Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - to drive higher win rates and a more pleasurable buying experience. Conga CPQ also helps to maintain a single price book, discounting structure, and quoting structure across all channels. With an API-first approach, configuration, pricing, or quoting…
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D&B Hoovers
Score 7.9 out of 10
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D&B Hoovers delivers sales intelligence data for millions of companies globally.
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Velocify by ICE Mortgage Technology
Score 6.7 out of 10
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Velocify is a sales acceleration and automation solution acquired by Ellie Mae (now ICE Mortgage Technology) in 2017. The product suite includes Velocify Pulse automation app, Velocify Lead Manager for lead management and distribution, and Velocify Dial-IQ sales dialer. Also , Velocify LoanEngage is a sales referral management app for loan officers.
Conga CPQ processes are more streamlined and easy to use and install. well structured study material and easy to follow instructions makes it even greater
The understanding and building of products is very easy compared to Salasforce CPQ. The Quoting process is much faster and easier. The functionalities provides for rules are much more compared to Salesforce CPQ. User friendly layouts is one of the best things about Conga CPQ. …
We use Conga CLM in conjunction with Conga CPQ to manage legal processes alongside quoting. It's how legal teams get looped into the sales cycle and assist in closing deals.
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 …
We selected D&B Hoovers because of the global reach in terms of company data worldwide. It's basically the most comphensible tool to gather company data we needed for segmenting our ICP. Even though other tools can be better when it comes to email enrichment efforts.
I currently use Lexis AI for similar work. I find Lexis AI to have better overall company summaries but it is a bit more over the top when it comes to reviewing site contacts and the like at a medium size company. D&B Hoovers streamlines this a bit but could take notes from …
They are the imcubment for our company and though we have issues with D&B Hoovers their price to performace has been good and we plan to keep using them.
We do have other vendors that work in this space and D&B Hoovers does hold its own but I would say that they are just one …
THe most current updated information that we find is on Linkedin, especially in the case of finding people and their job titles,. Unfortunately no other contact information is provided, but when we use this and Hoovers and it very helpful. But there are very few tools that …
D&B Hoovers have more up-to-date information with regards to contact and business information in comparison to S&P Capital IQ Pro. The data regarding company size, revenue and contact details such as phone number, title, education level are more accurate in D&B Hoovers. …
We evaluated a few other tools including ZoomInfo, LinkedIn Sales Navigator, but D&B Hoovers emerged as the best overall fit for our hotel sales use case due to its depth of company data, broad industry coverage, and powerful geographic filtering capabilities. Our primary …
All platforms are great and help a great deal, but D&B Hoovers is a dedicated space for whitespace and outreach. Also its a trustworthy referral internally at SAP when researching accounts and making GTM decisions.
D&B Hoovers really provides more in-depth business data and technographic insights, offering a wider scope of company information and more advanced analytical capabilities.
Crunchbase offers a similar product but is more tailored for start ups and small business. Even then it does not have the complexity that Hoovers offers.
D&B Hoovers is A LOT better than PitchBook. It is much easier to navigate and the data is far more accurate. However, I think CoStar does a better job with real estate related data. Specifically, lease expirations, tenants and owners. These are important factors I look for in …
D&B Hoovers is more cost effective, and acts as a comprehensive data source, which is specially beneficial to teams like sales, where research and prospecting and lead gen is key
Honestly, because of our satisfaction with D&B Hoovers we have not actively looked into other alternatives in the last 8 years. We selected it originally because of the price, reputation, and we had a client using it at the time that recommended it.
Finance Analytics provides a more thorough company credit report and is more in-depth than Hoovers. However, I use Hoovers for instances where I do not need that information because it allows unlimited queries, whereas you pay for a limited number of reports from Finance …
For company data, D&B wins hands down. Contact and lead information is a toss-up. The information provided was usually a match to both, and I wouldn't say one was better than the other by a wide margin. It really depends on who you are researching. Both did not do well with …
Pitchbook has richer financial details which I am typically more interested in. D&B Hoovers search functionality is usually a little more reliable and the total size of database appears much much larger. I'd say Pitchbook goes an inch wide and a mile deep, whereas D&B Hoovers …
D&B Hoovers is more comprehensive overall, but may lack health-care specific data that these other solutions provide. D&B Hoovers is great for prospecting the direct to employer space.
Velocify is a bit more refined and well built with their dialer and helping more borrowers get contacted. Lodasoft makes the process smoother by having a portal for the borrower to build their loan into. Lodasoft works with other departments as well.
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with …
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
D&B Hoovers is able to help immensely when doing a prospecting research regarding an industry or a company. I use it a few times a month. Once you get the hang of it, it's pretty easy to use. The lists and reports exported from D&B Hoovers are easy to integrate to your presentations and research.
Velocify is amazing if powered by the right management. Just like any piece of technology, garbage in - garbage out. I suggest making sure your management is well trained so they can ensure their users are effective. Velocify has some incredible talent working there. I suggest making great connections with those on your team and it will help greatly during the tenure of your working relationship.
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.
I use the visitor intelligence and it will tell me what office from a company has visited our site. I'll, in turn, go through D&B Hoovers to find the relevant contacts that we would benefit from speaking with at that company. I will call or email them, and it's just in a few months we've been using visitor intelligence has led to several ongoing conversations of companies who will become clients and it's an annual calculation to due. It's an ongoing relationship.
The prioritized queue allows for management to set contact standards and hold users accountable. It removes all the guess work out of what lead to call next.
The Dial IQ feature is fantastic for powering through calls and maximizing speed to contact.
The Shotgun lead distribution puts the lead into the hand of the user that is ready and available to call that lead immediately. No handing off a lead to an originator and hoping they call. This feature allows for the system to notify multiple users simultaneously and first user to press 1 wins the lead. Talk about creating a competitive sales environment!
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.
Velocify would be well served to create a more robust email drip campaign platform.
Velocify could revamp their dashboards and prioritized views our individuals work out of daily. It's rather overwhelming when working with a lot of leads. Adding interactive graphics - calendars, easy to view alerts, etc would be great. (Big Purple Dot does this well)
There are a few features that we expected from the tool but Cameleon's CPQ has fallen short on these. Possible enhancements and product fixes should be made as soon as possible to change the perspective. Unexpected bugs in the tool have come up during the roll-out that has caught the implementation team off-guard
The D&B tool has really open up new opportunities for us and really helped the business. Additionally, on a personal level, the platform is very easy to use and I never had any problems with it. From there, I was also able to build some interesting analyses that helped me grow within the company and land me where I am today. I do not use it as much as I used to, but I know what I can do with this tool if needed.
I am sure that we as a company are likely to continue using Velocify. I am not involved in the selection process, but I have not heard any negative feedback and switching programs would more than likely be too much work
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.
D&B Hoovers is very user friendly. Its tabs provide are easy to understand for what topics you are looking to review while doing a company search. For example, site contacts is clearly all the contacts point at a particular location. So if you need to get contact information for xyz individual at a company its right at your fingertips.
Users can gain a very good understanding of the system quickly. The administrator can use terms that are familiar to their company when setting the system up. Most new administrators error to the side of complexity when setting up the system. With Velocify less is more.
The platform is generally reliable and accessible when needed, with minimal application errors or unplanned outages. There may be occasional maintenance or minor disruptions, but these are usually communicated in advance and handled efficiently. Overall, it offers a high level of availability, ensuring that you can count on it for your daily operations.
While the platform generally functions well, with pages loading in a reasonable time and reports completing within a satisfactory timeframe, there is room for improvement. Performance can sometimes lag with more complex queries or during peak usage times. Additionally, when integrated with other software or systems, there can be occasional slowdowns. Overall, while it performs adequately, optimizing speed and integration efficiency could enhance the user experience.
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.
I think it could be better, easier and faster. Whenever I chat with someone it takes so long to get to an actual agent, and then when I finally get to one, they oftentimes don't have the answers for me or do not understand what I am asking, which is very frustrating.
While I didn't speak with the Support team often, they seemed very accepting and reliable. My favorite was the company emails that we would receive whenever something wasn't working correctly so that we would know that it's being worked on, providing a bit of relief to the other employees that were having trouble.
The in-person training if you will is done via GoToMeeting or some other service. I have been told that the moderator goes way too in-depth and too fast.
The training sessions were well-structured and covered the key functionalities of the platform, making it easy to get up to speed. The trainers were knowledgeable and responsive to questions, which added value to the learning experience. However, a bit more in-depth coverage of advanced features and use cases would have made the training even more beneficial.
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.
for our use case, the implementation was minimal and we did not need a lot of help. The D&B Hoovers platform is pretty intuitive and our account manager was ready for any questions that came up when we use the D&B Hoovers platform
If you plan to have more than 20 users on Velocify you should outsource implementation to someone that knows how the system can best be implemented for your business/process flows. If you have fewer proposed users try to use one of the canned levels.
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.
We evaluated a few other tools including ZoomInfo, LinkedIn Sales Navigator, but D&B Hoovers emerged as the best overall fit for our hotel sales use case due to its depth of company data, broad industry coverage, and powerful geographic filtering capabilities. Our primary objective was to identify and contact businesses near our hotels that regularly need corporate lodging accommodations, operate project-based or travel-heavy industries, have the decision-making personnel we can reach directly.
Before we went with Velocify, we had Salesforce and Hobson's EMT Connect. Both of these systems were rather expensive and didn't give us exactly what we needed for lead conversion as well as the customization we desired. However, I feel that some of the reasons we went with Velocify were not exactly truthful as we found out during the implementation process or much later that there were things they said that they could do that once we started getting into the weeds with it they weren't able to execute. From a lead conversion and speed to lead standpoint, this is a good product. From a reporting and lifecycle management standpoint, this is a very poor product compared to the other two
D&B Hoovers is quite effective at adapting to the needs of different departments and locations, allowing for flexible deployment and integration across various parts of an organization. While it scales well and supports a broad range of users and functions, there might be some limitations depending on the size and complexity of the organization’s requirements. Overall, it provides a robust solution that can grow with your needs.4o mini
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.
D&B Hoovers allows me to make the most of my time when searching for companies within specific industries. Once I find a company and examine their profile, I can then generate a list of employees in the purchasing and engineering departments. The profiles for each listed employee contain cell phone, Email address and LinkedIn profile. This information helps me to bypass the companies front desk and get directly to the people I need to speak with.
By knowing the specific job title for the people that I am contacting and then being able to click on their LinkedIn link to learn a little about them before I make the call, I come across as a sales professional instead of an impersonal cold-caller.
In cases where I do need to go through a front desk receptionist whose primary mission is to screen out sales people, I find that three out of four times the receptionist will connect me to the specific employee because I know their name, department, and job title. The Intel provided by D&B Hoovers makes it possible for me to get to the people I need to speak with.
Faster lead conversion lead us to higher potential for "first school wins" philosophy.
Negative return on time spent maintaining Velocify. Because manual reporting was needed and much had to be done outside of the system, there was a monetary loss of time because of this.
Predictability was near impossible for us, and the fact that we had to purchase an email automation system because Velocify did not do anything we needed was a negative ROI for our business.
