Conga CPQ
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Best in class- Easy to use!
What do you like best about the product?
The Approval Package has the best features and is easy to configure
What do you dislike about the product?
There are a few restrictions if your business needs are different from the core product
What problems is the product solving and how is that benefiting you?
We are solving advanced discounting matrix. Our approval process is now automated and highly configurable based on our wide range of matrix.
From Quote to Cash, making Sales EASY!
What do you like best about the product?
I love that Apttus makes my life easier by having templates with drop down fields that you can select, with built in logic that can calculate my proposals and discounts for me. No more errors and bad quotes!
What do you dislike about the product?
You do lack the flexibility when doing complex and custom contracts. However, Apttus is great for standard templates and cookie cutter deals.
What problems is the product solving and how is that benefiting you?
I am in sales, and solving IT problems. I have realized the benefits of speed and velocity of closing more deals faster
Recommendations to others considering the product:
Would reccommend
Jordan Mulford Review
What do you like best about the product?
I like that it allows our sales reps to check out line items from a cart in order to create an easy to generate contract...this is leaps and bounds better than our old way of doing things. Moving forward, Apttus will continue to make our reps more self sufficient. It will also also give us more ability when we move towards e-commerce pieces.
What do you dislike about the product?
I think that it could be more intuitive. Lots of different click paths that are unnecessary...which gets confusing for reps. The loading bar is deceptive. It is slow at times.
What problems is the product solving and how is that benefiting you?
I think we have been able to streamline our proposal generation, contract creation, and overall negotiation process. Deals are moving quicker through the pipe with this tool. Specifically, approvals move much quicker with the Apttus system. Before our system was stuck together with figurative "gum" and "duct tape."
Recommendations to others considering the product:
Be prepared for change. Once you understand it though it is super easy.
Fantastic Product
What do you like best about the product?
Apttus has been a huge benefit to our company. It has allowed us to streamline approvals and structure more profitable deals for the company. We have a fairly complex sales cycle to accommodate and Apttus has absolutely been the right tool for us.
What do you dislike about the product?
The implementation was a bit rocky and user adoption was low at first as the reps struggled to use the new tool.
What problems is the product solving and how is that benefiting you?
We have a complex sale with multiple elements, reps struggled understanding all of these different elements and would often times delay the sales cycles. Apttus has several tools that have helped reps gain visibility into the various requirements of the deal and it has resulted in a much more efficient back office process.
Recommendations to others considering the product:
I would recommend, implementations are tough to work through but the end game is worth the initial struggle.
Good CPQ Tool
What do you like best about the product?
1) ease of use
2) ease to manage rules
3) configurable UI
4) CRM integration (both Salesforce and Dynamics)
In addition to the above, it has increased efficiency within my organization
2) ease to manage rules
3) configurable UI
4) CRM integration (both Salesforce and Dynamics)
In addition to the above, it has increased efficiency within my organization
What do you dislike about the product?
The main advice is to train your users and technical staff early. It will take some learning to implement and use this product most effectively.
What problems is the product solving and how is that benefiting you?
Apttus CPQ is used throughout our organization - Sales, Finance, Operations, etc. Although each department has different needs, the benefit that I see from this is enhanced reporting. I am able to create better product-level reports by customer, industry and revenue.
Strategic program manager
What do you like best about the product?
• Apttus CPQ provides a lot of Out of the box features for product, pricing and packing configuration and provides an easy shopping cart experience with quick quoting process.
• As it’s embedded within salesforce, the ease of integration and visibility to all the users makes it easy to use.
• As most of the complex pricing and packaging can be achieved within the application the technology costs have drastically reduced.
• Incorporates the industry grade CPQ practices.
• Eliminates manual processes through streamlined and simplified processes.
• Highly scalable and integrates well with the other counterparts of the Quote to Cash process.
• In case of missing functionality the product team is quick in understanding the CPQ/ ABO customer requirements and incorporating them in the near term or longer term roadmap.
• As it’s embedded within salesforce, the ease of integration and visibility to all the users makes it easy to use.
• As most of the complex pricing and packaging can be achieved within the application the technology costs have drastically reduced.
• Incorporates the industry grade CPQ practices.
• Eliminates manual processes through streamlined and simplified processes.
• Highly scalable and integrates well with the other counterparts of the Quote to Cash process.
• In case of missing functionality the product team is quick in understanding the CPQ/ ABO customer requirements and incorporating them in the near term or longer term roadmap.
What do you dislike about the product?
• Some features such as Upgrades/Amends still need customization as it does not meet the need.
• Ramps for multi years for bundles products are yet to be included in the CPQ product.
• Sync back to opportunities for multiyear deals is not ideal as it impacts year on year forecast
• Ramps for multi years for bundles products are yet to be included in the CPQ product.
• Sync back to opportunities for multiyear deals is not ideal as it impacts year on year forecast
What problems is the product solving and how is that benefiting you?
• Out-of-the-box support for multi-lingual, multi-currency globalization of Pricing and quote process
• Optimization of sales effectiveness by leveraging modern technologies (mobile)
• Faster time to market for launch for products
• QTC platform is global and support global product and sales enablement (Pricing, packaging, promotions and sales polices) consistently across markets
• Flexibility for customers regarding payment and pricing options with internal approvals enabled
• Helped our company enable a test and learn mode prior to a wide scale product launch in different markets to enable product, pricing and packing optimization.
• Optimization of sales effectiveness by leveraging modern technologies (mobile)
• Faster time to market for launch for products
• QTC platform is global and support global product and sales enablement (Pricing, packaging, promotions and sales polices) consistently across markets
• Flexibility for customers regarding payment and pricing options with internal approvals enabled
• Helped our company enable a test and learn mode prior to a wide scale product launch in different markets to enable product, pricing and packing optimization.
User friendly CPQ - CLM Queue
What do you like best about the product?
Very User friendly and covers all possible Business use Case.
Highly reliable with different types of discounting (Price Override and % Discount)
Supports Multilevel Approval Management.
Effecting Stage Management on CLM Module
Customization on customer facing document management.
Easy commit of changing on documents using x -Author .
Upgraded Angular version has very good look and Feel User Interface.
Supports multi language and Multi Currency Quote.
Highly reliable with different types of discounting (Price Override and % Discount)
Supports Multilevel Approval Management.
Effecting Stage Management on CLM Module
Customization on customer facing document management.
Easy commit of changing on documents using x -Author .
Upgraded Angular version has very good look and Feel User Interface.
Supports multi language and Multi Currency Quote.
What do you dislike about the product?
Very Limited Customization features, lot of Managed code which has limitation of Edit Access.
Even for minor modification we are dependent on the Support team.
Debug on Management Code is not Possible or highly difficult.
Even for minor modification we are dependent on the Support team.
Debug on Management Code is not Possible or highly difficult.
What problems is the product solving and how is that benefiting you?
We Solved Advanced discount Matrix implementation for one of our Customer.
We Implemented List Price Override Functionality which was very feasible and reliable with the Tool.
Benefits were :
1. Configurable discount Matrix Setup
2. Setting up Delegate Approver Setup for Higher discount on Matrix Setup.
3. List Price Override by usage of IsCustomPricing Checkbox on Line Item and Proposal Line Item Objects respectively.
We Implemented List Price Override Functionality which was very feasible and reliable with the Tool.
Benefits were :
1. Configurable discount Matrix Setup
2. Setting up Delegate Approver Setup for Higher discount on Matrix Setup.
3. List Price Override by usage of IsCustomPricing Checkbox on Line Item and Proposal Line Item Objects respectively.
Recommendations to others considering the product:
Need Proper Knowledge on the tool so that we can effectively utilize all the features.
Comprehensive platform for Quoting, but Complex and less flexible to various business needs
What do you like best about the product?
1. The Approval package has best features to accommodate the matrix and its highly configurable.
2. X-Author app is a great tool and has great features and user friendly.
3. Apttus CLM tool easily integrates with CPQ
4. Being native to Salesforce it easily integrated with our other SF products providing better user experience to our users.
5. Latest version of CPQ packages provide better UX
2. X-Author app is a great tool and has great features and user friendly.
3. Apttus CLM tool easily integrates with CPQ
4. Being native to Salesforce it easily integrated with our other SF products providing better user experience to our users.
5. Latest version of CPQ packages provide better UX
What do you dislike about the product?
1. Have restrictions if business needs differ from the product core functionality
2. Few out of the box feature are not configurable which lead to custom efforts
3. Certain complex business scenarios are not part of core product, which leads to customization.
4. Not fully compatible with SF Lightning.
5. Latest versions are not compatible with custom features which are hurdles for future upgrades.
6. Slowness in cases with Quote with high number of Products
2. Few out of the box feature are not configurable which lead to custom efforts
3. Certain complex business scenarios are not part of core product, which leads to customization.
4. Not fully compatible with SF Lightning.
5. Latest versions are not compatible with custom features which are hurdles for future upgrades.
6. Slowness in cases with Quote with high number of Products
What problems is the product solving and how is that benefiting you?
1. Our Approval process is now automated and highly configurable based on our wide range of matrix
2. As integrated with other tools/apps in SF it provides a clear view of various deals getting created in the system.
3. Moving away from traditional excel tools.
2. As integrated with other tools/apps in SF it provides a clear view of various deals getting created in the system.
3. Moving away from traditional excel tools.
Quick, Easy, Real time quotes on the go!
What do you like best about the product?
Quote generation from my cellphone in the field. Quick, easy, straight forward to use. Complex SKU's are easily organized with Apttus. Excellent versioning control for quoting. At times we have to send 4-10 quotes to a single customer. Keeps things straight forward and ease of use is A-OK!
What do you dislike about the product?
Not a ding to Apttus, but when we put out a new product - we have to adjust SFDC to publish accurate information. Its a measure 10 times, cut once experience. Again, this is an internal situation and no harm nor foul to Apttus.
What problems is the product solving and how is that benefiting you?
Quote generation should be easy. We over complicated it early on with a homegrown system that didn't solve all opportunity needs. Native to SFDC, so easy to search, adjust and resend.
Recommendations to others considering the product:
Have more than 10 Sku's? Give Apttus a try. The more complex the quoting sales cycle, the more awesome it is. Attention to detail when creating the UI is slick and that helps with User adoption in house.
Comprehensive CPQ Tool for Salesforce
What do you like best about the product?
Out goal when we started looking for CPQ solution was to get something that was native to Salesforce and Apttus was the first CPQ application that was. It was able to handle our complicated pricing scenarios and helped provide insights into the discounting and selling process like never before. The approval process is also very handy in making sure the reps are not discounting greater than they should be.
We also have implemented the X-Author for Excel and Word which has helped us with migrating our Key Account Team over to CPQ from their excel spreadsheet thereby making the system the one process for everyone.
We also have implemented the X-Author for Excel and Word which has helped us with migrating our Key Account Team over to CPQ from their excel spreadsheet thereby making the system the one process for everyone.
What do you dislike about the product?
The speed is slow at times, specially when you have a quote with hundreds of lines. Support is very slow as well. Depending on who you get, it may take from 2 days to sometimes few weeks and even months to get a issue resolved. We finalized on Apttus CPQ much before they had their support tiers in place and we think we should have been automatically grandfathered into the higher tier by default at least for the first year.
Also their new Angular UI is lacking some of the features that we grew to like in the Classic UI.
There has been a great improvement in documentation and product architecture from the time we launched to this date.
Also their new Angular UI is lacking some of the features that we grew to like in the Classic UI.
There has been a great improvement in documentation and product architecture from the time we launched to this date.
What problems is the product solving and how is that benefiting you?
We were able to reduce our product price books from 6 down to 1 thereby reducing the management of the product catalog. Integration with Docusign allowed the reps to send accurate and more efficient quotes to the customers with relevant Terms and Conditions based on the products selected thereby reducing the number of returned orders by 97%.
It also helped control reps selling into market segments they were not authorized to do so. Helped us gain insights into the selling and quoting process.
It also helped control reps selling into market segments they were not authorized to do so. Helped us gain insights into the selling and quoting process.
Recommendations to others considering the product:
The best piece of advice we received before we embarked on this journey was to get the Apttus 5 day training which I think helped us tremendously during the planning and implementation of the project as we were able to envision our process with Apttus functionality.
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