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Salesforce CPQ (formerly 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.Use if you like headaches and yelling at your computerWe use Salesforce CPQ to manage the quote/ contract creation process for both new business and renewal. It is used across the entire sales organization. The "idea" behind implementing it was to help standardize our contracts, but also to provide flexibility in creating quotes.,You can list out all of your products You can allow your sales team to modify prices of products You can create multiple quotes at a time,The system is very slow to load between each page The system is very rigid - you aren't able to easily modify descriptions There are tons of hoops you have to jump through in order get things to work properly It is not intuitive in the slightest - very difficult to use,2,This system has slowed down the quote generation process considerably It has helped standardize quotes It has caused an increase of headaches and cussing on the sales floor,Octiv (formerly Tinderbox),Slack, DocSend, Join.me, Zoom Video Webinar, Google Drive, Apollo, DocuSign, Scout RFP, LinkedIn Sales NavigatorBetter leverage your SFDC Investment with Salesforce CPQSalesforce CPQ is currently used @ Xactly Corporation to provide easy access to build quotes directly from within the opportunity object in SFDC. Sales, Sales Operations, and Customer Success are the departments utilizing the tool primarily. We use this tool to avoid manual order form creation processes in Excel.,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.,Calc and process time are slow, as is the case with many Salesforce native applications. If there are too many line items, you may see APEX errors. The order form process can get very lengthy if you have several line items or need to account for year over year increases in per subscriber cost with separate line items for each year in a multi-year agreement. If there are not multiple people eligible to approve a quote at a certain stage in the approval process, it can take a significant amount of time if that individual is away from their computer / mobile device.,9,Easy access to reporting on closed-won, closed-lost, and open quotes. Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc.. We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.,Apttus Configure Price Quote,ToutApp, Xactly Incent, ZoomInfo, Quip, Okta, LinkedIn Sales Navigator, Salesforce.com, Owler, Zoom, DocuSign, BoxWhen you need it, you need it. And SFDC CPQ is the gold standard.The use case for CPQ was across a 250+ employee salesforce. CPQ was implemented because my company had gotten to a stage where product and selling configurations had become complex. This became a huge priority in the fall of 2017 to implement. It was, without doubt, the biggest change in our sales process (especially within Salesforce) to date. CPQ was implemented to solve for complex pricing configurations, to increase speed and accuracy, and create workflows to maintain pricing integrity.,native workflow w/in salesforce.com opportunities - that is a pretty essential characteristic. automating the quote, contracting and renewal process enabling reps to produce complex price quotes that can span multiple product lines and (to an extent) simplify orders,This is not an easy product to stand up. when it comes to pricing for most companies selling an array of products, nuisances can really complicate your experience. If you need to quote multiple product configurations across multiple subscription terms, things quickly become quite laborious,7,less selling from the hip,,Outreach, LinkedIn Sales Navigator, GustoSalesforce CPQ ReviewWhole organization currently. Allows our sales group to track account interactions, and links with our internal system to bill and monitor usage,The ability to process a quote quickly and efficiently helps my daily task proficiency increase Straight forward to use, and intuitive. Has reduced the number of steps needed when building and finalizing a quote,Could be reduced to less steps than it already is Some steps need additional workflow than desirable,8,Allowing to have Salesforce CPQ onboard in my daily task regime, has effectively allowed for time to be distributed elsewhere. My daily tasks, such as quote building, distribution and retrieval have been significantly improved.,Conga Composer,Qualtrics, Qualtrics Employee Experience, Salesforce Analytics Cloud, Zoom, ZoomInfo, LinkedIn Sales NavigatorLove CPQ - way better than old solutionsCPQ is being used across our sales, finance, and professional services departments. It solves the issue of having multiple sources of quoting from different departments. It allows for all SOW's and Service Orders to be put onto one document for our customer, rather than having to electronically send some docs, email PDF's of other docs, etc. It also allows for us to quote everything in one place - not just the technology, but also the implementation and any other services involved, without having to reach out to those individual teams.,Easy to use interface. Very shallow learning curve, so it's not a massive headache switching from previous tools. Ability to adjust different line items on quotes as needed. The ability to house multiple quotes that can be updated on the fly and integrate well with our pricing packages.,Automatically save. I will change the name of a quote, forget to click save and then it reverts back to standard name Ability to update certain aspects of quote, even when it is in approval stage. while it is in the stages of being approved or even receiving an SOW or a service request, I'm not able to update the license name until the approval goes through. Approvals go DIRECTLY to necessary people. When there is a massive chain of approvals....one person out of the office in that chain can create a headache.,10,HUGE time saver Increased our customer satisfaction as our contract process isn't such a mess Deals close faster since we are able to provide instant quotes and provide contracts faster,,Outreach, ZoomInfo, ToutApp
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Salesforce CPQ (formerly SteelBrick)
40 Ratings
Score 7.4 out of 101
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Salesforce CPQ Reviews

Salesforce CPQ
40 Ratings
Score 7.4 out of 101
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Lindsey Stevens profile photo
October 25, 2018

Salesforce CPQ Review: "Use if you like headaches and yelling at your computer"

Score 2 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ to manage the quote/ contract creation process for both new business and renewal. It is used across the entire sales organization. The "idea" behind implementing it was to help standardize our contracts, but also to provide flexibility in creating quotes.
  • You can list out all of your products
  • You can allow your sales team to modify prices of products
  • You can create multiple quotes at a time
  • The system is very slow to load between each page
  • The system is very rigid - you aren't able to easily modify descriptions
  • There are tons of hoops you have to jump through in order get things to work properly
  • It is not intuitive in the slightest - very difficult to use
I can understand what idea behind Salesforce CPQ is - to make it easy to quickly generate custom quotes by selecting different products - but unfortunately it just doesn't work the way it should. Creating quotes is an incredibly long arduous process where my SFDC admin usually has to get involved because things aren't working as expected. I'm not sure if this is because our system is not set up properly, it's a buggy system, or more likely a mix of the two. There are a few quirks/bugs you need to be aware of and hoops you need to jump through in order for things to work properly. If you are looking for a quick tool to spin up quotes that's simple and easy to use, this is not the tool for you. If you need to standardize onto a very rigid quoting platform, this certainly works for that.
Read Lindsey Stevens's full review
Danielle DesBiens profile photo
June 14, 2018

Review: "Better leverage your SFDC Investment with Salesforce CPQ"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CPQ is currently used @ Xactly Corporation to provide easy access to build quotes directly from within the opportunity object in SFDC. Sales, Sales Operations, and Customer Success are the departments utilizing the tool primarily. We use this tool to avoid manual order form creation processes in Excel.
  • 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.
  • Calc and process time are slow, as is the case with many Salesforce native applications. If there are too many line items, you may see APEX errors.
  • The order form process can get very lengthy if you have several line items or need to account for year over year increases in per subscriber cost with separate line items for each year in a multi-year agreement.
  • If there are not multiple people eligible to approve a quote at a certain stage in the approval process, it can take a significant amount of time if that individual is away from their computer / mobile device.
If you leverage SFDC as your CRM, I recommend utilizing Salesforce CPQ given it's tight integration and ease of use.
Read Danielle DesBiens's full review
Graham Power profile photo
June 12, 2018

Salesforce CPQ Review: "When you need it, you need it. And SFDC CPQ is the gold standard."

Score 7 out of 10
Vetted Review
Verified User
Review Source
The use case for CPQ was across a 250+ employee salesforce. CPQ was implemented because my company had gotten to a stage where product and selling configurations had become complex. This became a huge priority in the fall of 2017 to implement. It was, without doubt, the biggest change in our sales process (especially within Salesforce) to date. CPQ was implemented to solve for complex pricing configurations, to increase speed and accuracy, and create workflows to maintain pricing integrity.
  • native workflow w/in salesforce.com opportunities - that is a pretty essential characteristic.
  • automating the quote, contracting and renewal process
  • enabling reps to produce complex price quotes that can span multiple product lines and (to an extent) simplify orders
  • This is not an easy product to stand up. when it comes to pricing for most companies selling an array of products, nuisances can really complicate your experience.
  • If you need to quote multiple product configurations across multiple subscription terms, things quickly become quite laborious
When you get to the stage where you need a product like this, it's definitely a booster. but be warned that it is a major process change in most cases and one you need to budget time to let your salesforce adjust.
Read Graham Power's full review
No photo available
June 13, 2018

"Salesforce CPQ Review"

Score 8 out of 10
Vetted Review
Verified User
Review Source
Whole organization currently.

Allows our sales group to track account interactions, and links with our internal system to bill and monitor usage
  • The ability to process a quote quickly and efficiently helps my daily task proficiency increase
  • Straight forward to use, and intuitive.
  • Has reduced the number of steps needed when building and finalizing a quote
  • Could be reduced to less steps than it already is
  • Some steps need additional workflow than desirable
Suited well for enterprise level companies who are familiar with needed to build multiple quotes and distribute them with confidence. There is a need for the process to be even more streamlined and effective. The quicker I can complete this process, the faster the turnaround for onboarding the client.
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June 08, 2018

Salesforce CPQ Review: "Love CPQ - way better than old solutions"

Score 10 out of 10
Vetted Review
Verified User
Review Source
CPQ is being used across our sales, finance, and professional services departments. It solves the issue of having multiple sources of quoting from different departments. It allows for all SOW's and Service Orders to be put onto one document for our customer, rather than having to electronically send some docs, email PDF's of other docs, etc. It also allows for us to quote everything in one place - not just the technology, but also the implementation and any other services involved, without having to reach out to those individual teams.
  • Easy to use interface. Very shallow learning curve, so it's not a massive headache switching from previous tools.
  • Ability to adjust different line items on quotes as needed.
  • The ability to house multiple quotes that can be updated on the fly and integrate well with our pricing packages.
  • Automatically save. I will change the name of a quote, forget to click save and then it reverts back to standard name
  • Ability to update certain aspects of quote, even when it is in approval stage. while it is in the stages of being approved or even receiving an SOW or a service request, I'm not able to update the license name until the approval goes through.
  • Approvals go DIRECTLY to necessary people. When there is a massive chain of approvals....one person out of the office in that chain can create a headache.
Appropriate for creating and managing quotes for your multiple opportunities. Can't really think of a scenario where it wouldn't be well suited. It also ties well into finance, so they can see exactly what needs to be invoiced. It's also a great tool for having multiple hands in the pot - for example a client has to use implementation services, professional services, and technology - it can all be quoted in one place.
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Cameron Walker profile photo
April 20, 2018

Salesforce CPQ Review: "Powerful SFDC Quoting Tool"

Score 9 out of 10
Vetted Review
Verified User
Review Source
I was spending way too much time creating quotes for clients using our previous quoting tool. Salesforce CPQ has reduced that time considerably. My productivity has increased and the accuracy of the quotes and contracts generated are consistent and branded properly. Selling bundled products and renewals are now so much easier. The integration with other systems has been smooth as well.
  • Easy to use UI integrated within existing SFDC platform
  • Generate quotes from opportunity object and have pricing proposals organized in a neat and orderly fashion
  • Automated workflow for proposal approval
  • Quote slow to load at times
  • Order form generation can get a bit tricky with multi-year agreements with annual increases in subscription, ramped subscribers, exceptions to standard contract terms
  • Once quote is approved, the steps required to export the document to pdf outside of SFDC is not entirely straightforward
If you've got deep roots in SFDC already, I would recommend it. It's a nice application to layer on the existing platform and see further application integration benefits. It is a highly customizable CPQ platform, which can be easily adapted/configured to suit different business use cases.
Read Cameron Walker's full review
Simon Whight profile photo
December 12, 2017

Salesforce CPQ Review: "This missing cog in the Salesforce sales pipeline."

Score 8 out of 10
Vetted Review
Verified User
Review Source
It is providing a missing piece in the Sales process, allowing the sale of complicated multi-product offerings and allowing the capability of cross sell between business functions. It has recently been implemented company wide, but it has been evaluated since before it became Salesforce CPQ.
  • Flexible and complex selling.
  • Granular approval levels.
  • Intelligent discounting.
  • Configuration for out of the box requirements is complicated, we have developed custom visual force and apex solutions.
  • I'd like to see the UI become a little more streamlined.
It is a missing cog in the Salesforce ecosystem. The out of the box product management and discounting, plus customization capabilities, of Salesforce are pretty much bare bones. I would say that this is a required piece of evaluation when you are looking at the Salesforce ecosystem.

It is best implemented to its out of the box capabilities and doesn't really like being wrangled to suit situations where Salesforce has been modified away from its natural state.
Read Simon Whight's full review
Jack Pennuto profile photo
December 06, 2017

Salesforce CPQ Review: "SteelBrick for Manufacturing"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We implemented SteelBrick in order to more productively and consistently quote our standard machinery and the common configurations that are available for those machines. Using SteelBrick enabled us to streamline the number of inside sales personnel tasked with creating proposals for customers.
  • The use of bundles, pre-configured bundles and the ability to re-configure bundles are particularly helpful.
  • Utilizing partners as a trigger for different pricing structures are helpful depending if we are quoting to a distributor or to an end user.
  • Advanced Approvals make it possible for us to distribute the approval to anyone at manager level available to approve a deal, instead of having a linear approval waiting for a single manager.
  • The user interface is a bit clunky, in Safari, the search function commonly does not render correctly.
  • The output document flexibility leaves something to be desired. The intent is for very plain documents.
  • The 2.5 MB maximum output document size is VERY limiting. This really limits our ability to provide content-rich, visually appealing documents for quotations.
For companies selling serves or in the technology industry, SteelBrick seems like a good fit. For a machinery company like us it is a bit of a stretch, but with some coding in the output document, the end result is OK.
Read Jack Pennuto's full review
Derek McKenna profile photo
March 16, 2018

Salesforce CPQ Review: "Great product that saves me time and ensures accuracy in quotes"

Score 7 out of 10
Vetted Review
Verified User
Review Source
CPQ is used by all the sales teams to generate quotes for clients and to facilitate contract creation
  • Quick creating of quotes for clients
  • Seamless integration with Salesforce
  • Checking product pricing for own reference
  • Tends to be a bit 'buggy' at times and doesn't always work 100% of the time
Very well suited for creating quick quotes and contracts
Read Derek McKenna's full review
Will Sharry profile photo
March 07, 2018

Salesforce CPQ Review: "Quick and easy quote generation tool"

Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ to enter quotes in Salesforce for new business and upset opportunities. We have an array of products we can select from to price out and we have the ability to edit contract terms, discounts, etc. We quickly and easily generate contracts with Salesforce CPQ. It helps us have consistency amongst the team with our quotes and lends us insight into our pipeline.
  • Quick and easy quote creation.
  • Quick easy contract generation.
  • Minor glitches here and there .
It's great for creating quotes and contracts through Salesforce. It's easy, quick and painless. It tracks to your pipeline to help you easily manage all the quotes you have on your various sales opportunities. It also supports a quote approval process.
Read Will Sharry's full review
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December 05, 2017

Review: "Salesforce CPQ is Great! - With a Few Recommendations for Improvement..."

Score 7 out of 10
Vetted Review
Verified User
Review Source
Salesforce CPQ is being used as the primary configurator and quote engine for the entire enterprise. We minimally use the pricing functionality. We switched over from Oracle Configurator a little under two years ago. We needed a tool that allowed us to build relatively complex bundle configurations without having to go through our PLM system for Sales BOM structure and have a system that can process a quote and push that data through all downstream documentation to fulfillment.
  • Salesforce CPQ is great for being able to quickly and easily build product bundles in an intuitive and visually appealing way.
  • The product catalog and ability to easily add fields to product records makes setting up products really simple and adds a lot of value to reporting within Salesforce.
  • Basic product and configuration rules are very easy to understand and set up.
  • 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.
Salesforce CPQ is very well suited for straightforward product configuration. Creating bundles is very quick, easy and intuitive, much easier than Oracle Configurator. I would love to see more functionality around guided selling and the ability to create more complex rules without all the complexity. Even creating rules to have the quantity of a product contribute to the quantity of another product is ridiculously complicated.
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No photo available
February 08, 2018

Salesforce CPQ Review: "SteelBricks!"

Score 7 out of 10
Vetted Review
Verified User
Review Source
We were using SteelBrick as our sales and upsells quote creator and processor. This was supposed be robust enough to handle our pricing options for [our] product and in the end, we decided on another solution. SteelBrick just didn't cut it for our needs at the time. I know others have had great experiences with it, but we didn't see the same results.
  • Definitely better than Excel, Word, or Google Docs.
  • The integration with Salesforce with is very nice.
  • Custom pricing options are an added benefit.
  • Customer service is lacking, especially compared to Salesforce.
  • Slow load times.
  • Does a poor job of highlighting when a field is incorrect or missing.
If you do a lot of large complex quotes, they can lag during processing/calculation.

This is not well suited for those who need a billing/quote system right out of the box. A lot of it feels over-complex and lacks structure.

Their support articles and resources are very limited and more often than not, outdated. The only real place to get help is in their forum where you would need to be a developer to understand and use.
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No photo available
December 13, 2017

Salesforce CPQ Review: "Complicated with little support."

Score 2 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ to quote customers on product purchases. We use quotes, quote templates, contracts, subscriptions, products, etc. to handle our ordering process which is quite manual. This is being used by the sales (inside and field reps) teams as well as myself as the Salesforce administrator, in that I have to fix quotes frequently and edit quotes based on our approval process issues.
  • CPQ, when it works properly, works well with approval process configurations. For example, quotes need to run through our approval process when a discount is over 25% on a particular quote.
  • CPQ allows for easy customizations when it comes to changing quotes on the fly - however, you must be using a stable price book in order for your sales team to be happy with this.
  • The Lightning user interface is attractive and looks easy to use for the sales team.
  • CPQ has caused more inconveniences for everyone than any of our other systems. Part of this is that our sales team doesn't have access to adequate training or support and neither do I as the new admin to Salesforce. Support tends to be awful unless you purchase the highest level of support that Salesforce provides, which is very pricey.
  • There are way too many objects and configurations involved in CPQ that I cannot handle this as an admin without training or support, but was tasked to do so; as a result, our system frequently miscalculates renewal pricing, doesn't properly activate contracts, confuses our sales team regarding start dates and end dates.
  • Our CPQ instance has been outdated for two years and as the admin, I haven't received any information about upgrading so I was never in-the-know about the fact that our instance is two years behind. I'm worried to upgrade without proper support because the entire system could be negatively affected.
  • Validation rules that were auto-created by the implementation of CPQ have worked against us. For example, opportunity amounts are based on product sum totals and discounts and terms, but if any one of these records has an error, it's extremely difficult to debug because of the amount of objects and rules and the lack of training.
Salesforce CPQ is well suited for sales teams with operations sub-teams or with organizations with more than one Salesforce admin that has been trained on properly using CPQ. Without training, time and resources are used in ways that prohibit us from moving quickly through the creation of quotes and gaining the customer. I would highly recommend getting trained, purchasing the support product that Salesforce provides, or using an implementation specialist that Salesforce recommends.
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December 05, 2017

"Salesforce CPQ Review"

Score 7 out of 10
Vetted Review
Verified User
Review Source
Currently, CPQ is being utilized by our sales department across all verticals. We primarily use CPQ as our main engine to formulate proposals to our clients. CPQ allows us to address certain business issues such as: Allows for consistent pricing throughout our organization; avoid the need to utilize third party software or Excel pricing sheets; allows for one area to select price book, solutions, dating terms, and/or discounts, and a faster/effective way of creating proposals.
  • Ability to customize proposals base don your organization and products amongst different verticals
  • Configure quotes faster with greater accuracy
  • You don't have to leave your sales cloud to create proposals
  • Fully customize quotes. Currently, we have to rely on sales operations to make these changes, removing control from the sales rep or management team.
Well suited when dealing with different price books, multiple vertical pricing, and multiple products a client might be looking at
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March 16, 2018

Salesforce CPQ Review: "CPQ"

Score 9 out of 10
Vetted Review
Verified User
Review Source
CPQ is being used throughout the North America sales organization. It was implemented about a year or so ago. We love it.
  • Cloud based
  • Can access this from anywhere and make changes anytime
  • Easy quote to order process
  • I would like to be able to download contracts from CPQ. We only have the functionality now for quotes.
  • Would like there to be an option for international ordering.
Any large sales organization where you need to quote things quickly and can access this from anywhere.
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abhijit kumbhar profile photo
August 05, 2016

Salesforce CPQ Review: "Clean, easy product for simple business processes"

Score 7 out of 10
Vetted Review
Verified User
Review Source
SteelBrick CPQ is being used by Sales, CX and Sales Ops. It is used mainly for Configuration, Pricing and Quoting. But it also serves as the foundation for the products that can be supported by the company for pricing and billing. It also defines the underlying data model for reporting and processes (New Orders, Renewals, Change Orders, Cancellations etc )
  • Product configuration
  • Quoting process, integration with docusign, emailing quotes to customers
  • Approval process
  • Least custom components on SFDC
  • Process for Amendments - Not very streamlined process for creating amendment quotes, Not well thought in the context of integration with Billing system
  • Several products that are common in Subscription industries can't be easily designed
  • Paid Pilots ( Where products have pilot period when customer can stop the service
  • User Ramp ups ( MDQ does not support the bundle SKUs. Quote lines with different dates create different contracts)
  • Overage SKUs ( Can't define commitment for overage SKUs and link them to commitment SKUs)
  • Usage SKUs ( Ideally usage SKUs should have a price on the quote line and no quantity on the quote)
  • Following processes can't be supported without customization:
  • Evergreen contracts ( In this case no renewal quote is needed but contract dates should be pushed by renewal term)
  • Change Orders ( Amendment quoting is not streamlined enough)
  • Cancellations
SteelBrick works well because of following:

  1. Clean and simple product for new users
  2. Few custom components in SFDC
  3. Easy quoting process
It doesn't work in following cases:

  1. Advanced products and pricing requirements
  2. Business Processes for amendment, cancellations, change requests
Read abhijit kumbhar's full review
Michel Hepp profile photo
June 09, 2016

Salesforce CPQ Review: "Rock Solid, Easy to Deploy and Use CPQ at a Great Price Point"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We are using SteelBrick CPQ across the entire global sales organization. It allows us to quickly and easily create quotes, bundle products and present them in the fashion the customer would like.
  • Easy to get up and running - only a few days.
  • Easily bundle products together. Product configuration and solutions are constantly changing and Steelbrick lets us make these changes easily and ourselves.
  • Seamlessly integrated to Salesforce. The sales team does not realize they are using another application for quoting.
  • It would be great if they provided a visual, drag and drop tool to allow us to create more advanced templates. Basic templates are easy but needed our web developer to help with HTML - it was not difficult but would be nice to be able to do it ourselves.
We were very small when we started and have grown considerably with the product. You may want to check if you are 500+ users with an extremely large price book. They have easily accommodated us but not sure of larger requirements.
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Igor Nikishin profile photo
March 19, 2016

Salesforce CPQ Review: "Excellent product, training and support!"

Score 10 out of 10
Vetted Review
Verified User
Review Source
SteelBrick CPQ is being utilized by our sales and marketing departments and addresses our quoting needs for international sales.
  • Ease of quoting process through configuration.
  • Support services provide solutions for issues, configurations, and looks to the user to help decide what is needed in the next update.
  • Training options.
Ease of configuration, use and support. How well the product works within Salesforce and Salesforce1.
Read Igor Nikishin's full review
Joel Naumoff profile photo
February 19, 2016

Salesforce CPQ Review: "Steel Brick CPQ (Quote Quickly) - Great Balance of Functionality and Value"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We've had Quote Quickly for about four years now, and use it for quoting all of our products. It solves, very well, complex quote builds and versioning, and almost all other quote related activities.
  • Customer support - they are one of the best in our vendor portfolio
  • Functionality - right blend of simple and flexible
  • Integration with Salesforce.com - it's native and works extremely well w/the SFDC platform
  • Could improve the User Interface - more simplified would be better
I think it's perfect for software / high tech companies, especially fast growing mid sized ones.
Read Joel Naumoff's full review
Chris Osment profile photo
September 01, 2015

Salesforce CPQ Review: "SteelBrick elevates our sales organization to look and be efficient"

Score 8 out of 10
Vetted Review
Verified User
Review Source
Our Commercial Sales Team is using the solution. Sales associates collect information about a building project, and the information needed to initiate a proposal for HVAC solutions. The solution is a good fit for our needs, which includes: multiple versions of an online price book for different customer segments, the Quote builder and proposal document generator, including multiple versions of a Quote for internal and customer reference, and integration with SalesForce.com workflows for pricing or proposal approval. The application has improved sales productivity, as well as organized data for market and business analytics.
  • The ability to manage multiple Price Books based on a master list of products and price is particularly useful in our busienss. We sell in North America, Carribean, and South America markets. Each region needs to view a unique product list, with centrally managed pricing.
  • Filters to search and select product based on different factors, such as Electric Power, Cooling Capacity, or building profile makes it efficient for sales associates.
  • Integrated Reporting on Quotes by type, status, sales are or sales person with other information in SalesForce is very useful.
  • We look forward to talking with the vendor about bundles in the CPQ. A bundle is several products which are required for a specific product SKU, but are made up of multiple individual products. SteelBrick codes these as "required options" though we would prefer to associate them as bundles with a bundle price and unit prices.
For our business, the functions to allow line item pricing, and line item discount are a must have. This is one of the strengths of SteelBrick CPQ. It is also important to know that if your business has a high number of business rules or exception rules on pricing, it may be necessary for some moderate customization in the product.
Read Chris Osment's full review
Marcus Sandelowsky, CLSSBB profile photo
September 09, 2015

Salesforce CPQ Review: "Great tool that is making everyone's lives a LOT easier!"

Score 9 out of 10
Vetted Review
Verified User
Review Source
Steelbrick is being used directly by our sales team and our finance and executive teams are receiving information out of it. We have a very complicated setup in terms of products and pricing. All of my company's contracts have just slightly different terms (i.e. product 3 is 25% of the sum of products 2 and 3 for client one but 30% for client two but 20% with a $5000 minimum for client 3). With some creative problem solving assistance from our implementation team, we were able to make it so that our Sales team only sees the products associated with each client and gets all of the product calculations to function appropriately. What this means is that we have reduced the opportunity for error to virtually zero while also drastically reducing the amount of time sales has to wait for answers about pricing and the amount of time it takes to actually build/calculation costs.

  • Product bundling and pricing flexibility.
  • End user UI.
  • Document generation.
  • Templates can be difficult to build without HTML knowledge.
  • Some features, like Solution Groups, aren't built out yet or there is confusion about how it should be applied.
  • Multi-dimensional quoting needs to be much more robust.
If you have products where the costs are calculated, be as specific as possible. You may have to build custom fields on the product object to drive those calculations.
Read Marcus Sandelowsky, CLSSBB's full review
Christina Rowell profile photo
September 08, 2015

Salesforce CPQ Review: "Global Quoting with SteelBrick"

Score 9 out of 10
Vetted Review
Verified User
Review Source
We are a global company that was looking for a universal solution for our quoting process. Steelbrick is currently implemented and being used globally in our customer quoting process. The Salesforce quoting application left a lot of gaps in supporting our process, and SteelBrick was able to fill those gaps and give us a more user friendly and intuitive solution.
  • SteelBrick offers additional functionality with a small learning curve due to the applications development within the Salesforce platform
  • The ability to update information and changes back to the local ERP is amazing.
  • Streamlining the configuration process makes changes and updates seemless.
  • My catalog size and manufacturing requirements do not always fit the Steelbrick platform.
Not all quoting habits will fit this system, be sure you fully understand yours and the requirements. The 80/20 rule applies for me in this case. The application covers 80 percent of my needs - still trying to figure out that other 20.
Read Christina Rowell's full review
Rebecca Piatz profile photo
April 22, 2015

Salesforce CPQ Review: "Easy to Pick Up and Implement"

Score 10 out of 10
Vetted Review
Verified User
Review Source
We have been using SteelBrick internally on our sales operations team for a couple of years, but we are about to roll it out to our entire sales team. Because of this, we've completely overhauled the set up we started with. Since we've been able to add things like product rules and approval processes, we can enable our sales reps to quote with very little assistance.
  • I can easily make field and layout changes to our products and quotes. This has allowed me to customize the tool a lot to fit our special pricing structure.
  • Their support team is amazing. Every question I've had has been answered clearly and quickly.
  • Their online support topics could be clearer. I've relied a lot on their support team because the directions online were not easy to understand.
  • We currently don't have a way to show pricing change year over year on a quote. Though, I hear this is coming on a future update.
We have found it to be very helpful for a straightforward quote; no special terms or changes in cost year over year. Our hope is that the sales team will begin to quote in a more standard way, as we've set everything up in Steelbrick CPQ, and less with special terms.
Read Rebecca Piatz's full review
Mark Gremban profile photo
March 27, 2015

Salesforce CPQ Review: "Steelbrick from a beginner's perspective"

Score 8 out of 10
Vetted Review
Verified User
Review Source
Steelbrick CPQ is being used by the sales department as the primary quoting and configuration tool.
  • The administrative tasks are relatively easy compared to previous CPQs I have been the administrator for. When new product rules or configuration changes are made they are reflected in real time as soon as you are done.
  • Steelbrick is user friendly, and reliable to account for our sales quoting needs.
  • I have been using Steelbrick for less than a year, and it is pretty easy to use. It would be great to have a more expansive knowledge base. I use support which has been great, but it would be good to have more documentation and videos or an admin guide.
  • Its configuration is easy, but there is not much complexity offered for the customization of the tool.
I would recommend Steelbrick for people looking for an easy to use CPQ, but for advanced customization I think Steelbrick has a ways to go.
Read Mark Gremban's full review
No photo available
March 27, 2015

Salesforce CPQ Review: "The only quoting tool you'll need..."

Score 9 out of 10
Vetted Review
Verified User
Review Source
SteelBrick (QuoteQuickly) is used by my team to build quotes in SFDC. The native program provided did not have all the tools and functionality we needed to we have to look for an app that supported these specializations. It is used by my entire sales team, as well as some in marketing and accounting.
  • Customer Support
  • Customization
  • Price Rules
  • Variable, Custom Built Quote Templates
  • Ease of setup/admin (for those novice coders...)
SteelBrick has helped my sales team immensely. They are now able to build quotes to their specification without having to go to marketing for help. The support of the SteelBrick team is outstanding and they are always willing to help walk you through the processes or troubleshoot when things break. SFDC is great for lead funnels or basic quotes but if you need a more specialized or comprehensive quoting ability, SteelBrick gives you that option.
Read this authenticated review

Feature Scorecard Summary

Quote sharing/sending (16)
8.7
Product configuration (16)
8.0
Configuration options (14)
8.0
Pricing rules (13)
8.2
Price adjustment (15)
7.8
Purchase history and open contracts (10)
7.4
Guided selling/Sales portal (8)
6.6
CPQ reporting & analytics (9)
6.5
CPQ-CRM integration (13)
8.9
Attachments to quotes (15)
8.6

About Salesforce CPQ

Salesforce CPQ (formerly 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.

Salesforce CPQ Features

Has featurePRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
Has featurePROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
Has featureORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
Has featurePRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
Has featureGUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
Has featureRESELLER CHANNELS: SteelBrick CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.

Salesforce CPQ Screenshots

Salesforce CPQ Integrations

DocuSign, Zuora, Salesforce CRM, EchoSign, Xactly

Salesforce CPQ Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
Basic$30Per User per Month
Professional$50Per User per Month
Enterprise$75Per User per Month

Salesforce CPQ Customer Size Distribution

Consumers
%
Small Businesses (1-50 employees)
20%
Mid-Size Companies (51-500 employees)
50%
Enterprises (> 500 employees)Enterprises (> 500 employees)
30%

Salesforce CPQ Support Options

 Paid Version
Phone
Email
Forum/Community
FAQ/Knowledgebase

Salesforce CPQ Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Other: Salesforce1
Supported Countries:All
Supported Languages: English