What users are saying about
32 Ratings
118 Ratings
32 Ratings
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Score 8.7 out of 100
118 Ratings
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Score 8.2 out of 100

Feature Set Ratings

    Sales Force Automation

    8.3

    Close

    83%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 8/8 features

    Customer data management / contact management

    7.2
    72%
    6 Ratings
    N/A
    0 Ratings

    Workflow management

    7.8
    78%
    6 Ratings
    N/A
    0 Ratings

    Territory management

    8.0
    80%
    1 Rating
    N/A
    0 Ratings

    Opportunity management

    7.9
    79%
    5 Ratings
    N/A
    0 Ratings

    Integration with email client (e.g., Outlook or Gmail)

    9.0
    90%
    6 Ratings
    N/A
    0 Ratings

    Contract management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Interaction tracking

    6.5
    65%
    6 Ratings
    N/A
    0 Ratings

    Channel / partner relationship management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Customer Service & Support

    9.2

    Close

    92%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Case management

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Call center management

    9.7
    97%
    3 Ratings
    N/A
    0 Ratings

    Help desk management

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Marketing Automation

    8.6

    Close

    86%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Lead management

    7.2
    72%
    4 Ratings
    N/A
    0 Ratings

    Email marketing

    10.0
    100%
    3 Ratings
    N/A
    0 Ratings

    CRM Project Management

    6.9

    Close

    69%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Task management

    5.1
    51%
    3 Ratings
    N/A
    0 Ratings

    Billing and invoicing management

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Reporting

    5.7
    57%
    3 Ratings
    N/A
    0 Ratings

    CRM Reporting & Analytics

    9.3

    Close

    93%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 3/3 features

    Forecasting

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Pipeline visualization

    8.0
    80%
    4 Ratings
    N/A
    0 Ratings

    Customizable reports

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Customization

    7.6

    Close

    76%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 4/4 features

    Custom fields

    7.2
    72%
    6 Ratings
    N/A
    0 Ratings

    Custom objects

    10.0
    100%
    2 Ratings
    N/A
    0 Ratings

    Scripting environment

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    API for custom integration

    5.2
    52%
    5 Ratings
    N/A
    0 Ratings

    Security

    7.9

    Close

    79%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Single sign-on capability

    8.0
    80%
    3 Ratings
    N/A
    0 Ratings

    Role-based user permissions

    7.7
    77%
    4 Ratings
    N/A
    0 Ratings

    Social CRM

    10.0

    Close

    100%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 2/2 features

    Social data

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Social engagement

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    Integrations with 3rd-party Software

    7.0

    Close

    70%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Marketing automation

    7.0
    70%
    2 Ratings
    N/A
    0 Ratings

    Platform

    10.0

    Close

    100%

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    Close ranks higher in 1/1 features

    Mobile access

    10.0
    100%
    1 Rating
    N/A
    0 Ratings

    CPQ

    Close

    Feature Set Not Supported
    N/A
    8.8

    Salesforce CPQ

    88%
    Salesforce CPQ (formerly SteelBrick) ranks higher in 11/11 features

    Quote sharing/sending

    N/A
    0 Ratings
    9.2
    92%
    29 Ratings

    Product configuration

    N/A
    0 Ratings
    8.3
    83%
    30 Ratings

    Configuration options

    N/A
    0 Ratings
    8.8
    88%
    28 Ratings

    Pricing rules

    N/A
    0 Ratings
    9.1
    91%
    27 Ratings

    Price adjustment

    N/A
    0 Ratings
    9.3
    93%
    29 Ratings

    Purchase history and open contracts

    N/A
    0 Ratings
    8.5
    85%
    22 Ratings

    Guided selling/Sales portal

    N/A
    0 Ratings
    8.0
    80%
    18 Ratings

    CPQ reporting & analytics

    N/A
    0 Ratings
    8.8
    88%
    22 Ratings

    CPQ-CRM integration

    N/A
    0 Ratings
    9.3
    93%
    27 Ratings

    Attachments to quotes

    N/A
    0 Ratings
    8.7
    87%
    29 Ratings

    Order capturing

    N/A
    0 Ratings
    8.7
    87%
    12 Ratings

    Attribute Ratings

    • Salesforce CPQ (formerly SteelBrick) is rated higher in 3 areas: Likelihood to Recommend, Usability, Support Rating

    Likelihood to Recommend

    8.8

    Close

    88%
    6 Ratings
    9.0

    Salesforce CPQ

    90%
    39 Ratings

    Likelihood to Renew

    Close

    N/A
    0 Ratings
    9.1

    Salesforce CPQ

    91%
    1 Rating

    Usability

    7.0

    Close

    70%
    1 Rating
    8.6

    Salesforce CPQ

    86%
    3 Ratings

    Availability

    Close

    N/A
    0 Ratings
    9.1

    Salesforce CPQ

    91%
    2 Ratings

    Performance

    Close

    N/A
    0 Ratings
    8.2

    Salesforce CPQ

    82%
    2 Ratings

    Support Rating

    7.0

    Close

    70%
    1 Rating
    7.9

    Salesforce CPQ

    79%
    24 Ratings

    Product Scalability

    Close

    N/A
    0 Ratings
    8.2

    Salesforce CPQ

    82%
    1 Rating

    Likelihood to Recommend

    Close

    Close.io is well suited for a sales organization who wants to track leads, make sure none slip through the cracks, move them into opportunities as discussions progress, and close new business. The simplicity of the platform is part of why it's powerful - it's full feature set can be easily understood and leveraged by even those without much training on the system. I'm not sure where Close.io would be less appropriate...
    Erik Zahnlecker | TrustRadius Reviewer

    Salesforce CPQ

    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.
    Anonymous | TrustRadius Reviewer

    Pros

    Close

    • You can search for prospects by your activity & notes.
    • It helps automate the follow up process.
    • It ties cold emailing into a powerful CRM all in one portal.
    Joe Gatto | TrustRadius Reviewer

    Salesforce CPQ

    • 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.
    Danielle DesBiens | TrustRadius Reviewer

    Cons

    Close

    • Minor bugs? - Sometime when I'm replying to an account it attempts to send the email as a different user. Thankfully I've only missed it when sending internal emails!
    Ryan McCarty | TrustRadius Reviewer

    Salesforce CPQ

    • More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
    • Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
    • Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.
    Anonymous | TrustRadius Reviewer

    Pricing Details

    Close

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $29 per user, monthly

    Close Editions & Modules

    Edition
    Starter$291
    Basic$691
    Professional$991
    Business$1491
    1. per user, monthly
    Additional Pricing Details
    15% discount on annual pricing in addition to the month-to-month prices listed here.

    Salesforce CPQ

    General

    Free Trial
    Yes
    Free/Freemium Version
    Premium Consulting/Integration Services
    Yes
    Entry-level set up fee?
    Optional

    Starting Price

    $30 Per User per Month

    Salesforce CPQ Editions & Modules

    Edition
    Basic$301
    Professional$501
    Enterprise$751
    1. Per User per Month
    Additional Pricing Details

    Likelihood to Renew

    Close

    No score
    No answers yet
    No answers on this topic

    Salesforce CPQ

    Salesforce CPQ 9.1
    Based on 1 answer
    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
    Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

    Usability

    Close

    Close 7.0
    Based on 1 answer
    Close is a simpler platform to use when it comes to initiating email campaigns and managing leads. It has great visibility on opportunities and can be shared with specified users or can also be kept confidential. Close is not for someone who is very new to tools of its kind.
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 8.6
    Based on 3 answers
    After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate
    Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

    Support Rating

    Close

    Close 7.0
    Based on 1 answer
    I haven't really had the need to use their support, but the only time I had an issue with the platform, the Close team was very attentive and responded in a short span of time. Also they take minimal time to solve issues. The only con here is there is no way to reach out to them apart from email.
    Anonymous | TrustRadius Reviewer

    Salesforce CPQ

    Salesforce CPQ 7.9
    Based on 24 answers
    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.
    Prashant Choudhary | TrustRadius Reviewer

    Alternatives Considered

    Close

    Pipedrive was great for us for a long time. We used it for over 4 years. Our product and process was simple. When things got more complex, we needed something that could handle our growing needs and Pipedrive kept falling short. We built our own custom solution in Airtable and though it worked, we spend a lot of time managing it. Close was able to solve all our issues and save us hours per week in admin work.
    Jason Vance | TrustRadius Reviewer

    Salesforce CPQ

    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.
    Nathaniel Sintros | TrustRadius Reviewer

    Return on Investment

    Close

    • Has allowed us to have full visibility into our pipeline
    • Has allowed us to automate lead entry and follow up, saving us tons of time and helping us to make sure we're not letting people slip through the cracks. This is done through the Zapier integration and new email sequences feature
    Erik Zahnlecker | TrustRadius Reviewer

    Salesforce CPQ

    • The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
    • Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.
    Chris Osment | TrustRadius Reviewer

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