AI analysis to better suit pricing standards. 
  • Accessibility: Access functions from any desktop or mobile device with internet connection. Use cloud-capabilities to track quotes on the go. 
  • Integration: Utilize flexible integration capabilities to bundle with other leading products like Docusign. 
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  • 2D and 3D Visualization: Create interactive 2D CAD drawings, 3D models and augmented reality experiences for complex products. Display product options and finished product models for potential customers. 
  • Integration: Use API access and service-level integrations to optimize key sales points, order documentation and configuration processes. Sync the program to Oracle, Salesforce and Microsoft Dynamics for support in every process phase. 
  • Price Management: Price configured products using an engine powered by in-built rules, models and logic. Define and maintain multiple price lists and pricing models. Add discounts, view margins and mark-ups and calculate tax rates for quotes or order summaries. 
  • Quote Management: Streamline quote creation using customizable templates, auto-population and “favorite” quote lists. Consolidate input from multiple users with merged changes using the quote collaboration feature. Email quotes from the system, make quote line level price adjustments and view quote status. 
  • Dashboards and Reporting: Create custom reports from scratch or modify pre-defined sample reports. Enhance data readability by visualizing custom, interactive charts. Access information and view KPIs easily from a customizable dashboard with multiple standard views and drill-down capabilities for every view. 
  • Order Generation: Save time by converting price quotes to orders and using orders to automate manufacturing information like dynamic bills of materials and kitted packing instructions. 
  • Collaboration Tools:  Send price quotes through selling channels to invite collaboration. Ensure projects stay on track with automated internal workflows for pricing and engineering. 
  • AI Insights: Make better decisions with assistance from Infor Coleman AI on product configuration suggestions, pricing recommendations, discount guidance, automated cross-selling and quote performance analysis. 

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Product Ranking

#7

among all
CPQ Software

#33

among all
CPQ Software

Find out who the leaders are

Analyst Rating Summary

85
81
37
60
82
51
100
100
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Dashboard and Reporting
Price Management
Platform Capabilities and Security
Quote Management
Dashboard and Reporting
Mobile Capabilities
Platform Capabilities and Security
Quote Management
Product Configurator and Catalog Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce CPQ
Infor CPQ
+ Add Product + Add Product
AI-Based Capabilities Contract Management Dashboard And Reporting Mobile Capabilities Platform Capabilities And Security Price Management Product Configurator And Catalog Management Quote Management 37 82 100 63 97 100 81 95 60 51 100 100 90 82 86 87 0 25 50 75 100
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33%
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73%
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27%
36%
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64%
100%
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100%
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67%
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33%
100%
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92%
8%
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92%
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8%
100%
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77%
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23%
76%
6%
18%
88%
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12%
95%
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5%
84%
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16%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
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36%
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36%

User Sentiment Summary

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Excellent User Sentiment 81 reviews
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94%
of users recommend this product

Infor CPQ has a 'excellent' User Satisfaction Rating of 94% when considering 81 user reviews from 4 recognized software review sites.

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4.4 (12)
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4.0 (4)
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4.8 (62)
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4.3 (3)

Awards

SelectHub research analysts have evaluated Salesforce CPQ and concluded it earns best-in-class honors for Dashboard and Reporting and Price Management.

Dashboard and Reporting Award
Price Management Award

SelectHub research analysts have evaluated Infor CPQ and concluded it earns best-in-class honors for Dashboard and Reporting and Mobile Capabilities. Infor CPQ stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Dashboard and Reporting Award
Mobile Capabilities Award

Synopsis of User Ratings and Reviews

Guided Selling: Salesforce CPQ provides a guided selling experience that helps sales reps to configure products and generate quotes quickly and accurately, even for complex products with many options and dependencies. This can help to reduce errors and improve sales efficiency.
Streamlined Quote-to-Cash: Salesforce CPQ helps to streamline the quote-to-cash process by automating many of the manual tasks involved in generating quotes, contracts, and invoices. This can help to reduce cycle times and improve cash flow.
Improved Accuracy: Salesforce CPQ helps to improve the accuracy of quotes by ensuring that all products and services are priced correctly and that all discounts and promotions are applied consistently. This can help to reduce billing errors and improve customer satisfaction.
Increased Sales: Salesforce CPQ can help to increase sales by making it easier for sales reps to sell complex products and services. It can also help to improve customer satisfaction by providing a more streamlined and efficient sales experience.
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Increased Sales Efficiency: Streamlined quoting process with pre-configured products, pricing rules, and guided selling.
Improved Accuracy: Reduced errors with automated calculations, validations, and consistency checks.
Enhanced Collaboration: Real-time visibility and information sharing between sales, product, and finance teams.
Configurable Rules and Approvals: Flexible workflows and custom logic to meet specific business requirements.
Detailed Reporting and Analytics: Data-driven insights into quoting activity, win rates, and pricing effectiveness.
Mobile Accessibility: Access quotes and configure products on the go with mobile app (if available).
Integration with CRM and ERP Systems: Seamless data exchange with existing business software (if applicable).
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Steep Learning Curve: Salesforce CPQ has a reputation for being complex and challenging to learn, especially for users without prior experience with Salesforce products or CPQ software. The abundance of features and customization options can be overwhelming for new users, often requiring extensive training and support to get up to speed.
Implementation Challenges: Implementing Salesforce CPQ can be a time-consuming and resource-intensive process, often requiring the involvement of experienced consultants or developers. Integrating CPQ with existing Salesforce instances or other business systems can pose additional challenges, potentially leading to delays and budget overruns.
Cost: Salesforce CPQ is a premium product with a price tag to match. The subscription fees, implementation costs, and ongoing maintenance expenses can be significant, especially for small and medium-sized businesses. The pricing structure can also be complex, with different tiers and add-on features that can quickly increase the overall cost.
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Clunky User Interface: Users report an outdated and complex interface that hinders navigation and slows down workflows.
Steep Learning Curve: New users struggle to grasp the software's intricacies, requiring significant training and impacting productivity.
Limited Reporting Features: Users lack in-depth reporting capabilities, making it difficult to analyze sales data and identify improvement areas.
Inconsistent Customer Support: Reviews mention instances of slow response times and unhelpful interactions with customer support.
Customization Challenges: Adapting the software to specific needs can be complex, requiring advanced technical expertise.
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Salesforce CPQ has garnered significant praise for its user-friendly interface, enabling sales teams to swiftly generate accurate quotes and streamline the sales process. Users highlight the software's intuitive design and guided selling capabilities, which empower representatives to configure products, determine pricing, and create professional quotes with ease. This efficiency translates into faster sales cycles and improved customer satisfaction. Salesforce CPQ's integration with Salesforce CRM further enhances its value proposition by providing a unified platform for managing customer interactions, sales processes, and order fulfillment. However, some users note that Salesforce CPQ's robust features come at a cost, as the software can be relatively expensive compared to some competitors. Additionally, the platform's extensive customization options, while offering flexibility, can also introduce complexity for new users. Despite these drawbacks, many users consider Salesforce CPQ a worthwhile investment due to its ability to drive revenue growth and enhance sales productivity. The software's strengths in automation, accuracy, and integration make it particularly well-suited for businesses with complex sales processes, diverse product offerings, and a need for scalability. Salesforce CPQ empowers these organizations to optimize their sales operations and achieve sustainable growth.

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Infor CPQ, a configure-price-quote (CPQ) software, garners mixed reviews from recent users. While some praise its powerful quoting capabilities and robust product configuration engine, others criticize its clunky interface and limited reporting features. Strengths: Users laud CPQ's ability to handle complex product configurations with ease, highlighting its vast array of options and rules. They also appreciate its tight integration with other Infor products, streamlining workflows within the Infor ecosystem. For instance, one user notes, "It's a lifesaver for complex quotes with multiple variables. It ensures accuracy and saves us tons of time compared to manual processes." Weaknesses: The primary pain point seems to be the user interface. Many reviewers describe it as outdated, cumbersome, and hindering user adoption. Additionally, the lack of robust reporting capabilities frustrates users who need to analyze sales data and track performance metrics. One user comments, "The interface feels like it's stuck in the past, making it difficult to navigate and find what I need. And the reports are just basic – I need more insights to make informed decisions." Compared to competitors: Users often draw comparisons to Salesforce CPQ, praising its user-friendly interface and comprehensive reporting suite. However, they acknowledge CPQ's edge in handling intricate product configurations. One user says, "Salesforce CPQ is definitely more user-friendly, but it can't handle our complex products as well as CPQ. We had to choose between ease of use and functionality." Why these matter: The choice between CPQ and its competitors boils down to priorities. If your products are intricate and require powerful configuration capabilities, CPQ might be worth the steeper learning curve. But if a user-friendly interface and robust reporting are crucial, other options might be more suitable. Ultimately, understanding your specific needs and carefully considering user feedback is key to selecting the right CPQ software for your business.

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