G2 Crowd User in Information Technology and Services

CRM Licensing

over 1 year ago

When leveraging the IBM CPQ solution via a CRM, do approvers or quote support staff need to have a CRM license to access the quote? Quoting support staff (engineering, approvers, SME's, etc.) need access to the quoting solution but not the CRM.

Vendor Responses

Response by IBM CPQ

over 1 year ago

IBM's CPQ solution is loosely coupled to CRM solutions (with SSO). All capabilities can be leveraged through the CRM platform or the out-of-the-box user interface packaged with the solution (bypassing the CRM UI). The data synchronization processes will ensure the two applications are always updated both directions.