Overview
What is Salesforce CPQ?
Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
Why to force when you have Salesforce.
Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.
Incredibly powerful tool if you can devote the time to it.
Salesforce CPQ
Creates the perfect solution for relevant-lead to revenue structure
Salesforce as THE tool of every sales organization
A huge step ahead of Google Sheets!
Central source of truth is key!
Salesforce: A Force in the Relationship and Project Management Space.
Useful, but also could use some improvements...
All in-one sales tool
Salesforce CPQ gives us the right amount of flexibility and detailed reporting
Salesforce CPQ - Streamlining Sales Process
Salesforce CPQ was essential to our digital transformation
Awards
Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards
Popular Features
- Attachments to quotes (31)8.686%
- Price adjustment (31)8.181%
- Quote sharing/sending (31)7.474%
- Product configuration (32)6.060%
Reviewer Pros & Cons
Pricing
Basic
$30
Professional
$50
Enterprise
$75
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
How to Set Up Contracted Pricing with Salesforce CPQ
Improve Up- & Cross-Selling Salesforce CPQ Bundled Quotes
Multi-Dimensional Quoting (MDQ) with Salesforce CPQ
Salesforce Billing Demo
Guided Selling with Salesforce CPQ
How to Use Product Rules with Salesforce CPQ
Features
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
- 7.4Quote sharing/sending(31) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
- 6Product configuration(32) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
- 6.1Configuration options(30) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
- 7.8Pricing rules(29) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
- 8.1Price adjustment(31) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
- 8.5Purchase history and open contracts(24) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
- 6.5Guided selling/Sales portal(20) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
- 8.3CPQ reporting & analytics(24) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
- 9.3CPQ-CRM integration(29) Ratings
Integrates to the company’s CRM to update the customer record.
- 8.6Attachments to quotes(31) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
- 8.1Order capturing(14) Ratings
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
What is Salesforce CPQ?
Salesforce CPQ Features
- Supported: PRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
- Supported: PROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
- Supported: ORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
- Supported: PRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
- Supported: GUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
- Supported: RESELLER CHANNELS: SteelBrick CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.
Salesforce CPQ Screenshots
Salesforce CPQ Video
Salesforce CPQ Competitors
Salesforce CPQ Technical Details
Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
---|---|
Operating Systems | Unspecified |
Mobile Application | Other: Salesforce1 |
Supported Countries | All |
Supported Languages | English |
Frequently Asked Questions
Salesforce CPQ Customer Size Distribution
Consumers | 0% |
---|---|
Small Businesses (1-50 employees) | 20% |
Mid-Size Companies (51-500 employees) | 50% |
Enterprises (more than 500 employees) | 30% |
Comparisons
Compare with
Reviews and Ratings
(235)Attribute Ratings
Reviews
(1-20 of 20)Great tool for marketing automation and leads nurturing
- Great for running marketing campaigns
- Automation is fairly easy
- Helps in nurturing of the leads
- Reporting with audience segmentation is amazing
- Implementation is a bit complex
- A bit expensive
Why to force when you have Salesforce.
- this allows user to develop app as it stores the metadata.
- It provides powerful API's helps in smooth transfer of data.
- Works as SaaS so we can directly use an app within this tool.
- Well, they can work on the layout and interface just to be make it easier for everyone.
- Better control over discounting by sales people.
- Easy-to-use, next-generation app that is part of the Sales Cloud solution.
- Salesforce CPQ delivers next-generation service which is easy to implement than other CPQ applications.
- It's built using the standard objects in Salesforce like quotes and products.
- Desktop Experience is not supported for mobile browsers.
- While selecting Primary Contact on the Quote does not auto-populate the phone and email fields for the contact.
- Product Option Drawer Attributes are not supported in the Salesforce mobile app.
- Pricing calculation.
- Data hygiene.
- Opportunity and pricing approval.
- Lots of customization needed.
- Heavy on the admin side.
- Difficult to follow/customize at times.
A huge step ahead of Google Sheets!
- Customer relationships
- App optimization / ease of use
- Automation of mundane tasks
- Pricing for small businesses
- Use for different/multiple users
- Sometimes slow customer service
- User Friendly.
- Data Management.
- Contact Management.
- Tracking of contracts/commercial real estate leases.
- Building contracts in the program.
- Troubleshooting technical errors.
All in-one sales tool
- Configuration
- User-friendly and user experience
- Integration with SAP
- When integrated, sometimes some of the functionality is missing
Salesforce CPQ a very user friendly tool
- Easily create quote and send to my customers
- Very flexible tool and user friendly
- Lack of support to solve issues.
- Supports are very slow to give the right information in the right moment.
CPQ is a great product but still needs some work
- Customer Target Amount setting - Splits out discounts evenly across products within given discounting rules.
- Calculate button takes the math out of the sales reps' hands, which is a must!
- Allows for the hiding/displaying of products and tethering of products to prevent reps from selling in-compatible products or from missing required products.
- Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
- It should be easier to manipulate quotes on the QLE.
- Guided selling for easily on-boarding new reps
- Bundles that make up-selling and cross-selling a breeze
- Discounting and approvals that make for easily automated processes
- AI tool Einstein to get recommendations of the best performing wording and orders
- Speed is sometimes slow
- Standard templates for orders are lacking but can be solved with a CLM tool like Conga
- Complex implementation that requires a partner that knows what they are doing around CPQ and billing (but it's the same for all CPQ tools that we have seen)
Powerful SFDC Quoting Tool
- Easy to use UI integrated within existing SFDC platform
- Generate quotes from opportunity object and have pricing proposals organized in a neat and orderly fashion
- Automated workflow for proposal approval
- Quote slow to load at times
- Order form generation can get a bit tricky with multi-year agreements with annual increases in subscription, ramped subscribers, exceptions to standard contract terms
- Once quote is approved, the steps required to export the document to pdf outside of SFDC is not entirely straightforward
Complicated with little support.
- CPQ, when it works properly, works well with approval process configurations. For example, quotes need to run through our approval process when a discount is over 25% on a particular quote.
- CPQ allows for easy customizations when it comes to changing quotes on the fly - however, you must be using a stable price book in order for your sales team to be happy with this.
- The Lightning user interface is attractive and looks easy to use for the sales team.
- CPQ has caused more inconveniences for everyone than any of our other systems. Part of this is that our sales team doesn't have access to adequate training or support and neither do I as the new admin to Salesforce. Support tends to be awful unless you purchase the highest level of support that Salesforce provides, which is very pricey.
- There are way too many objects and configurations involved in CPQ that I cannot handle this as an admin without training or support, but was tasked to do so; as a result, our system frequently miscalculates renewal pricing, doesn't properly activate contracts, confuses our sales team regarding start dates and end dates.
- Our CPQ instance has been outdated for two years and as the admin, I haven't received any information about upgrading so I was never in-the-know about the fact that our instance is two years behind. I'm worried to upgrade without proper support because the entire system could be negatively affected.
- Validation rules that were auto-created by the implementation of CPQ have worked against us. For example, opportunity amounts are based on product sum totals and discounts and terms, but if any one of these records has an error, it's extremely difficult to debug because of the amount of objects and rules and the lack of training.
SteelBrick for Manufacturing
- The use of bundles, pre-configured bundles and the ability to re-configure bundles are particularly helpful.
- Utilizing partners as a trigger for different pricing structures are helpful depending if we are quoting to a distributor or to an end user.
- Advanced Approvals make it possible for us to distribute the approval to anyone at manager level available to approve a deal, instead of having a linear approval waiting for a single manager.
- The user interface is a bit clunky, in Safari, the search function commonly does not render correctly.
- The output document flexibility leaves something to be desired. The intent is for very plain documents.
- The 2.5 MB maximum output document size is VERY limiting. This really limits our ability to provide content-rich, visually appealing documents for quotations.
Clean, easy product for simple business processes
- Product configuration
- Quoting process, integration with docusign, emailing quotes to customers
- Approval process
- Least custom components on SFDC
- Process for Amendments - Not very streamlined process for creating amendment quotes, Not well thought in the context of integration with Billing system
- Several products that are common in Subscription industries can't be easily designed
- Paid Pilots ( Where products have pilot period when customer can stop the service
- User Ramp ups ( MDQ does not support the bundle SKUs. Quote lines with different dates create different contracts)
- Overage SKUs ( Can't define commitment for overage SKUs and link them to commitment SKUs)
- Usage SKUs ( Ideally usage SKUs should have a price on the quote line and no quantity on the quote)
- Following processes can't be supported without customization:
- Evergreen contracts ( In this case no renewal quote is needed but contract dates should be pushed by renewal term)
- Change Orders ( Amendment quoting is not streamlined enough)
- Cancellations
- Clean and simple product for new users
- Few custom components in SFDC
- Easy quoting process
- Advanced products and pricing requirements
- Business Processes for amendment, cancellations, change requests
- Easy to get up and running - only a few days.
- Easily bundle products together. Product configuration and solutions are constantly changing and Steelbrick lets us make these changes easily and ourselves.
- Seamlessly integrated to Salesforce. The sales team does not realize they are using another application for quoting.
- It would be great if they provided a visual, drag and drop tool to allow us to create more advanced templates. Basic templates are easy but needed our web developer to help with HTML - it was not difficult but would be nice to be able to do it ourselves.
Excellent product, training and support!
- Ease of quoting process through configuration.
- Support services provide solutions for issues, configurations, and looks to the user to help decide what is needed in the next update.
- Training options.
- Customer support - they are one of the best in our vendor portfolio
- Functionality - right blend of simple and flexible
- Integration with Salesforce.com - it's native and works extremely well w/the SFDC platform
- Could improve the User Interface - more simplified would be better
Great tool that is making everyone's lives a LOT easier!
- Product bundling and pricing flexibility.
- End user UI.
- Document generation.
- Templates can be difficult to build without HTML knowledge.
- Some features, like Solution Groups, aren't built out yet or there is confusion about how it should be applied.
- Multi-dimensional quoting needs to be much more robust.
Global Quoting with SteelBrick
- SteelBrick offers additional functionality with a small learning curve due to the applications development within the Salesforce platform
- The ability to update information and changes back to the local ERP is amazing.
- Streamlining the configuration process makes changes and updates seemless.
- My catalog size and manufacturing requirements do not always fit the Steelbrick platform.
Steelbrick from a beginner's perspective
- The administrative tasks are relatively easy compared to previous CPQs I have been the administrator for. When new product rules or configuration changes are made they are reflected in real time as soon as you are done.
- Steelbrick is user friendly, and reliable to account for our sales quoting needs.
- I have been using Steelbrick for less than a year, and it is pretty easy to use. It would be great to have a more expansive knowledge base. I use support which has been great, but it would be good to have more documentation and videos or an admin guide.
- Its configuration is easy, but there is not much complexity offered for the customization of the tool.