#1 most frequent
United States of America
76.7%33 installations of 43
What is Epicor CPQ?
Epicor CPQ, formerly KBMax, is an interactive 3D UI CPQ solution that enables customers and sales users to configure simple or complex products on any device, now from Epicor since the May, 2021 acquisition.
Categories & Use Cases
Videos
Top Performing Features
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 8.6
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 8.5
Areas for Improvement
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9
Order capturing
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Category average: 8.8
Who Buys & Uses Epicor CPQ
#2 most frequent
Canada
7.0%3 installations of 43
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
4.7%2 installations of 43
KBMax is a Powerful Planning and easy Scheduling Platform.
Use Cases and Deployment Scope
KBMax configuration is excellent and easy features to customize the platform is amazing automation capability and is to plan and also effective budgeting software. KBMax allows the user to generate useful operation reports and it has effective communication between professionals and clients. KBMax provides the best data analytics within a very short time and its scheduling capability is the most effective.
Pros
- Easy on scheduling.
- Excellent planning system.
- Services automation.
Cons
- Training on KBMax is a must process.
- Requires an heavy machine.
- Not easy on configure all the functionalities.
Return on Investment
- KBMax reports are most effective and easy to understand.
- Its scheduling capability is impressive.
- Data planning and project data management.
Other Software Used
Accelo, Storyblok, IBM Process Mining
