servicePath vs Infor CPQ

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Our analysts compared servicePath 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

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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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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$75 Monthly
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$25,000 Annually
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Tailored to your specific needs
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Product Assistance

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Product Insights

  • 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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  • 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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  • 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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  • 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

#20

among all
CPQ Software

#33

among all
CPQ Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

servicePath
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 0 55 80 19 67 57 38 62 60 51 100 100 90 82 86 87 0 25 50 75 100
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55%
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45%
36%
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64%
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20%
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17%
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83%
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67%
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33%
92%
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77%
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35%
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65%
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12%
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37%
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16%

Analyst Ratings for Technical Requirements Customize This Data Customize This Data

36%
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64%
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36%

User Sentiment Summary

Excellent User Sentiment 9 reviews
Excellent User Sentiment 81 reviews
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.

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.

n/a
4.4 (12)
4.9 (8)
4.0 (4)
n/a
4.8 (62)
4.55 (1)
4.3 (3)

Awards

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

User Favorite 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: 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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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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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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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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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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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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