Intelligent Workflow Approvals

Enterprise-Class Approvals for CRM

What is Apttus Intelligent Workflow Approvals?

Apttus Intelligent Workflow Approvals (IWA) enables users to set up approvals on pricing, discounting, promotions, contract terms, agreement clauses, and more. It is a significant extension of the standard CRM approvals workflow functionality that is included in today’s CRM systems. While the workflow features in CRM systems have basic approval capabilities, they often lack the control, automation and scalability required by many organizations.

IWA provides a higher level of approval workflow automation, more control and better insight into any CRM or Quote-to-Cash approval process. It’s all done in an easy to set-up and administer system that doesn’t require any coding or advanced system admin skills. It provides a better user experience for both submitters and approvers with less manual intervention and more granular visibility.

Apttus Intelligent Workflow Approvals can be used with any standard or custom CRM objects or entities, and with any Apttus solution including Configure Price Quote, Contract Management, E-Commerce, Billing & Subscription Management and Incentives.

The Benefits of Intelligent Workflow Approvals

Automate Intelligent Approvals

Set up guidance-based approvals, reminder notifications or auto re-approvals based on workflows or custom conditions. Depending on the parameters of the approval, ensure the right sign-offs when needed by escalating approvals to a higher level when deadlines are near. When employees are out of the office, assign backup approvers and all approvals go to the new approver with full audit trails.

Increased Revenue and Margins Through Improved User Behavior

IWA helps increase revenue and margins by driving desired organizational behavior for approval submitters. For example, at the point of approval request, IWA provides a preview of required approvers based on a deal discount level or other thresholds or conditions. By having access to the complete list of approvers in the approval cycle, submitters adjust their behavior accordingly, generating better results for the organization.

Granular and Dynamic Approvals

With ‘what-if’ scenario planning and multiple-condition approvals, quickly adjust parameters to drive approvals to the appropriate people. Set different approvers for each line of a proposal, instead of having one approver for everything. Effortlessly add approvers, re-assign requests or use mass approvals. Approvers can be added ad hoc, even while an approval is in progress. With optional quorum, majority, or percent-based group approval options, approvals no longer need to be unanimous. Not only view the status of the entire approval flow, but also consolidate multiple approvals into one notification.

Advanced Administrative Capabilities

There is no limit to the number of approval steps with IWA, and it can accommodate approvals across multiple related objects or entities. Plus, approval requests can be assigned to custom approval hierarchies.

Solutions for Industries

Communications

Financial Services

Healthcare

Life Sciences

Manufacturing

High Tech

Solutions for the Entire Organization

Persona_CLM_SalesSave Time, Sell More

Decrease sales cycle times by fast-tracking approvals and reducing the time required to review deals. Easily visualize all approval details (statuses, comments, escalations). Launch approval flows from the field using a phone or tablet, and make the most of intelligent auto re-approvals to get deals closed faster.

Drive Sales Performance and Eliminate Bottlenecks

Automate complex approval chains and workflows. Audit and track all approvals and approval histories in one central location to better manage approval flows. Leverage sales cycle time reports and dashboards to discover and remove sales approval process bottlenecks.

Persona_CLM_ITBecome More Efficient

IT departments are the nervous system of an organization’s operations. These days, IT touches nearly every aspect of business operations from sales to legal to finance. That means IT teams are stretched more than ever with higher and higher expectations. One way to combat the onslaught is by becoming more efficient at managing the incoming work and requests with Apttus Intelligent Workflow Approvals. Build simple or sophisticated automated approval process to handle almost any IT, Quote-to-Cash or CRM business process. IT administrators can quickly build solutions for submitting requests, gathering approvals, routing information, triggering alerts and much more.

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

If the Finance team lives exclusively in the back-office Enterprise Resource Planning (ERP) system, it can be difficult to get the insights needed from the front-office teams that live in the CRM system. Apttus Intelligent Workflow Approvals is an easy way to manage complex financial approval workflows, easily audit and track all approvals and approval histories, and get more visibility into pricing and discounts—get all the data needed for accurate forecasts and financial reports.

Make Processes More Strategic and Eliminate Bottlenecks

The legal team plays a crucial role in any organization. That’s why legal teams need Apttus Intelligent Workflow Approvals to streamline document approval processes and gain more control over signed agreements and their associated data. Provide the most thorough approval process without creating bottlenecks with line-level approvals, parallel or sequential chains, and auto-approvals to move deals along fast.

Apttus Customer Success

Additional IWA Resources

IWA Datasheet

IWA vs. Salesforce Approvals

Customer Success: Akamai