Conga Advantage CPQ vs. Salesforce Experience Cloud

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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For well-suited, this product is great for your external clientele groups that you would not necessarily want to have a high user fee rate for. So basically general public or a group that will be authorized to come in and just do a few things here and there, but you don't necessarily want them access to all of your systems and your data points for groups that it would not be a great use for. I'd say probably your high level internal staff, they're going to be using a lot of the backend functionality automations, evaluating data, managing data, and doing custom inputs. That's just not what's intended for.

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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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• Easy to use, just like Salesforce's other products. Many users can sit down and figure it out in no time, and with a little training become power users.
• Fast and secure - Salesforce is a leader in the cloud world so you get consistently fast results and security that is top notch in the industry.
• Accessible from anywhere - if you use cloud CMS already this is a no-brainer, but for those that do in-house CMS still, this is a major difference. Mobile access from anywhere on the planet without a VPN is something you just can't do without the cloud.

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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• In my opinion, the configuration methods of Conga CPQ are outdated and error-prone.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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• Unlike other CMS platforms like Wordpress and Adobe Experience Manager, Salesforce does not provide a fully featured editor with a drag-and-drop design tool.
• Our content creators and marketing team often struggle with permissions and how to distribute content across different experience cloud sites.
• Also, there is no side-to-side comparison view for content editors to update the content easily.

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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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Renewal exercise is already underway. Platform is to ubiquitous to not leverage, especially at a Fortune 50 firm

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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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Strengths: - Intuitive for Salesforce Users – If you’re already working within the Salesforce ecosystem, the Salesforce CMS is easy to navigate, with a clean UI, drag-and-drop content management, and reusable assets for quick updates. - Seamless Integration – Since it connects natively with Experience Cloud, Marketing Cloud, and CRM, it allows for efficient multi-channel content distribution without needing extra third-party tools. - AI-Powered Personalization – The ability to deliver dynamic content based on user profiles and engagement data is a huge plus, making content delivery more relevant and impactful. Challenges: - Learning Curve for New Users – If you're not already familiar with Salesforce, the interface can feel overwhelming, requiring training to fully leverage all features. - Limited Customization & Workflow Automation – While it works well for structured content, advanced approval workflows and deep editorial customization are limited compared to enterprise CMS platforms like Adobe Experience Manager. - Media & Design Limitations – Salesforce CMS is not as robust for managing rich media-heavy content, which can be frustrating for teams needing more flexibility in multimedia presentation.

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I have not heard of any issue

Again, since we provide and recommend solutions, I can't speak to every client's individual experience, but can offer general reflections as to keep their collaborations private, that they are satisfied with the experience. We hear a lot about how this system helps to encourage collaborations between their own business partners, customers, and internal members, and enables quality integrations with other products that help drive revenue.

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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.

Although support from Salesforce itself can be quite unresponsive sometimes, the community hub is incredibly helpful. The large user base of Salesforce products contribute to troubleshooting and the forums are a powerful tool for finding solutions and possible bugs and response times can be quite fast compared to your regular support channels.

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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

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.

Salesforce Experience Cloud was selected due to its tight integration with our existing Salesforce CRM platform. Customization of the portal was much, much simpler compared to Sharepoint - especially with role-based security parameters that are ultimately inherited based on attributes within the Salesforce CRM platform. Salesforce Experience Cloud was a natural fit for this customer-facing purpose.

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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.

• Time savings for our customer success team - no need to continually follow up on tickets as customers have access to see status themselves
• In the future, it will also allow us to create more impactful knowledge articles that will increase self-service over ticket creation

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