Pros vs servicePath

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Our analysts compared Pros vs servicePath 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

PROS is an integrated solution that offers intelligence for commerce. It provides robust product catalogs, performance quote management, sales insights, market segmentation and customer-specific price optimization. Product and service configurations, streamlined agreements, omnichannel price management and real-time price delivery are some of its notable offerings. Users can engage with customers and sell personalized offerings using AI-powered technology. It provides a dedicated mix of CRM, eCommerce and an API for operational improvement.

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ServicePath is a sophisticated software solution designed to streamline complex tasks such as Configure, Price, Quote (CPQ) management. It is particularly well-suited for enterprises that deal with intricate sales processes and require a robust tool to enhance efficiency and accuracy. The platform's ability to handle detailed configurations and pricing scenarios makes it invaluable for businesses aiming to optimize their sales operations.

Key benefits of using servicePath include improved quote accuracy, faster turnaround times, and enhanced sales productivity. Popular features encompass dynamic pricing models, customizable templates, and seamless integration with existing CRM systems. Users often highlight the intuitive interface and the significant reduction in manual errors as standout advantages.

Compared to similar products, servicePath is frequently praised for its user-friendly design and comprehensive functionality. Pricing typically falls within a mid-to-high range, often based on the number of users or volume of transactions, with options for monthly or annual payments. This flexibility allows businesses to choose a plan that aligns with their specific needs and budget.

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$60/User, Monthly
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$75 Monthly
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Product Assistance

Documentation
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Live Online
Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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Product Insights

  • Accelerate Quoting Processes: Quickly deliver personalized quotes to buyers. Increase deal sizes using AI-based cross-sell recommendations and guided selling. Tailor the offer according to each buyer with price recommendations. 
  • Optimize Contract Management: Streamline the agreement process throughout its lifecycle. Ensure accurate cost data based on fluctuating commodity prices and automatically recalculate prices at the time of renewal. View real-time changes in contracts during amendments. Store all agreements along with terms and conditions in a centralized repository.  
  • Error-free Configurations: Eliminate common errors and accurately configure complex products with visualization tools like 2D, 3D, AR and VR.  
  • Personalized Recommendations: Analyze buying patterns and deliver tailored product recommendations by leveraging AI. 
  • Flexible Catalog: Create a responsive, searchable digital product catalog equipped with cross-selling and upselling recommendations. Incorporate rich media content and region-specific currency. 
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  • Increased Sales Efficiency: Automates complex pricing and quoting processes, reducing the time sales teams spend on administrative tasks.
  • Enhanced Accuracy: Minimizes errors in quotes and configurations by using predefined rules and logic, ensuring consistency and reliability.
  • Improved Customer Experience: Provides quick and accurate quotes, enhancing customer satisfaction and trust in your sales process.
  • Scalability: Easily adapts to growing business needs, allowing you to handle an increasing volume of quotes and configurations without additional strain.
  • Data-Driven Insights: Offers analytics and reporting tools that help identify trends, optimize pricing strategies, and make informed business decisions.
  • Seamless Integration: Integrates with existing CRM and ERP systems, ensuring a smooth flow of information across your business operations.
  • Customization: Allows for tailored configurations to meet specific business requirements, providing flexibility and adaptability.
  • Reduced Training Time: Intuitive interface and guided workflows shorten the learning curve for new users, enabling quicker onboarding and productivity.
  • Regulatory Compliance: Ensures that all quotes and configurations adhere to industry standards and regulations, reducing the risk of non-compliance.
  • Cost Savings: Reduces the need for manual intervention and rework, leading to significant savings in operational costs.
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  • Price Optimization: Increase revenue and margin growth through AI-based pricing and segmentation strategies. 
    •  Maintain strategies by building and modifying guided formulas. 
    •  Deliver optimized and personalized pricing based on dynamic demands and market segments. 
    •  Coordinate prices across contracts and clients with a master price list. 
    •  Receive alerts for extreme pricing changes. 
    •  Gain a comprehensive view of pricing data to identify revenue and margin leakages. 
    •  Create, analyze and modify multiple rebate variations and add accrual rules. 
    •  Equip sales reps with customized negotiation price guidance. 
    •  Maintain competitive pricing based on industry standards with real-time data inputs. 
    •  Include dynamic variables in pricing strategies. 
    •  Create scalable and updated pricing lists with a real-time pricing engine add-on. 
    •  Receive price recommendations according to price-volume relationships. 
    •  Expand to e-commerce platforms and incorporate cross-sell recommendations. 
  • Guided Selling: Streamline quote-to-cash processes with sales acceleration modules. Shorten sales cycles and reduce dependency on manual labor through automated sales tasks like lead generation and quoting. 
  • Opportunity Detection: Identify new opportunities, uncover behavior patterns and analyze transactions. Automatically add opportunities to existing CRM systems with supportive insights for every suggestion. Use the forecasting algorithm to detect diminishing buying patterns, taking into account seasonal dips. 
  • Integrations: Connect existing tech infrastructures to CRMs, ERPs, PLMs and ecommerce platforms. Integrates with Salesforce, Adobe, Magento and more. 
  • CPQ: Create accurate, customized and feature-based product configurations. Sales teams can find the right product, manage approvals, calculate prices and generate proposals within the organization’s CRM. 
    • Real-Time Collaboration: Coordinate simultaneously with sales reps and internal pricing crew members. 
    • Self-Service: Clients can configure products on ecommerce platforms based on their requirements. 
    • Performance Analysis: Gain insights into deals and profits with integrated performance tools and waterfall charts. 
    • Visualizations: Incorporate 2D and 3D drawings and augmented reality technologies into quotes. 
    • Documentations: Create tailored sales agreements, proposals, bids, RFPs and terms and conditions. 
  • Security: Ensure data protection with GPR, SOC 2 Type 2, ISO 27001 and Cloud Security Alliance’s Cloud Control Matrix compliance. Provides product, platform and physical security through Final Security Review, stack monitoring, threat protection programs and disaster recovery. 
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  • Custom Guide: Implement the requirement wizard to guide customers through a unique quoting process to ensure ease of use for customers and businesses. 
  • Quote Processing: Calculate price quotes and facilitate processes seamlessly with automated workflows and a powerful quote engine. 
  • Visibility: View details of deals and configurations on a comprehensive dashboard to see margins, unit costs and discounts. 
  • Diverse Toolset: Create quotes for multiple portfolio options and clone quotes. Generate order forms using templates, document repositories and automated workflows. 
  • Simple Interface: Keep pricing and cost models all in one place without using complicated spreadsheets or coding. Streamline data history into one functional model. 
  • Sales Overview: Review sales efficiencies and view high-level sales reports in real time. Track dashboards to see detailed reports and complete financial overviews for each sale. 
  • Administration: Manage the program with code-free organizational menus and intuitive screen setups. Use assigned roles and permissions to keep information secure. 
  • Integrations: Transfer quote data seamlessly to Salesforce to save time and strengthen data usefulness. 
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Product Ranking

#3

among all
CPQ Software

#20

among all
CPQ Software

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Analyst Rating Summary

77
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67
0
95
55
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80
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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Pros
servicePath
+ 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 67 95 60 19 67 93 85 73 0 55 80 19 67 57 38 62 0 25 50 75 100
67%
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80%
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17%
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83%
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83%
67%
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85%
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15%
54%
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46%
82%
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26%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

82%
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18%
36%
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64%

User Sentiment Summary

Great User Sentiment 128 reviews
Excellent User Sentiment 9 reviews
82%
of users recommend this product

Pros has a 'great' User Satisfaction Rating of 82% when considering 128 user reviews from 4 recognized software review sites.

97%
of users recommend this product

servicePath has a 'excellent' User Satisfaction Rating of 97% when considering 9 user reviews from 2 recognized software review sites.

4.1 (84)
n/a
4.5 (2)
n/a
4.5 (2)
4.9 (8)
4.0 (40)
n/a
n/a
4.55 (1)

Awards

SelectHub research analysts have evaluated Pros and concluded it earns best-in-class honors for Contract Management.

Contract Management Award

servicePath stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

Synopsis of User Ratings and Reviews

Integration: 72% of reviewers who mentioned this feature said that the platform easily integrates with CRMs, ERPs and other PROS modules.
Support: The vendor provides speedy and accurate tech support, as stated by 60% of users mentioning this element.
Ease of Use: Over 80% of the users who mentioned this aspect appreciated the ease of setting up user administration and managing pricing components.
Functionality: According to 69% of users who reviewed this feature, the solution offers robust CPQ modules like price guidance, complex configurations and workflow approvals.
User Interface: 70% of users who reviewed this element mentioned that the UI is user-friendly and loads quickly.
Configuration: The tool is highly flexible and configurable, according to 83% of reviewers talking about this aspect.
Automation: All the users who referenced this element said that the platform’s automation capabilities are a standout feature.
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Guided Selling: Users found that servicePath's guided selling feature helps sales teams quote complex products, ensuring they don't miss crucial components or make configuration errors. This leads to faster quote generation and a smoother sales process.
Streamlined Approval Processes: servicePath's automated approval workflows expedite the quote approval process, eliminating bottlenecks and reducing the time it takes to get quotes finalized and out the door.
Improved Accuracy: Users appreciate that servicePath minimizes errors in quotes and orders, leading to improved customer satisfaction and reduced costs associated with fixing mistakes.
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Implementation: The implementation process can be challenging and requires training for admins, as mentioned by 75% of users reviewing this element.
Speed and Performance: All the users who reviewed this feature mentioned that the platform has stability issues and could improve its performance.
Cost: 86% of reviews speaking of cost reported that software maintenance and subscriptions are expensive.
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Complex Configuration: Users have reported that setting up and configuring servicePath can be a complicated process, especially for complex product and service catalogs.
Limited Customization: Some users have expressed frustration with the limited customization options available within servicePath, making it difficult to tailor the platform to their specific business needs.
Integration Challenges: Integrating servicePath with existing CRM or ERP systems has proven to be challenging for some users, leading to data silos and workflow inefficiencies.
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PROS is an AI-powered solution that assists businesses with quote management, price optimization and complex product configurations. Reviewers have praised its price guidance and application versioning modules. They also liked the flexibility of the click-and-configure feature. Its analytical tool gives a detailed overview of business and price performance. Other well-liked capabilities include third-party integrations, prompt support and process automation. On the other hand, reviewers felt the platform’s speed is quite slow, particularly for workers accessing it off-premises. Some users also noted that the onboarding process is complex and requires a dedicated support team. Overall, PROS is a strong CPQ solution, with automation and analytical capabilities further adding to its functionality. It’s well-suited for SMBs looking to automate their CPQ processes.

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Is servicePath the right path for your business? Recent user reviews suggest that servicePath is a strong contender in the CPQ market, particularly for businesses with complex quoting needs. Users praise its intuitive interface and robust functionality, highlighting its ability to handle intricate product configurations and automate approval workflows. For example, one user noted that servicePath enabled their sales team to generate accurate quotes for highly customized products in minutes, a process that previously took days. This time savings, users report, translates to faster sales cycles and improved customer satisfaction. However, some users have pointed out limitations with servicePath's customization options and occasional performance issues. While the software excels at managing complex quotes, tailoring it to specific business processes can be challenging. Additionally, a few users have reported occasional slowdowns, particularly when dealing with large datasets. Despite these drawbacks, users generally agree that servicePath's strengths outweigh its weaknesses, making it a valuable tool for businesses looking to streamline their sales processes and improve quoting accuracy. Its suitability is particularly pronounced for companies with complex product offerings and a need for efficient quote generation, as its automation capabilities significantly reduce time-to-quote and minimize errors.

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Screenshots

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