Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.
$30
Per User per Month
Salesloft
Score 8.1 out of 10
N/A
Salesloft’s Revenue Orchestration Platform uses AI to help market-facing teams prioritize and take action on what matters most, from first touch to upsell and renewal.
SalesLoft showed us a higher level of functionality than HubSpot, not only in the integration to SFDC, but also overall record management. After some time(roughly two years) and improvements made by HubSpot, they seemed to have caught up to SalesLoft but switching and …
We have not used any alternatives to date. In a previous role, I used a built-in automation tool into Salesforce itself that ran cadences based on activity levels. The personalization was lackluster, and contacts could easily see it was a nurture stream and did not choose to …
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.
It was a game changer bringing in Salesloft. We use Microsoft Dynamics as our CRM and many of my reps had found it difficult to use the reporting as well as make sure they were surfacing their best leads at the right time. Once we implemented Salesloft we saw a 200% increase in productivity and were able to make some corrections around messaging and the type of outreach we were focused on.
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.
Schedules outbound activities (e.g. calls, emails) and provides a daily worklist for each BDR/SDR. Flexible approach to prioritization based on organization strategy and/or customer engagement. Allows the BDR to focus on their value add - engaging directly with the prospect - and minimizes administrative overhead.
Provides a one-click "Book a meeting with me" link that simplifies the meeting scheduling experience for prospects. No more emailing back and forth to find a date and time that works.
Includes call recording and a live "call studio" where a manager can listen to active calls and "whisper" to the BDR if needed. This provides great post-call or in-call support for coaching new BDR/SDRs.
Delivers a decent set of reporting that allows visibility into individual BDR productivity as well as tracking macro trends such as call volume, pick-ups and meeting scheduled. This allows for problem detection and tuning to maximize productivity.
Support and customer success teams are incredibly responsive and extremely helpful.
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.
The inbound dialer. I don't particularly like having to open a second window just for inbound calls. Especially if I forget to close it during a meeting and get interrupted.
The texting interface. I can have emails templated, to fill fields pulled from the lead profile, like name, company, positions, etc. I would like the same functionality for texting, especially since I send as many texts as I do emails. Even being able to save snippets or templates would be nice.
On the note of texting, having a dedicated tab in the People view for text messages would do a lot to let me catch up on other people's conversations with the lead, instead of having to find them on the main Activity tab.
SalesLoft is absolutely VITAL to our daily operations. We could not function without it or a program like it. Speaking as a Sales Person who has had to operate without a product like this, the difference is night and day. The ability to stay organized, automate tasks, easily log activities and notes, review calls, and coach team members is an absolute gamechanger.
SalesLoft is a fantastic product that will be extremely helpful to any Sales Rep looking to organize their information and stay one step ahead. While it has its shares of quirks and bugs it proves to be an awesome tool for anyone that is in the sales industry.
The availability is pretty good, we do sometimes have errors or delays in syncing activities but nothing that has been too detrimental to our workflow. Most recently we had an issue with Lofting through Outlook due to a change in security token that took a few weeks to resolve but it is fixed now.
Yes timely and easy to use. The only delays we have are when we run our big month sales blitz and activities take some time to sync to the reporting as well as 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.
timely and knowledgeable responses. I also feel like the team goes above and beyond by offering to schedule meetings where we can screenshare and walk through questions or issues together.
We had some virtual training with our CSM which was very well constructed. It took some time to get into the full swing of things but with a few weeks of hands on experience I was feeling confidant. The SL team was always available to answer questions or jump an a call to walk us through stuff. I also used the Customer Help Center for a few self guided learnings on how to use specific features related to reporting and team management.
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.
Salesloft blows outreach out of the water in all aspects. One of the biggest issues I had was their unwillingness to listen to customer feedback. I had requested several small changes to be made when I had previously used the platform that unfortunately fell onto deff ears. I am much happier using Salesloft and the positive results I've experienced are a direct result of that.
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.
