Likelihood to Recommend I think the case when I would recommend Conga CPQ is in a legacy org. In that case, the older style and configuration might be more useful, and you are less likely to find yourself forced to upgrade to lightning. If you are already using lightning, or migrating to lightning, then I would only recommend Conga CPQ if the alternative does not support the features you need.
Read full review Being out from the office, [Salesforce Mobile (formerly Salesforce1 Mobile App)] is a supporting tool to bring all the information with you without having the need of bringing the laptop. As I said before, I am a sales manager and it is much more comfortable for me to use the mobile app instead of bringing a bag or something similar only for the laptop. However, it wouldn't make any sense to use it in the office as you can enter into Salesforce from your computer and have a better experience with the SF product as it is much more comfortable to use. At the end it has a much larger screen than a phone or a tablet and it has many more possibilities as a whole
Read full review 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. Read full review The ability to construct lead list for various marketing channels and have our staff prioritize calls. It's simple to use, just has to be set up once, and it's safe. The most important aspect of this app is that all of its features are incredible, especially the reporting capabilities and the ability to quickly input customer information. The app allows sales reps to focus on opportunities while on the field. The app has a feature that allows you to set up quick action for a variety of tasks. Read full review Cons Apttus has not completely transitioned from a product suite to a product platform vendor. Upgrades of certain products can have interoperability issues with other products in the Apttus stack. Our pain point here was attempting to use Apttus Xauthor for Excel to get around product line limitations in the Apttus CPQ shopping cart. The ultimate resolution was for us to upgrade and leverage the latest version of CPQ, where pricing callback limitations were addressed by client side processing, rather than the hybrid Xauthor process we tried to use. Upgrades in general require significant testing to ensure no unanticipated issues occur. We have a complete Salesforce sandbox dedicated to providing an environment for testing any modifications or upgrades. Apttus support model almost requires you to purchase premium support. Given the CPQ system is complex, the level of skilled support available through basic support require you to escalate several times before getting to a resource that can address your issue. Read full review Just like Salesforce, there's a lot you can do with the app. It can feel overwhelming if you don't know what you're looking for. This isn't necessarily a fault, but when you use Salesforce on a computer most of the time, when going to Mobile you do have to make an adjustment and be prepared for a different layout and navigation. Read full review Likelihood to Renew It is critical to our sales process. We are not satisfied with all aspects of the product and have gone through many tough experiences with their PS, support, and PD teams -- but we're not unhappy enough to re-build what we're already built
Read full review We have to have it !! We love the product and most of us use it everyday - many times daily !!
Read full review Usability Conga CPQ is a great tool but lacks good support and [a] very limited knowledge base which doesn't include day to day errors which users face, thus leading us to support and take more time in turn. Also cart performance can be improved drastically which will enhance the user experience as the user doesn't have to wait for the pricing.
Read full review Salesforce Mobile is very useful to our organization. This makes the job of an agent more convenient. We can easily access it on our mobile phones. When you need an update for a certain lead, you can simply check it using your phone, you don't need to spend more time opening it on your computer or laptop.
Read full review Reliability and Availability I have not heard of any issue
Read full review Support Rating 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.
Read full review I haven't had the need to contact support, but the online community has a VAST knowledge of support if you're in need. For instance, I needed to know how I could set the dashboard up to automatically refresh and the online community helped me within minutes.
Read full review Online Training 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
Read full review Implementation Rating 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
Read full review It went great - need more discovery next time
Read full review Alternatives Considered We selected Apttus CPQ over SteelBrick due to the simplicity of SteelBrick's out of the box pricing and ability to customize quoted products. As a global organization with selling a highly configurable products, we felt the ability of Apttus to handle our requirements as standard functionalty rather than a customization was a material difference between the platforms.
Read full review I have used HubSpot and
Copper CRM at previous companies but both of them are fundamental CRMs. Salesforce can truly be implemented to meet your unique business attributes and can scale as your company grows. It's no wonder it's the #1 CRM in the world. Plus with 100s of integrations to other apps, Salesforce can achieve a lot more than just managing sales.
Read full review Return on Investment The ability to generate engineered configurations that is right by construction has reduced the cycle time of the customer engagement. The fact that we are able to guide the process and end up with a validated bill of material reduces the iterations with the customers. As long as the validations rules are correct the generated bill of material is accurate. We are now looking at using Apttus to perform quality checks in our product rules since the tool is able to test different configurations quickly and efficiently. Configuration that use to take weeks and consumed valuable engineering resources has been transformed to become a customer facing application that is simple enough for customer to self-service. King Ou Director Systems and Solutions
Read full review Reduces the amount of times i need to get in the computer during weekends (to check stuff) Reduces the heaviness of my bag when im doing field sales no negatives, if it had i would just do it in the computer Read full review ScreenShots