Apttus CPQ

(129)
4.1 out of 5 stars

Maintain IT flexibility and run your entire Quote-to-Cash processes on a single data model with any CRM that you like. Rated a Leader by Forrester and IDC.

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Apttus review by <span>Gregory F.</span>
Gregory F.
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Driving Profitable Sales with Apttus

Updated On
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What do you like best?

We have invested heavily in a java-based guided selling solution sitting on top of Salesforce.com. It was important to find a partner that was tightly integrated to this platform. Additionally, we recognized that this was only the beginning of our CPQ journey and wanted the ability to evolve our platform and grow the breadth and depth of our solution.

We selected Apttus based on several key factors; 1. native salesforce, 2. highly configurable with a lot of strong out-of-the-box functionality, 3. customization leverages apex and visualforce, 4. highly scale-able, 5. easy maintenance of output documents via X-Author, 6. wide variety of potential add-on solutions via SFDC appexchange.

Apttus has continued to make investments in the products continually enhancing UI centric elements and the underlying engine. We continue to benefit from our decision to use a native SFDC solution, allowing us to adjust our solution via SFDC's declarative and programmatic customization capabilities.

What do you dislike?

While highly configurable the core product configuration and shopping cart screens have some restrictions. Also, would like the ability to control / customize core button visibility and behavior. The X-Author solution allows for easy formatting but doesn't handle complex conditional formulas.

Recommendations to others considering the product

Not just Apttus but with any CPQ, clearly work through your processes and how your information evolves through the flow. Ensure your systems of records are available in a manner the allows for easy integration into CPQ so your CPQ platform doesn't evolve into your system of record. Work through your product structure and attributes to for a clear point of view as to what attributes are resolved at selection versus those that are tweaked through the process. As a SFDC shop, the benefits of choosing a native SFDC solution has continued to to validate our decision.

What business problems are you solving with the product? What benefits have you realized?

• We have better control of pricing and product visibility.

• Sellers have visibility of deal profitability.

• We have an automated approval process based on deal types, products and size.

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Apttus review by <span>Prince L.</span>
Prince L.
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User friendly CPQ - CLM Queue

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What do you like best?

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.

What do you dislike?

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.

Recommendations to others considering the product

Need Proper Knowledge on the tool so that we can effectively utilize all the features.

What business problems are you solving with the product? What benefits have you realized?

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.

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Apttus review by <span>AJ (Andrew) B.</span>
AJ (Andrew) B.
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Bringing accuracy to selling

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What do you like best?

Apttus provided focussed onsite support during a key phase for us. This enabled us to have their undivided attention on the project. The case support team have also been great – working diligently on any support and product enhancement cases that we raise. The software enables both simple or complicated product configurations which is important for our industry.

What do you dislike?

Ideally the UI would be more intuitive and auto refresh as I make changes rather than having to force it to Reprice.

Recommendations to others considering the product

Ensure you train/obtain good training for your admin staff to configure into Apttus CPQ. Ultimately you will want to become self-sufficient in the setup of your products into CPQ.

What business problems are you solving with the product? What benefits have you realized?

• We are striving for accurate configuration and pricing to ensure the integrity of our proposals and agreements - lifting this will lift our customer experience with us

• We want simple point and click selling for our sales and sales support staff – leading to more efficiency during the sales cycle. We are seeing this now as staff adopt the product

• Digitisation of our work day. The more we do within a digitised environment the more information we can use for analytics, insights and customer-single-view.

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Apttus review by <span>Jordan M.</span>
Jordan M.
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Jordan Mulford Review

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What do you like best?

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?

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.

Recommendations to others considering the product

Be prepared for change. Once you understand it though it is super easy.

What business problems are you solving with the product? What benefits have you realized?

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."

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Apttus review by <span>Mallesh K.</span>
Mallesh K.
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Verified Current User
What do you like best?

I liked Angular JS interface which is faster than the earlier version.

We have recently upgraded Angular JS and most of our business like a lot.

This has good performance and Option page limitation and fast.

And also Apttus CPQ is capable for most of our requirements but off-course Aspect has more customization due to complex scenarios.

What do you dislike?

But we do observed ABC rule which is the replace of SFDC depended pick-list functionality. Not sure why Apttus introduced additionally setup for already existed SFDC functionality.

New version always should decrease the no of steps instead of increase.

Recommendations to others considering the product

CPQ needs to improve little more like functionality wise and easy setup wise.

We have observed some reprice issues in Angular JS where we need to reprise mutiple times to get the correct price so we have reported this to Apttus.

And also the latest version always feasible than earlier one

What business problems are you solving with the product? What benefits have you realized?

We mostly solving the problems using CPQ rules like Constraint rules and Field Expressions and so on.

I got to know in Angular JS, Field Expression features are more extended which is helping a lot to fulfill our business requirements.

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Apttus review by <span>Shirish D.</span>
Shirish D.
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Verified Current User
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Comprehensive CPQ Tool for Salesforce

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Verified Current User
What do you like best?

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.

What do you dislike?

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.

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.

What business problems are you solving with the product? What benefits have you realized?

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.

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