Likelihood to Recommend Cleverbridge is well-suited for big companies that have a client base and want to start online. If you have a wide range of products, and you sell worldwide--where different languages and different settings are needed for each region--then Cleverbridge is good solution. If you just want to start selling with limited stock and with couple of product types only in one region, then it's not good idea to begin with Cleverbridge.
Read full review What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the
Salesforce mobile app.
Read full review Pros Excellent partnet Terrific at subscription software Excellent security and uptime Read full review Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria. Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate. Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval. Read full review Cons Because of the many different settings, it becomes hard sometimes to set everything up The slow system can take up to 10 seconds to save something Read full review Our Salesforce is very messy, which tells me it's not super easy to clean up. I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature. Sometimes when saving it doesn't seem like things actually save. Read full review Likelihood to Renew The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
Read full review Usability Usability is native, but the system is complex. It has a knowledge base, but who reads that, right? So without explanation, sometimes it's hard to understand how to move and set things. But as soon as you get it, it's not a problem anymore. There are 2 major things, which keeps me from giving a higher score: 1 - Delay in time when making changes; can take up to 2 sec when opening a product, and 10 secs when saving a product update. When you do several updates, it is time consuming; 2 - A lot of settings, which also in the end becomes time consuming.
Read full review After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
Read full review Support Rating There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.
Read full review Alternatives Considered DR Waco e screwed up the company when we worked with them - they didn’t like customers - I know that sounds odd but it was true and their software was dreadful
Read full review There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.
Read full review Return on Investment We couldn’t have done this on our own They provided cost-effective eCommerce for us Read full review Salesforce CPQ has helped a lot with overall visibility to the quote to order process. Reps have more insight into the business and the business has more insight into Sales Rep interactions. This makes troubleshooting issues much easier. Our reporting capabilities have improved immensely. The ability to easily create fields allows you to capture new data points very easily. Communication in Salesforce CPQ and Salesforce, in general, is a big improvement for our business. The ability to have a chatter feed on any object is very helpful. This can also be used for feed tracking to give some basic change management controls/history. Read full review ScreenShots Salesforce CPQ Screenshots