Customer Connect

Circles of Success

If you are an Apttus customer attending Accelerate, you have the unique opportunity to meet and speak face-to-face with our product experts and your peers in the Circles of Success meet-ups. Remember, registration for Circles of Success is limited to current customers only. Please contact your Customer Success Manager to secure your space.  View the complete list of topics for each meet-up at the Circles of Success.

Birds of a Feather

Thinking about coming on board as an Apttus customer or expanding to other Apttus solutions?  Want to ask questions from those who have the experience and best practices?   Want to connect with others working on same and similar projects?  You can drop in any time to a Birds of a Feather groups during lunches.   Groups are CPQ, Contract Management, Revenue Management Solutions, and Platform/architecture.  Watch event signage for locations – don’t forget your lunch!

Training

Join us for a full day of training at Accelerate 2017 where you can learn all about Apttus Quote-to-Cash. Discover new ways to streamline critical business processes, enhance your Apttus skills, and bring value back to your company. Sessions will include best practices, admin hacks, and new product feature training in small, intimate groups. Training spans all levels of experience, from beginner to intermediate users. Sign-up today!

Apttus Showcase

See it in action!  Ask questions from the Apttus experts!  Find out what’s new in the latest releases and how your businesses can benefit.   Get an introduction to our virtual assistant Max.   And experience what’s next for Quote-to-Cash masters with our innovative HaloLens demo. 

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 Metrics and KPIs -
Measuring your Effectiveness
Discussion 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?
CPQ Metrics and KPIs -
Measuring your Effectiveness
Discussion 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 (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.
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.
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.
Templates Management and MigrationShare best practices and lessons learned on managing templates and migration.
Using X-Author for Excel to Increase CRM
Adoption and Productivity
Discussions on how to leverage X-Author for Excel to maximize your CRM investment and change the way
your organization works in CRM. Has X-Author helped boost adoption? Are you using it for data
administration and data migration? What standalone spreadsheets have you transformed to X-Author
apps? What other ways can you leverage X-Author for Excel to increase your organization’s productivity
and efficiency?
Increasing Legal Team AdoptionDiscuss best practices on how to involve your legal team to adopt the Apttus CLM tool.
Upgrade Best Practices for Apttus Products
and Solutions
Discussion 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 Solutions
Learn 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.
Maximizing Value with Your Technical Support
and Managed Services
Encouraging customers to share ideas about how they use technical support and managed services
effectively.
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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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