Everstage: CPQ and Incentives for Salesforce
From pricing a deal to what reps earn, all within an opportunity.
Overview
Everstage runs CPQ and incentive compensation inside Salesforce. Eva, the intelligence layer across both, drafts quotes from calls, enforces discount rules, and shows reps what a deal pays them as they price it.
See How Everstage: CPQ and Incentives for Salesforce Works
No quote starts from scratch, and no deal leaks margin. Eva drafts a quote the moment a call ends, priced with what won similar deals, and reps can also quote through the guided builder or by describing the deal to Eva in plain English. Discount limits an
An approved quote goes out for buyer signature through Everstage's native eSign, converts to a contract with terms and versions intact, and flows into your billing systems with contract and subscription details carried through, so no one needs to re-enter
RevOps owns the setup, not a ticket queue. Catalog, pricing models, discount guardrails, and approval workflows are built in clicks or by describing the change to Eva, and every pricing change takes effect on the date you choose.
Reps spend their time closing deals instead of shadow-accounting their commissions. Real-time commission and quota attainment data sits directly in Salesforce, earnings forecasting shows reps what they stand to earn as deals progress, and Eva answers any
The discount conversation finally includes what it costs the rep. Payout estimates appear as reps build the quote, across deal structures and without altering CRM data, so the earnings tradeoff is on screen before anyone drops the price. This works becaus
Everstage runs CPQ and Incentives inside Salesforce for teams at enterprise scale, where commission plans and deals have grown past what spreadsheets and dated tools can hold. Quoting starts ahead of the rep. Eva, the intelligence layer across both products, drafts a quote the moment a sales call ends, priced with what won similar deals, and reps can also quote through the guided builder or in plain English. Discount limits and multi-stage approvals catch an underpriced quote before the buyer ever sees it. Commissions stay trusted. Real-time commission and quota attainment data sits directly in Salesforce, earnings forecasting shows reps what they stand to earn, and Eva answers payout questions with the official math, tracing every line item to the rule behind it. Watchers run recurring checks on their own, from margin scans to payout anomalies flagged before a run closes.
Categories
- Business Needs
- Sales ProductivityQuotes & OrdersCompensation Management
- Industries
- Horizontal Product
- Personas
- AdministratorSales Representative / Manager
- FeaturesNo LimitsThis product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in HelpLightning ReadyOptimized for Salesforce orgs that use Lightning Ready.Multiple CurrenciesSupports Salesforce orgs that use Multiple Currencies.Managed PackageThis product is installed in your Salesforce org as a managed package and receives automatic upgrades.Lightning App BuilderReady to use in the Salesforce Lightning App Builder.Salesforce MobileSupports Salesforce for iOS and Android.
- No LimitsLightning ReadyMultiple CurrenciesManaged PackageLightning App BuilderSalesforce Mobile