July 28, 2016 by Alex Cohen

SAN MATEO, Calif. – July 28, 2016 –Capstone Capital Consulting, a team of financial services professionals with extensive experience in the investment management space, announced today the results of its Apttus X-Author for Excel implementation. Apttus, the category-defining Quote-to-Cash solution provider, enables enterprise-level process automation and accurate data entry via its X-Author solution.

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. The selection of Apttus X-Author for Excel met all these requirements and resulted in benefits such as:

  • Reducing the time needed to enter CRM data by 94 percent, from 4 hours to 15 minutes
  • Leveraging users’ familiarity with Microsoft Excel, using it as a dynamic user interface for CRM systems
  • Providing user-friendly UIs, and intuitive usage throughout the tool
  • Improving data accuracy by eliminating manual processes and using Excel’s dynamic functionality to make data de-duplication simple and efficient
  • Employing X-Author’s templated format to enable users to quickly enter and update valuable data

“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.”

“Our solutions are categorized as industry-leading and universally innovative, and the Capstone Capital Consulting team has passed that value on directly to their clients,” said Kirk Krappe, CEO at Apttus. “They are a dynamic example of what innovative organizations can accomplish when paired with an efficient, elegant solution like X-Author for Excel.”