Conga Advantage CPQ vs. Microsoft Copilot Studio

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

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It has performed exceptionally well where I have required deep contextual understanding , multi deimension analysis or web research. Recently it helped me in the implementation of SAP Project. It helped to prepare documentation like business blue prints, conduct workshops. Understand business requirement with the help of reviewing the information by summarizing.

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• 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.

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• Agentic workflows
• AI chatbots
• Deploying via Teams
• Multiple knowledge sources

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• Our number one complaint with Conga CPQ has been speed. In my experience, Conga CPQ is extremely slow, especially for large orders.
• In my opinion, the configuration methods of Conga CPQ are outdated and error-prone. One literally puts configurations into string-based custom settings, including the API field names. This often leads to deployment issues and run-time configuration errors.
• In my experience, Conga CPQ is everything but simple to develop. You need things like a 12-step pricing callback to support custom pricing.
• In my experience, Conga CPQ support is not responsive.
• When it comes time to lock in a renewal contract for Conga CPQ, in my experience, they delay engagement, so you are truly behind the 8 ball when it comes time to decide if you are going to continue with Conga CPQ.

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• Ability to combine multiple sources in one query (indexing)
• SharePoint integration - word count limit detrimental
• Clearer communication and understanding of features and limitations

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The rating is based on several things: 1) Ongoing support requirements being able to be addressed by cross training existing Salesforce administrators 2) Apttus superior corporate vision for the quote to cash space 3) Apttus execution of the corporate vision with automated agents (Max), and Artificial Intelligence/Machine Learning offerings to leverage the investment in Configure Price Quote 4) Apttus corporate health and investment in the product line

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At first, it stands out in integrating with the Microsoft ecosystem like Teams, Word, and Outlook. It makes simple for creation and deployment of AI agents and tools with out heavy coding. Great for the purpose of creating AI chat bots for regular tasks. It is excellent for quickly running mock demos.

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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.

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I would give 9 as it works well for us by utilizing the agentic part we are able to utilize the capabilities of copilot studio, If the billing structure and hallucinations can be corrected I would have given 10 as well. I would recommend everyone to give it a try if you want to up your game in Agentic AI with clients.

I have not heard of any issue

No performance issue till date.

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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.

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

We had an excellent experience during the online training of Microsoft Copilot Studio. We were given training which included complete informations in the session. The session include the how we can use it. It gave us the complete guide. We had recorded sessions for future reference.

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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

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We selected Apttus CPQ over SteelBrick due to the simplicity of SteelBrick's out of the box pricing and ability to customize quoted products. As a global organization with selling a highly configurable products, we felt the ability of Apttus to handle our requirements as standard functionalty rather than a customization was a material difference between the platforms.

It is worldwide accepted and we already have the workspace and other tools from Microsoft family which compels us to go for copilot rather than google as it gives you wide range to explore in other areas in the same workspace. Rating and worldwide acceptance is more for Microsoft when compared to any other tool with respect to Agentic AI platform.

As it is low code it empowers everyone even with non technical person to create and deploy and publish the custom agents. Then agents can operate and plan, learn and scale the complex and challenging tasks across the entire business process. It helps to connect with data and take respective action.

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Not used.

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• The ability to generate engineered configurations that is right by construction has reduced the cycle time of the customer engagement. The fact that we are able to guide the process and end up with a validated bill of material reduces the iterations with the customers.
• As long as the validations rules are correct the generated bill of material is accurate. We are now looking at using Apttus to perform quality checks in our product rules since the tool is able to test different configurations quickly and efficiently.
• Configuration that use to take weeks and consumed valuable engineering resources has been transformed to become a customer facing application that is simple enough for customer to self-service.

• Speed of delivery
• Scale of deployment
• Increase of access

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