156 Ratings
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Score 8.3 out of 100
583 Ratings
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Score 8.2 out of 100

Feature Set Ratings

    CPQ

    8.8

    Salesforce CPQ

    88%

    Salesforce Lightning Platform

    Feature Set Not Supported
    N/A
    Salesforce CPQ ranks higher in 11/11 features

    Quote sharing/sending

    9.1
    91%
    29 Ratings
    N/A
    0 Ratings

    Product configuration

    8.3
    83%
    30 Ratings
    N/A
    0 Ratings

    Configuration options

    8.7
    87%
    28 Ratings
    N/A
    0 Ratings

    Pricing rules

    9.1
    91%
    27 Ratings
    N/A
    0 Ratings

    Price adjustment

    9.3
    93%
    29 Ratings
    N/A
    0 Ratings

    Purchase history and open contracts

    8.4
    84%
    22 Ratings
    N/A
    0 Ratings

    Guided selling/Sales portal

    8.1
    81%
    18 Ratings
    N/A
    0 Ratings

    CPQ reporting & analytics

    8.8
    88%
    22 Ratings
    N/A
    0 Ratings

    CPQ-CRM integration

    9.3
    93%
    27 Ratings
    N/A
    0 Ratings

    Attachments to quotes

    8.6
    86%
    29 Ratings
    N/A
    0 Ratings

    Order capturing

    8.7
    87%
    12 Ratings
    N/A
    0 Ratings

    Platform-as-a-Service

    Salesforce CPQ

    Feature Set Not Supported
    N/A
    8.2

    Salesforce Lightning Platform

    82%
    Salesforce Lightning Platform ranks higher in 11/11 features

    Ease of building user interfaces

    N/A
    0 Ratings
    7.7
    77%
    36 Ratings

    Scalability

    N/A
    0 Ratings
    8.5
    85%
    34 Ratings

    Platform management overhead

    N/A
    0 Ratings
    8.0
    80%
    30 Ratings

    Workflow engine capability

    N/A
    0 Ratings
    8.3
    83%
    32 Ratings

    Platform access control

    N/A
    0 Ratings
    8.9
    89%
    33 Ratings

    Services-enabled integration

    N/A
    0 Ratings
    7.6
    76%
    33 Ratings

    Development environment creation

    N/A
    0 Ratings
    8.4
    84%
    30 Ratings

    Development environment replication

    N/A
    0 Ratings
    8.5
    85%
    28 Ratings

    Issue monitoring and notification

    N/A
    0 Ratings
    8.2
    82%
    31 Ratings

    Issue recovery

    N/A
    0 Ratings
    7.5
    75%
    29 Ratings

    Upgrades and platform fixes

    N/A
    0 Ratings
    8.5
    85%
    33 Ratings

    Attribute Ratings

    • Salesforce CPQ is rated higher in 2 areas: Likelihood to Recommend, Usability
    • Salesforce Lightning Platform is rated higher in 1 area: Support Rating

    Likelihood to Recommend

    9.0

    Salesforce CPQ

    90%
    39 Ratings
    8.3

    Salesforce Lightning Platform

    83%
    36 Ratings

    Likelihood to Renew

    9.1

    Salesforce CPQ

    91%
    1 Rating

    Salesforce Lightning Platform

    N/A
    0 Ratings

    Usability

    8.6

    Salesforce CPQ

    86%
    3 Ratings
    5.5

    Salesforce Lightning Platform

    55%
    2 Ratings

    Availability

    9.1

    Salesforce CPQ

    91%
    2 Ratings

    Salesforce Lightning Platform

    N/A
    0 Ratings

    Performance

    8.2

    Salesforce CPQ

    82%
    2 Ratings

    Salesforce Lightning Platform

    N/A
    0 Ratings

    Support Rating

    7.9

    Salesforce CPQ

    79%
    24 Ratings
    8.1

    Salesforce Lightning Platform

    81%
    30 Ratings

    Product Scalability

    8.2

    Salesforce CPQ

    82%
    1 Rating

    Salesforce Lightning Platform

    N/A
    0 Ratings

    Likelihood to Recommend

    Salesforce

    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

    Salesforce

    We use Salesforce Lightning Platform in everyday business as sales coordinators. By using this tool, we are able to send new requests to clients and communicate regarding pending proposals in real-time. This also tool holds many of our client accounts where we are able to monitor their sales and revenue.
    Read full review

    Pros

    Salesforce

    • 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

    Salesforce

    • Reporting and Dashboards are thorough and can show a wealth of important data to inform and scale processes. It's helpful in a high volume sales cycle to be able to quickly identify weak points in performance and productivity so that adjustments can be made.
    • Highly customizable. We are able to customize just about everything which allows us to track very specific things and in theory create better efficiency.
    • Parent/Child account hierarchy exists which is helpful.
    • Contact records can be associated with multiple accounts and opportunities. This, in theory, should minimize duplicates and mismanagement of contacts.
    • Console helps a lot with data nesting. Having a fairly comprehensive look at an account without searching through various tabs and sections speeds up an otherwise cumbersome platform.
    Read full review

    Cons

    Salesforce

    • 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

    Salesforce

    • Can be cumbersome: takes multiple clicks to get where you need to go
    • Lightning is slower than original Salesforce, and it is very noticeable
    • The UI change means sometimes I can't find what I need, so I have to switch back to the Classic version to find it
    Read full review

    Pricing Details

    Salesforce CPQ

    Starting Price

    $30 Per User per Month

    Editions & Modules

    Salesforce CPQ editions and modules pricing
    EditionModules
    Basic$301
    Professional$502
    Enterprise$753

    Footnotes

    1. Per User per Month
    2. Per User per Month
    3. Per User per Month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    Optional

    Additional Details

    Salesforce Lightning Platform

    Starting Price

    $25 Per User Per Month

    Editions & Modules

    Salesforce Lightning Platform editions and modules pricing
    EditionModules
    Starter$25.001
    Plus$100.002

    Footnotes

    1. Per User Per Month
    2. Per User Per Month

    Offerings

    Free Trial
    Free/Freemium Version
    Premium Consulting/Integration Services

    Entry-level set up fee?

    No setup fee

    Additional Details

    Likelihood to Renew

    Salesforce

    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

    Salesforce

    No answers on this topic

    Usability

    Salesforce

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

    Salesforce

    This builds off a number of things I have already mentioned. This question completely depends on the competence of the developer. This makes the user friendliness of the UI 50/50. However if you have the ability I would say it is quite UI friendly.
    Read full review

    Support Rating

    Salesforce

    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

    Salesforce

    Salesforce's support is top-notch. They have subject-matter experts that are accessible at all times to address needs as they come up. They let you know in advance when there are system updates and enhancements so that you are prepared for upcoming changes. I've never had an issue that wasn't addressed immediately when reaching out for support.
    Read full review

    Alternatives Considered

    Salesforce

    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

    Salesforce

    We were previously using an older version prior to it becoming Salesforce Lightning Platform so we were well adverse on the advantages of using a CRM, to begin with. It made sense to convert to Salesforce Lightning Platform after we were given a free trial of the platform. Certain reps were chosen to experiment with it and from there a decision was made to move forward. We've been customers ever since.
    Read full review

    Return on Investment

    Salesforce

    • 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

    Salesforce

    • Better visibility of Accounts and Contacts interactions makes it easier to maintain during employee transitions.
    • Tracking of current jobs and relating them to past jobs is very useful.
    • More efficient use of Sales Reps time.
    • Sales Managers have good visibility into how their people are working.
    Read full review

    Screenshots

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