What users are saying about
Top Rated
42 Ratings
Top Rated
42 Ratings
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Score 7.2 out of 101
39 Ratings
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Score 8.1 out of 101

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Likelihood to Recommend

Apttus

I think Apttus is a great versioning tracking tool. If you want to sub-set its function i.e., not use all the functions simultaneously, then I don't think this is the best product. Make sure to ask about creating record types and loading legacy data. The file sizes of your data needs to be compressed and that is not something that we were told prior to signing an agreement with Apttus. You'll then need to provide active hyperlinks for each mater to be loaded and list the applicable Salesforce account number next to the hyperlink in order for the data load to work. If you do not have this data in a system like SharePoint, which can create an Excel doc that all you'll need to add is the SF account info to, then this can be a very long and manual process. Have a clear idea of your exact use for the RM, there are a lot of functions it cannot do and you shouldn't assume that it will suit your needs down the road. Ask about user licenses. They were very high in my case and we had to limit use to 10 people.Understand what will be included in your implementation process. It requires quite a bit of involvement from the client and you may or may not have the man power to support this
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Salesforce Mobile

Salesforce Mobile is useful for on-the-go jobs requiring access to information - particularly contact info, quick details about a constituent, or reference reports about sales or activity. Salesforce Mobile is not best for customizing reports, editing data, or creating new records. The usability and functionality of the app align with Salesforce.com, but the load times and requirements for back-end customization make on-demand changes difficult.
Nathan Baker profile photo

Feature Rating Comparison

CPQ

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

Pros

  • What it can do in the end is great.
  • It gives a very robust shopping cart experience.
  • It’s good if you are going to track minute stages in a process - then it’s awesome.
No photo available
  • Easy access to Salesforce data.
  • Intuitive layout and UI aligns with the Salesforce Lightning experience.
  • Permissions and access settings are identical to Salesforce.com infrastructure.
Nathan Baker profile photo

Cons

  • The UI takes a little longer time to load, they have done improvements with angular UI which we have not implemented yet.
  • I would also like to see better administrative training guides.
Jenny Kandah profile photo
  • Load time is slow for many page layouts.
  • Reports and dashboards are not easy for quick editing or filtering unless they have been configured specifically for the mobile app.
  • Best implementation requires significant investment with existing Salesforce.com components to make them mobile friendly.
Nathan Baker profile photo

Likelihood to Renew

Apttus10.0
Based on 9 answers
We have seen great results. 25% reduction in cost, 40% improvement in process efficiency, 60% increase in velocity of signed contracts.
Greg McLaughlin profile photo
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.
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No score
No answers yet
No answers on this topic

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.
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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
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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

X-Author is simply more powerful. I truly believe my biggest hurdle is my own imagination
John Graf profile photo
Well, the Salesforce1 application is specific to managing a Salesforce platform, so the application comparison for the same base cannot be made here. However, the application overall vs. Zoho has the advantage over UI and performance. Salesforce is the clear leader, Zoho is in second place with their application updates looking similar to Salesforce1.
Shawn Bennett profile photo

Return on Investment

  • Improved efficiency
  • Improved forecast accuracy
  • Improved company branding and productivity
Ravi Thota profile photo
  • Makes people in the field more efficient
No photo available

Screenshots

Salesforce Mobile

Pricing Details

Apttus

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

Salesforce Mobile

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