apttus cpq

Ready to jump ship? Here’s how to prepare when switching from Apttus CPQ to Salesforce CPQ

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

Ready to climb aboard Salesforce CPQ? Your CPQ platform should be making your life more simple, and if it’s not, Salesforce CPQ is the solution you’re looking for!

“But,” you say, “I’ve heard the rip-and-replace process can be long and difficult. Is switching worth it?” Absolutely. With a first mate like Simplus, you’ll have your new CPQ shipshape and Bristol fashion in no time. (Okay, okay, we’ll stop with the nautical metaphors.) Once you’ve implemented Salesforce CPQ, you’ll enjoy seamless release cycles and a more native look and feel.

Apttus CPQ and Salesforce CPQ have some pretty significant differences, and the process is a great opportunity for you to rethink and streamline business processes. It may sound like a lot, but we are specialists in mapping the data easily so you can rest assured that everything will go smoothly. Here’s how to prepare to have that smooth transition:

 

Know the difference between Apttus CPQ and Salesforce CPQ

If moving from Apttus to Salesforce CPQ is on your horizon, below are some differences between the two platforms:

One key difference between Apttus CPQ and Salesforce CPQ is that Salesforce CPQ utilizes more standard objects than Apttus, such as Price Books, Price Book Entries, Orders, Order Products, and Assets.

The contracting model inside Salesforce CPQ works well with subscription software models, which businesses are increasingly using. Salesforce CPQ is more closely aligned with…

 


 

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

 

Benjamin is 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.

[email protected]

 

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.

[email protected]

 

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.

[email protected]

Related Articles
translations
Concluding thoughts: Salesforce translations wrap-up

This should give you everything you need in order to do translations on your metadata and, in some cases, other Read more

data
Integrating and migrating data in Salesforce for financial services

FHLBanks Office of Finance reached out to Simplus for help moving prior processes and models into a new system of Read more

nonprofit
How Sales Cloud transforms processes for non-profits

Sales Cloud isn't just for big, corporate enterprises. The Boys and Girls Clubs found great value in its implementation of Read more