What users are saying about
21 Ratings
Top Rated
82 Ratings
21 Ratings
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Score 8.2 out of 100
Top Rated
82 Ratings
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Score 7.8 out of 100

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

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.
Prashant Choudhary | TrustRadius Reviewer

Feature Rating Comparison

Sales Force Automation

Close
9.2
Salesforce CPQ
Customer data management / contact management
Close
9.0
Salesforce CPQ
Workflow management
Close
8.6
Salesforce CPQ
Territory management
Close
8.0
Salesforce CPQ
Opportunity management
Close
9.9
Salesforce CPQ
Integration with email client (e.g., Outlook or Gmail)
Close
9.1
Salesforce CPQ
Contract management
Close
10.0
Salesforce CPQ
Interaction tracking
Close
9.5
Salesforce CPQ
Channel / partner relationship management
Close
9.7
Salesforce CPQ

Customer Service & Support

Close
9.3
Salesforce CPQ
Case management
Close
8.3
Salesforce CPQ
Call center management
Close
9.7
Salesforce CPQ
Help desk management
Close
10.0
Salesforce CPQ

Marketing Automation

Close
10.0
Salesforce CPQ
Lead management
Close
10.0
Salesforce CPQ
Email marketing
Close
10.0
Salesforce CPQ

CRM Project Management

Close
9.1
Salesforce CPQ
Task management
Close
7.4
Salesforce CPQ
Billing and invoicing management
Close
10.0
Salesforce CPQ
Reporting
Close
10.0
Salesforce CPQ

CRM Reporting & Analytics

Close
9.4
Salesforce CPQ
Forecasting
Close
10.0
Salesforce CPQ
Pipeline visualization
Close
8.3
Salesforce CPQ
Customizable reports
Close
10.0
Salesforce CPQ

Customization

Close
9.2
Salesforce CPQ
Custom fields
Close
9.5
Salesforce CPQ
Custom objects
Close
10.0
Salesforce CPQ
Scripting environment
Close
8.3
Salesforce CPQ
API for custom integration
Close
9.1
Salesforce CPQ

Security

Close
7.7
Salesforce CPQ
Single sign-on capability
Close
8.3
Salesforce CPQ
Role-based user permissions
Close
7.2
Salesforce CPQ

Social CRM

Close
10.0
Salesforce CPQ
Social data
Close
10.0
Salesforce CPQ
Social engagement
Close
10.0
Salesforce CPQ

Integrations with 3rd-party Software

Close
9.0
Salesforce CPQ
Marketing automation
Close
9.0
Salesforce CPQ

Platform

Close
10.0
Salesforce CPQ
Mobile access
Close
10.0
Salesforce CPQ

CPQ

Close
Salesforce CPQ
7.8
Quote sharing/sending
Close
Salesforce CPQ
8.1
Product configuration
Close
Salesforce CPQ
7.4
Configuration options
Close
Salesforce CPQ
7.9
Pricing rules
Close
Salesforce CPQ
7.3
Price adjustment
Close
Salesforce CPQ
7.2
Purchase history and open contracts
Close
Salesforce CPQ
8.0
Guided selling/Sales portal
Close
Salesforce CPQ
7.8
CPQ reporting & analytics
Close
Salesforce CPQ
7.9
CPQ-CRM integration
Close
Salesforce CPQ
8.2
Attachments to quotes
Close
Salesforce CPQ
8.1
Order capturing
Close
Salesforce CPQ
7.8

Pros

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

  • Difficult to understand and build search queries.
Anonymous | 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

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

No score
No answers yet
No answers on this topic

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

No score
No answers yet
No answers on this topic

Salesforce CPQ

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.
Richard Peterson | TrustRadius Reviewer

Alternatives Considered

Close

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.
Joe Gatto | TrustRadius Reviewer

Salesforce CPQ

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.
Anonymous | TrustRadius Reviewer

Return on Investment

Close

  • 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.
Ryan McCarty | 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

Screenshots

Pricing Details

Close

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
BusinessContact for Pricing
  1. per user, monthly
Additional Pricing Details
15% discount on annual pricing

Salesforce CPQ

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
  1. Per User per Month
Additional Pricing Details

Rating Summary

Likelihood to Recommend

Close
9.0
Salesforce CPQ
8.1

Likelihood to Renew

Close
Salesforce CPQ
9.1

Usability

Close
Salesforce CPQ
8.6

Reliability and Availability

Close
Salesforce CPQ
9.1

Performance

Close
Salesforce CPQ
8.2

Support Rating

Close
Salesforce CPQ
7.8

Scalability

Close
Salesforce CPQ
8.2

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