Replace CPQ and keep Salesforce as your CRM

Your sellers don’t want a new CRM. They want quotes that are right the first time.

QTCFolio sits next to Salesforce: accounts, contacts and opportunities stay in sync, and quoting, approvals, contracts and billing run in one record behind it.

Replace CPQ. Keep your sellers’ habits.

The longer version

Changing CRMs means retraining every seller. Replacing CPQ doesn’t have to. QTCFolio synchronizes users, accounts, contacts and opportunities with Salesforce, so sellers keep working from the opportunities they already know. Each record has clear ownership, so nobody wonders which system holds the right value.

Behind the opportunity, QTCFolio guides sellers through bundles and options so complex offers come out correct the first time. One-time and recurring charges sit on the same quote, and the primary quote drives the opportunity forecast.

From there the approved quote carries through to contracts, billing and renewals without being retyped. You can adopt it one stage at a time, starting with quoting or approvals.