APTTUS | 1

DATA SHEET

CHALLENGES KEY BENEFITS

• Migrate data up to 80% faster

• Achieve 100% CRM user adoption and complete CRM tasks 10x faster

• Manage any number of records and objects with one-click control

• Save time and effort with reusable templates

X-AUTHOR FOR EXCEL

The Complete Microsoft Excel Solution for CRM

X-Author saves hours of administrative work by automating manual processes throughout the company. X-Author empowers CRM users to add and update records for any number of objects from Excel while maintaining the permissions, rules, and security of your CRM system.

With X-Author, enterprises can build and deploy productivity applications with global scale or install ready-to-use and pre-designed applications.

• Slow data migration and risk of error

• Laborious processes and slow CRM adoption across teams

• Frequent errors caused by repetition in manual entry

• Legacy Excel processes delay production speed

X-Author turns Microsoft Excel into a complete user interface for your CRM system, boosting CRM adoption and increasing user productivity.

APTTUS | 2

DATA SHEET

X - A U T H O R F O R E X C E LThe Complete Microsoft Excel Solution for CRM

CAPABILITIES

REAL OUTCOMES FROM APTTUS X-AUTHOR CUSTOMERS

Faster Programming

57% Faster Decision Making

51%Better Data Accuracy

48%

• Create customizable experience using new or existing workbooks

• Unlimited objects in any layout, any workbook, and across worksheets

• Update parent-child records on same Excel row

• Create, read, update, and delete for unlimited objects simultaneously

• Create data migration apps in minutes

• Compare data across CRM orgs and instances in a single workbook

• Use any CRM field as input for Excel calculations

• Initiate tasks from the CRM system UI or API

• Quickly create queries with point-and-click ease

• Leverage standard Excel reporting and analytics functionality

• Work offline and sync changes when reconnected

• No programming required

Source: 2017 Apttus X-Author Customer Impact Study

Faster Business Process Cycle Time

45% Greater Productivity

39%Increase in CRM

System Adoption

34%