Integration and the Apttus Middle Office
The essence of the Middle Office is integrating and harmonizing the data, people, and systems of your Quote-to-Cash process. Since Apttus pioneered the Middle Office in 2006, our customers have leveraged Apttus’ open architecture to integrate a wide array of ERP platforms, CRM systems, and custom applications. Our customer base represents some of the most complex and sophisticated Quote-to-Cash implementations in the world.
Because Apttus’ applications and services are built on the Salesforce platform, you can leverage your existing expertise in Salesforce and middleware tools for common data, processes, and UI integration patterns. If your project requires a more nuanced or complex integration you can easily leverage Apttus’ rich APIs based on SOAP/REST web services.
To read more detail about applications and platforms our customers have worked with, check out our integration white paper.
How Apttus Drives Quote-to-Cash Success

Process
Automating all Middle Office processes and incorporating them on a single data model enables faster, more agile operations with a holistic view of revenue through a common user interface.

Behavior
A fully connected revenue process makes it possible to spot positive behaviors and patterns, then reward the behaviors that drive success.

Intelligence
Customers Report Improved Business Outcomes

Source: Apttus Quote-to-Cash (QTC) Impact Study conducted June 2017 by an independent third-party, Satmetrix on 200+ Apttus customer contacts randomly selected. Performance metrics are intended as a guideline based upon historical results from a sample set of customers. Results are dependent upon many different factors that are customer-specific. Therefore, actual results will vary. Response size per question varies.
Apttus Middle Office QTC Solutions: An Overview
Generate accurate invoices directly from the latest orders and contracts, including invoices for subscriptions, professional services, hard goods, and usage-based services.
View orders, contracts and invoices in a central place, understand billing flow, and create unique revenue recognition policies for each line item.
Order Management
Capture orders, changes, and orchestrate with multiple external systems across all channels.
Validate changes across contract versions, and get a comprehensive view of customer orders, expected delivery dates, and shipment costs.
X-Author
Turn Excel into a user interface for both Apttus and CRM software, boosting application adoption, increasing productivity, saving administrative hours, and easily automating many processes throughout an enterprise.
X-Author leverages users’ existing familiarity with the Excel user interface and its functionality to quickly and easily manage many tasks across Middle Office processes. Automatically sync changes across profitability calculations, product catalog, and price book updates with the click of a button.
E-Commerce
Enable self-service, partner-service, and hybrid models that are consistent with the direct sales experience. Apttus ensures all channels have access to the product catalog, customer-specific pricing, capture of new orders, and reordering of existing assets and compatible products.
Apttus Max
Max is an intelligent agent that enables users to interact with third-party enterprise software solutions via a conversational user interface, such as text or speech, Execute Apttus processes through established channels (e.g., Skype, Slack, SMS) and orchestrate aspects of the commercial process like quoting, contracts, and discounts.
Other Related Resources

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