Close vs Salesforce CPQ

Likelihood to Recommend

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...

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Erik Zahnlecker

Co-Founder, Head of Product

Allocate.aiComputer Software, 1-10 employees

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It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.

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Prashant Choudhary

Business Development Manager

EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees

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Feature Rating Comparison

Close

Salesforce CPQ

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Interaction tracking

Channel / partner relationship management

Close

Salesforce CPQ

Case management

Call center management

Help desk management

Close

Salesforce CPQ

Lead management

Email marketing

Close

Marketing automation

Close

Salesforce CPQ

Mobile access

Close

Salesforce CPQ

Quote sharing/sending

Product configuration

Configuration options

Pricing rules

Price adjustment

Purchase history and open contracts

Guided selling/Sales portal

CPQ reporting & analytics

CPQ-CRM integration

Attachments to quotes

Order capturing

Pros

Manages leads.
Followup & reminders.
Organization of everything in one place.
Add-ons that are worth every penny.

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Jason Vance

Owner

Red Mill Creative Inc.Marketing & Advertising, 1-10 employees

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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.

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Danielle DesBiens

Customer Account Manager, Team Lead

Xactly CorpComputer Software, 501-1000 employees

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Cons

Difficult to understand and build search queries.

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Verified User

Partner in Legal

Law Practice Company, 1-10 employees

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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.

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Verified User

Analyst in Other

Biotechnology Company, 1001-5000 employees

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Likelihood to Renew

No score

No answers yet

No answers on this topic

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

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Marcus Sandelowsky, CLSSBB

Business Process Analyst

Ingenious MedInformation Technology and Services, 201-500 employees

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Usability

No score

No answers yet

No answers on this topic

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

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Marcus Sandelowsky, CLSSBB

Business Process Analyst

Ingenious MedInformation Technology and Services, 201-500 employees

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Support Rating

No score

No answers yet

No answers on this topic

Salesforce CPQ 7.8

Based on 13 answers

We feel the implementation went rather smooth as we were already up to speed on Salesforce.com, and it shortened the time to launch, in my opinion. Since we went with an out-of-the-box version, there was less customizing needed to make with work in our environment and software that the salesmen use.

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Richard Peterson

Senior Digital Marketing Specialist

BroanBuilding Materials, 5001-10,000 employees

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Alternatives Considered

Close.io does a lot more than HubSpot CRM for a lower price. The most important difference is that I can search for prospects by the notes I created and by prior activity. But, I cannot do this in HubSpot, although it seems like it should be a very basic feature.

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Joe Gatto

VP of Marketing & International Business Development

ePaymintsFinancial Services, 1-10 employees

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It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.

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Verified User

Project Manager in Information Technology

Education Management Company, 51-200 employees

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Return on Investment

Positive - It's much easier now with Close.io to make sure that no deal falls through the cracks. Therefore helping us recover lost revenue.

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Ryan McCarty

Sales Development Representative

Vibrant TechnologiesComputer Hardware, 11-50 employees

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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.

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Chris Osment

Director of Information Technology

Mitsubishi Electric Cooling & HeatingElectrical/Electronic Manufacturing, 201-500 employees

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Pricing Details

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

—

Entry-level set up fee?

No

Close Editions & Modules

Edition

Starter	$35¹
Basic	$65¹
Professional	$95¹
Business	Contact for Pricing

per user, monthly

Additional Pricing Details

15% discount on annual pricing

General

Free Trial

Yes

Free/Freemium Version

—

Premium Consulting/Integration Services

Yes

Entry-level set up fee?

Optional

Salesforce CPQ Editions & Modules

Edition

Basic	$30¹
Professional	$50¹
Enterprise	$75¹

Per User per Month

Additional Pricing Details

—

Rating Summary

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Salesforce CPQ

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Salesforce CPQ

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Salesforce CPQ

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Salesforce CPQ

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Salesforce CPQ

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Salesforce CPQ

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Salesforce CPQ

Likelihood to Recommend

Close

Salesforce CPQ

Feature Rating Comparison

Customer data management / contact management

Workflow management

Territory management

Opportunity management

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

Contract management

Interaction tracking

Channel / partner relationship management

Case management

Call center management

Help desk management

Lead management

Email marketing

Task management

Billing and invoicing management

Reporting

Forecasting

Pipeline visualization

Customizable reports

Custom fields

Custom objects

Scripting environment

API for custom integration

Single sign-on capability

Role-based user permissions

Social data

Social engagement

Marketing automation

Mobile access

Quote sharing/sending

Product configuration

Configuration options

Pricing rules

Price adjustment

Purchase history and open contracts

Guided selling/Sales portal

CPQ reporting & analytics

CPQ-CRM integration

Attachments to quotes

Order capturing

Pros

Close

Salesforce CPQ

Cons

Close

Salesforce CPQ

Likelihood to Renew

Close

Salesforce CPQ

Usability

Close

Salesforce CPQ

Support Rating

Close

Salesforce CPQ

Alternatives Considered

Close

Salesforce CPQ

Return on Investment

Close

Salesforce CPQ

Screenshots

Close

Salesforce CPQ

Pricing Details

General

Free Trial

Free/Freemium Version

Premium Consulting/Integration Services

Entry-level set up fee?

Close Editions & Modules

Edition

Additional Pricing Details

General

Free Trial

Free/Freemium Version