Advanced Solutions for CRM

Leverage Apttus Innovations for Any Business Application

Advanced Solutions for CRM

Apttus Advanced Solutions including X-Author for Excel, Intelligent Workflow Approvals, Configurable Wizard, and X-Author for Chatter—have always allowed Apttus Quote-to-Cash customers to work smarter inside their CRM system. Now, by popular demand, these innovative applications are available for ALL CRM users—so you can streamline any business application, while increasing collaboration, productivity, and CRM adoption across your organization.

Boost CRM Adoption

Your CRM is a powerhouse enterprise solution—but if you struggle with adoption, you’re missing out on the benefits. Turbocharge CRM adoption across all business groups by integrating the desktop tools your team is already using—like X-Author for Chatter —with your CRM system. Manage Intelligent Workflow Approvals that bring automation and speed to collaborative tasks. Securely include customers, partners, and suppliers in everyday processes with ease so your entire value chain can benefit from the usability, visibility, and control of your CRM system.

Increase Productivity in Every Department

If your goal is to work smarter—not harder—Apttus has the tools to help. For any task—from HR onboarding to promotions management—Apttus provides templates, forms, and workbooks that make it easy to automatically update your CRM system. without double-entry or manual processing. Configurable workflows speed collaborative processes by eliminating delays and bottlenecks. Build collaboration into every project, so employees can ask questions and share expertise on the fly, without clogging up their inboxes.


Drive Business Agility With Clicks—Not Code

Power up your existing processes immediately, without painful transformation or time-consuming training. Automate business processes  between your CRM solution and other applications, or enable Chatter collaboration in Office with the click of a button. Develop and deploy sophisticated Excel-to-CRM applications in minutes. Streamline workflows and data entry using point-and-click controls, without Apex or off-platform workarounds.


Collaborate And Coordinate Without Leaving Your Desktop

Bring the benefits of your CRM solution into email, spreadsheets, and documents so business users can collaborate in Chatter, update hundreds of records in seconds, and streamline approvals from within their existing productivity tools.

Customer Success Comes Easy With Apttus

When you partner with Apttus, you become a member of the world’s largest community of Quote-to-Cash leaders, achievers and motivators—including experienced CRM administrators, domain experts and CRM MVPs—who can help you grow your own expertise and deliver more value no matter your role. Get the most from Apttus by engaging with our online community, participating in one of our advanced training workshops, or joining over 3,000 Quote-to-Cash experts, from Sales, Finance, Legal, and IT at our annual user conference, Apttus Accelerate.

Solutions for Industries


Financial Services


Life Sciences


High Tech

Solutions for the Entire Organization

Persona_CLM_SalesSave Time, Sell More

Eliminate repetitive, manual tasks, so you can focus on selling and crush your quota. Save time by updating multiple records quickly in your CRM system using Excel; get access to standard sales documents quickly leveraging Wizards, templates, and guided forms.

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quote-to-cash-solutions-sales-operationsDrive Sales Performance And Eliminate Bottlenecks

Increase productivity and adoption, and enable your sales team to do more with less effort by making your CRM solution work for you. Automate complex approval chains and workflows, update multiple CRM records with clicks, give self-service capabilities to all teams that need it—and more. Drive unparalleled productivity and adoption of your CRM throughout your organization.

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Persona_CLM_ITMaximize CRM Adoption and Productivity

You’ve already invested in CRM—now it’s time to ensure you get the most out of your investment. Use Apttus Advanced Solutions to speed up manual processes, bring collaboration and controls to Excel applications, provide novel self-service capabilities for any department—and more. Minimize time spent on data management so you can focus on your most valuable tasks.

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quote-to-cash-solutions-financeBring Agility and Collaboration To Finance

If your Finance team lives exclusively in ERP, it can be difficult to get the insights you need from the front-office teams that live in your CRM system. Apttus Advanced Solutions give you an easy way to manage complex financial approval workflows, collaborate with business teams from Excel, and get more visibility into pricing and discounts—so you have more of the data you need to accurately forecast and report.

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Persona_ECommerce_MarketingExecute Your Marketing Strategy Inside your CRM Solution

Build campaigns, drive promotions, and enable event teams to update CRM records instantly from Excel; implement discounts and incentives in minutes, not months, and empower geographically dispersed teams with real-time collaboration inside Microsoft Office. You’ve never been so close to your data—and to your customers.

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Apttus Customer Success

Additional Advanced Solutions Resources


AWA Data Sheet

Project Delight

Why Apttus

Built On the Apttus Intelligent Cloud


Solutions for Companies of All Sizes
Solutions for All Industries 
End-to-End Quote-to-Cash