Conga CPQ vs. Zoom Revenue Accelerator

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

Training on key features is difficult, so adoption of the platform is not where we would like it to be after 6 months of being deployed. Our team works primarily within Salesforce, so it would be helpful to have additional focus on adding ZRA components to the Salesforce managed package. Would love to see on overall customer summary for example. Rather than having to go to each conversation to get details of the customer journey. The price point for ZRA is quite high compared to meetings & phone so I would like to see continuous growth/new features being released to justify the spend. With ZRA, the sales leaders can share tactics and use cases on how they utilize ZRA to manage their individual teams. The analytics easily shows team members who are exceeding or who may need additional support based on (overall customer sentiment & engagement).

• 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.

• Summaries and Next Steps
• Separation of key moments during the meeting
• Pulling data from Salesforce of stage the convo took place in, amount, owner, etc
• Coaching features and insights such as talk ratios, next steps, scorecards

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.

• Zoom IQ's graphics need improvement to be more intuitive.
• Zoom IQ does not allow you to analyze several voices simultaneously. It becomes very complicated to expand the conversations to more students.
• Personalized feedback does not always respond correctly to what has been said. There is room for improvement in audio and voice analysis.

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

It has certainly been useful, but now it overlaps with other tools we are using so probably we will have to be harder on ROI here

Incentivized

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

Once you're through the setup it couldn't be easier. For our client facing team members it was very much an experience of. Today you're using "App A" and tomorrow log into Zoom and you're all setup. Zoom Revenue Accelerator is effortless for an end user to pick up and start using. But the setup is where you need help to understand. Various things with where recordings are stored, how calls are routed, and even who can access what phone numbers and recordings can be challenging to setup without help. And a number of docs aren't as up to date as they could be, given the Zoom UI can change so rapidly. Once they solve the sprawling admin side of the product, it'll be a 10 out of 10.

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

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

Zoom fit into our workflow better than the rest. While all the other tools certainly worked well, and could do the job, we felt the most comfortable with Zoom. In particular the ease of use. Specifically, at the time we were assessing the tools Aircall was a product we had used for a number of years, but call quality was not something that came often. And we'd have as many as 35% of calls drop due to connection issues. (Not an issue with Zoom, call quality is >98%). Dialpad was also one we extensively tested and trialed. It felt far better suited to a team larger then us, and one with a broader Support function then our initial use case. The Salesforce offering just felt the most expensive for the least value. While it would work probably the best with our CRM, it was clunky to operate from an end user POV.

• 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

• Conversation Intelligence Software has had a positive impact on my career in sales. I like how you can see data regarding how your conversations went.
• In general, Zoom calls, where the video is turned on, have helped me increase the number of deals I close.
• With my team, it is easy to share a clip of the video I want my manager to view.

Incentivized