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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.
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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.
No issues with product.
What do you like best about the product?
As a user, configuration abilities can be strong, but require a lot of set up.
What do you dislike about the product?
Administrative unfriendliness. Too many object required for full functionality
What problems is the product solving and how is that benefiting you?
CPQ
Recommendations to others considering the product:
Keep it simple
Great quote to cash platform for very complex environments
What do you like best about the product?
Our Apttus implementation is incredibly responsive to the user with a great user experience, much improved over our existing quoting tools. Administration of pricing is easy and we hope to make it even easier by taking advantage of X-Author for Excel to build an app than can be used by those with no Salesforce or Apttus administrative background. As a force.com native app, it provides much more power in reporting and consistency throughout the process and is a much needed improvement for our sellers.
What do you dislike about the product?
So far there is very little not to like about Apttus, but one area that could be improved is the ability to migrate data and configurations between salesforce orgs seamlessly and efficiently.
What problems is the product solving and how is that benefiting you?
Apttus has done a great job in supporting our very complex environment. We have a very large and demanding sales force with a lot of very specific requirements for quoting. Apttus Professional Services has done a fantastic job in partnering with our team to deliver a solution that allows us to quote seamlessly across our entire, very large portfolio.
Recommendations to others considering the product:
I strongly recommend Apttus, especially if you are in a complex and demanding enterprise environment.
Amazing Product
What do you like best about the product?
My company purchased X-Author just as I was coming on board so I was the guinea pig in terms of use :-) This tool has proven over and over again that it was more than worth the investment. My sales team's pipelines are up to date (I think for the first time since we got Salesforce) and I've been able to use the tool for several nasty projects (like updating country name formats, etc) that used to take days - and now take less than an hour. My favorite part is the Quick App feature - which I utilize all of the time. The customer support is also unparalleled - get this tool, now!
What do you dislike about the product?
The logic is a little hard to learn, but not at all impossible. It will take some time and attention but that investment is well worth it down the road
What problems is the product solving and how is that benefiting you?
Inaccurate pipeline forecasts are officially a thing of the past
Recommendations to others considering the product:
Jump on the X-Author train and never look back
X-author A true time saver!
What do you like best about the product?
We are just beginning to use X-author and already the time saving is tremendous. We have only built a few of our own apps so far and needed help with a more complex one. If you do not have a lot of customizations then writing apps is a breeze; custom objects can make it a bit more challenging. We are looking forward to using this tool across all users.
What do you dislike about the product?
some learning curve on creating the templates
What problems is the product solving and how is that benefiting you?
mass updating dates and stages in salesforce
Apttus to the Rescue!!!
What do you like best about the product?
Apttus products are very user friendly and easy to use. All questions are always answered the same day. They take time to walk through the setup to ensure the product is setup for my individual use case.
What do you dislike about the product?
the only thing that I dislike is the fact that I'm on the east coast and my Apttus team is on the West Coast. When I have an issue at 6 in the morning there are times when I have to wait till 11 for a response. Which isn't that bad because I always get a response.
What problems is the product solving and how is that benefiting you?
We now have a more streamline process. As well as having an improved workflow and overall AE Satisfaction is using the product.
Recommendations to others considering the product:
I'd recommend this product 100% if your company is looking for quality, streamlining processes, transparency between all departments as well as getting teams to work proactively with each other. This product brings everything together.
Daily user of Apttus
What do you like best about the product?
I like the easy building of a quote similar to user experiences I am familar with like e-commerce shopping.
What do you dislike about the product?
There isn't much I dislike but sometimes the speed can be an issue.
What problems is the product solving and how is that benefiting you?
The ability to build a quote has become much easier. I am able to get a more accurate pricing in real time for my customers.
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