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2296 Ratings
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Score 6.8 out of 101

Salesforce

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2296 Ratings
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Score 8.3 out of 101

Likelihood to Recommend

Apttus

Apttus is well suited to provide an SFDC integrated CPQ experience. It can handle complex configurations and multiple languages. As a company that was transitioning off of a legacy CPQ solution, the adoption by our users was seamless with training lasting less than 4 hours. The user experience between SFDC and Apttus is so smooth that I would have a hard time imagining using Apttus independent of SFDC. That being said, I have heard they are developing an integrated experience with other CRM/ERP platforms. You will be best served if you are integrating with a platform that Apttus supports.
No photo available

Salesforce

In any scenario where you are managing outreach to clients, prospects, or both, I'm hard pressed to find a solution that better manages all aspects in one place. While it isn't ideal for business development, as it is geared towards managing the sales cycle, you can certainly prospect if you keep your instances organized.
John Cupoli profile photo

Feature Rating Comparison

CPQ

Apttus
5.9
Salesforce
Quote sharing/sending
Apttus
6.4
Salesforce
Product configuration
Apttus
5.7
Salesforce
Configuration options
Apttus
6.4
Salesforce
Pricing rules
Apttus
6.4
Salesforce
Price adjustment
Apttus
5.8
Salesforce
Purchase history and open contracts
Apttus
6.0
Salesforce
Guided selling/Sales portal
Apttus
4.6
Salesforce
CPQ reporting & analytics
Apttus
5.0
Salesforce
CPQ-CRM integration
Apttus
7.6
Salesforce
Attachments to quotes
Apttus
5.1
Salesforce

Sales Force Automation

Apttus
Salesforce
8.3
Customer data management / contact management
Apttus
Salesforce
8.8
Workflow management
Apttus
Salesforce
8.1
Territory management
Apttus
Salesforce
8.3
Opportunity management
Apttus
Salesforce
8.7
Integration with email client (e.g., Outlook or Gmail)
Apttus
Salesforce
8.1
Contract management
Apttus
Salesforce
7.9
Quote & order management
Apttus
Salesforce
8.0
Interaction tracking
Apttus
Salesforce
8.7
Channel / partner relationship management
Apttus
Salesforce
8.2

Customer Service & Support

Apttus
Salesforce
8.5
Case management
Apttus
Salesforce
9.0
Call center management
Apttus
Salesforce
8.4
Help desk management
Apttus
Salesforce
8.3

Marketing Automation

Apttus
Salesforce
7.8
Lead management
Apttus
Salesforce
8.1
Email marketing
Apttus
Salesforce
7.5

CRM Project Management

Apttus
Salesforce
7.9
Task management
Apttus
Salesforce
8.5
Billing and invoicing management
Apttus
Salesforce
6.7
Reporting
Apttus
Salesforce
8.5

CRM Reporting & Analytics

Apttus
Salesforce
8.5
Forecasting
Apttus
Salesforce
8.1
Pipeline visualization
Apttus
Salesforce
8.8
Customizable reports
Apttus
Salesforce
8.7

Customization

Apttus
Salesforce
8.2
Custom fields
Apttus
Salesforce
8.3
Custom objects
Apttus
Salesforce
8.4
Scripting environment
Apttus
Salesforce
7.9
API for custom integration
Apttus
Salesforce
8.2

Security

Apttus
Salesforce
8.7
Single sign-on capability
Apttus
Salesforce
8.6
Role-based user permissions
Apttus
Salesforce
8.8

Social CRM

Apttus
Salesforce
7.5
Social data
Apttus
Salesforce
7.5
Social engagement
Apttus
Salesforce
7.4

Integrations with 3rd-party Software

Apttus
Salesforce
8.2
Marketing automation
Apttus
Salesforce
8.5
Compensation management
Apttus
Salesforce
8.0

Platform

Apttus
Salesforce
7.5
Mobile access
Apttus
Salesforce
7.5

Pros

Apttus

  • Full suite of solutions
  • Very flexible with complex pricing models
  • Produces quotes/contracts quickly
  • Ease of use
  • Integrates well with Salesforce
Cameron Walker profile photo

Salesforce

  • Salesforce gives a great out-of-the box foundation for Sales process that is easily adjustable to each company's workflow. Small businesses can use the basic Lead > Account > Opportunity objects and larger orgs can enable quotes, orders, multi-currency, partner management, case management, etc as needed
  • With the help of a good admin, you can build multiple types of table relations and workflows, email notifications, automated approvals and much more. I haven't come across a business request I haven't been able to build within the platform (especially with the help of free/low cost plugins)
  • They've greatly enhanced the mobile world making it very easy for remote users to stay up to date via their phone or tablet along with a nice mobile app for admins
  • Complex process logic can be built by people who cannot write code via new Flows and Process Builder. Prior to these modules, we had to hire a developer to create and maintain anything past field updates
Joy Wallis profile photo

Cons

Apttus

  • Not mobile friendly
  • Lacks reporting options
  • The UI could be cleaner and more intuitive
Cameron Walker profile photo

Salesforce

  • Excels at what it was designed for - the sales process. But other functions such as work ticket creation and tracking, product management, etc. are rather forced and clunky. It works, but only with a lot of care and feeding. It can let you do a lot with most any kind of data, but can get weighed down and confusing quickly if your organization has chosen a sub-optimal process and structure for it.
  • Needs much more user-friendly and flexible ways of gathering info. It has highly limited functionality/modules for surveys, for instance. Providing easy, attractive, and highly distributed tools for information gathering are essential, but there's a big gap here.
  • The ability to alter forms and fields and make rules is necessarily limited - ill-informed users could make a big mess in minutes - but a more user-friendly platform for allowing such changes with an approval/vetting workflow would prevent bottlenecks. If you want to do anything meaningful or the least bit innovative with SalesForce, you need in-house experts, often a team of them.
Kent White profile photo

Likelihood to Renew

Apttus

Apttus 9.9
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

Salesforce

Salesforce 10.0
Based on 48 answers
Now that we are using Salesforce, without it we could not properly track sales opportunities or leads. It would become very overwhelming for our sales team and nearly impossible for management to forecast.
Nicholas Zgorski profile photo

Usability

Apttus

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

Salesforce

Salesforce 7.5
Based on 36 answers
Salesforce is like a bucket of legos. Everyone gets the same bucket, but can build anything you want out of it. I've worked on Salesforce instances for: construction, non-profits, job training, music industries, medical insurance, medical billing, paid parking, and international medical diagnostic companies.
Kyle Dugger profile photo

Reliability and Availability

Apttus

Apttus 10.0
Based on 2 answers
I have not heard of any issue
No photo available

Salesforce

Salesforce 9.8
Based on 27 answers
All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years. Accordingly, I only recall our instance of Salesforce having one unscheduled, brief down time over 6 years. I can't remember for sure, but it may have been due to our Internet Service Provider (ISP) versus Salesforce itself. Also, Salesforce does it's best to keep customers in the loop:

Trust.salesforce.com is the salesforce.com community's home for real-time information on system performance and security. On this site you'll find:

Live and historical data on system performance
Up-to-the minute information on planned maintenance
Phishing, malicious software and social engineering threats
Best security practices for your organization
Information on how we safeguard your data
Rob Gottschalk profile photo

Performance

Apttus

Apttus 10.0
Based on 2 answers
No answer on this topic is available.

Salesforce

Salesforce 9.0
Based on 18 answers
Salesforce performance in general is excellent. "The cloud infrastructure beneath Force.com has been fine-tuned over the past 10 years. It powers nearly 100,000+ businesses running more than 185,000 applications that 3 million users count on every day."
Points per Salesforce -
1) Multitenant kernel - With a multitenant platform, each business that uses the app doesn’t have its own copy. Instead, all businesses share a single copy and then customize it for their specific needs.
2) ISO 27001 certified security - You can’t compromise when it comes to enterprise-level security. Force.com is road-tested and trusted by nearly 100,000+ companies, including many of the world’s most security-conscious organizations, such as banks and health care providers.
3) Proven reliability - All Force.com apps run on world-class data centers with backup, failover, and disaster-recovery facilities. Force.com has had a proven 99.9 percent uptime record for years.
4) Proven, real-time scalability - Force.com is used by many of the world's largest enterprises, including Cisco, Japan Post Network, and Symantec. Applications can automatically scale from a few users to millions of page views, as needed.
5) Real-time query optimizer - You need fast access to your data. The Force.com query optimizer delivers under 300ms response time, at a massive scale.
6) Real-time transparent system status - You can always see real-time system performance, availability, and security information at trust.salesforce.com.
7) Real-time upgrades - Unlike traditional software platforms, our upgrades never break your customizations, code, or integrations. We upgrade the platform for you 3 to 4 times each year. As a result, you’re always on the latest version, with access to the latest features, performance, and security enhancements.
8) Real-time sandbox environments - With a single click, you can create copies of your applications, configuration, and data in separate environments for development, testing, and training.
9) Three global production data centers and disaster recovery - Force.com runs on three geographically dispersed, mirrored data centers with built-in replication, disaster recovery, a redundant network backbone, and no single points of failure
Rob Gottschalk profile photo

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

Salesforce

Salesforce 5.8
Based on 32 answers
I understand you can pay more to get support but as I stated, I feel strongly that if you are paying for SAAS technology like Salesforce you should be afforded the courtesy of the company explaining how to use it's features. I like to refer to the basic license as the "Figure It Out Yourself" license.
John Cupoli profile photo

In-Person Training

Apttus

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 7.9
Based on 11 answers
All instructors are Salesforce certified. If you have done any type of customization, then it probably makes more sense to use the consulting partner who implemented your instance of Salesforce for training
Rob Gottschalk profile photo

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

Salesforce

Salesforce 9.1
Based on 15 answers
The premier level of training is capable of preparing any individual from infant user, to technical architect. That is not hyperbole.
Kyle Dugger profile photo

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

Salesforce

Salesforce 9.4
Based on 16 answers
Executive involvement is critical. Make sure you have a good handle on the metrics you would like to ultimately manage. Work as a team to document your business requirements. Whiteboard often. Understand Salesforce's best practice capabilities.

Have a central person identified to handle all report and analysis requests (ie - don't allow multiple people to create reports; have one person create reports and distribute them to decision makers via the Salesforce dashboard or whatever form). Make sure you understand critical dates and develop the project plan accordingly
Rob Gottschalk profile photo

Alternatives Considered

Apttus

More robust than the competition from what I hear. I was not here when Steelbrick was installed
No photo available

Salesforce

Salesforce has been the only CRM tool in my career. But I love the tool and would select it 10/10. It has numerous different access points and plug-ins, and, being an admin at my old company to a salesperson at my new company, I miss the ability to go into the app store and download new plug-ins to try.
Christopher Bennett profile photo

Scalability

Apttus

No score
No answers yet
No answers on this topic

Salesforce

Salesforce 10.0
Based on 2 answers
Salesforce has the unique ability to scale to new products and offerings quickly growing with your enterprise.
Todd Duclos profile photo

Return on Investment

Apttus

  • 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

Salesforce

  • Tough to quantify ROI. I can tell you that Salesforce was essential for process management and visibility within our business model. We went live on Salesforce within 2 months. This included a full connection to our website, where people downloading our software would fill out a registration page, which created a lead within Salesforce. Goal was to give our sales reps efficient visibility into New Leads for prompt sales activity. It also enabled us to scale, organically AND via acquisitions.
Rob Gottschalk profile photo

Pricing Details

Apttus

General

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

Salesforce

General

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

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