SAASTEPS Revenue Lifecycle Management Reviews & Product Details

Self-service sales 100% from Salesforce and which can integrate directly with our very complex Salesforce process.

Accepting payment card for one-off B2C sales; though it also accepts any other kind of payment you set up (ex. POs and bank transfers).

Renewal management, which is seemless, fully automated, fully calculates adjustments, and incredibly elegant. Review collected by and hosted on G2.com.

Originally, we began looking into subscription management platforms to help us better track opportunities v. subscriptions. With a growing product portfolio, many of our customers have separate subscription dates, creating a complex environment to manage renewals and expansion opportunities. SAASTEPS CPQ + Revenue Management enabled us to have a separate "Subscription" record that manages renewal dates, automates the renewal creation process, and merges expansion opportunities with existing opportunities simplifying subscription reporting. The software also comes with a price book hierarchy feature that allows admins to configure which products are available for sales users to see and use. The way the software is set up, it also eliminates the need for complicated renewal process flows; users can easily map fields from opportunity to renewal, opportunity to account, etc. Lastly, the SAASTEPS team provided customization services to track revenue by product line rather than an opportunity, which provides better visibility into our sales operations. Review collected by and hosted on G2.com.

The product looks to be a great one. Easy to work with and I expect that once we go live and start to ramp up, it will be truly fantastic! Review collected by and hosted on G2.com.

We continue to have considerable success in our market and are looking for a CPQ toolset that will be user intuitive, is native to Salesforce, and has tremendous potential to handle the volumes that we are projecting. We need an intuitive product that will get this done for us. At this point, we have realized that we have a worthy partner to help us to get this built. We are on schedule for our GO LIVE targets. Review collected by and hosted on G2.com.

If you're looking for a business solution where you will use all of the features, and the features can be tailor fit to your business need SAASTEPS CPQ + REV Management is a great option. Our previous CPQ was an out of the box general solution where we maybe used a small fraction of the features becuase they did not pertain to our business. The fact that SAASTEPS CPQ is custom fit to integrate into our Salesforce CRM instance and we will be using all of the features, and all features tie into our business processes is what drew us to partner with their team. The ecommerce portion of their offering will also allow us to integrate custom storefronts into our business model to provide customers with a branded, professional, and custom portal option to make it easier to do business with us. Review collected by and hosted on G2.com.

Our organization is implementing a new quoting tool soloution, as well as adding the ability to provide an ecommerce store front option to our customers. Review collected by and hosted on G2.com.

We were able to create an intuitive workflow to help our customers determine exactly which supplies are needed to run their programs based the courses and number of students. We have been able to achieve YoY double-digit growth since we went live in 2016. Review collected by and hosted on G2.com.

Just be aware of the efficiency and validation issues above, and design your solution accordingly. If you use a lot of managed packages that interact with the Opportunity object, then make sure that you isolate their respective updates from one another, as much as possible.

Also, be aware that Encore kind of takes over the opportunity object, which can lead to some licensing issues. We've run into issues where an unlicensed user isn't able to make unrelated updates to an existing opportunity, because the opportunity owner wasn't a licensed Encore user. Review collected by and hosted on G2.com.

Prior to Encore, our renewals process was done entirely by hand. Our financial system held some annual invoice-creation records, but it couldn't manage the specific complexities of our business model. Thus our renewals team had to update nearly everything manually, and many renewal invoices (and therefore much revenue) fell through the cracks.

Encore has helped to scale our business remarkably. While our customer base has increased several times over, our renewals team has remained the same size, with the majority of their opportunities being billed without need of review. Additionally, having our renewals in Salesforce has allowed us to implement entitlements that manage support contracts automatically. We no longer give free support to those who haven't paid, because we have all the information needed to know a customer's status in one system -- Salesforce. Review collected by and hosted on G2.com.

We are enhancing our internal busienss by leveraging a tool we use everyday, SalesForce, to go one step futher for our customers and our internal team. One of the largest benefits is saving time-- eliminating manaul entry in our quoting tool, giving access to a shopping cart for customers and continuing to automate any renewals. Review collected by and hosted on G2.com.

SAASTEPS is assisting our team with implementing Encore Advance and Venue Advance to replace our current quoting and run-rate business tools. We are still in the implementation phase, so benefits have yet to be realized. Review collected by and hosted on G2.com.

Without a doubt I would highly recommend SAASTEPS to any company looking to implement or change their current CPQ solution within Salesforce. Review collected by and hosted on G2.com.

Finding a replacement for our current online Quoting and Shopping Cart application that would increase user satisfaction and productivity. Yes, Encore & Venue! Review collected by and hosted on G2.com.

Simply go for it will make your life easy and work a cakewalk will definitely recommend it without second thought Review collected by and hosted on G2.com.

Integration, external document linking 360 degrees sales funnel, SaaS subscription automation platform, creating Quotes purchase orders etc helping simplify the process and boost efficiency Review collected by and hosted on G2.com.