What users are saying about

Apttus

Top Rated
39 Ratings

DialSource

1 Ratings

Apttus

Top Rated
39 Ratings
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Score 7.3 out of 101

DialSource

1 Ratings
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Score 10 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.
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
6.5
DialSource
Quote sharing/sending
Apttus
7.1
DialSource
Product configuration
Apttus
6.7
DialSource
Configuration options
Apttus
7.1
DialSource
Pricing rules
Apttus
7.1
DialSource
Price adjustment
Apttus
6.9
DialSource
Purchase history and open contracts
Apttus
6.1
DialSource
Guided selling/Sales portal
Apttus
5.2
DialSource
CPQ reporting & analytics
Apttus
5.7
DialSource
CPQ-CRM integration
Apttus
7.6
DialSource
Attachments to quotes
Apttus
5.9
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

  • 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.
No photo available
  • 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

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

Likelihood to Renew

Apttus10.0
Based on 9 answers
The business is not seeing the value and we are not ready to use the features.

We will likely switch back to native Salesforce.com and customize it to meet our needs or find a smaller vendor
No photo available
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.
No photo available
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
No photo available
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.
No photo available
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
No photo available
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 used QuoteWerks which did not integrate well with Salesforce. It had no approval process and the price book lived on each person's computer. If they did not connect to the server they were quoting old pricing. It allowed them to create products on the fly.
No photo available
DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality.
Rob Morris profile photo

Return on Investment

  • Generated more than 12,000 quotes since we installed 3 years ago. Related to >164MM in deal bookings.
  • Training is not straight-forward as each instance is different. So, having a tools ops person to understand the deep offering is important.
No photo available
  • 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
Additional Pricing Details

DialSource

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Required
Additional Pricing Details
Please contact us to learn more and review pricing options for your organization.