What users are saying about
Top Rated
93 Ratings
262 Ratings
Top Rated
93 Ratings
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Score 7.8 out of 100
262 Ratings
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Score 6.1 out of 100

Likelihood to Recommend

Salesforce CPQ

It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.
Prashant Choudhary | TrustRadius Reviewer

Zuora

Zuroa is very well-suited for B2B businesses that primarily have a subscription stream of revenue. It is less appropriate for B2C and retail, if you are only selling one-time products or services, this tool would be overkill and confusing instead of helpful. However, if you need to recognize revenue from subscriptions over the service period, Zuora is a lifesaver.
Chloe Sayers | TrustRadius Reviewer

Feature Rating Comparison

CPQ

Salesforce CPQ
8.5
Zuora
Quote sharing/sending
Salesforce CPQ
8.9
Zuora
Product configuration
Salesforce CPQ
8.0
Zuora
Configuration options
Salesforce CPQ
8.6
Zuora
Pricing rules
Salesforce CPQ
8.6
Zuora
Price adjustment
Salesforce CPQ
8.5
Zuora
Purchase history and open contracts
Salesforce CPQ
9.0
Zuora
Guided selling/Sales portal
Salesforce CPQ
7.3
Zuora
CPQ reporting & analytics
Salesforce CPQ
8.2
Zuora
CPQ-CRM integration
Salesforce CPQ
9.0
Zuora
Attachments to quotes
Salesforce CPQ
8.8
Zuora
Order capturing
Salesforce CPQ
8.5
Zuora

Pros

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.
Danielle DesBiens | TrustRadius Reviewer

Zuora

  • The implementation of Zuora is very helpful. Their interactive training guides are one of the best I've used. It is very thorough and any salesperson can learn how to use it very quickly.
  • Their subscription management offers many ways to sell a subscription. These subscriptions can be evergreen (renewing every month) or termed subscriptions. The subscriptions can be amended to add/remove products very easily.
  • The ability to quickly pass through large amounts of usage data for our clients is allowing us to perform billing in a time-effective manner. Once usage data is loaded, a few clicks and all of the invoices for our client base can be generated. Invoices are clean and detailed which help us maintain a good customer experience even with our somewhat complex billing model. The reporting is extremely helpful in calculating the end of month commissions, recognizing and deferring revenue, and overall bookkeeping.
Anonymous | TrustRadius Reviewer

Cons

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.
Anonymous | TrustRadius Reviewer

Zuora

  • User Interface - Zuora's UI is still a weak point, however, this is negated through the use of its API's. Zuora has done a lot of work in releasing new products to limit its UI experience and the addition of Orders allows for more functionality to reduce the UI issue.
  • Complex system - This is both a pro and a con, but in this instance, it is a con because we may not have taken the time to truly understand the implications of all the options that were available. the Flexibility is great however if you do not take the time to understand the product and what problem you are trying to solve, you can make life difficult for yourself later down the track. Take the time to map out your approach end to end and ensure your assumptions at the start are robust.
  • Reporting - reporting is weak as such we have moved away to our own reporting data warehouse.
Dirk Miller | TrustRadius Reviewer

Likelihood to Renew

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
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

Zuora

Zuora 8.6
Based on 13 answers
Our business is now, more than ever, focused on our core business rather than homegrown support tools for quoting, contracts, billing, invoicing, payments and the rest of the subscription economy. We evaluated other solutions and found this the best and most viable solution given the strong ties to Salesforce and it's integration. Zuora works, and it works well.
Rob Sherman | TrustRadius Reviewer

Usability

Salesforce 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
Marcus Sandelowsky, CLSSBB | TrustRadius Reviewer

Zuora

Zuora 7.6
Based on 17 answers
I had 20+ years of accounting experience before taking on the revenue role. I had several things to [learn] but was able to easily master the software in a matter of weeks. Zuora is our preferred billing platform that we currently use - very efficient and much more automated than our other platform/process.
Cynthia Freeman, CPA | TrustRadius Reviewer

Reliability and Availability

Salesforce CPQ

Salesforce CPQ 9.1
Based on 2 answers
No answer on this topic is available.

Zuora

Zuora 9.3
Based on 2 answers
There have only been a few days/instances in the past 2.5 years of using zuora that I, personally have had issues or been notified of issues relating to Zuora.
Anonymous | TrustRadius Reviewer

Performance

Salesforce CPQ

Salesforce CPQ 8.2
Based on 2 answers
No answer on this topic is available.

Zuora

Zuora 9.7
Based on 3 answers
Zuora does a superb job for all the tasks I use it for. Billing - it is trustworthy and accurate. Customer data- it holds it and keeps past records for even cancelled accounts, and subscription builds - it has the ability to make very difficult subscriptions seem easy.
Anonymous | TrustRadius Reviewer

Support Rating

Salesforce CPQ

Salesforce CPQ 7.9
Based on 24 answers
The support from the team at Salesforce CPQ has been solid and consistent. Any time someone from my team is in need of assistance, the Salesforce CPQ team is always available and extremely knowledgeable. I feel like we are fully supported if there are glitches with the program or if I am stuck in a situation where I do not know how to accomplish a task.
Jeff Mullin | TrustRadius Reviewer

Zuora

Zuora 7.2
Based on 12 answers
A support request is emailed to their support team, then an automated response is sent to you in a couple hours saying "Hey, someone will take a look at your support request soon". Then somewhere around 12-18 hours later, an actual support member responds with "Have you checked out our tutorials? Here's one that sounds like it might help you". I don't want a tutorial given to me that I've already read through that only exists because of the terrible user design of Zuora's user interface
Anonymous | TrustRadius Reviewer

In-Person Training

Salesforce CPQ

No score
No answers yet
No answers on this topic

Zuora

Zuora 9.3
Based on 2 answers
The onsite was so helpful and worth the hours spent. All three people that came to represent Zuora had a lot to offer.
Anonymous | TrustRadius Reviewer

Online Training

Salesforce CPQ

No score
No answers yet
No answers on this topic

Zuora

Zuora 7.0
Based on 2 answers
It was reliable.
RINKU SINGH | TrustRadius Reviewer

Implementation Rating

Salesforce CPQ

No score
No answers yet
No answers on this topic

Zuora

Zuora 7.4
Based on 9 answers
I think Zuora did a great job. However, they could have provided more guidance on how to deal with out Payment Gateway and Processor provider, as well as guidance around providing a Mobile Responsive experience for sites using the Zuora HPM.
Sri Rajan | TrustRadius Reviewer

Alternatives Considered

Salesforce CPQ

It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.
Anonymous | TrustRadius Reviewer

Zuora

For matters such as invoicing the customers, Zuora works very well. It automatically sends out invoices to the person of contact for any organization. you can also set a credit card to be charged in the future which is very handy if the customers need quarterly payments. However, the auto-renew function has not been working well as it does not charge the credit card on file. All it does is invoice them.
Anonymous | TrustRadius Reviewer

Scalability

Salesforce CPQ

Salesforce CPQ 8.2
Based on 1 answer
No answer on this topic is available.

Zuora

Zuora 10.0
Based on 2 answers
The product is capable of a lot, small companies and large companies can utilize it with ease
Anonymous | TrustRadius Reviewer

Return on Investment

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.
Chris Osment | TrustRadius Reviewer

Zuora

  • Positive impact: we're able to invoice our customers timely and correctly.
  • Positive impact: recurring payments are simple and accurate.
  • Negative impact: Zuora and the Customer Management System that my organization use are no longer integrated because of some issues in the past with double billing and things of that nature.
Anonymous | TrustRadius Reviewer

Screenshots

Pricing Details

Salesforce CPQ

General

Free Trial
Yes
Free/Freemium Version
Premium Consulting/Integration Services
Yes
Entry-level set up fee?
Optional

Salesforce CPQ Editions & Modules

Edition
Basic$301
Professional$501
Enterprise$751
  1. Per User per Month
Additional Pricing Details

Zuora

General

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No

Zuora Editions & Modules

Additional Pricing Details

Rating Summary

Likelihood to Recommend

Salesforce CPQ
9.0
Zuora
5.4

Likelihood to Renew

Salesforce CPQ
9.1
Zuora
8.6

Usability

Salesforce CPQ
8.6
Zuora
7.6

Reliability and Availability

Salesforce CPQ
9.1
Zuora
9.3

Performance

Salesforce CPQ
8.2
Zuora
9.7

Support Rating

Salesforce CPQ
7.9
Zuora
7.2

In-Person Training

Salesforce CPQ
Zuora
9.3

Online Training

Salesforce CPQ
Zuora
7.0

Implementation Rating

Salesforce CPQ
Zuora
7.4

Scalability

Salesforce CPQ
8.2
Zuora
10.0

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