Likelihood to Recommend
Metanga is easy for automating recurring billing and it has quite a nice trusted API platform but, one time payments require workarounds. Metanaga is well suited for customizing subscriptions and payments.
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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
Read full review Pros Easy functionality integration with other financial systems. We were able to integrate it with CRM programs and that helped in expediting the subscription services. Rich API features and proper documentation helped a lot. Read full review 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 Cons Pricing model could be more competitive with similar services. If we wanted to use one time payment, it required lot of hassle and workaround. Read full review 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. 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
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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.
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It has a clean and simple interface. [There are] automatic notifications for failed transactions. The easy integration with Intacct, Netsuite, QuickBooks, SOFTRAX and other financial systems to extend functionality made us choose Metanga over
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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 Return on Investment Applying discounts and batch pricing to services were easy and saved time. Self-service portals for customers to manage their own information and accounts helped build good client relations and interactions. Read full review 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. Read full review ScreenShots Salesforce CPQ Screenshots