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5 Ratings
Top Rated
41 Ratings
5 Ratings
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Score 8 out of 101
Top Rated
41 Ratings
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Score 7.1 out of 101

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Likelihood to Recommend

AdDataExpress

It is much better to prospect brands and find appropriate contacts at a parent account, and not such a strong suit for agencies.
Bryan Silverman profile photo

Apttus

Apttus CPQ excels for complex contract and/or complex pricing requirements. If your business has simple pricing rules, a less full featured solution may be more appropriate.Apttus CPQ is an easy system to administer, using the same object logic as the Salesforce platform.We implemented Apttus for virtually all of our sales representative processes, and in doing so found that we virtually eliminated speculative ordering.
Jack Borland profile photo

Feature Rating Comparison

Prospecting

AdDataExpress
6.6
Apttus
Identification of new leads
AdDataExpress
9.1
Apttus
List quality
AdDataExpress
6.4
Apttus
Ideal customer targeting
AdDataExpress
5.5
Apttus
Load time/data access
AdDataExpress
5.5
Apttus

Sales Intelligence Data Standards

AdDataExpress
7.3
Apttus
Contact information
AdDataExpress
7.3
Apttus
Company information
AdDataExpress
7.3
Apttus
Industry information
AdDataExpress
7.3
Apttus

Data Augmentation & Lead Qualification

AdDataExpress
4.1
Apttus
Lead qualification process
AdDataExpress
6.4
Apttus
Salesforce integration
AdDataExpress
2.7
Apttus
Company/business profiles
AdDataExpress
5.5
Apttus
Data hygiene
AdDataExpress
2.7
Apttus
Automatic data refresh
AdDataExpress
3.6
Apttus
Filters and segmentation
AdDataExpress
3.6
Apttus

CPQ

AdDataExpress
Apttus
6.5
Quote sharing/sending
AdDataExpress
Apttus
7.1
Product configuration
AdDataExpress
Apttus
6.7
Configuration options
AdDataExpress
Apttus
7.1
Pricing rules
AdDataExpress
Apttus
7.1
Price adjustment
AdDataExpress
Apttus
6.8
Purchase history and open contracts
AdDataExpress
Apttus
6.1
Guided selling/Sales portal
AdDataExpress
Apttus
5.1
CPQ reporting & analytics
AdDataExpress
Apttus
5.7
CPQ-CRM integration
AdDataExpress
Apttus
7.6
Attachments to quotes
AdDataExpress
Apttus
5.9

Pros

  • Provides email addresses - essential when doing cold email outreach.
  • Provides agencies for each brand/company.
  • Provides media spend for parent company and brand.
Bryan Silverman profile photo
  • Ability to manage large quantities of validation rules necessary for complex product builds.
  • No product addresses a company's requirement right out of the box, but Apttus CPQ is built on the Salesforce.com platform which is a distinct advantage for us. It allows us to build functional extensions, and customize the application to our specific usage.
  • Service and support is the key for any product, and Apttus has always made efforts to support their products with continual improvements.
King Ou profile photo

Cons

  • Updating who works on each brand from the brand side.
  • Updating who works on each brand from the agency side.
  • Not having to log in as often.
Bryan Silverman profile photo
  • Change management: Pricing changes are difficult to deploy, no regression testing for existing configurations.
  • Administrator usability: Very easy to create problems with price list items firing unintentionally which leads to price list item sprawl. No holistic testing tools to make sure you've set up pricing / rules the way you intended.
  • X-Author has limited capabilities to include related objects - our Quote header object has several hundred fields that serve no purpose but to make form generation more stable / faster.
Stryder Thompkins profile photo

Likelihood to Renew

No score
No answers yet
No answers on this topic
Apttus10.0
Based on 9 answers
We have seen great results. 25% reduction in cost, 40% improvement in process efficiency, 60% increase in velocity of signed contracts.
Greg McLaughlin profile photo

Usability

No score
No answers yet
No answers on this topic
Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available

Reliability and Availability

No score
No answers yet
No answers on this topic
Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available

Support

No score
No answers yet
No answers on this topic
Apttus8.0
Based on 2 answers
Tier1/tier 2 support can only handle native functionality. Customizations have to be escalated to developers which aren’t included in the support program.

I go ahead and copy the people I directly worked with on implementation for assistance. I would rate them an 8 for support assistance.
No photo available

Online Training

No score
No answers yet
No answers on this topic
Apttus7.0
Based on 1 answer
We attended 5 hours worth of webinars early on.

We had to understand how objects worked to figure out how to structure our data.

I would have liked more in-depth training but it would have been an additional cost
No photo available

Implementation

No score
No answers yet
No answers on this topic
Apttus1.0
Based on 3 answers
Be iterative. Take the opportunity to build a catalog based on how Apttus works well. Learn the tool yourself or use an SI. Take the time to build a configuration / pricing migration tool with X-Author for Excel or roll your own. Stick with OOTB Apttus as any customization will cost you every time a new version is released
Stryder Thompkins profile photo

Alternatives Considered

Winmo allows more dynamic and functional searches, and puts agency and brand contacts in one place. It also allows exports based on spend and in general, is much more dynamic of a software.
Bryan Silverman profile photo
I cannot recall the names of one other CRM that we reviewed. Apttus won because Upside went to an enterprise model and we no longer met their standards. Selectica was priced high if I can recall correctly and I think they did not have the Salesforce component at the time.
No photo available

Return on Investment

  • Improved efficiency of prospecting.
  • Improved efficiency of finding emails and email syntax.
Bryan Silverman profile photo
  • You have all irons in one system. Previously, we were fragmented - we were on paper contracts, some in our ERP, others in PDFs on someone’s desktop. The importance of having all data in Salesforce.com in a standardized fashion has become blatant.
  • Avoiding more custom system maintenance burden. We try to use out of the box as much as possible. When considering what you do customize, make sure there’s a good business reason for it.
No photo available

Pricing Details

AdDataExpress

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

Apttus

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details