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
SketchUp
Score 8.5 out of 10
N/A
SketchUp is 3D modeling software with an emphasis on usability. SketchUp is a Trimble product.
$119
per year
Pricing
Salesforce Revenue Cloud
SketchUp
Editions & Modules
Basic
$30
Per User per Month
Professional
$50
Per User per Month
Enterprise
$75
Per User per Month
Free
$0.00
per year
For Schools (free with G Suite or Microsoft education account)
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.
Real estate is not really the most likely use for Sketchup, since it has so many choices and possibilities. But, it is an innovative way to differentiate yourself from the competition. The program is very well-suited to the myopic seller or buyer who can't visualize future changes and their effect on value.
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.
Quickly exploring solutions in 3D: We get a lot of "what if" and "what would that look like" questions. While hand-sketching and hand-drafting can be fairly quick, SketchUp allows me to quickly create 3D and 2D views of a detail or solution, change dimensions and materials in a flash, and show a client or installer the plan in minutes.
Creating professional design documents in LayOut: Projects of any scale need good documentation. Using a combination of SketchUp and LayOut, I can create a Design Intent Set, plans for permitting, a set for mechanical trades to mark-up, etc. Having clear, appropriately-scaled drawings with dimensions or notations is a must, and we don't always have the time or budget to get an architect involved!
Using live files to guide discussions: Not all clients are "visual" people, so opening their model and orbiting around their space in real time has been extremely helpful. Clients and trades enjoy the perspective views so much that we often include them in the full-sized drawing sets to give a good "overall" view of the project intent. For complex or tight spaces, sometimes un-rendered plans and elevations just aren't enough!
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.
We typically wait a few years in between renewing, as even older versions are powerful tools for modeling, and we make sure the amount of feature changes are worth the re-investment.
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.
Sketchup is so intuitive; I can't recall ever looking for official support. However, there are many user forums online that can answer more questions. The usefulness of the online forums is, however, tempered by the fact that there have been many versions of the software under different ownership and support regimes, and thus finding the right information for the right version of the software can be a challenge.
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.
It's great to give the customer an overview of how a project will look, but it will never replace the information that a blueprint or engineering drawing can convey. SketchUp is great for the casual user or someone who is just getting started in design work. Other high powered software, such as Solidworks or Inventor is more suited for 3D modeling on a regular basis
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.
SketchUp has definitely had a positive impact on the customer experience with our company. The model can be generated to give the owner a good idea of the final product before actually committing the resources to complete the project.
Having simple models created before the work gets started in the field means that issues with elevations or odd angles can be ironed out beforehand and solved with the design team. This has greatly reduced the rework on our more complex self-perform concrete structures!
