SalesboxAI vs. Salesforce CPQ

If you are experienced in ABM program execution or just about getting started, SalesboxAI helps you scale your outreach into your target accounts. This is a great tool for early stage, growth stage and established organizations with a clear B2B buyer focus, especially dealing with multiple buyers in an account. If you are struggling to fill the sales pipeline, get them. If you are struggling with loads of cold leads, get them. If you are struggling with brand awareness despite good product, get them. If you are looking to launch a new product and need quick branding into b2b buyer groups, get them

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.

• Which accounts are in the market for your solution
• Find key contacts at your target accounts
• Follow up with every lead through AI Assistants
• Retarget your leads through LinkedIn and Facebook
• Get conversations and meetings with key contacts at your target accounts

• 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.

Incentivized

• They could simplify the platform more
• LinkedIn integration could be better
• Implementing their chat widget is a manual process though it is more customizable than other alternatives

• 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.

Incentivized

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

After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate

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.

Incentivized

I like the fact that SalesboxAI is a unified product which combines Account intent and AI follow-ups to prioritize accounts for sales team. Great toolkit for your ABM program

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.

Incentivized

• Added more accounts to our funnel through intent feed
• Doubled the demo rate within 6 months
• Added $2.2m verified opps

• 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.

Incentivized