quote objects

Quote Objects: Just how different are Apttus CPQ and Salesforce CPQ?

by Benjamin Apa, David Janke, Robert O’Donnell, and Katy Rudd

Trying to decide between Apttus CPQ and Salesforce CPQ? One of the biggest factors influencing your decision may be quote object functionality. In CPQ, that little Q makes a huge difference. Salesforce CPQ is a great choice for quote objects because it

– makes your job less stressful and more focused, 

– is scalable yet simple, and

– offers you options and flexibility.

 

1. Streamlined and stress-free

With Salesforce CPQ, something you notice right away is that it works well with Lightning UI and has a native platform look and feel. So when you set up a quote object, everything feels comfortable and easy. Plus, Salesforce regulates updates, and the release upgrade cycle is streamlined.

With Apttus, clients often find that it is difficult to maintain frequent release upgrades, and the release upgrade cycle can be less streamlined.

 

2. Focused on Salesforce so you can focus on work

While Salesforce CPQ does use custom objects, its core objects are standard, leveraging standard Salesforce functionality. So sales teams and channel partners can use Price Book Entry, for example, to help them manage price entries.

Apttus CPQ, on the other hand, doesn’t use standard platform objects like Price Book Entry. Instead, it uses a custom orders object, assets objects, orders, order products, and contracts. For example, Apttus uses a Configuration Object to store iterations of the cart. This can be really helpful in some cases. In other cases, this customization causes headaches when trying to apply customizations to the quoting process. In our experience, we have found that applying data structures can…

 


 

Want to keep reading? Download the complete ebook Making the Switch from Apttus to Salesforce CPQ today!

 

Benjamin is a Simplus Senior Consultant focused on CPQ and with over 11 years of delivery experience, primarily in enterprise implementations. He’s performed in various roles across these implementations, including lead consultant, solution architect, and project manager. Ben’s focus on any given project is to achieve practical solutions that are driven by functional need but balanced by technical accord.

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David is a Senior Delivery Manager here at Simplus. An experienced consultant with an accounting/finance background, David has over nine years of experience in both internal consulting operations as well as client-facing engagements. Additionally, David has deep experience across the Salesforce.com ecosystem, leading implementations in an external client-facing role across a range of industries.

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Robert is a CPQ Architect here at Simplus. He is an experienced consultant with extensive expertise in CPQ, finance, CLM (Contract Lifecycle Management), Project / Program Management, and Change Management. He oversaw the largest CPQ implementations at Oracle (250k users for a full global rollout). This encompassed unique and highly customized use cases.

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katy ruddKaty is a Principal Consultant here at Simplus. She began her career on the business side, moved into a technologist role, then into solution sales and transformation. She works with companies of all sizes to bring operational improvement, transformative solutions, and, most importantly, empathy and compassion into business processes.

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