What users are saying about
Top Rated
41 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
Top Rated
56 Ratings
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Score 7.7 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

InsideSales.com Predictive PowerDialer

InsideSales.com PowerDialer is great if you are looking to simplify your process in dialing. You don't have to hand enter numbers from Salesforce. If you're doing a high volume of dials, it makes it much faster than other dialers because it integrates with Salesforce so you don't have to open another window and go back and forth between the two. It isn't as useful when you're call volume is lower and you have more time to punch in a number. Or if you want to tie your emails with your calls then it would be better to use a different software.
No photo available

Feature Rating Comparison

CPQ

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

Preview Dialer

Apttus
InsideSales.com Predictive PowerDialer
8.6
Contact preview
Apttus
InsideSales.com Predictive PowerDialer
8.0
Dialer-CRM integration
Apttus
InsideSales.com Predictive PowerDialer
9.3
Call notes & tags
Apttus
InsideSales.com Predictive PowerDialer
8.2
Automatic call logging
Apttus
InsideSales.com Predictive PowerDialer
9.1

Core Dialer

Apttus
InsideSales.com Predictive PowerDialer
8.8
Outbound dialing
Apttus
InsideSales.com Predictive PowerDialer
9.2
Inbound routing
Apttus
InsideSales.com Predictive PowerDialer
8.8
Custom caller ID
Apttus
InsideSales.com Predictive PowerDialer
8.9
Click-to-call
Apttus
InsideSales.com Predictive PowerDialer
9.6
Recorded voicemail drop
Apttus
InsideSales.com Predictive PowerDialer
7.9
Dialer contact import
Apttus
InsideSales.com Predictive PowerDialer
8.8
Campaign & list management
Apttus
InsideSales.com Predictive PowerDialer
8.5

Call Follow-up and Quality Assurance

Apttus
InsideSales.com Predictive PowerDialer
8.4
Follow-up calls
Apttus
InsideSales.com Predictive PowerDialer
8.9
Dialer reporting & analytics
Apttus
InsideSales.com Predictive PowerDialer
8.1
Dialer compliance
Apttus
InsideSales.com Predictive PowerDialer
8.3

Pros

  • Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
  • Supports integration with Avalara for Sales Tax and Docusign for E-Signature.
  • Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
  • Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.
No photo available
  • Organizes your leads based on the parameters you set so you call the hottest leads first.
  • Connects with your phone so you can dial from your computer without having to enter the numbers every time.
  • It also allows you to record the notes from the call right there and they get added to the completed task in Salesforce.
No photo available

Cons

  • I think Apttus is to heavily reliant on Salesforce and that you should have the option to create an account without a SF number
  • Considering that it's a CRM, I think the interface could stand to be a bit more reader friendly and geared towards legal users as opposed to Sales
  • Configurations and data loads are very cumbersome and I wish that you didn't need a Salesforce administrator to create customizations.
  • When creating new contract clauses for an account, many were duplicative because that function is very sensitive and would duplicate at the slightest unintentional flinch of the mouse.
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  • The messiness of duplicate accounts
  • Notes - in the box where you can leave notes on a lead page, I wished many times that there was a "edit text" box with the Bold/Italic/Underline options as well as Left/Center/Right positioning
  • The call system can be a bit buggy sometimes. Either the line ends up being garbled or it fails to dial, fails to record
Andrew Fix 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
InsideSales.com Predictive PowerDialer8.2
Based on 5 answers
To the capacity in which I'm using InsideSales, it is fantastic. The small issues such as LocalPresence going down can be frustrating at times, but it is usually addressed in a timely manner.
Pete Sowers profile photo

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

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
I did not personally select InsideSales.com over another product. My company chose this product. I am just a user of InsideSales.com. I used another product created internally in the past. InsideSales.com is much better and I would never dream of going back. The ease of use and the integration into my daily sales schedule through SalesForce is just what I need.
Andrew J. Wright profile photo

Return on Investment

  • 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
  • The rate at which I can load record after record increases my productivity
Pete Sowers profile photo

Pricing Details

Apttus

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

InsideSales.com Predictive PowerDialer

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