What users are saying about
Top Rated
41 Ratings
22 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
22 Ratings
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Score 8.9 out of 101

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Likelihood to Recommend

Apttus

I would not recommend this product to anyone. This product is hard to manage, requires development in house which becomes expensive. The tool itself is extremely expensive for the features it delivers. And ultimately, the sales "bait and Switch" will occur on you, which will require you to buy more licenses or add-ins that were not planned on to get the desired feature set.
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Clari

Clari is well suited to allow leadership clear visibility into opportunities without too much additional conversation directly with reps, allowing them to focus on revenue generating activities.
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Feature Rating Comparison

CPQ

Apttus
6.5
Clari
Quote sharing/sending
Apttus
7.0
Clari
Product configuration
Apttus
6.6
Clari
Configuration options
Apttus
7.0
Clari
Pricing rules
Apttus
7.0
Clari
Price adjustment
Apttus
6.8
Clari
Purchase history and open contracts
Apttus
6.0
Clari
Guided selling/Sales portal
Apttus
5.1
Clari
CPQ reporting & analytics
Apttus
5.6
Clari
CPQ-CRM integration
Apttus
7.6
Clari
Attachments to quotes
Apttus
5.8
Clari

Pros

  • The perceived power strength is that it is supposed to contain CPQ, Contract Management, Document generation and template manipulation, and cash/invoice process all in one wrapped package.
  • It was developed on the Force.com platform.
  • They provide multiple releases of their product per year.
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  • Opportunity management - allow a quick and easy portal view of all my opportunities.
  • Contact history associated with client opportunities - I can see just how often and recent communication is taking place.
  • Layers of opportunity levels - While an opportunity may have been presented to a client, it may not be worth committing to close for the month, and Clari allows you to clarify both, which gives leadership an insight without having to pause to discuss. This allows me more time to focus on selling!
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Cons

  • The configuration of this product in terms of setting it up for users, requires a developer. The sales process tells you that it is built on the Force.com platform and an admin can configure it, however, this is not true. It required Visual Force and APEX configuration to make it work for the users.
  • Upgrading to the next version of the product also requires developers involved. It is not a simply managed package to be downloaded and updated, it requires post-upgrade development to return it to users for testing.
  • The Contract management module is not very robust. It is essentially a separate object that just houses the physical document and you can put "Send Email" buttons and apply an approval process to it, however it is not a contract management tool in the sense of managing document versioning and redlining. Negotiations just occur in word like they normally do.
  • Misleading Template builder "included." To get templates, and contracts you need to buy the add-in to those modules which you've already purchased called "X-Author." The plug-in allows you to edit templates and manage some redlines, but it's cost prohibitive as it costs as much as a user license to the product itself.
  • Expensive. When we compared a license of this product vs the license to salesforce itself, Apttus, with standard modules, costs double the price of a normal Salesforce seat license.
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  • Beefing up the opportunity module to add certain features like predictive scoring, pacing, etc., to be added in the view for easier pipeline management.
  • Forecasting module can be more robust and allow for more flexibility in terms of the configuration of the module in terms of layout.
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Likelihood to Renew

Apttus10.0
Based on 9 answers
The rating is based on several things:1) Ongoing support requirements being able to be addressed by cross training existing Salesforce administrators2) Apttus superior corporate vision for the quote to cash space3) Apttus execution of the corporate vision with automated agents (Max), and Artificial Intelligence/Machine Learning offerings to leverage the investment in Configure Price Quote4) Apttus corporate health and investment in the product line
Jack Borland profile photo
No score
No answers yet
No answers on this topic

Usability

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

Reliability and Availability

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

Support

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.
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No score
No answers yet
No answers on this topic

Online Training

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
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No score
No answers yet
No answers on this topic

Implementation

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
No score
No answers yet
No answers on this topic

Alternatives Considered

We selected Apttus CPQ over SteelBrick due to the simplicity of SteelBrick's out of the box pricing and ability to customize quoted products. As a global organization with selling a highly configurable products, we felt the ability of Apttus to handle our requirements as standard functionalty rather than a customization was a material difference between the platforms.
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The only other funnel management we have is SalesForce itself. We've made some adjustments within our own SalesForce platform, but Clari is significantly easier to navigate for funnel management than deals individually within SFDC.
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Return on Investment

  • The ability to generate engineered configurations that is right by construction has reduced the cycle time of the customer engagement. The fact that we are able to guide the process and end up with a validated bill of material reduces the iterations with the customers.
  • As long as the validations rules are correct the generated bill of material is accurate. We are now looking at using Apttus to perform quality checks in our product rules since the tool is able to test different configurations quickly and efficiently.
  • Configuration that use to take weeks and consumed valuable engineering resources has been transformed to become a customer facing application that is simple enough for customer to self-service.
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  • Streamlined Forecasting
  • Better Visibility into deals
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Pricing Details

Apttus

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

Clari

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