Apttus - A Scalable CPQ Solution That's Great for SMB
August 19, 2016

Apttus - A Scalable CPQ Solution That's Great for SMB

Matt Amundson | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Apttus Configure Price Quote

EverString is a SaaS platform that helps B2B organizations identify and engage with their ideal customers by providing Predictive Demand Generation, Insights, Scoring and Segmentation. We have some typical SaaS characteristics—subscription sales model, a small number of products at first glance but a tiered structure, meaning selling is a lot more complicated than it seems, and a business that is growing and evolving fast. We had common problems in our quoting process - a disconnect between our CRM data and what was put in front of our customers. [They were] simple errors that should never happen. Additionally, as we grew we needed to relieve the burden to Finance and Legal.

We went with Apttus for two simple reasons: they were fantastic to work with and they could solve our problems. The sales process was incredibly smooth—just a great team overall. The CPQ does exactly what we wanted by creating consistency in our sales process, something we needed to scale. CPQ forces you to look critically at your sales process, but their team of experts helped us achieve that in a thoughtful way. You don’t want to just automate what you already do… you have to think about doing it better, the Apttus team really helped us with that. Great experience overall, would definitely recommend them.

  • Their solution completely solved our problems
  • They have an incredible team
  • Very easy to work with
  • Apttus CPQ is a strong, enterprise grade tool
  • Invest early in training your Sales Operations team
  • Capitalize on their community as their are some great solutions there
  • Reduction in time and effort from multiple stakeholders in the quote and contracting process
  • Increase in sales satisfaction from a process perspective
  • Build a more scalable and repeatable quoting and contracting process
When making the decision to purchase Apttus we elected to go with a vendor that was best of breed, similar to our decision in purchasing Salesforce.com and Marketo. Buying point solutions or products that were not scalable ensures that we only have to make this purchase decision once. We felt that other vendors were probably an OK short-term fix, but the thought of having to rip and replace once we became a larger organization didn't make sense.
For any organization that runs standard or non-standard sales cycles Apttus is a great fit. If you're an organization that requires heavy involvement for approvals from finance, legal or executives, having Apttus CPQ streamlines your process and ensures that you are able to deliver both accurate and timely quotes as well contracts. Additionally, partnering with Apttus will help you identify and shore up gaps in your current process.

Conga CPQ Feature Ratings

Quote sharing/sending
Product configuration
Configuration options
Pricing rules
Price adjustment
Purchase history and open contracts
Guided selling/Sales portal
CPQ reporting & analytics
CPQ-CRM integration
Attachments to quotes