Conga CPQ vs. Gatekeeper

Conga CPQ is flexible in the price setup. We achieve a lot of customized pricing setups using CPQ. Usage flowing into billing works well also. The Conga cart is a huge painpoint for us. We bill each route and trip we run individually so we have a very large amount of manual, complex cart configuration.

Incentivized

One of the things I appreciate about Gatekeeper, is that all of the documents are housed in one place. I no longer have to chase department people down for contracts. Having all the terms of the contracts entered into the system helps with keeping track of each of the contracts, and having the ability to monitor them in one place. Coming from a place where there was no system in place, it was a given that auto-renewals would happen regularly. Our Accounting Dept. has also benefited greatly using Gatekeeper. Before, they would have to rely on other departments to get the contracts and terms, which would create a backlog for them, especially if they didn't get it in time before the invoices from the vendors started to come in. Gatekeeper isn't a tool that is specific to one team/department, Gatekeeper can assist everyone that needs to access contract terms/information

Incentivized

• Fully integrated with Salesforce.com. Allows for the seamless update of all objects on the SFDC platform. As primary quotes are updated, so to are the opportunities.
• Supports integration with Avalara for Sales Tax and Docusign for E-Signature.
• Supports the quoting of product that requires customization that results in a dynamic cost, MSRP and customer price.
• Significant amount of R&D is being invested in to the platform. Many of the items on our wish list have already been incorporated as a standard feature or on the near term roadmap.

• Customer service/support, they're always responsive and eager to jump on calls whenever we need their support. They've never once treated us as "paid invoice" and moved on. They build relationships there at Gatekeeper.
• They're innovative, improving on their product, when it is already a fantastic resource tool.
• They have the ability to customize features to fit your needs, that was one feature important to us.

Incentivized

• The GUI design of Apttus is configurable but prescriptive. If you want a very specific look and feel, it will take some effort to do so. There have been some modern design updates recently using AngularJS. Check it out to see if it works for you.

• This might be more of a personal thing to me, rather than an issue for anyone else, but when I'm working on a specific vendor, with multiple contracts, I have to click the back arrow to get back out to the other contracts within that vendor. It would be helpful to have a feature that you could click on to take you back to that vendor where the other contracts are kept.

Incentivized

It is a stable repository management tool but needs to upgrade its search engine to make it more efficient and user friendly. There can be an advanced search option which allows me to find agreements based on Contract numbers, Company name and Agreement Type as well as by affiliates

Conga CPQ is a great tool but lacks good support and [a] very limited knowledge base which doesn't include day to day errors which users face, thus leading us to support and take more time in turn. Also cart performance can be improved drastically which will enhance the user experience as the user doesn't have to wait for the pricing.

Incentivized

As a native Salesforce.com app, it's up as long as Salesforce.com is running.

We had to use an outside vendor to implement the software and we paid them for a while during the initial choppy months. I was learning as I went along and then we could occasionally reach out to Salesforce if we really needed to. I think the support is there, but you obviously have to pay for it if the admin team doesn't have enough experience.

Incentivized

Whenever I've reached out to Gatekeepers customer service and/or support team, they've always been prompt in getting back to me, whether it's via an email, text or setting up a zoom call, Gatekeeper's support is impeccable.

Incentivized

We attended 5 hours worth of webinars early on.

We had to understand how objects worked to figure out how to structure our data.

I would have liked more in-depth training but it would have been an additional cost

You need to have IT involved. The implementation partner downplayed the role that IT would have to play. We needed data migration, user set-up, customizations within Apttus for legacy migrations. Luckily we had a developer on our staff for Salesforce.com.

It has been too long for me to remember all the various CPQ products we evaluated. But our short list came down to Salesforce CPQ and and Conga CPQ. At the time, we considered them both pretty close to equivalent solutions for meeting our needs, so negotiation mainly came down to price of the solution, and estimates to implement. Now that we are migrating to Lightning, the balance has tipped very strongly in Salesforce CPQ's favour.

Incentivized

• It cost the company almost $1million in 3 years of licensing. It then cost us the business to implement it in 2.5 years over $5 million dollars internally with resourcing involved to roll out globally. There was no ROI, that was just to implement it as the business continues to not adopt the product.
• The adoption level of the product is ~25% of the business actually using the product.
• Business areas ended up hiring and spending something near $150k/year in human resources to use the system for the sales team because of the low adoption.

Incentivized

• Since using Gatekeeper we have a better understanding of what contracts we have, and with the customized Workflow they created for us, the contracts flow through the Pipeline based on our DOA. It's a smooth process from the start of redlining and finalizing to finishing it up with Gatekeepers digital e-signature feature.
• Contracts are not flying all over the place with no structure.

Incentivized