Circles of Success

Circles of Success is designed to provide customers with a rare opportunity to shape and drive small group discussions where they can leverage one another’s experiences by meeting, interacting and sharing insights with fellow Apttus customers.

During Accelerate we will host a variety of 60 minute, live & unscripted small group discussions. In this intimate setting conversations will focus on relevant issues such as adoption, best practices, and key performance indicators to drive value.

Registration for Circles of Success is limited to Customers only, please contact your Customer Success Manager to express your interest in attending any of the sessions listed below or if you have questions.

Download PDF Schedule

TopicDescription
CLM Implementation Path to SuccessDiscussions around different aspects of a successful CLM implementation including tips and tricks, best practices, pitfalls to be aware of etc. Examples: optimizing templates, versioning, document search capability, and migration of templates to FX2, multi-language support for templates and CLM, Buy-Side & Sell-Side.
CLM Metrics and KPIs - Measuring your EffectivenessDiscussion on CLM metrics and Key Performance Indicators that you have defined to track and measure success. Which KPIs helped you drive efficiency, effectiveness, productivity or any business objective that you defined upfront?
Approvals Best Practices (CLM)Discussions on how you have leveraged Approvals within CLM to drive controls, visibility, management etc. Lessons learned that you want to share or learn from others on Approvals best practices.
Streamline Contract Creation through CLM WizardDiscussion on the powerful wizard capabilities, how it has helped you to streamline contract creation, or helped users to choose the right contract template etc. Lessons learned that you want to share or learn from others on CLM Wizard best practices.
Templates Management and MigrationShare best practices and lessons learned on managing templates and migration
Increasing Legal Team AdoptionDiscuss best practices on how to involve your legal team to adopt the Apttus CLM tool
CPQ Implementation Path to SuccessDiscussions around different aspects of a successful CPQ implementation including tips and tricks, best practices, pitfalls to be aware of etc. Examples: rationalizing product and pricing, readiness for CPQ implementation, securing the right team, change management etc.
CPQ Metrics and KPIs - Measuring your EffectivenessDiscussion on CPQ metrics and Key Performance Indicators that you have defined to track and measure success. Which KPIs helped you drive efficiency, effectiveness, productivity or any business objective that you defined upfront?
Approvals Best Practices (CPQ)Discussions on how you have leveraged Approvals within CPQ to drive controls, visibility, management etc. Has it helped you to have a better control over rogue discounting and improve price retention?
Other lessons learned that you want to share or learn from others on Approvals best practices.
Adoption Best PracticesDiscussion will be focused on the approach you followed to drive adoption, whether it is training, champions, communication, change management. What worked well for you and what are the areas that you would like to discuss with others to hear their perspective.
Upgrade Best Practices for Apttus products and solutionsDiscussion on how to best plan and prepare for an upgrade. What are the key areas to look out for as you go through an upgrade process? Share what support you had available to guide you through a successful process.
Develop your end user training planPlanning and developing your end-user training is critical in driving successful adoption of the solution by your users. Learn and share best practices.
Readiness and Change Management for Implementing Apttus SolutionsLearn best practices on how to best prepare your organization to be ready for the business transformation which involces people, process and technology solutions. Communication, training, hyper-care support, adoption, and business alignment are key elements to be considered as part of your readiness and change management.
Drive Efficiency through Workflow/Approval Simplification & Digital SignaturesDiscussions on on how you have leveraged Approvals and Digital signatures. Are there lessons learned that you want to share or learn from others on Approvals & Digital signatures best practices?
Managing Assets and Subscriptions (Revenue Pillar & ABO)Do you use the Asset Based ordering feature to manage your subscription? Do you use billing? Share your lessons learned.
How to Use Salesforce More Effectively (X-Author for Excel session)Discussions on how you have leveraged X-Author for Excel to change the way you use and view Salesforce. Has it helped improve adoption? Are you using it for data administration and data migration? What are the key lessons learned? What other creative approaches have you used to leverage X-Author for Excel?
Microsoft for ApttusLearn how Apttus brings ‘Quote-to-Cash’ Functionality to Microsoft Dynamics CRM.
How Manufacturers Make Partnering and Collaboration a Core Competency to Drive Market Advantage and New Revenue ModelsAs change accelerates, it will become more and more difficult for a manufacturer to do all that is necessary to effectively compete, without outside help. As Manufacturers venture into the unknown: where new partner skill sets associated with innovation and value creation are critical, where marketing savvy is as important as execution and delivery, it will be to the manufacturer’s advantage to make strategic partnering and collaboration a core competency in the future. Collaboration also requires adoption across the entire business ecosystem as well as automating and controlling the flow of data across the various contributors in sales life cycles- capturing and passing on relevant insights. Join us and other forward thinking companies to learn how they are facilitating better partner sales effectiveness when selling complex products with new transformative Hybrid Revenue Models in this IoT world of tomorrow.
Enabling Customer Self-Service in TelecommunicationsThe move of BSS and OSS into the cloud - enabled by Salesforce and Quote-to-Cash providers like Apttus - is paving the way for CSPs to provide superior self-service capabilities to both their end customers and internal sales reps. In this Circles of Success session, Apttus communications customers share their current successes, best-practices and challenges in enabling self-service with Apttus CPQ, and discuss key areas they would prioritize in the Apttus communications product roadmap.
How Life Sciences and Pharma Manufacturers Manage Contracts as the Single Source of Truth that Drives Rebate and Pricing ComplianceAs Life Sciences Manufacturers, at least 80% of your business is contract driven. In addition to legal terms and conditions, your sell-side contracts contain complex pricing schedules, rebate and fee conditions, and purchase commitment requirements for your GPO’s, IDN’s, providers, and distributors. In this Circles of Success session, we’d like you to share your experience with managing the above elements in Apttus CLM, and hear about industry best practices that help drive downstream rebate and pricing revenue compliance.
Quote-to-Cash for Media CompaniesFrom advertising to publishing, Media companies are challenged by the ever evolving mix and nature of distribution channels. The ability to efficiently capture and process revenues in an integrated flow is allowing companies to immediately impact their revenue operations. This Circles of Success session will allow Apttus champions in the Media industry to share their successes, best practices and challenges in using Apttus for their Quote-to-Cash strategy.
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“The sessions were AMAZING! As a customer who has just begun a soft roll-out, it is good to bounce ideas off of one another, and I am leaving with ideas about how to put in place best practices that I didn’t think of before.”

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“It was good to hear feedback from customers who are a bit further along. I am glad to know that there will be a more key focus on specific topics in Circles of Success sessions to come.”

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“This session was done well. I am glad that it is interactive and that we were not staring at slides on a monitor. It is good to hear what is working and what is not from other companies, and I like the idea of using the community as a place for companies to share best practices and learn from each other.”

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“The Circles of Success sessions has been extremely beneficial. I learnt something new today, although I have been using the solution for a while now“

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