ScopeStack Review

ScopeStack is a CPQ program that allows you to close more deals with a higher margin but in less time. It is a pre-sales platform developed primarily for the IT services industry by people in the same industry that ensures accuracy and increased productivity.
ScopeStack is a Configure, Price, Quote (CPQ) service that allows you to automate and simplify all the manual tasks that are done at the project definition stage, saving you time and effort.

SCOPESTACK – TUTORIAL

SCOPESTACK – FEATURES

• Configure: create configuration in minutes, leverage standard pre-approved tasks and customize for customer-specific requirements
• Prices: it includes standard pricing rate tables, variable pricing based on thresholds and pricing adjustments for unique customer opportunities
• Quotes: it includes opportunity approval workflow, dynamic statement of work generation and CRM and PSA integration
• Work breakdown structure: export to Excel, broken down by phase or line of business/practice and it includes all tasks and subtasks
• Pricing Analysis: it includes breakdown of resource level, price, cost, and margin, sort by phase or line of business/practice and visibility into overhead items and travel expenses
• CRM: sync client information from CRM opportunity to project scope, stop simple mistakes like misspelling the client’s name and push scoped services revenue back to CRM
• Analytics: identify where engineers are spending their time, understand which clients are requesting more services and measure engineer activity
• Profitability: it includes better predict services pipeline, average margin per project tracking and it ensures project profitability is aligned with business goals.