Platform Features

  • Modules
  • Features
  • CPQ Edition
  • SLM Edition
  • Sales Manager
    Sales Manager enables your sales and pre-sales team to configure, price and quote personalised solutions accurately and quickly using modular offerings. Products can be configured based on defined business rules and product logic to ensure commercial, technical and operational compliance.
    • servicePath CRM
    • Opportunity Manager
    • Basic Quote
    • Discount Strategies
    • Quote Engine
    • Price List
    • Guided Selling
    • Basic Workflow
    • Advanced Workflow
    • Proposal Engine
  • Product Manager
    Product Manager empowers your product management team to manage the most complex portfolio of products. Basic, Bundle and Configured Products in combination with granular pricing controls, product logic and Business Rules allow for new services to get to market quickly and consistently.
    • Portfolio Manager
    • Basic Products
    • Vendor Products
    • Bundled Products
    • Configured Products
    • Price Models (Term, Element, Bands)
    • Dynamic Price/Cost
    • Rate Cards
    • Pricing Strategies
    • Product & Integration Tags
    • Supplier Catalogues
  • Cost Manager
    • Cost Models
    • Build Capacity Models
    • Build Cost Models Define Cost Templates
    • Basic Cost
    • Cost Models
    • Cost Items
    • Capacity Models
    • Capacity Calculators
    • Resource Models
    • Bill of Material Export
  • Business Manager
    Business Manager provides an intuitive framework to determine the capacity and unit cost for the most complex services and solutions. This improvement in price, cost and margin transparency reduces the need for price contingency increasing your market competitiveness.
    • Resource Manager
    • Report Manager
    • Dynamic Dashboard
  • Core Platform
    servicePath SLM platform includes Sales, Cost and Product Manager modules that are tightly integrated addressing the lifecycle of designing, building and selling complex services and solutions.
    • Salesforce.com Adapter
    • Workflow Engine
    • Supplier Manager
    • Document Templates
    • User Profile
    • User Manager
    • Currency Manager
    • Choice Groups
    • Open API
    • REST API
    • .NET SDK
    • PowerShell SDK