What users are saying about
32 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.7 out of 100
Based on 32 reviews and ratings
118 Ratings
<a href='https://www.trustradius.com/static/about-trustradius-scoring' target='_blank' rel='nofollow noopener'>trScore algorithm: Learn more.</a>Score 8.2 out of 100
Based on 118 reviews and ratings
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
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
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
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
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
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
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
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
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
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
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
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...
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
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.

Verified User
Account Manager in Finance and Accounting
Construction Company, 201-500 employeesPros
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.
VP of Marketing & International Business Development
ePaymintsFinancial Services, 1-10 employees
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.
Customer Account Manager, Team Lead
Xactly CorpComputer Software, 501-1000 employees
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!
Sales Development Representative
Vibrant TechnologiesComputer Hardware, 11-50 employees
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.

Verified User
Analyst in Other
Biotechnology Company, 1001-5000 employeesPricing 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 |
- 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 |
- 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
Business Process Analyst
Ingenious MedInformation Technology and Services, 201-500 employees
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesSalesforce 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
Business Process Analyst
Ingenious MedInformation Technology and Services, 201-500 employees
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.

Verified User
Team Lead in Sales
Information Technology & Services Company, 11-50 employeesSalesforce 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.
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITEDMachinery, 201-500 employees
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.
Owner
Red Mill Creative Inc.Marketing & Advertising, 1-10 employees
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.
Sales Operations Manager
TessianComputer & Network Security, 51-200 employees
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
Co-Founder, Head of Product
Allocate.aiComputer Software, 1-10 employees
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.
Director of Information Technology
Mitsubishi Electric Cooling & HeatingElectrical/Electronic Manufacturing, 201-500 employees