What users are saying about
Top Rated
41 Ratings
172 Ratings
Top Rated
41 Ratings
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Score 7 out of 101
172 Ratings
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Score 7.1 out of 101

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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

SugarCRM

When our company got acquired in early 2018 we had various sales teams located globally. Some of the teams did not use a CRM. With SugarCRM we were able to streamline all reporting, communication and accountability among the teams. The CRM has helped us ensure the teams are not targeting the same clients and doing double work. Additionally since teams are in various timezones the activity tracking is extremely helpful to give a snapshot of the latest status with the account and how close we are to the sale. Without this CRM we would be extremely messy and on different pages with each sales team.
No photo available

Feature Rating Comparison

CPQ

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

Sales Force Automation

Apttus
SugarCRM
8.4
Customer data management / contact management
Apttus
SugarCRM
9.0
Workflow management
Apttus
SugarCRM
8.6
Territory management
Apttus
SugarCRM
7.6
Opportunity management
Apttus
SugarCRM
8.5
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
9.0
Call center management
Apttus
SugarCRM
8.4
Help desk management
Apttus
SugarCRM
7.9

Marketing Automation

Apttus
SugarCRM
8.4
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
9.0
Customizable reports
Apttus
SugarCRM
8.7

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
9.3

Security

Apttus
SugarCRM
9.0
Single sign-on capability
Apttus
SugarCRM
9.0
Role-based user permissions
Apttus
SugarCRM
9.0

Social CRM

Apttus
SugarCRM
9.2
Social data
Apttus
SugarCRM
8.9
Social engagement
Apttus
SugarCRM
9.5

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

  • Their solution completely solved our problems
  • They have an incredible team
  • Very easy to work with
Matt Amundson profile photo
  • Excellent on supporting customized processes
  • Workflows can be easily created and existing workflows can be easily modified
  • Notifications and approval processes are easily created
No photo available

Cons

  • I think Apttus is to heavily reliant on Salesforce and that you should have the option to create an account without a SF number
  • Considering that it's a CRM, I think the interface could stand to be a bit more reader friendly and geared towards legal users as opposed to Sales
  • Configurations and data loads are very cumbersome and I wish that you didn't need a Salesforce administrator to create customizations.
  • When creating new contract clauses for an account, many were duplicative because that function is very sensitive and would duplicate at the slightest unintentional flinch of the mouse.
No photo available
  • The back-end programming (logical hooks) for advanced customizations could benefit from a more user-friendly interface
  • General layout could be improved by the addition of modern templates to customize the standard look and feel
  • Support communities could be further improved with the addition of videos on how to do specific configuration, modules.
No photo available

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
Our organization will continue to use Sugar as long as it remains cost effective and it addresses the majority of our needs. I will, however, recommend looking into other options once our needs increase and there is additional budget for some bigger named and more robust platform options. I feel if the application was friendlier to end users we would get better productivity as well.
Andrew Dunifer, MBA/MS MIS 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
Our SugarCRM support staff is fantastic and definitely better than any other support staff I've used. They are fantastic and will always give me an idea of how long something will take but will often have the request completed within the day. They're extremely respectful and are always willing to show me how the resolved the issue so I can become even more self-reliant going forward.
No photo available

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
Study, study, and study. Be prepared to train everyday until all processes are flowing nicely. The CRM is the elephant and figuring out where to take the first bite can be a challenge. But there is only one way to eat this elephant, one bite at a time. Systematic planning is very important.
Marc Prince profile photo

Alternatives Considered

We didn't [try] any other options. Finding a product to work with Excel and Salesforce was difficult and our only solution was Xauthor from Apttus.
Jacquealine Carter 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

  • Generated more than 12,000 quotes since we installed 3 years ago. Related to >164MM in deal bookings.
  • Training is not straight-forward as each instance is different. So, having a tools ops person to understand the deep offering is important.
No photo available
  • We were disappointed in it. The customer service was not what we expected. It was actually rather difficult to get a hold of anyone from Sugar.
  • It was difficult to convert and use. Many people thought we shouldn't have migrated from the previous CRM, even though it wasn't cloud-based.
  • Otherwise, user experience was poor. I can't give an exact number on if it improved or detracted from sales, ROI, etc, as I wasn't a part of the sales team specifically.
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