SAN MATEO, Calif., July 28, 2016 /PRNewswire/ -- 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."
Apttus, the category-defining Quote-to-Cash software company, drives the vital business process between the buyer's interest in a purchase and the realization of revenue. Utilizing a patented combination of SaaS-based applications, the Apttus Intelligent Cloud maximizes the entire revenue operation by driving behavior and providing prescriptive data to company decision-makers. Apttus offers enhanced Configure Price Quote (CPQ), E-Commerce, Contract Management, Renewals and Revenue Management solutions on the world's most trusted cloud platforms, including Salesforce and Microsoft Azure. Apttus is based in San Mateo, California, with additional offices located across the globe. For more information visit: apttus.com.