Conga CPQ improvements
I manage a team who supports Conga CPQ for clients, it is used by our client for adding products to the cart and driving overall CPQ …
Starting at $35 per month per user
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What is Conga 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…
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Popular Features
- Configuration options (32)8.686%
- Pricing rules (31)7.777%
- Product configuration (32)7.171%
- Price adjustment (31)6.969%
Reviewer Pros & Cons
Pricing
Entry-level set up fee?
- Setup fee optional
For the latest information on pricing, visithttps://conga.com/pricing?utm_campaign=…
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Starting price (does not include set up fee)
- $35 per month per user
Features
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- FAQs
What is Conga 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.
Conga CPQ Features
CPQ Features
- Supported: Quote sharing/sending
- Supported: Credit approvals
- Supported: E-signature
- Supported: Product configuration
- Supported: Configuration options
- Supported: Pricing rules
- Supported: Price adjustment
- Supported: Purchase history and open contracts
- Supported: Guided selling/Sales portal
- Supported: Self-service CPQ
- Supported: CPQ reporting & analytics
- Supported: Proposals
- Supported: Excel integration
- Supported: CPQ-CRM integration
- Supported: Attachments to quotes
- Supported: Renewal management
- Supported: Order capturing
Additional Features
- Supported: Unlimited Attribute-based configuration
- Supported: Discounting and deal scoring
- Supported: Subscription and renewal opportunity management
- Supported: Multi-channel selling
- Supported: Quote collaboration and versioning
Conga CPQ Screenshots
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Conga CPQ Integrations
Conga CPQ Competitors
Conga CPQ Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android |
| Supported Countries | Global |
| Supported Languages | German, English, French, Dutch, Portuguese, Spanish, Chinese (Simplified) |
Frequently Asked Questions
Conga CPQ starts at $35.
Reviewers rate Attachments to quotes highest, with a score of 9.3.
The most common users of Conga CPQ are from Enterprises (1,001+ employees).
Comparisons
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Reviews and Ratings
(84)Attribute Ratings
Reviews
(1-3 of 3)Companies can't remove reviews or game the system. Here's why
December 29, 2015
Apttus CPQ - force.com native and complex (pro and con)
Our North American and UK based sales teams use Apttus for all quotes (new business, add-on sales, renewals). We use it to manage pricing, quoting, and assets. We use X-Author for Word for our quote/order form. We have about 30,000 active price points, 400K active assets, and a few hundred inclusion rules.
- Force.com native is very important to us - for reporting, administration, integration, and uptime.
- 70% of our business is back to base, so having customer owned assets fall under the same inclusion rules as items in the cart is critical.
- Variable bundles allow us to build fewer bundles.
- Change management: Pricing changes are difficult to deploy, no regression testing for existing configurations.
- Administrator usability: Very easy to create problems with price list items firing unintentionally which leads to price list item sprawl. No holistic testing tools to make sure you've set up pricing / rules the way you intended.
- X-Author has limited capabilities to include related objects - our Quote header object has several hundred fields that serve no purpose but to make form generation more stable / faster.
81%
8.1
- Positive: all opportunity values / forecast values come from actual quotes, improving accuracy.
- Positive: automated approval and e-signature drive much faster time to close (hours vs. days).
- Negative: Complex pricing without adequate testing leads to errors, usability issues, and incorrect quotes.
- CallidusCloud CPQ and BigMachines
Apttus had the best SFDC integration (force.com native) which was by far the biggest point. It also had key showcase customers and ample rules / pricing features for our use cases. Asset - based inclusion rules was a big positive. We were concerned with the business models of the competitors (this was pre-Oracle acquisition of BM).
Sell-side contracts
450
Apttus is our full quote-to-order system for new sales, cross- and up-sells, and renewals. It is the database of record for our pricing and our customer purchased assets. We built our renewal process in SFDC, automating the creation of renewal opportunities from the Apptus assets. Finance teams use the asset and quote data to provision.
2
IT support includes support for sales ops and pricing managers. Finance support includes pricing setup, inclusion rule setup, and quoting support. Sales Operations supports the sales team directly and owns reporting / forecasting.
- Quoting: the core value prop of Apttus is the ability to manage and automate the quoting process from within SFDC. Our quotes are now faster, more accurate, and visible -- and actively drive the forecast process.
- X-Author for Word: Our quote/order forms are somewhat complex and varied, X Author enables us to give our reps the ability to create customer-ready forms.
- Renewals automation: by customizing the Apttus assets we can drive a fully automated renewals process with full 180 day pipeline visibility
- Selling based on installed products: both recommendation engines and inclusion rules can fire based not just on the cart but also on what the customer has already purchased
- Vendor implemented
- Implemented in-house
Yes
We took a subset of our products and customer base as an initial 'phase I'. About a year later we went live with most of the rest of our products and customers. This was very key, as the first implementation was extremely rocky.
Change management was a major issue with the implementation
Apttus was badly unprepared to take us through this process. Expect to manage change on your own. It is a big step for most sales organizations to move from spreadsheets to a relatively complex and rigid UI, which can't be over-managed. We also had major problems converting existing active quotes, we would have been better off finding ways to create a cleaner go-forward catalog and using that in the old CRM to enable a clean cut-over to a new catalog. Again, Apttus was very unprepared to help us through this process.
- Immature PS team: We went through a couple analysts before we decided to implement it by ourselves and bring our SI up to speed. They didn't document our configs, they were confused about how to use their own product to achieve our desired results, and they made very poor design decisions that took us months to un-do
- No support or vision for Agile: We strongly believe that using an iterative approach (take a couple scenarios all the way through the process) would have saved us thousands of hours and resulted in a better product
- Very poor testing and deployment planning: There is no vision or tool for regression testing or overall health checks. It is impossible to know if you are creating a problem. Most error codes are vague. Many configs were firing without leaving any log file or trace that they had affected the price. Migrating Apttus configurations from sandbox to production is very difficult.
- Very poor release management by Apttus: We had to release on an earlier major release than we were demo'ed because the demo UI wasn't in GA 6 months later when we needed to go live. Many patches failed, broke existing configs, or had insufficient test coverage.
October 24, 2012
Struggled with implementation. Needs IT involvement.
Score 8 out of 10
Vetted Review
Verified User
- Document management and workflow have been a success. This was the main benefit we were looking for.
- It is not a very complicated application
- If you are working with a specific account on a specific design, there is a tie between the NDA and design i.e., a CRM view.
- The # of IT tickets is modest now that it’s up and running.
- It was a struggle to get implemented. The reasons may be more organizational than system based however.
- We were told, just sign us on and you’re going but we learned that doesn’t work. You cannot just hand-off small apps that will be owned by the business.
- The rep from Apptus glossed over a lot of the facts about how implementation needed to work, specifically, the role of business, IT. We didn’t have someone from IT driving the project. At our company, it’s considered a User Managed Application, whereby the business is responsible for it. Since however it’s on the Salesforce.com platform, it is IT managed. The fact that it’s on Salesforce.com, drives the need for IT involvement – that along with the nature of the level of integration required.
- From an IT perspective, we have one less custom solution to manage. The guy that wrote the custom solution it replaced is no longer here.
- We have a business process standardized, and a manageable workflow.
24
Couple of people in legal who administer, then people who request and approve. Mostly people who approve – divisions, finance.
0
Implementation took 20% of Salesforce.com developer’s time for a 2 week implementation.
There is very little on-going support unless you want to change business process.
- Contract management - right now just using for NDAs.
Homemade contract management stuff in .Net, accessible via SharePoint.
- Vendor implemented
- Self-taught
We had to do some configuration to handle our account structure – customization of Apex classes
- Salesforce.com
Native integration.
October 15, 2012
Awesome tool, but overkill for us.
Score 5 out of 10
Vetted Review
Verified User
- What it can do in the end is great.
- It gives a very robust shopping cart experience.
- It’s good if you are going to track minute stages in a process - then it’s awesome.
- The administration burden is very high. There are a lot of objects included and they link to each other.
- If all you are looking for is quoting, then it’s I feel that it’s overkill today.
- In hindsight, I would have hired a developer to customize Salesforce.com. A step up from the basic Salesforce.com functionality is what we really need.
- There were a couple of solution options in between customizing Salesforce.com and Apttus, but they weren’t able to do configurable bundles and handle our pricing.
- Frankly, our needs have simplified from our original search.
- You have all irons in one system. Previously, we were fragmented - we were on paper contracts, some in our ERP, others in PDFs on someone’s desktop. The importance of having all data in Salesforce.com in a standardized fashion has become blatant.
- Avoiding more custom system maintenance burden. We try to use out of the box as much as possible. When considering what you do customize, make sure there’s a good business reason for it.
75
About to upgrade to 100 – sales, inside and SEs
0
We had a Salesforce.com administrator and developer involved during implementation. It took weeks of their time.
Afterwards it depends on how often you change processes and products. We are not spending a lot of time today. We are constantly updating our approval process.
- We use the CPQ (Configure Price Quote) module as a quoting tool. It also has interactive shopping cart configurator. We use it for bundled products and to set it up to price by usage and cost per click.
- There is a very good document generator. You click a couple of buttons and can produce a proposal template with robust mail merge capabilities. It’s like a Microsoft Word merge, but much more robust.
- The CPQ module links to the contract module which we also use. Any information on a proposal, carries over to service order, MSA, NDA etc. There is also a clause library. The legal team can use the module to track the status of contracts in review and to see a funnel.
Native functionality in Salesforce.com.
- Implemented in-house
- Online training
We haven’t changed the software as much as the workflow triggers that push data.
We have created own fields.
No
- Salesforce.com.
Native integration.
- Nothing planned.
We did not have any conflict with the standard terms.
The only term we negotiated per license fee. We asked for discount based upon the fact we already had the contract module.