contracts

Why Do You Need Contract Lifecycle Managment?

joshsangster Apttus, Blog, Business Application Services, Salesforce

Contract Lifecycle Management (CLM) is defined as a methodical and established approach to managing a contract from post agreement origination through fulfillment, compliance and renewal. CLM is easily shuffled to the back burner during initial implementations of Salesforce and other CRM SaaS. Understandably so; it’s a process that is usually so tedious and ingrained that the parties responsible for the …

measuring tape-min

7 Reasons to Avoid DIY Enterprise App Development

patrickwolf Apttus, Blog, Business Application Services

Enterprise App development is not like building a transistor radio. Unfortunately, as many companies grow in size, the allure of building a Do-It-Yourself application internally becomes more alluring – and also more risky. With more programing talent in IT eager to prove themselves and larger budgets to support consultants, DIY is a tempting road for many companies to go down. …

man on computer

Data Migration from Legacy System to CPQ

balasadayappan Applications, Apttus, Blog

The Apttus CPQ tool is a highly complex managed package that installs on the Salesforce.com platform to enable a seamless Configure-Price-Quote solution.  Simply installing the managed package is almost never enough though, for our clients to achieve their business goals.  Your teams have years or decades of Opportunity, Quote and Account records that allow them to paint a picture of …

man's head

The Value of Attribute Value Rules: Apttus CPQ Implementations

bobmartelle Applications & Integration Services, Apttus, Blog

Attribute Value Rules (AVRs) can turn a complex CPQ Product setup utilizing attributes into a dynamic, easy-to-use UI for End Users.  AVRs, when implemented through a thoughtful solution design, can mitigate the proliferation of attributes and products alike. Instead of creating multiple products and attributes to achieve the complexity that most clients need in the Cart, AVRs can and will …

two people looking at tablet

3 Steps to Crafting a Successful Change Management Process

shaillachand Apttus, Blog, Salesforce, Transformation

You’ve decided to make the move away from your legacy CRM platform to Salesforce. There are two possible reasons for this change: You’re being proactive. The company is growing and it’s an exciting time to be there. You want to find better ways to best equip your Sales team with the right tools to sell as best they can. You’re …

apttus at Dreamforce

Increase your Salesforce Adoption and Productivity with X-Author

nikilotte Applications, Apttus

How much do your business users enjoy working in Salesforce? Are they switching between the browser and Excel worksheets, just so they can continue working in spreadsheets? Does it take hours for your IT or Salesforce Admin to update data? Are you – and your managers – frustrated because you’re not making the most of your Salesforce investment? Stop getting …

Lion Apttus Taming the Beast Blog

Control the Apttus Beast: Flexibility Can be the Key to Make the Most of Your Implementation

seanmcinturff Blog, Business Application Services

Apttus is a great tool! There is a reason why they are one of the fastest-growing Salesforce partners! Put quite simply, their Configure-Price-Quote (CPQ) and Contract Lifecycle Management (CM, or CLM) solutions are flexible, powerful and immensely configurable. However, these benefits of Apttus can also result in an overly complex, or sub-optimal implementation if best practices aren’t considered. This is …

Approval Stamp

Apttus Advanced Approvals

joemash Applications, Blog

Apttus Advanced Approvals allows organizations to develop approval processes that are above and beyond what Salesforce.com currently offers with their Approval Processes. Apttus Advanced Approvals allows for greater flexibility and visibility when it comes to Approval Processes. Here is a quick comparison of some of the advanced features: Apttus-AWA-Datasheet   Additionally, with the latest release of Apttus Advanced Approvals (7.2) …

note with the word rules

Constraint Rules in Apttus

crmpractice Applications, Blog, CRM, Salesforce

Taking Your Salesforce Quotes to the Next Level, Leveraging Constraint Rules in Apttus Constraint rules can make your life easier when configuring Apttus CPQ.  They allow you to include, excludes, recommend, validate and replace products based on business logic.  At the core, a constraint rule is an if/then statement.  Thinking of it that way helps when configuring the rules and …