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 the subscription model than an out-of-the-box Apttus implementation.

A notable “visual difference” is that Salesforce CPQ looks and feels more native to Salesforce. Salesforce CPQ utilizes Lightning UI concepts, so the transition from Sales Cloud to CPQ is seamless. Many users don’t know where Sales Cloud stops and Salesforce CPQ starts.

 

Take the opportunity to rethink and streamline business processes

Here’s the thing: There’s not a one-size-fits-all way to transition from Apttus CPQ to Salesforce CPQ. The good news is that as you get involved in the transition process, you can look more closely at your business practices to optimize and future-proof them. Instead of fitting your business into your CPQ processes, CPQ should be flexible enough to support your ideal business state.

Thinking through the challenges of transitioning from Apttus to Salesforce CPQ, we realize it can be daunting. But as you team up with a Simplus consultant, together you can identify relationships between the data structures in Apttus CPQ and Salesforce CPQ. We can figure out how your products will map onto Salesforce CPQ. And from there, the transition gets a lot simpler.

 

Simplus is your Apttus to Salesforce CPQ Transition Partner

Sound tricky? That’s where Simplus’ consulting services are helpful. We provide expertise to guide the transition process along. Our consultants are fluent in the many different CPQ tools in the marketplace, and we know the “secret handshakes” behind the scenes to migrate your company from one tool to another. We know how mission-critical your CPQ needs are.

At Simplus, we are specialists at mapping features, functionality, and data between the two platforms. So when you’re ready to set sail, we can help you make the transition smooth.

 

This is part one of a new, multi-part Simplus blog series about switching from Apttus CPQ to Salesforce CPQ. In part two, we’ll look at what you need to know about quote objects to be ready for a smooth transition.

 

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.

ben.apa@simplus.com

 

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.

davidj@simplus.com

 

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.

robert.odonnell@simplus.com