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 8.4 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.
SketchUp is great for individually studying options for building design. It is an awesome conceptual tool to be able to quickly model and manipulate a building to study different designs. It is not good for complex geometries, especially curves. Surfaces have a hard time registering and cutting into one another. It also eventually needs to go into Revit to be more realistic as it is not good as a documentation tool
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.
It is very user friendly and easy to learn. It's simplicity allows for a low learning curve so more people can learn it faster. The downside is that most schools are no longer teaching it, so many younger professionals come out of school not knowing it and knowing more complex software and they have a hard time "dumbing down" their skillsets
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.
We have not evaluated any other competing software to this one. I heard about this software from a friend who teaches how to use it. She showed me in just a few minutes and I was HOOKED. I saw immediately the possible help it would be to my business. Thank you.
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.