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servicePath CPQ

4.6
(14)

servicePath is a modular platform designed for IT service providers for costing, pricing, quoting and contracting simple to complex IT solutions. Each integrated module addresses a specific aspect of the commercial service lifecycle: cost management, product management sales management and solution management.

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servicePath review by Neil H.
Neil H.
Validated Reviewer
Verified Current User
Review Source

"There isn't a CPQ tool better for Service Providers"

What do you like best?

As a product manager what do I love about CPQ? it gives me the power to define the boundaries that our sellers can sell within for products that I develop. There aren't many tools on the market that puts this power so easily in the hands of product managers, particularly focused on the Service provider verticle.

servicePath is also a tool that looks to solve the service provider quote to cash problem with a team who have industry knowledge within that area. This is what I like about servicePath, their product and their team. They are always willing to help and challenge your thinking to help you make a better packaged product.

What do you dislike?

There are minor tweaks to UI that I would like to see but it seems like every time we get a release they are either solved or its been implemented in a better way. Overall there isn't much I don't like about their product.

What business problems are you solving with the product? What benefits have you realized?

I've been able to leverage servicePath to better enable my sales teams to more accurately quote for public cloud based managed services. This is a complex area to quote on and I've been able to speed up the quoting process for public cloud based managed service products using servicePath functionality, with the added benefit of providing consistency of quoting across my selling community.

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servicePath review by Sunil M.
Sunil M.
Validated Reviewer
Verified Current User
Review Source

"An intuitive CPQ and client solution lifecycle management platform developed by great people..."

What do you like best?

The people at Servicepath are very passionate about what they do which is evident in the work they put into continuously improve the CPQ platform.

I have had the pleasure of working with highly influential people such as Ian Cross who have shown us what can be achieved through hard work and perseverance.

Being an early adopter of Servicepath (more than 2 and half years ago) I have witnessed the effort and dedication that has gone into fixing the issues, bugs as well as taking on new complex requirements to suit Ensono's product development and sales teams.

The Sales Navigator is a great feature as provides a holistic view of the client, opportunities and quotes to sales users which is personalised towards them. Being able to access quotes is easier as well as understanding whether a quote requires an approval or not.

What do you dislike?

Overall, I'm very satisfied with the level of service provided by the team. Together we've worked through various challenges and I couldn't ask for much more from a small but growing software development partner - keep up the great work guys!

What business problems are you solving with the product? What benefits have you realized?

Improving the the standardization of product portfolio to better enable sales for faster and more accurate quoting.

What CPQ solution do you use?

Thanks for letting us know!
servicePath review by Imkar S.
Imkar S.
Validated Reviewer
Verified Current User
Review Source

"A quote to order tool that has helped improve the Quote to Order process "

What do you like best?

From a Business analysts perspective I worked closely with ServicePath on various projects and also support activities. The interaction with servicePath helped to build good customer/vendor relationships, which was crucial on the delivery of strategic solutions to now only cater for initial internal business needs but also enhance current functionality for strategic future growth. The CPQ tool has been adopted through the business with great successes

It has been very easy to engage with ServicePath on requirements specified by business users but the main trait was to also get recommendations from ServicePath on to how best utilise current or new functionality to help achieve even more business benefits.

What do you dislike?

The only improvement that would be beneficial is to have more intuitive reporting that are available to ends users to create and customise as they deemed appropriate per business departments. The ability to report and export data to manipulate how end users see fit would also be beneficial.

What business problems are you solving with the product? What benefits have you realized?

ServicePath is helping to consolidate various product portfolios into one consolidated tool to be used within the business, while helping to replace old excel based pricing tools and to have a more structured and robust governance model.

The end user experience has been improved using a more intuitive tool by utilising the configured products to enhance the guided selling process and with future development projects this will help provide the portfolio expansion to a much larger user base within the company.

The end user experience has been improved and with future development projects this will help provide the portfolio expansion to a much larger user base within the company.

servicePath review by Matt C.
Matt C.
Validated Reviewer
Verified Current User
Review Source

"End-to-End Quoting and Proposals through servicePath improves efficiency and accuracy"

What do you like best?

We have a comprehensive portfolio of (what can become quite complex) Managed IT solutions that span across several facilities and regions. servicePath enables us to logically define our product offerings, structure detailed cost models, and ensure that no required details or steps are overlooked or missed. Our global solution sales team uses servicePath daily to build accurate quotes and proposals in a very efficient manner.

What do you dislike?

servicePath CPQ has a lot features that are accessible to all users. Some are very powerful and it would make things easier if we were able to prevent some users from accessing all features. Also, while the servicePath team adds new functionality very quickly, it would be nice to have more one-on-one time with their team to determine how to best take advantage of these features. As the company continues to grow and has more resources available to support product development efforts, I anticipate this will improve.

What business problems are you solving with the product? What benefits have you realized?

Our sales team can create accurate quotes and orders much quicker than ever before. We can create quotes from any office in any currency. We can also prepare and manage multiple quotes on the same opportunity which makes it easier to present different options to our customers. The approval flows we implemented are very straightforward and give us the ability to validate the technical and financial details before it is delivered to a customer.

servicePath review by Dan L.
Dan L.
Validated Reviewer
Verified Current User
Review Source

"ServicePath Understands Complex Technology Sales! Help your Sales Accelerate"

What do you like best?

We had very complex solutions. ServicePath eliminated rogue proposal changes and allowed for complex hybrid cloud solutions to be built, quoted and delivered to customers very quickly (within minutes). ServicePath allowed our Engineers and Reps to reduce quoting time and allowed them to focus on solution builds and increasing face time with customers and prospects.

It accelerated our quote turnaround and our deal velocity, as well as, internal finance and technical reviews cycle time. It also enabled reps to understand the interrelationships in our cost structure and where our models could be adjusted to win profitable business.

What do you dislike?

The system was time consuming to initially set up. Having said that, we did not employ the install base feature of the product in ServicePath. If we had, perhaps the installation experience would have been easier. Because we did it our way, it was challenging and a large time consuming exercise to dig through all our files, configs, pricing, etc. Overall, I suspect there was an easier way to get set up.

Recommendations to others considering the product

Listen to their recommendations on how to get up and running quickly...worth a few extra bucks.

What business problems are you solving with the product? What benefits have you realized?

As stated above, it greatly enhanced our quoting cycles, discipline and overall sped up our initial quote to cash cycle. It freed up the right resources to focus on business prospecting and making more calls.

servicePath review by Scott B.
Scott B.
Validated Reviewer
Verified Current User
Review Source

"servicePath CPQ gave us a standard solution across partners saving us time and money"

What do you like best?

As a Global Architect and Account CTO covering a major global partner, I am responsible for building joint solutions we can take to market together. My time is my most valuable resource. servicePath CPQ lets me work with partners to build very complex solutions for their customers, confident of the financials and technical feasibility. There are two servicePath features I really like. First is the ability for to give our key SI partners their own servicePath accounts so that they can price out their own solution configurations for their end customers. Second, is that it allows for iterative solutions - I input customer requirements and the platform allows me to iterate through different configurations and it calculates the whole solution lock-step. My partner can pull a ROM estimate together in minutes. We can see their activity in the system, what configurations and priced solutions have been used, etc.

What do you dislike?

It would be nice to have the ability to export/import/publish products and business rules so that they can be shared easily across our multiple servicePath instances. I understand this is on the roadmap but we could use it now. Putting together an estimate is pretty intuitive in servicePath, depending on how we build our products but building a complex product can be complicated. servicePath would benefit from additional help materials.

Recommendations to others considering the product

If you use spreadsheets to price and configure your solutions - you need to consider servicePath. My strong recommendation is that you get whoever it was that built your spreadsheet involved in the implementation. It can take a lot of time to reverse engineer the formulas and references in those spreadsheets so having the creator as part of the project team can save you a lot of time and headache. Also, don't just automate your old process. When you implement a platform like servicePath try to stay open to the idea that spreadsheets have limitations and things can be done differently. We realized that we could update our product data on a much more frequent basis than before. This allows us to ensure we always have the latest product versions in our solutions. We don't worry about obsolete spreadsheets being in circulation. We can see our partner and customer activity in the system, what configurations and solutions they have priced out, etc. That makes for good business intelligence that we didn't have before.

What business problems are you solving with the product? What benefits have you realized?

Before servicePath it could take us hours or even days with a partner to price a complex solution configuration for their customer. Now it takes us just a few minutes. That's the biggest benefit of servicePath - it has given me time back in my day - time I can use to have more strategic discussions with our partners.

servicePath review by Jenny B.
Jenny B.
Validated Reviewer
Verified Current User
Review Source

"Easy to use for both administators and end users"

What do you like best?

User experience. From a product management point of view I was able to easily build complex configured products which then had an impressive (and instant) end user interface. The tool provides so much control and customisation literally at the click of a button. This in turn ensures the end user experience is also perfect for your organisation allowing you to help the person raising the quote as much as is needed.

What do you dislike?

There wasn't anything I disliked because if there was anything that didn't quite work in the way I needed it to, it was very easy to engage with servicePath and get their recommendations on how to proceed. This would either involve them showing me functionality I wasn't aware of or developing something quickly to achieve what I needed.

What business problems are you solving with the product? What benefits have you realized?

servicePath has replaced old pricing tools in excel and provided a much more robust solution which is easier to manage. The configured product functionality has enabled a guided selling/quote process to ensure Sales have access to pricing (and details about what needs to be in a solution) without having to engage with Specialists and Pre Sales teams.

servicePath review by Martin M.
Martin M.
Validated Reviewer
Verified Current User
Review Source

"Great Company with great people"

What do you like best?

very agile, friendly, proactive, great ideas how to solve requirements, the platform could solve 80% of our requirements from the beginning and the remaining 20% where developed or customized in a joined engagement

What do you dislike?

workload is maybe too high for the internal employees, but this might be normal in a startup mode. Increasing the amount of employees needs to be in line with revenues, of course.

Recommendations to others considering the product

none

What business problems are you solving with the product? What benefits have you realized?

We had to solve a product basket with dynamic pricing and financial flexibility. The platform is easy to customize, configure and use. It's highly secure and multi-tenant. It solved additionally the problem of document handling and data protection. A perfect fit for our partner demands.

servicePath review by Rob S.
Rob S.
Validated Reviewer
Verified Current User
Review Source

"A great solution for Client and product solution lifecycle management including CPQ"

What do you like best?

Very capable configure capability for building complex product offerings without the need to be a programmer

Intuitive configuration capability for sales users, ability to configure solutions in the context of our Clients business makeup.

What do you dislike?

not having advanced quote in which i am able to quote with change to configuration, time and cost over timeline, however look forward to this in a release later in 2017

Recommendations to others considering the product

ensure you understand your portfolios, ensure a full time person to manage in the business change, follow a mature change method such as Kotter.

What business problems are you solving with the product? What benefits have you realized?

Reduced speed, cost to quote, improved consistency and reduced errors, with ability to build and maintain a representation of client entitlement for upgrades, downgrades, changes and removals

servicePath review by Josh F.
Josh F.
Validated Reviewer
Review Source

"Intuitive, easy to use, and saved us so much time and improved efficiency immensely. "

What do you like best?

How easy the product is to use, how easy it is to setup cost structures, how easy it use to setup templates, how easy it is to apply discount policies, how easy it is to change pricing. How easy it is to setup approval workflows, and see P&L reporting. All around I loved this solution as it made my day to day management of products and services so much easier, and so much more efficient.

What do you dislike?

There were some user experience improvements they could have made to simplify some tasks right from the home page. These are by far not show stoppers by any means. great product!

Recommendations to others considering the product

You wil not find a better solution and a better company to work with. Solution is fantastic but the serice you receive is even better!

What business problems are you solving with the product? What benefits have you realized?

improve consistency in our proposals and quotes. Remove the manual nature of quote and proposal production. Speed up time and improved efficiency in price creation, and management of new and existing products/services as it relates to costs, margins, P&L tracking, discounting, approval flows. As all of this as being done manually and through spreadsheets previously. We had a lot of inconsistencies

servicePath review by Ben C.
Ben C.
Validated Reviewer
Review Source

"Excellent software, excellent people"

What do you like best?

The ability to quickly take processes and configurations we had in excel and move them into service path. On top of these core processes we were then able to use things like guided selling and approval workflows which we couldn't do with Excel

What do you dislike?

Nothing specifically. Implementation took us a little longer than we wanted but in truth this was an internal problem of discussing and agreeing priorities which should have been done before we started implementation, not during!

Recommendations to others considering the product

Invest time up front working out internal priorities before migrating

What business problems are you solving with the product? What benefits have you realized?

Faster quoting for our sales team. More assurance on margin protection. Consolidation of product portfolio.

servicePath review by Jeremy B.
Jeremy B.
Validated Reviewer
Verified Current User
Review Source

"Upstart who understands the MSP world"

What do you like best?

Upstart who understands the MSP world, coming from telcom and MSP backgrounds, the team understands the unique challenges to selling large ITO deals.

What do you dislike?

They are too small to advance their roadmap at the pace we would like.

What business problems are you solving with the product? What benefits have you realized?

Standardization of costs models and pricing moderns, reduction in time to quote, sealing up revenue leakage.

servicePath review by User
User
Validated Reviewer
Review Source

" Simple solution. "

What do you like best?

Easy to manipulate. A variety of options when creating a proposal.

What do you dislike?

Not enough variation, and it takes a fair degree of effort to integrate it with other systems.

Recommendations to others considering the product

It's difficult to use in conjunction with spreadsheets. Be prepared for some long setup times.

What business problems are you solving with the product? What benefits have you realized?

To integrate everything more and allowed for easy access to information.

servicePath review by Administrator in Education Management
Administrator in Education Management
Validated Reviewer
Review Source

"Best Product Ever!"

What do you like best?

I love it. It makes work much easier.

What do you dislike?

Sometimes it lags. This can delay work efforts.

Recommendations to others considering the product

Do it!

What business problems are you solving with the product? What benefits have you realized?

Organization is a huge problem we are solving. This program allows us to run a successful business.

Kate from G2 Crowd

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