Marketo Sales Connect (ToutApp) is a sales email tracking tool that includes tracking, templates, click-to-call, and analytics. It also includes a Calendar to streamline bookings. It is presented as a "swiss-army knife" for sales development reps, account executives, sales ops, sales managers, marketing teams, and customer success teams. Its template library can be used as a content repository, to upload Powerpoints, case studies, etc. The recommended templates feature allows users to…
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Salesforce CPQ
Score 7.7 out of 10
Mid-Size Companies (51-1,000 employees)
Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
We looked into using BigMachines and FPX but decided to implement Apttus many years ago. The Apttus implementation never went live after several hiccups along the way and we shifted our focus to Salesforce CPQ which has had it's moments as well. Overall, Salesforce CPQ is the …
Almost a no brainer as we already heavily use SalesForce. This process allowed for everything to be in one place. As stated before, it is better than our old solution because it pulls a lot of the info from the option for you, allows for you to cross-function with services …
We are solving our small sales team problem. I am the only SDR in the company and Tout helps me manage, send and follow up with many of my leads automatically. Tout is more focused on “success or failure” of emails than Yesware is. They are going in different directions – as you can see that they’ll probably have some features from one another.
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.
Track leads opening emails and clicking links. We could easily see if a lead forwarded an email to a large group of people for instance, because the stats would show it.
Connect our email and CRM to log email activities onto Leads and Contacts.
Keep users inside of our email system instead of copying and pasting email templates from multiple places.
Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
Reporting is clunky and challenging to use at times. They were recently purchased by Marketo, so I'm hopeful that Marketo will be able to address some of these concerns.
The ToutApp interface is not the most intuitive and does not provide a deeper understanding/analysis of the data.
The ToutApp integration with Outlook has created intermittent problems in usability/access.
Our Salesforce is very messy, which tells me it's not super easy to clean up.
I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
Sometimes when saving it doesn't seem like things actually save.
It was tough to reach their support team. On average, it would take over 24 hours to get a response. Agents would ask us to perform repetitive tasks and take lots of screenshots instead of looking at our system and helping us fix issues.
There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.
Marketo Sales Connect (ToutApp) was nowhere near as dynamic as the other listed tools that I mentioned. There was not any Sequence or Cadence you could follow. It was missing dynamic fields. A bit cumbersome. The other tools had much prettier interfaces too.
There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.
Salesforce CPQ has helped a lot with overall visibility to the quote to order process. Reps have more insight into the business and the business has more insight into Sales Rep interactions. This makes troubleshooting issues much easier.
Our reporting capabilities have improved immensely. The ability to easily create fields allows you to capture new data points very easily.
Communication in Salesforce CPQ and Salesforce, in general, is a big improvement for our business. The ability to have a chatter feed on any object is very helpful. This can also be used for feed tracking to give some basic change management controls/history.
