What users are saying about

Apttus

Top Rated
39 Ratings

SugarCRM

170 Ratings

Apttus

Top Rated
39 Ratings
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Score 7.4 out of 101

SugarCRM

170 Ratings
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Score 7 out of 101

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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

SugarCRM

Sugar is easy to learn if you spend some time with it. This means that while it is a great product, it can require some training to get your users ramped up and ready to go. The best way to go about an integration, or the launch of your new Sugar CRM would be to really get a couple of people to play around with the product and get to know it very well, before releasing it to the entire team. This will allow you to understand the points of friction, as well as identify where you will; need to spend more time teaching. It is very important to have a tech savvy person on your team that can quickly customize modules for you and build the CRM the way you want it
No photo available

Feature Rating Comparison

CPQ

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

Sales Force Automation

Apttus
SugarCRM
8.4
Customer data management / contact management
Apttus
SugarCRM
9.0
Workflow management
Apttus
SugarCRM
8.5
Territory management
Apttus
SugarCRM
7.6
Opportunity management
Apttus
SugarCRM
8.6
Integration with email client (e.g., Outlook or Gmail)
Apttus
SugarCRM
7.2
Contract management
Apttus
SugarCRM
8.6
Quote & order management
Apttus
SugarCRM
8.9
Interaction tracking
Apttus
SugarCRM
8.2
Channel / partner relationship management
Apttus
SugarCRM
9.2

Customer Service & Support

Apttus
SugarCRM
8.4
Case management
Apttus
SugarCRM
8.9
Call center management
Apttus
SugarCRM
8.4
Help desk management
Apttus
SugarCRM
7.9

Marketing Automation

Apttus
SugarCRM
8.5
Lead management
Apttus
SugarCRM
9.0
Email marketing
Apttus
SugarCRM
7.9

CRM Project Management

Apttus
SugarCRM
8.3
Task management
Apttus
SugarCRM
8.3
Billing and invoicing management
Apttus
SugarCRM
8.0
Reporting
Apttus
SugarCRM
8.6

CRM Reporting & Analytics

Apttus
SugarCRM
8.8
Forecasting
Apttus
SugarCRM
8.8
Pipeline visualization
Apttus
SugarCRM
8.9
Customizable reports
Apttus
SugarCRM
8.6

Customization

Apttus
SugarCRM
9.2
Custom fields
Apttus
SugarCRM
9.2
Custom objects
Apttus
SugarCRM
9.0
Scripting environment
Apttus
SugarCRM
9.4
API for custom integration
Apttus
SugarCRM
9.2

Security

Apttus
SugarCRM
8.9
Single sign-on capability
Apttus
SugarCRM
8.9
Role-based user permissions
Apttus
SugarCRM
8.9

Social CRM

Apttus
SugarCRM
9.2
Social data
Apttus
SugarCRM
8.9
Social engagement
Apttus
SugarCRM
9.4

Integrations with 3rd-party Software

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

Platform

Apttus
SugarCRM
9.0
Mobile access
Apttus
SugarCRM
9.0

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
  • Pricing is a major consideration with Sugar. When comparing Sugar with competitors, the cost to value ratio is outstanding.
  • I really like the ability to customize the reporting.
  • I have my dashboard really locked in. I log in, view the dashboard, and drill down into the issue of the day.
  • Sales funnel.... Knowing how much we are promoting, how those promotions are affecting our target, and how we are engaging with those who have responded. Sugar has made this a simple process that we have integrated into every workflow touching the sale.
Marc Prince profile photo

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.
Jack Borland profile photo
  • PSA connectors. I have not found a PSA with a great CRM integrated, so I let the PSA do what it does best. Problem is getting the Sugar to more closely integrate with the PSA.
  • Sugar's flexibility is great, but it sometimes seems like I am handing out a lot of nickels and dimes to third party developers for their modules.
  • Desktop and mobile menus could be a bit more homogenous.
Marc Prince 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
SugarCRM8.2
Based on 26 answers
We are looking a Sweet CRM an opensource fork of Sugar.
Marc Prince profile photo

Usability

Apttus8.0
Based on 1 answer
I cannot rate as I am not an end user.
No photo available
SugarCRM8.3
Based on 2 answers
There's a learning curve associated with Sugar. Right away, it's not as easy as an out-of-the-box CRM. Once you learn how to use Sugar, the system fits what your needs are. With any other CRM, you'd be trying to figure out how your company can best fit the CRM. You don't want to change your business cycle for your CRM, the CRM should fit your business cycle.
No photo available

Reliability and Availability

Apttus10.0
Based on 2 answers
I have not heard of any issue
No photo available
SugarCRM10.0
Based on 1 answer
SugarCRM has never been down for us.
Peter Fletcher profile photo

Performance

Apttus10.0
Based on 2 answers
No answer on this topic is available.
SugarCRM10.0
Based on 1 answer
No response time issues ever. Very productive due to its ease of use.
Peter Fletcher 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
SugarCRM6.3
Based on 5 answers
When we run into a problem is not the garden variety the SUgar support team sees day to day, so it takes some extra effort on their part. We rarely require a scripted, cookie cutter, answer.
Marc Prince profile photo

In-Person Training

No score
No answers yet
No answers on this topic
SugarCRM9.0
Based on 1 answer
We feel clasroom training is essential to ensure user adoption and buy-in. Video and on-line training courses gave their place but being in a classroom setting enables the Team to make any potential CRM issues visble right up front.
Peter Fletcher profile photo

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
SugarCRM8.0
Based on 1 answer
Only part of an implemementation as noted previously.
Peter Fletcher profile photo

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
SugarCRM9.0
Based on 3 answers
Easy to install and manage - the system requires less than hour a month as IT overhead for system administration tasks.
Peter Fletcher profile photo

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
We ultimately selected Salesforce due to the issues faced with SugarCRM however I would recommend SugarCRM to any company that doesn't plan on managing the CRM in house. The costs associated with hiring a Sugar Partner and purchasing multiple licenses are still going to be lower than Salesforce costs most likely and you'll have the same functionality. However if you want a CRM that can be managed in house without a steep learning curve SugarCRM is not the way to go.
Aaron Fisher profile photo

Scalability

No score
No answers yet
No answers on this topic
SugarCRM9.0
Based on 1 answer
Works from 2-300 Users in our experience.
Peter Fletcher profile photo

Return on Investment

  • Apttus has reduced the cycle time between the presentation of the quote to a customer and receiving acceptance of that quote from the customer.
  • Apttus allows us to fully integrate accepted orders with our backend ERP resulting in the reduction of labor associated with the rekeying of accepted orders
No photo available
  • SugarCRM has allowed us to have sales rep across the country keep up to date with our leads and customers
No photo available

Screenshots

Pricing Details

Apttus

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

SugarCRM

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