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Compare QuoteWerks vs KBMax

Comparison Summary

For QuoteWerks vs KBMax comparison, Our AI algorithm looked at 5608 peer reviews, testimonials and expert opinions across 50+ sources to understand how successful they were in using QuoteWerks and KBMax to solve their respective business needs.

Pros and cons of QuoteWerks and KBMax

QuoteWerks is more suited to businesses that require Sales Document Management and Products & Pricelist Management where as KBMax is focused towards Sales Document Management and Workflow Management .

Both QuoteWerks and KBMax are CPQ software, peers recommend QuoteWerks for contact list management and communication management where as KBMax is more known for sales document management and proposal & quote management .

logo QuoteWerks

Focus area

QuoteWerks is better than KBMax for

Software Failure Risk

  • low

logo KBMax

Focus area

KBMax is better than QuoteWerks for

Software Failure Risk

  • low

About

QuoteWerks: Sales Quoting Software and Proposal Solution | CPQ

KBMax : VISUAL CPQ & PRODUCT CONFIGURATOR SOFTWARE

Age

2009

Financials

PRIVATE

PRIVATE

Business Need

Total Processes
(we found evidences for)

58

18

Total Goals
(we found evidences for)

8

4

Top Processes

Evidences indicate better relative satisfaction


sales document management

proposal & quote management

contract management


products & pricelist management


engagement management

engaging and following up


contact list management

creating contact list


workflow management


communication management

sending & publishing communications



helpdesk management


generation of new leads


rating and review management



lead qualification

lead qualification: technographic


pipeline management


business development



relationship management


conversion management


content management

content publishing




social media management

social media analytics


account management




campaign management


customer feedback management


billing and invoice management



revenue cycle management



training & onboarding


Top Goals

Goals Achieved

  • Increase sales & revenue

  • Acquire customers

  • Enhance customer relationships

  • Scale best practices

  • Improve efficiency

  • Improve stakeholder relations

  • Enter new markets internationally or locally

  • Improve internal communications

  • See 5 more
  • Acquire customers

  • Increase sales & revenue

  • Enhance customer relationships

  • Improve ROI

  • See 1 more

Top Channels

Channels Used

  • promotions

  • offline

  • point of sale

  • phone calls

  • on premises

  • website

  • See 3 more
  • promotions

  • offline

  • point of sale

  • phone calls

  • on premises

  • website

  • See 3 more

Failure Risk Guidance Security Report?

Low Medium High
Low Medium High

Compliance Risk

low

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medium

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Security & Privacy Risk

low

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medium

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Integration Risk

low

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low

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Migration Risk

medium

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high

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Business Setting