Overview: Epicor CPQ (formerly KBMax) and Yagna iQ as CPQ Category solutions.

KBMax and Yagna iQ both provide CPQ solutions, tailored for different user needs. KBMax empowers enterprise clients by offering sophisticated integration, compliance, and security features. It's best suited for tech-heavy industries seeking to streamline proposal or quote management. Meanwhile, Yagna iQ stands out with robust sales document management and AI features, catering especially to the mid-market, particularly within IT and telecom sectors. Its strong channel partner support aids companies focused on cross-selling and upselling services.

Epicor CPQ (formerly KBMax): KBMax is a Visual CPQ and Product Configuration software used in various industries for complex product configurations. It supports cloud deployment with robust security features, enabling scalability and control.

Yagna iQ: Yagna iQ automates the channel ecosystem by streamlining renewals, CPQ, and upsell/cross-sell processes. End-to-end channel visibility and lead distribution are also achieved.

Epicor CPQ (formerly KBMax) and Yagna iQ: Best Use cases based on the customer satisfaction data

Key Capabilities Supported

KBMax supports sales document management and proposal & quote management, perfectly aligning with enterprise operational workflows. read more →

Yagna iQ excels in sales document and proposal management, with added focus on cross selling and engagement management. read more →

Business Goals

KBMax helps acquire customers and increase sales through robust proposal management. read more →

Yagna iQ enhances customer and stakeholder relationships, aiding businesses in cross and upselling, to boost revenue. read more →

Core Features

KBMax offers custom reports, integrations, and data exports, crucial for complex IT and engineering needs. read more →

Yagna iQ features AI-powered analytics and extensive compliance options, suiting IT, telecom, and software industries. read more →

Vendor Support

KBMax provides 24/7 and phone support, supporting comprehensive training and onboarding processes. read more →

Yagna iQ offers strong 24/7 support, meeting the needs of users with extensive channel marketing strategies. read more →

Segments and Industries

KBMax is predominantly used by enterprise and large enterprises in IT and engineering industries. read more →

Yagna iQ primarily serves the mid-market, focusing on IT and telecommunications sectors. read more →

Operational Alignment

KBMax integrates deeply into tech-heavy industries, aiding in complex proposal management. read more →

Yagna iQ supports versatile sales processes, particularly for industries focused on channel and mobile engagement. read more →

lightning

Applying your context and needs changes the comparison

Failure Risk Guidance?

Low Medium High
Low Medium High

Compliance Risk

medium

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low

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Security & Privacy Risk

medium

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medium

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Integration Risk

low

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low

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Migration Risk

high

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low

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Epicor CPQ (formerly KBMax) in Action: Unique Use Cases

How can Epicor CPQ (formerly KBMax) enhance your Workflow Management process?

How does Epicor CPQ (formerly KBMax) address your Training & Onboarding Challenges?

What solutions does Epicor CPQ (formerly KBMax) provide for Engagement Management?

What solutions does Epicor CPQ (formerly KBMax) provide for Products & Pricelist Management?


Yagna iQ in Action: Unique Use Cases

How efficiently Does Yagna iQ manage your Cross Selling?

What solutions does Yagna iQ provide for Upselling?

How efficiently Does Yagna iQ manage your Channel Marketing?

News

Latest Epicor CPQ (formerly KBMax) News

Epicor Launches Prism AI Across Europe to Transform Manufacturing ERP ...

Epicor has launched its AI-powered Prism platform across the UK and select European markets, enhancing ERP systems with embedded intelligence for manufacturers. Integrated within Epicor Kinetic, Prism enables real-time decision-making through natural-language interactions, supporting operational activities with AI agents. This rollout marks a significant step in Epicor's Cognitive ERP vision, aiming to transform ERP systems into active business partners.

24/06/2026 - source

Business Setting

Epicor CPQ (formerly KBMax)

Yagna iQ