Apttus could be great ......... someday
August 22, 2014
Apttus could be great ......... someday
Score 5 out of 10
Vetted Review
Verified User
Software Version
Do not recall
Modules Used
- Contract Management
Overall Satisfaction with Apttus
Apttus was implemented because my former employer ( as SAS provider) was seeking a tool that would create customized reporting capabilities for our contract clauses, based on subject and risk factor. We also wanted a tool that was integrated into Salesforce, so that, at a later date, we could enable our sales team to initiate MSAs , based on the customized templates created by Legal.
Unfortunately, I did not find Apttus to be a useful reporting tool. I found that the built-in filters did not offer a significant amount of data that we would have preferred, causing us to build additional filters into the Excel documents the reports generated. Our implementation team, was very hands off and did not provide guidance on a lot of the customizations we were promised in the beginning only to find that the features we needed were not included in the current version of the software.
If you're looking for a template repository that will enable your sales team to initiate agreements or to be able to track the status of contracts in process, then I believe Apttus is a useful tool. Anything more in depth than that would be pointless.
Currently, the tool is limited to Legal and 3 sales directors because licensing in so costly.
Unfortunately, I did not find Apttus to be a useful reporting tool. I found that the built-in filters did not offer a significant amount of data that we would have preferred, causing us to build additional filters into the Excel documents the reports generated. Our implementation team, was very hands off and did not provide guidance on a lot of the customizations we were promised in the beginning only to find that the features we needed were not included in the current version of the software.
If you're looking for a template repository that will enable your sales team to initiate agreements or to be able to track the status of contracts in process, then I believe Apttus is a useful tool. Anything more in depth than that would be pointless.
Currently, the tool is limited to Legal and 3 sales directors because licensing in so costly.
- Tracks contract status. It's basically a time stamping function and hard to mess up.
- I think Apttus is to heavily reliant on Salesforce and that you should have the option to create an account without a SF number
- Considering that it's a CRM, I think the interface could stand to be a bit more reader friendly and geared towards legal users as opposed to Sales
- Configurations and data loads are very cumbersome and I wish that you didn't need a Salesforce administrator to create customizations.
- When creating new contract clauses for an account, many were duplicative because that function is very sensitive and would duplicate at the slightest unintentional flinch of the mouse.
- I cannot speak to lead conversion because we used it solely for the CRM component. I did like the reporting functionality, which was very customizable, so if I wanted to know how many customers agreements were terminating 3 months out, I could run a report for that. This made our lives much better.
- UpsideContract,Selectica Contract Lifecycle Management
I cannot recall the names of one other CRM that we reviewed. Apttus won because Upside went to an enterprise model and we no longer met their standards. Selectica was priced high if I can recall correctly and I think they did not have the Salesforce component at the time.