Conga Advantage CPQ vs. Conquer vs. Revenue Grid

It is well suited to providing quick pricing recommendations, allowing those who are quoting to get our agreements out efficiently. Where I find there may be some limitations is around the details that it uses to establish recommendations and the overrides. For example it would be nice to have a way to set overrides for those criteria like length of agreement, etc. and have it apply across the board

Incentivized

A software that I highly recommend. We all managed to learn how to use it and in a short time we were already increasing the number of daily calls handled. Customers also increased and the performance of the agents increased by 100%, and that is why we did not change our call software.

Incentivized

For my needs, it is exactly what I needed. The collection of data from emails to Salesforce is the #1 thing I wanted. It is so much more intuitive than the Lightning solution. As well, being able to log calls, and create new events and tasks right in Outlook is very helpful.

Incentivized

• Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
• Supports integration with Avalara for Sales Tax and Docusign for E-Signature.
• Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
• Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.

• Helps with dialing pre-set client lists.
• Helps create a clear handoff between team members due to automated profile documentation.

Incentivized

• Keeps email tracking simple within Outlook.
• Has a global search to allow associating an email with multiple types of accounts (i.e clients, leads, contacts, and activities).
• Single-button click to open or close the SmartCloud interface in Outlook.

Incentivized

• The GUI design of Apttus is configurable but prescriptive. If you want a very specific look and feel, it will take some effort to do so. There have been some modern design updates recently using AngularJS. Check it out to see if it works for you.

• I would like to see the inclusion of being able to not only record the call, but the transcript of the call, to have more control.
• Integrations with social networks and other channels would be very important to not depend on other software.
• It is not as intuitive and easy to use at first as I would like so that all employees can quickly start using it.

Incentivized

• Calendar link didn't meet my needs.

Incentivized

It is a stable repository management tool but needs to upgrade its search engine to make it more efficient and user friendly. There can be an advanced search option which allows me to find agreements based on Contract numbers, Company name and Agreement Type as well as by affiliates

Because of the issues we have been having regarding connectivity and instability of the google extension. At some point if this is not handled we may have to find a new vendor to support our needs

Incentivized

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.

Incentivized

Super easy to use when it is working properly

Incentivized

As a native Salesforce.com app, it's up as long as Salesforce.com is running.

We had to use an outside vendor to implement the software and we paid them for a while during the initial choppy months. I was learning as I went along and then we could occasionally reach out to Salesforce if we really needed to. I think the support is there, but you obviously have to pay for it if the admin team doesn't have enough experience.

Incentivized

If I have an issue with the interface between Salesforce.com and Dialsource, usually the Support team is reaching out to me to let me know the connection between the two programs has been altered or disconnected before I even get a chance to realize it myself.

Incentivized

Sometimes they ask for way to much information. They need screenshots, full event names, date and times events were set (Which can be very difficult when you have a reoccurring meeting that was originally set years ago)

Incentivized

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

Super easy walk thorough. I believe it was a 1 hours session

Incentivized

You need to have IT involved. The implementation partner downplayed the role that IT would have to play. We needed data migration, user set-up, customizations within Apttus for legacy migrations. Luckily we had a developer on our staff for Salesforce.com.

Super easy to setup and maintain

Incentivized

It has been too long for me to remember all the various CPQ products we evaluated. But our short list came down to Salesforce CPQ and and Conga CPQ. At the time, we considered them both pretty close to equivalent solutions for meeting our needs, so negotiation mainly came down to price of the solution, and estimates to implement. Now that we are migrating to Lightning, the balance has tipped very strongly in Salesforce CPQ's favour.

Incentivized

DialSource Telephony is way better than the others: no delay, no static, clear consistent voice quality.

Incentivized

Out of all the other utilities we've used, SmartCloud connect seems to be the most stable. The other interfaces sometimes caused glitchy integrations with Outlook, requiring a user to restart the add-in to restore functionality, but so far that has not been the case with SmartCloud Connect. SmartCloud connect also allows you to connect to different CRM's instead of just one, which means you can still use it when migrating between CRM's.

Incentivized

• It cost the company almost $1million in 3 years of licensing. It then cost us the business to implement it in 2.5 years over $5 million dollars internally with resourcing involved to roll out globally. There was no ROI, that was just to implement it as the business continues to not adopt the product.
• The adoption level of the product is ~25% of the business actually using the product.
• Business areas ended up hiring and spending something near $150k/year in human resources to use the system for the sales team because of the low adoption.

Incentivized

• Thanks to DialSource we have been able to improve the performance of our employees and serve more customers in less time. The staff has learned to efficiently use all channels of communication with customers and provide them with timely responses to their requests.

Incentivized

• Nothing negative even this feature makes my life easy

Incentivized