What users are saying about

Apttus

Top Rated
39 Ratings

Sage CRM

Top Rated
49 Ratings

Apttus

Top Rated
39 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 7.4 out of 101

Sage CRM

Top Rated
49 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow'>trScore algorithm: Learn more.</a>
Score 8.3 out of 101

Add comparison

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

Sage CRM

It is well suited for small and medium companies, mainly for domestic operations with no overseas operations or subsidiaries.
Luis Brea profile photo

Feature Rating Comparison

CPQ

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

Sales Force Automation

Apttus
Sage CRM
9.5
Customer data management / contact management
Apttus
Sage CRM
10.0
Workflow management
Apttus
Sage CRM
10.0
Territory management
Apttus
Sage CRM
10.0
Opportunity management
Apttus
Sage CRM
10.0
Integration with email client (e.g., Outlook or Gmail)
Apttus
Sage CRM
10.0
Contract management
Apttus
Sage CRM
5.6
Quote & order management
Apttus
Sage CRM
10.0
Interaction tracking
Apttus
Sage CRM
10.0
Channel / partner relationship management
Apttus
Sage CRM
10.0

Customer Service & Support

Apttus
Sage CRM
10.0
Case management
Apttus
Sage CRM
10.0
Call center management
Apttus
Sage CRM
10.0
Help desk management
Apttus
Sage CRM
10.0

Marketing Automation

Apttus
Sage CRM
10.0
Lead management
Apttus
Sage CRM
10.0
Email marketing
Apttus
Sage CRM
10.0

CRM Project Management

Apttus
Sage CRM
10.0
Task management
Apttus
Sage CRM
10.0
Billing and invoicing management
Apttus
Sage CRM
10.0
Reporting
Apttus
Sage CRM
10.0

CRM Reporting & Analytics

Apttus
Sage CRM
10.0
Forecasting
Apttus
Sage CRM
10.0
Pipeline visualization
Apttus
Sage CRM
10.0
Customizable reports
Apttus
Sage CRM
10.0

Customization

Apttus
Sage CRM
10.0
Custom fields
Apttus
Sage CRM
10.0
Custom objects
Apttus
Sage CRM
10.0
Scripting environment
Apttus
Sage CRM
10.0
API for custom integration
Apttus
Sage CRM
10.0

Security

Apttus
Sage CRM
10.0
Single sign-on capability
Apttus
Sage CRM
10.0
Role-based user permissions
Apttus
Sage CRM
10.0

Social CRM

Apttus
Sage CRM
10.0
Social data
Apttus
Sage CRM
10.0
Social engagement
Apttus
Sage CRM
10.0

Integrations with 3rd-party Software

Apttus
Sage CRM
10.0
Marketing automation
Apttus
Sage CRM
10.0
Compensation management
Apttus
Sage CRM
10.0

Platform

Apttus
Sage CRM
10.0
Mobile access
Apttus
Sage CRM
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
  • Sales Quote
  • Opportunity management, pipeline and foreacasting
  • Product list
  • Reports configuration
Luis Brea profile photo

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.
No photo available
  • Interface is getting better but some areas need improvement still. Needs to be modernized.
  • Better integration to other applications from the cloud version.
  • Screen size could improve, sometimes need to scroll a bit much.
Glen Mund profile photo

Likelihood to Renew

Apttus10.0
Based on 9 answers
Implementation is hard no matter what software you use, so depending on the employee bandwidth at the time of renewal, I would consider transitioning if another software that was drastically better came along.
No photo available
Sage CRM5.1
Based on 11 answers
I would renew it if I were still working with my previouss employer because it is very easy to use and affordable.
Luis Brea profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
Sage CRM8.3
Based on 3 answers
It does its job. Missing a few things here and there that can be remedied with outside add-ons
No photo available

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

Performance

Apttus10.0
Based on 2 answers
No answer on this topic is available.
Sage CRM8.2
Based on 1 answer
Sage works very quickly based on the network you are using it on. It is internet based so if your network is slow, it will perform slowly. Reports seem to run reasonably fast, if there is too much information it is trying to populate that could slow it down a little. When Sage CRM is integrated with a Sage ERP product it doesn't tend to slow down either system at all
Kari-Ann B. Ryan profile photo

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

In-Person Training

No score
No answers yet
No answers on this topic
Sage CRM7.0
Based on 1 answer
Most training would come after a upgrade. Otherwise we would self teach new employees. Training was with a Sage Software partner SWK technologies.
No photo available

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
Sage CRM8.0
Based on 1 answer
The implementation and upgrades were rather quick and straight forward.Attempting to link Sage CRM with Sage 100 ERP however was a nightmare and will be avoided by us in the future due to numerous issues.
No photo available

Alternatives Considered

We evaluated Configure Price Quote in 2015. At that time we evaluated Steel Brick & determined it could not easily handle our complex pricing rules. We also evaluated Big Machines and determined it was too much of a tool kit, requiring significantly more ongoing administrative support.Apttus CPQ provide a clean solution with capabilities to address our complex pricing rules with the ability to leverage our existing Salesforce administrator resources to support it.
Jack Borland profile photo
I have looked at and used both Salesforce and Maximizer in the past. Salesforce offer similar functionality to Sage CRM at much higher price typically. Maximer has less funtionality and because of its on premise background lacks the advanced web interface of Sage CRM.
Glen Mund profile photo

Return on Investment

  • Time saved by senior leadership reviewing and approving quotes, 90% of the process is automated and can't be messed up by reps
  • Accounting is now friendly with sales, not a the opposite
  • Customer satisfaction with the purchasing process is up, no slipped deals due to mistakes by the reps on quotes causing delays in end of quarter deals
Tim Johnson profile photo
  • Easy tracking of conversations
  • Follow up on contacts
  • Status
No photo available

Screenshots

Pricing Details

Apttus

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

Sage CRM

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No
Sage CRM Editions & Modules
Sage CRM
On-premise Edition
Sage CRM (on premise)
1
1. Lifetime License per Seat
SaaS Edition
Sage CRM (cloud)
$451
1. Per User per Month
Additional Pricing Details
Tiered pricing is available for multiple users.