#1 most frequent
United States of America
69.4%250 installations of 360
What is Conga CPQ?
Conga CPQ empowers sales, partners, and customers to efficiently configure complex products and services offerings, and provide personalized prices and quotes, utilizing codified product and pricing information - to drive higher win rates and a more pleasurable buying experience. Conga CPQ also helps to maintain a single price book, discounting structure, and quoting structure across all channels.
Categories & Use Cases
Media
1 / 4
Screenshot of Unlimited Product Capability - Can validate any combination of rules & constraints with an unlimited number of configuration attributes.
Top Performing Features
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 9
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 9.2
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 8.9
Areas for Improvement
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 8.7
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 8
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 7.6
Who Buys & Uses Conga CPQ
#2 most frequent
India
10.0%36 installations of 360
#3 most frequent
United Kingdom of Great Britain and Northern Ireland
3.3%12 installations of 360
Pros
- Strong product configuration capabilities, cited by 4 of 13 reviewers.
- Effective pricing and discount management, also noted by 4 of 13 reviewers.
- User-friendly interface, appreciated by 2 reviewers.
Cons
- Limitations in handling large quotes, cited by 3 reviewers.
- Issues with the pricing engine, especially for simultaneous pricing across multiple locations, reported by 3 reviewers.
- Customization limitations, particularly with custom code implementation and field customization, mentioned by 2 reviewers.
Sharing My Opinion on Conga CPQ
Use Cases and Deployment Scope
With Conga CPQ, we are able to now configure, price, and quote our outsourcing solutions directly within our CRM. For use cases, CPQ helps us with pricing, volume discounts(if any) and region specific service. The workflows are now automated, which has helped to save a hefty amount of valuable time.
Pros
- Great at providing a directions at configuration. Reducing errors and saves time.
- CPQ handles intricate pricing logic without manual calculations quite well.
- The integration with Conga CLM is remarkable and provides strong results.
Cons
- I've seen some performance lags while handling heavier carts or items.
- I would be really happy to see some new visual and aesthetics updates.
Return on Investment
- I would say with guided selling and bundling, we are upselling more services.
- I've seen a substantial amount of increase in our operational efficiency. Far less errors and manual mistakes.
- Obviously, superb ROI but with that better compliance and process adherence.
Other Software Used
Microsoft Sentinel, INSIDE
Conga CPQ Review
Use Cases and Deployment Scope
global process for quoting and integration with SF
Pros
- localize with country pricing
- easy configuration of products
- validation
Cons
- faster performance
- more intuitive error messages
- High complex and low complex processing
Return on Investment
- approvals processes facilitates appropriate guardrails are achieved
Conga made CPQ Life easy
Use Cases and Deployment Scope
At Intuitive Surgical we use Conga CPQ right from Opportunity conversion, Complex Bundle Configuration & Pricing, Multi level approvals to Proposal Generation. Conga CPQ handled our complex Robot products very well along with dynamic pricing. Being a global company we have very lot of different type of Proposal documents based on languages & XAuthor handles it pretty well.
Pros
- Pricing
- Document Generation
- Complex Bundle Configuration
Cons
- Bring latest LWC screens on Salesforce, lot of screens are still old VF Page.
Return on Investment
- Reduced Quote Creation Time
- Reduced Human Error for Complex Product Configuration
- Quote Template Management
Alternatives Considered
SAP BW/4HANA
Other Software Used
Adobe Acrobat Sign, Salesforce Experience Cloud, Salesforce Einstein Bots
Conga CPQ for Transportation
Use Cases and Deployment Scope
We use Conga CPQ and Billing to configure pricing for Home-To-School bus routes transporting students from home to school and back again. We also use it to price shuttles and field trips. We have integrated Conga/SF with dispatch system via MSAzure to bring in daily usage quantities. We batch up all the quantities at the end of the month to create a monthly invoice for our customers. We also use Conga and SF for reporting to give insight back upstream to our bid/pricing team to standardize pricing/offerings where possible.
Pros
- Standard Invoice Run
- Invoice run and send to customer
- Allow for pricing flexibility
Cons
- Controls in billing - e.g. don't allow a due date that is prior to invoice date
- Support - we find that our implementation/use of the product is very different from the core use cases
- Profuct Catalog/Price list mgmt
Return on Investment
- We have transformed 60 sites (110 contracts) from customized xls spreadsheets to bill and standardized them in Conga. This resulted in $4M in discovered revenue opportunities. We have another 60 sites to go...
Other Software Used
Salesforce CMS
Conga CPQ in complex business
Use Cases and Deployment Scope
Conga helps Sellers to easily and quickly get quotes to the clients. In our business we use Conga CPQ with all the pricing and approval automation functions. We have several integrations with other applications and use a Microservices architecture which creates an E2E experience for the Sellers and customer advocates. Conga CPQ is used by more than 2k users currently and we achieved to build a stable environment over the last years
Pros
- Approval process
Cons
- Cart layout
Return on Investment
- NA
