#1 most frequent
United States of America
69.4%250 installations of 360
What is Conga Advantage CPQ?
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 capabilities that can be embedded into any eCommerce, Direct Sales, and Partner Portal, the software helps to streamline configuration and pricing across the revenue lifecycle, and provide the flexibility to add CPQ capabilities to existing revenue operations at a pace that supports business needs.
Categories & Use Cases
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Screenshot of the Product's Capabilities. It can validate any combination of rules & constraints with an unlimited number of configuration attributes.
Top Performing Features
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 9.2
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 8.8
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 8.9
Areas for Improvement
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8.5
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Category average: 8.7
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.6
Who Buys & Uses Conga Advantage CPQ
#2 most frequent
India
10.0%36 installations of 360
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
3.3%12 installations of 360
Pros
- Streamlines complex pricing and discounting logic
- Enables accurate product configuration and reduces errors
- Robust integration with CRM systems (e.g., Salesforce) and Conga CLM
Cons
- Performance degradation with large carts or extensive quotes
- Complexity and time-consuming nature of initial setup and ongoing configuration
- General system speed and transition lags within the application
Conga CPQ makes us more efficient and save a lot of time
Use Cases and Deployment Scope
We primarily use Conga Advantage CPQ to align configuration, pricing and quoting within a single centralized system. We have a wide variety of product catalogs and sometimes our quotes can vary from client to client. Conga Advantage CPQ helps us streamline everything and makes our work more efficient. Additionally, their support system is also very well maintained and I love engaging with their support team.
Pros
- The automated pricing to signature functionality is very cool. This helps us close faster
- Real time sharing of inputs is possible via Conga CPQ which helps us communicate better with different teams
- The reports and dashboards are very much intuitive and help us make informed data driven decisions
Cons
- Integration of all microsoft tools is not available which is a drawback
- First time users may find onboarding to the platform little difficult as there are very less knowledge materials available
- The cotract terms and billing schedules can be better maintained
Return on Investment
- The purchase history functionality helps us understand clients in a quicker manner, enabling us to close deals, 25% more quicker than usual
- The pricing rules functionality has helped us more efficient by cutting down the number of manual errors.
- Our sales cycle as a whole has gone up by 30% with the cross team collaboration functionality of Conga CPQ
Other Software Used
Microsoft 365, PagerDuty, Amazon Chime
Reliable software that boosts quote accuracy across channels
Use Cases and Deployment Scope
Conga Advantage CPQ has been of great advantage for us, and we primarily use it to generate prices and finalise quotes. We have multiple channels through which we sell, and we use Conga Advantage CPQ to unify pricing and terms across channels in order to create a single source of truth. Also, getting contract signatures is seamless with Conga Advantage CPQ, which I like very much.
Pros
- Automated Contract Signature from the pricing feed
- Seamless way of converting quotes to final orders through Advantage CPQ
- Proactive AI agents to help with deal closure
Cons
- There is a limitation when it comes to large carts which is a hassle sometimes
- The initial set up of products, and pricing rules is a time consuming and a tedious process
- More integrations can be provided with basic tools
Return on Investment
- The quote sharing ability across cross functional teams saves a lot of time and effort for us
- Our average sales cycle has improved by 30% with the introduction of Conga Advantage CPQ
- The price history feature allows us to know the entire history thereby making the journey much more smooth.
Other Software Used
Canva, F5 on IBM Cloud, Dealfront
Conga Advantage Platform
Use Cases and Deployment Scope
We are using Conga Advantage CPQ for our Quoting process. We were facing a large cart issues when we have large number of products in the cart it was failing. With the Conga Advantage CPQ we are able to add more than 100 products into the cart.
Pros
- Large Cart
- Approvals
Cons
- The sync back. We need the data immediately syncing back to Salesforce once we finalize the cart.
- Deployment process. Currently we need to do a lot of manual steps to migrate the changes from one org to the other.
- Sandbox setup : Once we refresh the Salesforce sandbox there are a lot of manual steps to connect it with the CPQ advantage sandbox.
Return on Investment
- Before the CPQ advantage platform we were able to add only 40 line items in the cart. After moving to the platform we are able to add 100+ line items.
Win with Conga Price Optimization
Use Cases and Deployment Scope
Price Optimization and management helps provide clarity around managing global and regional price differences. We can see optimization guiding intelligent price decisions based on win rate probabilities. The real-time feedback delivered to the deal desk speeds up decisions.
Pros
- It delivers real-time price guidance to the deal desk leveraging historic wins to shape recommendations
- It brings price management into a single platform to be used globally
- It helps us set and implement guidelines quickly.
Cons
- It would be great to do price simulations for all changes, not just the ones assigned a price method to make the change.
- Expose the training to become more self-sufficient developing methods, custom insights, and simulations in the on-boarding/implementation phase so we are more equipped to self-serve on minor changes
Return on Investment
- Improved quote quality and real-time recommendation delivery
- Insight visibility allows for simplicity for seeing trends, making comparisons, and drilling into details.
Alternatives Considered
Zilliant
Price Optimization Experience
Use Cases and Deployment Scope
We are currently using the Smart Price Optimization, and Smart Price Management. This has allowed us to set global prices, and align the regionally prices in a consistent way. With the optimization we are better able to get the correct prices on our agreements in a shorter period of time.
Pros
- It provides the users the ability to set specific parameters according to their own business needs.
- It provides detailed analytics regarding how our behavior has impacted our pricing and margins.
- It helps us understand how our past behavior can be utilized to make better decisions in the future.
Cons
- It would be nice to see more options available for overrides. It would be helpful to have some additional controls over the pricing levels, and then see how that differs from the Price Optimization recommendations.
- Currently the data we are using is focused on transaction history, but it would be nice to have an option to base it on quote history instead. Seeing where we have quoted and not transacted could also provide valuable insights.
- The simulation has a number of override fields that need to be input, it would be nice to have either more specific drop downs instead, or to have the specific fields be pre-populated to show what is needed for each user.
Return on Investment
- Improved response time
- Better insights into what pricing is actually required as opposed to what is being requested.
- Detailed insights into how those prices are being established.
