What users are saying about
11 Ratings
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Score 6.7 out of 100
3 Ratings
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Score 9.9 out of 100

Likelihood to Recommend

CallidusCloud CPQ

CallidusCloud CPQ has taken us from sharing Excel spreadsheets to having real-time, up to date data for our field-sales force and distributors.
Richard Peterson | TrustRadius Reviewer

Upland Altify

Altify is very well suited for customer relationship mapping and for use on very large, long term and complex deals. Altify is created and represented as an enterprise-level tool, but even some of its functions are too overbuilt for enterprise level sales activities. Altify is a tool best utilized only for the top level of complex deals within an organization. Features such as customer relationship mapping do have use and benefit for mid to large level deals and is arguably the most valuable tool in the Altify suite. After nearly a year using Altify, my recommendation on its use would be to enable account plans, account management, opportunity management, and sales process manager only to the top strategic account reps in the organization, realizing that they are probably best used purely out of the box as any customizations create other complications. For the rest of the sales teams, the customer relationship mapping feature is the one tool reps would gain the most value out of.
Anonymous | TrustRadius Reviewer

Feature Rating Comparison

CPQ

CallidusCloud CPQ
8.3
Upland Altify
Quote sharing/sending
CallidusCloud CPQ
9.0
Upland Altify
Product configuration
CallidusCloud CPQ
9.0
Upland Altify
Configuration options
CallidusCloud CPQ
7.0
Upland Altify
Pricing rules
CallidusCloud CPQ
9.0
Upland Altify
Price adjustment
CallidusCloud CPQ
9.0
Upland Altify
Purchase history and open contracts
CallidusCloud CPQ
9.0
Upland Altify
Guided selling/Sales portal
CallidusCloud CPQ
7.0
Upland Altify
CPQ reporting & analytics
CallidusCloud CPQ
9.0
Upland Altify
CPQ-CRM integration
CallidusCloud CPQ
7.0
Upland Altify
Attachments to quotes
CallidusCloud CPQ
8.0
Upland Altify
Order capturing
CallidusCloud CPQ
8.0
Upland Altify

Pros

CallidusCloud CPQ

  • Consistency among all users - They all get the same data and info so there is no confusion if they have the latest version of a spreadsheet
  • The cloud based service frees up server space for us and we never have to worry about uploading the latest version of the CallidusCloud CPQ software.
  • It is fairly easy to train new Admins to manage our content, which is important for these high-turnover times for personnel.
Richard Peterson | TrustRadius Reviewer

Upland Altify

  • Organization chart: really well integrated with SFDC and the visual is easy.
  • Profile recommendations in Org chart: great coaching builtin to be fair, but it's tough on your thought process.
  • Plan overview and POV hit the mark on what is most important.
  • Love the idea of using this with the prospect for early stage alignment and coaching.
Anonymous | TrustRadius Reviewer

Cons

CallidusCloud CPQ

  • Initial setup of CallidusCloud CPQ could be quicker, but that might have been an issue with the project manager we had and not the software
  • Choose an integration partner that has done a CallidusCloud CPQ implementation before as the success of your launch depends on it.
Richard Peterson | TrustRadius Reviewer

Upland Altify

  • Sales Process Manager: The Altify Sales Process manager's biggest drawback is the lack of usability for the end user. Altify has an out of the box sales process or a custom one can be created based on the company sales process. The drawback is that unless the sales process includes very few items, it can be more cumbersome than helpful. The Rep walks through the Sales Process by selection whether they have "Completed" are "In Progress" or have "Not Completed" the sales process activities at each stage of the opportunity. Altify saves after each selection so there is considerable downtime as the user waits for their selection to be recorded before they can answer the next question. Altify has an option to automatically advance the Salesforce opportunity Sales Stage once a certain % or mandatory steps in the sales process are completed, however this is not entirely useful as it does not advance until the set % or mandatory marked processes within a Sales Stage are completed AS WELL as at least one process from the next sales stage. This becomes very confusing and cumbersome for the users. In most cases, the sales process manager becomes more of a micromanagement tool with managers requiring all items to be marked completed and the Users merely marking items to satisfy that requirement without getting the intended benefit of the guided selling experience.
  • Account Plans: Account Plans can be grouped in both "does well" and "does poorly" for the Altify Suite. I will outline the bad in this portion of the review. Altify Account Plans do have some ability for customization, however the standard out of the box options are incredibly overbuilt. Filling out all of the information within the Account Plan can consume 40+ man hours for a single Account. While some of this information can be useful and important to note, other portions become more cumbersome than useful. The Completeness and Scorecard portions of the use a number of calculations. These calculations are explained at the bottom of the page but from a user perspective are very confusing and not straightforward. Most users that begin using account plans quickly abandon them because of the difficulty in setting them up correctly and the minimal insights that are gleaned out of the work put into them. One place for the greatest opportunity to improve account plans is in the objectives section, there the user can set objectives and activities (tasks) to meet them. The tasks must be manually selected to create an actual task in Salesforce and this cannot be assigned out to other SF Users. This portion of the Account plan would be improved if it could be used as a holistic account management platform to manage tasks across all the opportunities and potential opportunities, with an ability to assign them out to others in Salesforce within the account team.
  • Altify Max Insights: Altify max insights is intended to provide coaching advice at the opportunity level. This feature is tied into the opportunity manager. The drawback to this feature is that the insight mainly pertains to whether or not a user filled out all the steps in the opportunity manager: the sales process, the opportunity assessment, strategy, and the customer relationship map. The insights are far less action-oriented and more of a reminder to use the tool components. This tool just doesn't hold value, especially as it is an add on product.
  • Lack of Customization - While Altify does allow customization of some of their products and components, Altify has a ton of limitations. One of the most frustrating aspects is that all of the processes happen from their "black box" which is the dealmaker opportunity objects that Altify creates. This is essentially a shadow copy of the opportunities within Salesforce that then push changes to the actual opportunity. There is no way to tap into this shadow opportunity to either run custom processes or to even surface the Altify insights in a BI tool such as Einstein. This means that a lot of the use and functionality that Altify does do well cannot be leveraged for company insights or user end improvements.
Anonymous | TrustRadius Reviewer

Support Rating

CallidusCloud CPQ

CallidusCloud CPQ 7.0
Based on 2 answers
We had a hiccup at the beginning but it could have been related to the fact we had a project manager leave mid-project and we have to get the new one up to speed and that took time away from our implementation timeline.
Richard Peterson | TrustRadius Reviewer

Upland Altify

No score
No answers yet
No answers on this topic

Alternatives Considered

CallidusCloud CPQ

We felt after our review of all potential vendors that CallidusCloud CPQ would give us the best results. The flexibility and short time needed to bring new users up to speed are great.
Richard Peterson | TrustRadius Reviewer

Upland Altify

While Skuid is not a match to what Altify does in terms of capabilities, Skuid did allow us to natively create the functions that we needed within the business in a way that was more useful than the Altify tools out of the box functionality. Altify does not offer anything for a more "light touch" opportunity, which is its greatest drawback. With Skuid we were able to create our own solution for these lighter touch opportunities
Anonymous | TrustRadius Reviewer

Return on Investment

CallidusCloud CPQ

  • CallidusCloud CPQ has reduced our time to launch new product lines and to get the information out to our reps and salesforce quickly
  • It has reduced the need for mass s-mails that nobody reads. They get pinged and go to the portal and access the info they need.
Richard Peterson | TrustRadius Reviewer

Upland Altify

  • Shows management that we have a strategy.
  • Forces critical and honest thinking about gaps in your account knowledge.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

CallidusCloud CPQ

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Upland Altify

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
No

Rating Summary

Likelihood to Recommend

CallidusCloud CPQ
6.0
Upland Altify
7.5

Support Rating

CallidusCloud CPQ
7.0
Upland Altify

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