Conga CPQ
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A Complete CPQ Soluton
What do you like best about the product?
1. Completely native to saleforce platform
2. Can be configured to sell bundles, products with options and attributes
3. Offers advanced workflow and approvals capability to program complex approvals
4. Offers seamless integration with billing solutions
5. You get great relational data with reports and dashboards
6. one click renewals capability
7. Training webinars is a nice addition
8. Love seamless integration with docusign and x-author
2. Can be configured to sell bundles, products with options and attributes
3. Offers advanced workflow and approvals capability to program complex approvals
4. Offers seamless integration with billing solutions
5. You get great relational data with reports and dashboards
6. one click renewals capability
7. Training webinars is a nice addition
8. Love seamless integration with docusign and x-author
What do you dislike about the product?
1. Support is better but can still be improved by hiring more knowlegeble staff and/or trainign the support personals so that issues can be resolved quickly.
2. Admin guides are improved but still it is difficult to figure out what bugs were reported in the the version that is installed. It will be nice to get webinars or self guided training video's for admins because if admins understand the full capabilities of such a strong system they will be able to improve the user experience.
2. Admin guides are improved but still it is difficult to figure out what bugs were reported in the the version that is installed. It will be nice to get webinars or self guided training video's for admins because if admins understand the full capabilities of such a strong system they will be able to improve the user experience.
What problems is the product solving and how is that benefiting you?
We wanted to reduce the time it takes the quotes to go to the customer and with fewer errors.
We are able to achieve this with Apttus because all pricing and approval process is built in the system. Managers can approve the quotes from their cell phone while travelling and rep can generate the quotes and send it to the customer via docusign.
We are able to achieve this with Apttus because all pricing and approval process is built in the system. Managers can approve the quotes from their cell phone while travelling and rep can generate the quotes and send it to the customer via docusign.
Recommendations to others considering the product:
This is a enterprise level solution to meet the CPQ needs which can handle a lot of use cases and also a complete solution with approvals, templates, and billing.
You should identify the needs of the business and choose a solution that will meet the needs.
You should identify the needs of the business and choose a solution that will meet the needs.
Incredibly Robust
What do you like best about the product?
The Apttus CPQ is definitely one of the most robust CPQ systems for the Salesforce platform. The ability to configure things exactly the way your company does business is outstanding. There are also tons of supporting modules that allows for flexibility depending on the structure of your organization. One great example of the is their Intelligent Workflows and Approvals.
What do you dislike about the product?
Setting up some of the more nitty gritty elements of the Apttus CPQ system can sometimes be a pain. Some of it is just Salesforce limitations. Things like having to run maintenance buttons makes the program feel old and outdated, but again these are mostly Salesforce limitations. Some would argue it's too complicated, I think the reason for the complication is due to the shear number of business cases it can support.
What problems is the product solving and how is that benefiting you?
We are solving almost the entire CPQ ecosystem for a SAAS company. The true benefits of this is the ability to accurately and quickly track the pipeline from Order Form to Revenue. We are also realizing the benefits of massive expansion, including the ability to use Multi-Currency. This has greatly increased the rate at which we can do business.
Recommendations to others considering the product:
If you plan on rapidly growing and expanding, this is your product. If you have a very simple product and sales process, look elsewhere.
Sales tools that are useful
What do you like best about the product?
Ease of use. It allows you to create a quote that is cirtually error free and auto fills in areas for us
What do you dislike about the product?
Cannot do add on type deals on it. We can onlybuse it for net new deals and not use it for upgrades.
What problems is the product solving and how is that benefiting you?
Makes for error free quotes. Also auto fills in our info definite time saver
Strong Configure Price Quote Solution - Improved Sales Team Efficiency
What do you like best about the product?
Apttus' native Salesforce CPQ application allowed us to integrate it into our environment with less administrative resources than would have been required for a non-force.com application. Our integration partner Uptima was recommended by Apttus, and Uptima was instrumental in ensuring that we launched while staying on budget. Apttus' Xauthor for Word allowed us to create multiple versions of our standard quote/order confirmation, addressing unique standard terms for different types of sales automatically. Apttus CPQ pricing functionality was flexible enough to address all our varied pricing scenarios. These included user based tiered licensing, account based tiered pricing, quantity discounts, promotional discounts, and discretionary discounts.
Apttus' strong integration with leading esignature vendors DocuSign and Adobe allowed us to completely change our sales process, gaining a customer signed agreement for every sale. Overall, we improved our compliance with subscription auto renewal requirements while reducing our sales reps time spent explaining auto renewal terms, resulting in an uptick of 50% on our auto renewal business as compared to non-auto renewal business.
Apttus' strong integration with leading esignature vendors DocuSign and Adobe allowed us to completely change our sales process, gaining a customer signed agreement for every sale. Overall, we improved our compliance with subscription auto renewal requirements while reducing our sales reps time spent explaining auto renewal terms, resulting in an uptick of 50% on our auto renewal business as compared to non-auto renewal business.
What do you dislike about the product?
Implementing a CPQ solution is more complex than implementing a standard SFA solution with similar costs. Apttus' complexity requires us to have a dedicated full sandbox for Apttus CPQ release testing.
Our initial contract from Apttus did not include a premium support option. They have since changed their process to include this as an option for most CPQ sales. Given Apttus CPQ's complex nature and our limited administrative resource, we are currently in negotiation to add premium support to our contract.
Documentation and training were not as robust as we would have liked when we started our project (January 2015). Since our launch, in October 2015, we have seen continual improvements in documentation. We have not yet assessed their recent training offerings, although they have told us our and other client feedback was instrumental in improving their training offerings.
Our initial contract from Apttus did not include a premium support option. They have since changed their process to include this as an option for most CPQ sales. Given Apttus CPQ's complex nature and our limited administrative resource, we are currently in negotiation to add premium support to our contract.
Documentation and training were not as robust as we would have liked when we started our project (January 2015). Since our launch, in October 2015, we have seen continual improvements in documentation. We have not yet assessed their recent training offerings, although they have told us our and other client feedback was instrumental in improving their training offerings.
What problems is the product solving and how is that benefiting you?
With Apttus CPQ, we have been able to incorporate our business rules within our product catalog, improving the relevance of product search results. Additionally, Apttus CPQ together with the Apttus DocuSign integration has reduced the complexity of our standing order and auto renewing subscription process. This allows our sales teams to deliver an accurate quote more efficiently with less channel conflict.
Recommendations to others considering the product:
Apttus has the most comprehensive roadmap for their overall quote to cash platform. We are using CPQ, Xauthor for Excel, Xauthor for Word, and are a lighthouse customer for their Machine Intelligence solution. We have also invested in their Contract Lifecycle Management solution, although we have not yet implemented it.
A great configurator but plan carefully
What do you like best about the product?
1- The out of the box features that apttus provides.
2. Being a managed package within salesforce saves on integration cost and effort.
3. Reaps the benifits of salesforce.com being on the same platform and a force.com app.
4. Training effort - The same SFDC admin can administer this without significant training
5. Approval Process - The approval module is a great upgrade from what salesforce.com provides
6. Integration with CLM - as Apttus also provides a CLM module the CPQ naturally integrates with this tool.
7. Renewals and Contracts - A great feature provided by apttus where you can do out of the box renewals. it helps especially the Software industry.
2. Being a managed package within salesforce saves on integration cost and effort.
3. Reaps the benifits of salesforce.com being on the same platform and a force.com app.
4. Training effort - The same SFDC admin can administer this without significant training
5. Approval Process - The approval module is a great upgrade from what salesforce.com provides
6. Integration with CLM - as Apttus also provides a CLM module the CPQ naturally integrates with this tool.
7. Renewals and Contracts - A great feature provided by apttus where you can do out of the box renewals. it helps especially the Software industry.
What do you dislike about the product?
Not able to write extremely complex rules without customization.
Some out of the box features like renewals, ramps cannot be customized without significant customization.
Cannot make the tool look the way we want without custom code - UI needs to be more flexible.
Add more ways to write complex rules especially for the manufacturing industry.
Some out of the box features like renewals, ramps cannot be customized without significant customization.
Cannot make the tool look the way we want without custom code - UI needs to be more flexible.
Add more ways to write complex rules especially for the manufacturing industry.
What problems is the product solving and how is that benefiting you?
Building a global standard CPQ tool for a growing organizaiton.
Standardizing the approval process
Master Data driven configuration
A salesforce.com bases front office experience.
Standardizing the approval process
Master Data driven configuration
A salesforce.com bases front office experience.
Recommendations to others considering the product:
Do a feasibility study before implementing this tool to make sure everything you need is supported or be ready to adapt to the software you choose inorder to avoid expensive and complex customizations.
Apttus CPQ Tool Improves our Business Process
What do you like best about the product?
The fact that this product is native to Salesforce has allowed us seamless integration points with Apttus CPQ. Our end users don't even realize when they are switching between products. It also allowed us to standardize pricing and procedures which were like the wild wild west prior to moving to Apttus.
What do you dislike about the product?
Sometimes the speed of the system is slow. We have discovered this might be based on the hardware that our end users utilize. I am not too fond of the way they handled support costs. They include basic support in your subscription but that has a 2 day response time. If you want a better plan the costs are prohibitive. It was going to be more for the support fee than the actual cost of the annual subscription. This is not to say that the basic included support is not good. It is just that they prioritize the basic support cases below the other paid support models which can hold up your response.
What problems is the product solving and how is that benefiting you?
We used to use several spreadsheets and separate quoting systems with a total lack of consistency. Apttus has allowed us to streamline the quoting and pricing process so that all users are using one system.
Recommendations to others considering the product:
Be sure to budget for training for your admins and end users
Implemented CPQ for 20 Offices
What do you like best about the product?
The fact that the CPQ offering is a component of their larger Quote-to-Cash vision, strategy and suite of connected products. Their CPQ offering provides a deep set of sophisticated capabilities that enable users to accomplish complex configurations within a simple end user experience.
What do you dislike about the product?
Because it offers so much sophisticated functionality, it is a little more difficult to set-up. While I was successful implementing their Contract Lifecycle Management product with their Professional Services team, I recommend using a third party consultant such as Blue Wolf or Slalom Consulting to help work through the deep and rich features and capabilities offered by Apttus CPQ.
What problems is the product solving and how is that benefiting you?
Disconnected quoting, rogue discounting, e-mail based approvals, lack of insight into what Sales Reps are quoting and generating proposals without the insight into how each quote impacts compensation are all challenges that degrade the effectiveness of your most critical sales process - proposing your solution to your prospective customer. CPQ is the critical component that enables you to automatically generate a quote from your Opportunity record with all of the relevant customer or prospect header information already embedded. It constrains the quote by the rules of your product configuration parameters, ensuring that the Sales Rep constructs a logical solution with all of the necessary components. It helps avoid assembling the wrong components or in
Recommendations to others considering the product:
The best practice is to connect your quoting process to your contract management process and ultimately convert your contracts to your billing. Having all of those processes connected seamlessly across your Quote-To-Cash operation. Most importantly, make sure you tie your Incentive Compensation Management (ICM) platform into your CPQ program so that as your Sales Reps create their quotes, they get immediate insight into how each configuration, price and discount affects their bottom line. This is the best way to ensure that they price their deals in balance between discounting appropriately to compete, but still preserving profitability and also ensuring the configurations best meet customer needs. Also consider the concept of guided selling to further drive sales reps decision making as well as the new emerging AI capabilities to make it that much easier for Sales Reps to interact with their CRM platform.
Great Tool
What do you like best about the product?
The simplicity of configuring a quote is phenomenal. I can produce a quote in the fraction of the time that it would previously take.
What do you dislike about the product?
The ability to filter a list based on selected products via the add more products screen
What problems is the product solving and how is that benefiting you?
siloed data for enterprise organizations
Good option for CPQ
What do you like best about the product?
I like that it works well within Salesforce.
What do you dislike about the product?
It seems that use adoption in our organization has been slow. Certain aspects are not intuitive.
What problems is the product solving and how is that benefiting you?
We needed an easier way to get quote/orders out to our clients. Apttus was a good solution to build quotes in conjunction with the tools we already had (Salesforce, Docusign).
Apttus CPQ Review
What do you like best about the product?
The best part about Apttus CPQ is that it is natively embedded within Salesforce.com. Many customers, including the instance I currently work with has tons of challenges tied to upgrading the solution though, due to legacy implementations that required copious amounts of Apex code to run properly.
What do you dislike about the product?
The solution is fairly difficult to administer, as well as upgrade to the latest package if you have a legacy implementation. Our end-users aren't particularly fond of the user interface either (which has actually been improved in the latest release package).
What problems is the product solving and how is that benefiting you?
We utilize Apttus CPQ for our quote-to-cash process. Specifically sales reps use it for selecting products / services and adding it to a proposal. Since we do leverage Apttus CPQ, we are able to get benefit out of having much greater visibility into the specific products and services that comprise upcoming deals.
Recommendations to others considering the product:
I believe Apttus is in a bit of a tough spot right now, with Salesforce's recent acquisition of Steelbrick. Now that Native CPQ is a core Salesforce.com offering, that gets automatically upgraded with each release, Apttus is becoming a relic of the past. Unless Apttus can really start to compete on price, I think companies should really consider alternative options, as migrating off of Apttus to a different solution can be challenging as well.
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