What users are saying about
44 Ratings
2 Ratings
44 Ratings
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Score 6.8 out of 101
2 Ratings
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Score 10 out of 101

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.
No photo available

DialSource

ISR/BDR/SDR/MDR calling (inbound/outbound) customer service and any area that makes or receives high volumes of calls.
Rob Morris profile photo

Feature Rating Comparison

CPQ

Apttus
5.6
DialSource
Quote sharing/sending
Apttus
6.1
DialSource
Product configuration
Apttus
5.3
DialSource
Configuration options
Apttus
6.1
DialSource
Pricing rules
Apttus
6.1
DialSource
Price adjustment
Apttus
5.4
DialSource
Purchase history and open contracts
Apttus
6.0
DialSource
Guided selling/Sales portal
Apttus
4.4
DialSource
CPQ reporting & analytics
Apttus
4.6
DialSource
CPQ-CRM integration
Apttus
7.5
DialSource
Attachments to quotes
Apttus
4.7
DialSource

Preview Dialer

Apttus
DialSource
10.0
Contact preview
Apttus
DialSource
10.0
Dialer-CRM integration
Apttus
DialSource
10.0
Call notes & tags
Apttus
DialSource
10.0
Automatic call logging
Apttus
DialSource
10.0

Core Dialer

Apttus
DialSource
10.0
Outbound dialing
Apttus
DialSource
10.0
Inbound routing
Apttus
DialSource
10.0
Custom caller ID
Apttus
DialSource
10.0
Click-to-call
Apttus
DialSource
10.0
Recorded voicemail drop
Apttus
DialSource
10.0
Dialer contact import
Apttus
DialSource
10.0
Campaign & list management
Apttus
DialSource
10.0

Call Follow-up and Quality Assurance

Apttus
DialSource
10.0
Follow-up calls
Apttus
DialSource
10.0
Dialer reporting & analytics
Apttus
DialSource
10.0
Dialer compliance
Apttus
DialSource
10.0

Pros

Apttus

  • Apttus CPQ handles complex pricing rules with ease. We have tiered pricing, user based pricing, and quantity pricing discounts. Apttus CPQ allows us to easily provide correct pricing based on attributes of the sales rep, the customer and the product.
  • Apttus CPQ administration is easy compared to similar products. As a product available on the Force.com platform, we were able to cross train our Salesforce administrators and take on the additional administrative overhead without significantly increasing our sales operations team size.
  • Apttus CPQ is flexible. We are able to rapidly test and deploy new pricing models and offers using the Apttus model.
Jack Borland profile photo

DialSource

  • Best telephony of any tool
  • Backend automation pre-call and post-call that save reps a ton of admin time.
  • Inbpound lead matching by phone number inside of Salesforce
Rob Morris profile photo

Cons

Apttus

  • As a SAAS solution with a large amount of R&D being invested, there is functionality that is becoming standard in the platform that previously would have required some customer customization. The incorporation of the standard functionality will require regression testing and migration off of custom code. In the long term this is a positive, but in the short term does create some overhead with testing.
No photo available

DialSource

  • NeedS email functionality
  • Could use more features around managing reps
  • Needs more analytics and reporting
Rob Morris profile photo

Likelihood to Renew

Apttus

Apttus 9.9
Based on 9 answers
It is critical to our sales process. We are not satisfied with all aspects of the product and have gone through many tough experiences with their PS, support, and PD teams -- but we're not unhappy enough to re-build what we're already built
Stryder Thompkins profile photo

DialSource

No score
No answers yet
No answers on this topic

Usability

Apttus

Apttus 8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available

DialSource

No score
No answers yet
No answers on this topic

Reliability and Availability

Apttus

Apttus 10.0
Based on 2 answers
As a native Salesforce.com app, it's up as long as Salesforce.com is running.
No photo available

DialSource

No score
No answers yet
No answers on this topic

Support

Apttus

Apttus 8.0
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

DialSource

No score
No answers yet
No answers on this topic

Online Training

Apttus

Apttus 7.0
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

DialSource

No score
No answers yet
No answers on this topic

Implementation

Apttus

Apttus 1.0
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

DialSource

No score
No answers yet
No answers on this topic

Alternatives Considered

Apttus

At the time of selection, we assessed other configuration tools to include Selectica and Big Machine. We decided on Apttus because of it configuration flexibility and the fact that it was built on the Salesforce.com platform. That allowed us to configure and customize for our specific use case. It also gave us other capabilities such as integration to the CRM and ability to generate reports and dashboards
King Ou profile photo

DialSource

DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality.
Rob Morris profile photo

Return on Investment

Apttus

  • I cannot speak to lead conversion because we used it solely for the CRM component. I did like the reporting functionality, which was very customizable, so if I wanted to know how many customers agreements were terminating 3 months out, I could run a report for that. This made our lives much better.
No photo available

DialSource

  • Return on investment was almost immediate for us.
  • The time savings along plus the process alignment are home runs
Rob Morris profile photo

Screenshots

Pricing Details

Apttus

General

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

DialSource

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required

Rating Summary

Likelihood to Recommend

Apttus
6.2
DialSource
10.0

Likelihood to Renew

Apttus
9.9
DialSource

Usability

Apttus
8.0
DialSource

Reliability and Availability

Apttus
10.0
DialSource

Performance

Apttus
10.0
DialSource

Support

Apttus
8.0
DialSource

Online Training

Apttus
7.0
DialSource

Implementation

Apttus
1.0
DialSource

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