Conga CPQ
Improved complex pricing and approvals has reduced order errors and accelerated quote cycles
What is our primary use case?
I use Conga CPQ for our e-commerce website related to a medical project to place orders using the cart. My experience primarily involves cart-related functionality, placing orders, creating quotes, and managing negotiations and approvals.
How has it helped my organization?
What is most valuable?
The best features Conga CPQ offers in my experience are quotations and approvals. In Salesforce CPQ, we don't have many out-of-the-box features in approvals and the quotation process, whereas Conga CPQ provides more out-of-the-box objects, allowing us to reduce customizations.
Conga CPQ handles complex pricing structures effectively with most out-of-the-box features, eliminating the need for extensive customizations. When issues arise, we can create cases and receive quick responses.
For complex pricing and orders, if organizations want more efficiency and error tracking, Conga CPQ is a strong choice.
What needs improvement?
After converting to Conga LP revenue life cycle platform, we identified several areas for improvement. We run into more sync issues and data synchronization problems.
After moving to the revenue life cycle platform, changing all the logic from Turbo to the platform has created many issues. While setting up the organization, it takes considerable time to sync all the data.
For how long have I used the solution?
I have been using Conga CPQ for the past four years.
What about the implementation team?
We work with Conga such that when they have a client, they provide a few employees from our company. Our employees and Conga employees work together for that client, which operates similarly to a partner arrangement.
What other advice do I have?
For electrical instruments being sent, we create products and price list items, providing prices at the price list item level. We use search filters to add products based on the customer and provide discounts through Conga CPQ out-of-the-box objects, with any cart customizations handled separately.
We use Conga CPQ for a fast quote process with fast track quotes, enabling quick order placement. The salesperson can review any margin errors regarding discounts before approving the quote. We implement approvals based on the discount amount to prevent unauthorized excessive discounts.
For complex pricing and orders, if organizations want more efficiency and error tracking, Conga CPQ is a strong choice. I rate this review eight out of ten.