Compare QuoteWerks vs Optymyze vs RFPIO

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Crozscore:

84%
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81%
39%
interest falling

Crozscore:

80%
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38%
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Crozscore:

80%
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100%
31%
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QuoteWerks screenshot view 4 more Optymyze screenshot view 4 more RFPIO screenshot

Software Description:

QuoteWerks is a non-industry specific quoting and proposal application enabling companies of all sizes to quickly and efficiently create detailed, professional quotes and proposals.

Our seamless integrations to the most popular CRMs (such as ACT!, Autotask, ConnectWise, salesforce.com, MS CRM, Outlook and more), complete integrations to QuickBooks and Sage 50, and our IT Distributor links (including Tech Data, Ingram Micro, Synnex, D&H, Comstor, Scansource and more) provides our users with a stable and dynamic solution to streamline their sales process.

Software Description:

Optymyze provides businesses with a comprehensive platform that improves sales results and channel performance. The suite provides the following solutions: sales and channel strategies execution; encouraging desired selling behaviors, better sales results achievement, and performance analysis.

Optymyze makes it easier for sales professionals to manage commissions and compensations to enhance their sales figures and to manage sales quota. For organizations, it means easier and more efficient meeting their business objectives. This platform solves a broad array of incentive compensation and sales performance needs with this complete suite of fully-integrated applications.

The way Optymyze enhances the sales teams performance is primarily its reliance on data science, process automation, and advanced analytics. It also offers solutions to motivate people to accomplish sales goals, as well as to induce clients to accept and quickly adapt to all changes.

Software Description:

RFPIO delivers revolutionary proposal management software that enhances collaboration and fosters a truly efficient response process. Bi-directional integrations with many popular solutions, along with an open API, allow teams to connect their favorite technologies while providing instant access to content. Built by a team that knows RFP response, RFPIO allows teams to thrive.

Features:

  • Electronic Signature
  • Dashboard
  • Third-Party Plugins/Add-Ons
  • Forecasting
  • Supplier Management
  • Multi-User
  • Notifications
  • Google Apps Integration
  • External Integrations
  • Multi-Currency
  • Contact Sharing
  • API
  • Data Import
  • Email Integration
  • Contact Management
  • Data Export
  • Conversion Tracking

Features:

  • Lead Management
  • Order management
  • Pricing
  • Sales Motivator
  • Notifications
  • Data Import
  • CRM Integration
  • External Integrations
  • Scheduling
  • Dashboard

Features:

  • Calendar Management
  • Scheduling
  • Customer Management
  • API
  • Data Export
  • Multi-User
  • Data Import
  • Notifications
  • External Integrations
  • Third-Party Plugins/Add-Ons
  • Dashboard
  • Project Management

Summary:

  • Create professional sales quotes and proposals in minutes

  • Integrate with current systems to ensure accurate forecasts

  • Streamline your sales process

  • Track customer interactions on each sales document

  • Review progress through dashboard

  • Order directly through IT Distributors

  • Affordable solution for any size business in any industry

Summary:

  • Channel Analysis

  • Sales Performance Management

  • Incentive Compensation Management

  • Sales & Channel Management

  • Territory & Channel Management

  • Sales Operations Management

  • Workflow Process Management

  • Quota & Target Management

  • Data Integration & Transformation

  • Sales & Channel Intelligence

Summary:

  • CRM integration with Salesforce

  • Collaboration integration with Slack

  • Cloud storage integration with Google Drive, Dropbox, and Box

  • Proprietary import and export technology

  • Intelligent and adaptive knowledge base

  • Workflow management

  • Custom integrations and customization available

Standard Edition

$20.00
1 user(s) / month
Included in plan:
  • Base package
  • Includes most links to CRMs

Professional Edition

$27.00
1 user(s) / month
Included in plan:
  • Includes features of Standard Edition and also Accounting Integrations
  • Includes Dashboard

Corporate Edition

$40.00
1 user(s) / month
Included in plan:
  • Includes all features of Standard and Professional
  • Includes advanced integrations (Autotask, ConnectWise, MS Dynamics)

FAQs:

    Does this service integrate with any other apps?
  • Yes, QuoteWerks integrates with over 12 different CRM and PSA applications (such as salesforce.com, Autotask, ConnectWise, MS Dynamics, Outlook, Google Contacts, SugarCRM, ACT!) as well as QuickBooks and Sage 50.

  • Does this service offer multi-user capability (e.g. teams)?
  • Yes, QuoteWerks is available for single or multiple users.

  • Does this service offer an API?
  • Yes, the API is offered free of charge.

  • Who are the main user groups of this service?
  • Any company or individual looking to create line-item based professional quotes or proposals.

  • What are some applications this service is commonly used in tandem with?
  • QuoteWerks is commonly used in conjunction with the most powerful CRM and PSA systems including salesforce.com, Autotask, ConnectWise, ACT!, Outlook, Google Contacts, QuickBooks, Sage 50 and much more.

  • What is this service generally used for?
  • QuoteWerks is used to automate the creation and delivery of sales quotes and proposals to clients.

  • What platforms does this service support?
  • This program operates on a Windows platform.

  • Does this service offer guides, tutorials and or customer support?
  • Yes, QuoteWerks includes a free help file, videos, support forum, and phone and email support are also available.

FAQs:

    What are some applications this service is commonly used in tandem with?
  • It is commonly used in tandem with CRM, SFA, HRIS, and Payroll applications.

  • Does this service offer multi-user capability (e.g. teams)?
  • No.

  • Does this service offer guides, tutorials and or customer support?
  • Support: Videos, Webinars, Email Support, Knowledge Base.

  • Does this service integrate with any other apps?
  • Integrations: SAP, Oracle, Salesforce Sales Cloud, Microsoft Dynamics.

  • Does this service offer an API?
  • No.

  • What platforms does this service support?
  • This is a web-based software with Android and iOS native apps offered.

  • What is this service generally used for?
  • Optymyze is generally used for sales performance management.

  • Who are the main user groups of this service?
  • This service is ideal for enterprise business.

FAQs:

    Does this service offer multi-user capability (e.g. teams)?
  • Yes. RFPIO strongly encourages team collaboration and is built to streamline the RFP response process.

  • Does this service integrate with any other apps?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • Does this service offer guides, tutorials and or customer support?
  • RFPIO offers onboarding, tutorials, and customer support. The RFPIO platform also integrates with a comprehensive feedback form that all users can access. The submitted feedback is public to the entire RFPIO user community.

  • What are some applications this service is commonly used in tandem with?
  • RFPIO integrates with Salesforce, Slack, and cloud storage solutions (Google Drive, Dropbox, and Box).

  • What is this service generally used for?
  • RFPIO delivers ROI to organizations of all sizes and industries that respond to RFPs. See instant ROI through a no-nonsense setup, simple and intuitive user interface, and robust integrations.

  • Who are the main user groups of this service?
  • RFPIO serves organizations of all sizes and industries that have more than one person responsible for any portion of RFP response. RFPIO's SaaS solution streamlines the entire RFP response process.

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Publisher:

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Likes:
1.71k
Followers:
1.25k

Publisher:

Founded:
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Based in:
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Employees:
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Likes:
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Other:

Who uses QuoteWerks
  • Freelance
  • Startups
  • SMEs
  • Agencies
  • Enterprises
Desktop Platforms:
  • Web App
  • Windows
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses Optymyze
  • SMEs
  • Enterprises
Desktop Platforms:
  • Web App
Mobile Platforms:
  • iOS
  • Android
Languages:
English
Regional Restrictions:
No restrictions.

Other:

Who uses RFPIO
  • Enterprises
Desktop Platforms:
  • Web App
Languages:
Korean, Chinese, Spanish, English, French, German, Portuguese, Japanese
Regional Restrictions:
No restrictions.
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