Product Bundle from GoCloudz vs IvyTek Finance

Build product bundles and quote complex pricing in a few clicks, without leaving Salesforce. Product Bundle runs on standard Salesforce Products and Price Books, so your reports, flows and approvals keep working. • Design bundles from standard Salesforce Products, including reusable child bundles • Configure products in a simple interface reps learn in minutes • Add bundles to Opportunities, Quotes, Orders and Work Orders • Price by volume, tier or attribute, with segment-based pricing • Multi-currency and multiple price books, with built-in approvals • Suggest cross-sells and up-sells as reps build the bundle Most customers go live in about two weeks. Click “Get It Now” to start the free, full-featured 15-day trial, or “Try It” for an unlimited trial in a sandbox. Documentation and how-to videos: https://gocpq.com/documentations/product-bundle/

Step out of the silo and into the future of loan origination and servicing software with IvyTek. Built on business intelligence and our over 20 years of experience, IvyTek’s unique software will allow you to customize dashboards and reports while automating your workflows. With our social collaboration feature, you can communicate in real time via chatter and chat - a real time instant messaging client. Our mobile access will allow you to keep a pulse on all aspects of your business and stay in touch with colleagues, clients and staff. ~Quickly integrates with 3rd party providers ~Loan Application from internal/external(website) sources and customizable workflows ~Upload credit applications from a borrower portal ~Quickly calculate the best payment terms for your borrower ~Dynamic Settings for Revolving Credit Loans ~Easy to use tools to create collection workflow actions ~Integrated Document management - compliance logging for customer touch points ~Intuitive Interface ~Streamline cash drawer actions Ready to take a test drive? Step into the future of loan serving today. Contact us to schedule your discovery call here.