Amazing Tool!
March 15, 2016

Amazing Tool!

Robin Carey | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus

This tool has proven over and over again that it was more than worth the investment. My sales team's pipelines are up to date (I think for the first time since we got Salesforce) and I've been able to use the tool for several nasty projects (like updating country name formats, etc) that used to take days - and now take less than an hour. My favorite part is the Quick App feature - which I utilize all of the time to complete one-off tasks that come to light. Right now, our sales and finance teams are the primary users, but we have hopes to move project management on board soon!
  • Great Customer Service.
  • Flexibility with Salesforce field usage.
  • Quick and reliable.
  • Easy to sync with Salesforce.
  • Logic is difficult to learn when building custom applications - but definitely not impossible!
  • Massive time saver for sales pipeline.
  • Time saver for financial reporting (date changes, etc.).
  • Helps me stay accurate for forecasting.
  • Data clean up - Salesforce is in decent shape now in terms of consistency!
If you are leveraging your Salesforce usage at all, this is a must have. Especially for sales teams where opportunities need to be adjusted frequently.

Conga CPQ Feature Ratings

Quote sharing/sending
Not Rated
Product configuration
Configuration options
Pricing rules
Price adjustment
Not Rated
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes