Experlogix CPQ

Avantages

Ease of setup and configuration, it's not perfect but easiest I've ever used. Rules and formulas are very robust giving you more than one way to solve a problem. User interface is easy to stream line. Integrations with Dynamics 365 are excellent, even with custom fields. Customer service from Experlogix has been top notch.

Inconvénients

As with any software there are always little things that can be a hassle. That said they have worked with me whenever possible to try and enhance the software for some of the things we have wanted to do but the software wasn't quite capable out of the box. Those problems have been few though.

Avantages

It's customizable, and you can do a lot with it.

Inconvénients

How it can't integrate with other software apps

Avantages

We had nothing before, so this is better than excel sheets.

Inconvénients

difficult to use, not well laid out. Implementation was horrid. restrictive in the capability of filtering categories to select options.

Avantages

It solved a need in a way that permitted much customization and it integrated with MS 365 which we were already using.

Inconvénients

Initially we had to add our own document generation solution. The later addition of Smart Flows solved this issue.

Avantages

Ease of setting up rules, pricing, options for products.

Inconvénients

It would be great if we had a designated support person for issues so that we don't have to retell the backstory of issues before solving an open issue.

Avantages

I like that we are able to adjust our prices and margins within the system.

Inconvénients

I believe the configuration can be made much easier.

Alternatives envisagées 

Pourquoi passer à Experlogix CPQ

Avantages

Parent, Child, Grandchild configurations

Inconvénients

All the bugs and incomplete code writing

Avantages

Rules and formulas: they are very easy to use

Inconvénients

- support (long time for a response)
- UI (very limited capabilities to customize)
- no API (integration with other systems is critical)
- design center is not a SaaS

Avantages

the interface is very simple which makes it easy to use and navigate. The division of product features into Categories, Options, Properties simplify the implementation further. Rules and formulas make it easy to calculate and derive relationships and dependencies on other categories and properties. an amazing tool, simple and effective.

Inconvénients

I have faced the problem of circular reference in formulas while migrating from SAP to this tool. Also, multiple IFs which overwrite the value cannot be used, which instead needs to be nested. Also no temporary variable can be used in formulas to store some intermediate result.

Avantages

Assists on CRM to a great degree and is very user friendly. I like how I can create same rules to apply to majority or minority of options.

Inconvénients

That we have to publish for everything just to see if a formula or rule works. That causes time wasted for me on somedays.

Avantages

Not much, every turn hit barriers, like Lewis and Clark.

Inconvénients

Complexity, every little aspect is complicated.

Avantages

Ease of use, works well with our crm system

Inconvénients

Can get expensive and difficult to manage

Avantages

Having filters programmed for sales reps to get to their desired configuration quickly.

Inconvénients

Tricky to program out redundant selection of items.

Avantages

Complete control over the UI design. The ability to deploy to different environments in a lightweight fashion

Inconvénients

Lack of native version control and collaborative features for modelers (at least in older versions).Lack of native quality of life features when writing formulas. Doesn't seem to support existing common scripting languages

Alternatives envisagées 

Pourquoi passer à Experlogix CPQ

Avantages

Definitely a stand out is the customer support. I inherited the system from my predecessors with little to no documentation about the system, and through a combination of the customer support and training Experlogix provides, I was able to understand the base mechanics of the system. It also has logic very similar to Excel for building formulas, so if you understand Excel formulas it's easy to pick up.

Inconvénients

With the way my company designed their set up, there are a lot of "models" and "series" that got created in order to support the particular set up they wanted. Because of this, any time we need to publish (which is a couple of times a day) it will bring down the system for the front end users for around 10 minutes each time. Overall it's more of a problem with how everything was set up instead of a problem with the software, but it has been a pain point.

Avantages

I thought it is an easy to use software, intuitive and works well.

Inconvénients

I don't actually have any cons at this time.

Avantages

Ease of use, conveniently / logically laid out

Inconvénients

Clunky, limited functionality, low/no support on older versions

Avantages

The design center is very easy to use. It's very easy to configure products. You can configure anything you want using the design center with minimal knowledge about codings. You need to know how series, models, properties, formula and rules work. Once you get a hang of it, you can build anything through it. This is by far what we like about Experlogix. Can also create production order on the fly which reduces mistake from the production team.

Inconvénients

As with any software there are always little things that can be a hassle. That said they have worked with me whenever possible to try and enhance the software for some of the things we have wanted to do but the software wasn't quite capable out of the box. Those problems have been few though. There are still bugs here and there and hopefully Experlogix can fix it. Some bugs have been reported for many months already still pending for update & fix.

There are a lot of minor bugs and it takes very long to fix. Experlogix really need to improve on this.

Avantages

It is able to accommodate our general needs for quoting but isn't user friendly and has an ugly UI.

Inconvénients

The time out issues are bad, the quoting approvals take longer than they should and making changes to quotes are very difficult.

Avantages

I have used Experlogix CPQ for about 18 months and I love the simplicity of it. It integrates with my Gmail email and calendar really well but the best feature for me that I haven't been able to find with other Sales software CRM's is the rotten deals feature where you can set for deals to be marked red after a set time. This means I can quickly look at my sales Experlogix CPQ
and easily see which deals I need to follow up without having to click in to read the details.

Inconvénients

There are also useful reports which could still be improved but to offer handy stats.

Avantages

Experlogix is very user friendly and Experlogix staff if very helpful. Usually if i make a request for a change it is in the next months build.