Salesforce CPQ vs Tacton

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

Tacton Software Tool

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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Tacton is an automated solution that boosts and accelerates sales with quick quote generation, extensive brand-centric proposals and streamlined operational tasks. It configures offerings for sales reps and customers according to specific requirements, reducing sales cycles and ensuring high win rates. Design automation minimizes errors and reduces time spent on repetitive modeling when generating documents, drawings and 3D CAD models. Users can leverage integrations with CRMs and ERPs for smoother workflows.
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$150/User, Monthly
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Small 
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Windows
Mac
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Android
Chromebook
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Android
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Cloud
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Mobile
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On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
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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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  • Reduced Errors: Rules-based product configuration ensures accuracy and consistency, minimizing costly errors in orders, manufacturing, and delivery.
  • Faster Sales Cycles: Automated configuration and quoting processes accelerate sales cycles, enabling businesses to respond to customer inquiries and generate quotes quickly.
  • Improved Customer Experience: Customers benefit from a streamlined and efficient sales process, receiving accurate quotes and product configurations that meet their specific needs.
  • Increased Sales: By simplifying the sales process and providing accurate product information, Tacton helps businesses increase sales and revenue.
  • Enhanced Efficiency: Automating complex configuration tasks frees up valuable time for sales and engineering teams, allowing them to focus on other important activities.
  • Reduced Costs: Tacton helps businesses reduce costs associated with errors, rework, and inefficient processes.
  • Improved Collaboration: The software facilitates collaboration between sales, engineering, and manufacturing teams, ensuring everyone is working with the same information.
  • Greater Agility: Tacton enables businesses to respond quickly to changing market conditions and customer demands.
  • Data-Driven Insights: The software provides valuable data and insights that can be used to improve product offerings, sales processes, and overall business performance.
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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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  • Pricing Support: Set advanced pricing models with price lists and multiple currencies. Provides time-based service subscriptions. 
  • Quoting: Create proposals, offers, product sheets and user guides in Word, Excel and PDF. 
  • CAD Automation: Auto-generate 2D and 3D CAD drawings for customized product variants. 
    •  Automatically update 3D CAD models after every change. 
    •  Preview multiple results in the CPQ-front end. 
    •  Create CAD documents with a single click. 
    •  Supports formats like STEP, PDF, JPEG and Engineering BOM. 
    •  Provides add-in for Product Model connection with CAD assembly within the system. 
    •  Offers add-ins for Autodesk inventor, PTC Creo and SolidWorks. 
    •  Map drawing without macros, tables or coding. 
    •  Test individual mappings or entire configurations. 
    •  Manage and store CAD documents in the cloud. 
  • Product Configuration: Delivers error-free, constraint-based configurations for complex items and high user loads. 
  • Visual Configuration: Showcase product portfolios through visual configuration and augmented reality. 
    •  Customers can create personalized products or collaborate with sales reps. 
    •  Configure layouts through the drag-and-drop module. 
    •  Facilitates bi-directional communication in real time. 
    •  Configure parametrically by using spatial rules. 
    •  Enables 3D visualizations according to linear and HDR pipeline, dynamic lights, shadow effects and Physical Based Rendering. 
    •  Supports live linking to vendor CPQ sessions via mobile app for iOS. 
    •  Navigate faster through viewpoints. 
    •  Integrate images in quotes. 
    •  Include post-effects like SSAO, Bloom and temporal anti-aliasing. 
    •  Supports browser plug-ins with WebGL. 
    •  Provides a specialized C and M environment complying with exchange file formats like FBX, OBJ, JPG, HDR, PNG. 
  • Integrations: Use open API to integrate with Salesforce, SAP CRM and ECC, Microsoft Dynamics, Enovia PLM, and e-commerce platforms. 
  • Analytics: Uncover product, business and margin insights through the integrated analytical module. Gain an overview of bill of materials information, client needs, quote versions and sales cycles. Design region-, customer- and market-specific configurations, and reduce portfolio junk. 
  • Omnichannel Sales: Deliver a uniform, personalized buying experience across direct, reseller and online channels. Provides guided selling, online configurations, customer self-service and multi-lingual support options. 
  • Design Automation: Automatically generate configuration-specific 2D and 3D models within the CAD module through integrated design automation. Customize and update products with customer-centric add ons and intuitive rules. Available for Solidworks, AutoDesk, PTC Creo and Inventor.  
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Product Ranking

#7

among all
CPQ Software

#28

among all
CPQ Software

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Analyst Rating Summary

85
72
37
17
82
50
100
60
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Dashboard and Reporting
Price Management
Platform Capabilities and Security
Quote Management
Platform Capabilities and Security
Price Management
Mobile Capabilities

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Salesforce CPQ
Tacton
+ 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 17 50 60 86 92 89 65 74 0 25 50 75 100
17%
33%
50%
17%
0%
83%
73%
0%
27%
45%
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55%
100%
0%
0%
60%
0%
40%
67%
0%
33%
83%
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17%
92%
8%
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92%
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8%
100%
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85%
0%
15%
76%
6%
18%
59%
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41%
95%
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5%
68%
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32%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

64%
0%
36%
73%
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27%

User Sentiment Summary

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Great User Sentiment 72 reviews
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87%
of users recommend this product

Tacton has a 'great' User Satisfaction Rating of 87% when considering 72 user reviews from 4 recognized software review sites.

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4.4 (37)
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4.3 (12)
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4.4 (21)
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3.0 (2)

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

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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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Guided Selling: Instead of sifting through endless product options, users appreciate Tacton's ability to guide them towards the right solution by asking relevant questions and narrowing down choices based on their specific needs.
Visual Configuration: The platform's visual product configurator allows users to see their customized products come to life in real-time, providing a clear understanding of what they're getting and reducing the risk of errors or misunderstandings.
Streamlined Quoting: Generating quotes and proposals is a breeze with Tacton, as it automates calculations, ensures accuracy, and allows for easy customization to meet individual customer requirements.
Integration Capabilities: Tacton seamlessly integrates with existing CRM and ERP systems, eliminating the need for manual data entry and ensuring data consistency across platforms.
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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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Steep Learning Curve: Users report that Tacton can be challenging to learn due to its complex configuration options and extensive feature set. The initial setup and ongoing maintenance often require specialized knowledge or external consultants, which can be a barrier for smaller businesses or those with limited IT resources.
Customization Challenges: While Tacton offers a high degree of customization, some users find the process to be cumbersome and time-consuming. Adapting the platform to specific business requirements may involve intricate configurations and coding, potentially leading to delays and increased implementation costs.
Integration Complexity: Integrating Tacton with existing CRM, ERP, or other enterprise systems can pose challenges due to the platform's intricate data structures and APIs. Ensuring seamless data flow and process synchronization between different systems may require significant technical expertise and ongoing maintenance.
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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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Tacton has garnered positive feedback for its ability to handle complex product configurations and pricing rules, particularly in industries like manufacturing and engineering. Users appreciate the platform's flexibility and customization options, allowing them to tailor it to their specific needs. The ability to create and manage complex pricing models, including discounts, promotions, and bundles, is a significant advantage. Tacton's integration capabilities with other enterprise systems, such as CRM and ERP, streamline data flow and improve efficiency. Some users have noted that the initial setup and configuration process can be intricate, requiring careful planning and potentially additional support. Compared to similar products, Tacton stands out for its robust configuration engine and ability to handle intricate product structures. Its strength lies in managing complex pricing rules and calculations, making it suitable for businesses with diverse product offerings and pricing strategies. While some users find the interface less intuitive than competitors, they acknowledge the platform's power and flexibility once mastered. Tacton's focus on configuration and pricing makes it ideal for companies with complex products and pricing models, particularly in industries like manufacturing, engineering, and high-tech. Its ability to streamline sales processes, improve quote accuracy, and reduce errors makes it a valuable tool for businesses seeking to enhance sales efficiency and customer satisfaction.

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Screenshots

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