“With X-Author for Excel, we can make decisions in the moment using dynamic, live data based on demand-reports that provide an overview of where the business stands and which power-moves we should make next.”
Apttus’ X-Author for Excel solution has reduced CRM data entry time from 4 hours to 15 minutes
Capstone Capital Consulting initially sought out a solution that provided simplified audit trails and saved data to their CRM system with one click, within Microsoft Excel. Their need to provide efficient, accurate and fast financial reporting demanded a straightforward, intuitive solution.
About Capstone Capital Consulting
Capstone Capital Consulting is a team of financial services professionals with extensive experience in the investment management space. They are a leader in the senior life settlement market, providing advisors and their clients with unparalleled access to the exciting asset class. The senior life settlement is an innovative fixed alternative solution that Capstone Consulting can provide a one-stop solution so you can help your clients realize the potential benefits of participating in the senior life settlement space.
CPQ & CLM: The Advantage of End-to-End Automation
Apttus Solutions used by Capstone Capital
Capstone Capital Consulting Deploys Apttus’ X-Author for Excel, Reducing Data Entry Time by 94%
“With X-Author for Excel, we can make decisions in the moment using dynamic, live data based on demand-reports that provide an overview of where the business stands and which power-moves we should make next,” said Vasu Vijay, CTO at Capstone Capital Consulting. “As a result, we can focus more on negotiating strategic transactions and spend time on what really matters.”