Likelihood to Recommend 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 Easy, stable, and effective financial data management and also excellent for multiple contacts management and easy to provide accurate reports on multiple payment processing and various project activities. The CyberSource features are simple and easy to custom their functionalities and even scheduling using the solution is an amazing and useful data visualization platform.
Read full review Pros 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 They have built the connections to multiple card providers so that a retailer does not need to build the code for each one separately. The decision manager product catches and stops a lot of fraud from getting through and causing a large number or chargebacks. They also connect to PayPal making it easy to add them to any website as a payment method. Read full review Cons 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 fees- competitive, but budget for them price transparency- it's hard to know exactly what you're being charged for. We are charged a small % of each incoming payment batch, so AR reconciliation is more difficult implementation- significant time and expertise required to get everything up and running smoothly 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 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 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 Cybersource is a decent product but 2 things are driving us to look at others options. First is the lack of customer service. Every issue that requires help is dreaded as you know if will not be an easy process. This tags into the communication access with them. Multiple emails are generally required to get any response. There have been times when we requested information about PCI compliance that they never responded. Second is the cost savings with others processors. Currently we are leaning towards Elavon as their replacement.
Read full review Return on Investment 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 It has streamlined credit card processing for the whole organization Provides all the info we need to locate specific transactions and address issues accordingly Read full review ScreenShots Salesforce CPQ Screenshots