What users are saying about

Apttus

Top Rated
39 Ratings

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Top Rated
42 Ratings

Apttus

Top Rated
39 Ratings
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Score 7.4 out of 101

Salesforce CPQ<a href='https://www.trustradius.com/static/about-trustradius-scoring#question3' target='_blank' rel='nofollow'>Customer Verified: Read more.</a>

Top Rated
42 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

Add comparison

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 CPQ

If you leverage SFDC as your CRM, I recommend utilizing Salesforce CPQ given it's tight integration and ease of use
Danielle DesBiens profile photo

Feature Rating Comparison

CPQ

Apttus
6.5
Salesforce CPQ
7.9
Quote sharing/sending
Apttus
7.1
Salesforce CPQ
8.7
Product configuration
Apttus
6.7
Salesforce CPQ
8.0
Configuration options
Apttus
7.1
Salesforce CPQ
8.0
Pricing rules
Apttus
7.1
Salesforce CPQ
8.2
Price adjustment
Apttus
6.9
Salesforce CPQ
7.8
Purchase history and open contracts
Apttus
6.1
Salesforce CPQ
7.4
Guided selling/Sales portal
Apttus
5.2
Salesforce CPQ
6.6
CPQ reporting & analytics
Apttus
5.7
Salesforce CPQ
6.5
CPQ-CRM integration
Apttus
7.6
Salesforce CPQ
8.9
Attachments to quotes
Apttus
5.9
Salesforce CPQ
8.6

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
  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
Danielle DesBiens profile photo

Cons

  • Change management: Pricing changes are difficult to deploy, no regression testing for existing configurations.
  • Administrator usability: Very easy to create problems with price list items firing unintentionally which leads to price list item sprawl. No holistic testing tools to make sure you've set up pricing / rules the way you intended.
  • X-Author has limited capabilities to include related objects - our Quote header object has several hundred fields that serve no purpose but to make form generation more stable / faster.
Stryder Thompkins profile photo
  • This is not an easy product to stand up. when it comes to pricing for most companies selling an array of products, nuisances can really complicate your experience.
  • If you need to quote multiple product configurations across multiple subscription terms, things quickly become quite laborious
Graham Power 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
Salesforce CPQ9.1
Based on 1 answer
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
Marcus Sandelowsky, CLSSBB profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
Salesforce CPQ8.6
Based on 3 answers
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
Marcus Sandelowsky, CLSSBB profile photo

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available
Salesforce CPQ9.1
Based on 1 answer
No answer on this topic is available.

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
Salesforce CPQ4.5
Based on 5 answers
I wish they would get on the phone with me and actually provide me in-depth support at a minimum since I haven't had training and nobody provided me with insight that our instance of CPQ was two years old until I was proactive and asked about the issues we were having. They should provide service/product version update information proactively to their customers.
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
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
Almost a no brainer as we already heavily use SalesForce. This process allowed for everything to be in one place. As stated before, it is better than our old solution because it pulls a lot of the info from the option for you, allows for you to cross-function with services team, etc.
No photo available

Return on Investment

  • It's helped reps be more efficient and respond faster to customer requests
  • It's definitely helped sales ops and support.
Alejandro A. Cabral profile photo
  • HUGE time saver
  • Increased our customer satisfaction as our contract process isn't such a mess
  • Deals close faster since we are able to provide instant quotes and provide contracts faster
No photo available

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

Salesforce CPQ

General
Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional
Salesforce CPQ Editions & Modules
Salesforce CPQ
Edition
Basic
$301
Professional
$501
Enterprise
$751
1. Per User per Month
Additional Pricing Details