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Filter 67 vetted Salesforce CPQ reviews and ratings
Reviews (1-25 of 29)
November 11, 2019
Salesforce CPQ Review
SCPQ helps us to configure products, price orders, and generate quotes at TriNet. This software solution has helped us to streamline our processes from the quote process to payment from the customer. It has been our all-in-one CRM Platform.
- Quoting
- Pricing
- Payment
- Proposals
- Ease of use.
- Smooth integration with the Salesforce platform.
- Complexity
November 07, 2019
CPQ is a great product but still needs some work
We use Salesforce CPQ for almost all sales quotes. Our goal is to have all of sales on CPQ in 2020 as its capabilities far surpass our internal product.
- Customer Target Amount setting - Splits out discounts evenly across products within given discounting rules.
- Calculate button takes the math out of the sales reps' hands, which is a must!
- Allows for the hiding/displaying of products and tethering of products to prevent reps from selling in-compatible products or from missing required products.
- Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
- It should be easier to manipulate quotes on the QLE.
December 20, 2018
Create order in your quoting process with CPQ....
Salesforce CPQ has allowed us to automate our sales process in a much more robust manner. We are using it for the sales team to manage and create all quotes, orders and contracts. It has allowed us to control discounting and really customize the sales process. It has also allowed the whole quote process to live directly in Salesforce for complete transparency and has eliminated many manual processes that were error-prone.
- Discounting Rules are very flexible and robust.
- Guided Selling configurations are very strong.
- Integration with Docusign really speeds up the sales process.
- The quote templates could allow for a little more customization.
- Would like to see advanced approvals included as part of the package without an extra cost.
We use Salesforce CPQ for guided selling, bundled service offerings, discounting and approvals. We are also using Salesforce AI tool Einstein to get recommendations of the best quotes that have resulted in closed won deals. The automations and integrations into Conga make it a tool that we could not live without! I highly recommend it to anyone with a complex offering or complex discounting or that constantly is onboarding new reps.
- Guided selling for easily on-boarding new reps
- Bundles that make up-selling and cross-selling a breeze
- Discounting and approvals that make for easily automated processes
- AI tool Einstein to get recommendations of the best performing wording and orders
- Speed is sometimes slow
- Standard templates for orders are lacking but can be solved with a CLM tool like Conga
- Complex implementation that requires a partner that knows what they are doing around CPQ and billing (but it's the same for all CPQ tools that we have seen)
October 25, 2018
Use if you like headaches and yelling at your computer
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
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.
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
June 13, 2018
Salesforce CPQ Review
Whole organization currently.
Allows our sales group to track account interactions, and links with our internal system to bill and monitor usage
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
June 08, 2018
Love CPQ - way better than old solutions
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.
April 20, 2018
Powerful SFDC Quoting Tool
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
December 12, 2017
This missing cog in the Salesforce sales pipeline.
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.
December 06, 2017
SteelBrick for Manufacturing
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.
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
March 07, 2018
Quick and easy quote generation tool
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 .
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.
February 08, 2018
SteelBricks!
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.
December 13, 2017
Complicated with little support.
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.
December 05, 2017
Salesforce CPQ Review
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.
March 16, 2018
CPQ
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.
August 05, 2016
Clean, easy product for simple business processes
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
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.
March 19, 2016
Excellent product, training and support!
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.
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
September 01, 2015
SteelBrick elevates our sales organization to look and be efficient
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.
September 09, 2015
Great tool that is making everyone's lives a LOT easier!
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.
Salesforce CPQ Scorecard Summary
Feature Scorecard Summary
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 Screenshots
Salesforce CPQ Integrations
Salesforce CPQ Competitors
Apttus Configure Price Quote, Oracle CPQ Cloud (BigMachines), CallidusCloud CPQ, PROS Smart CPQ, Cincom CPQ, IBM CPQ, Sofon Sales Configurator, Callidus, Oracle BigMachines
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
| Edition | Pricing Details | Terms |
|---|---|---|
| Basic | $30 | Per User per Month |
| Professional | $50 | Per User per Month |
| Enterprise | $75 | Per User per Month |
Salesforce CPQ Customer Size Distribution
| Consumers | 0% | |
| Small Businesses (1-50 employees) | 20% | |
| Mid-Size Companies (51-500 employees) | 50% | |
| Enterprises (> 500 employees) | 30% |
Salesforce CPQ Support Options
| Paid Version | |
|---|---|
| Phone | |
| Forum/Community | |
| FAQ/Knowledgebase |
Salesforce CPQ Technical Details
| Deployment Types: | SaaS |
|---|---|
| Operating Systems: | Unspecified |
| Mobile Application: | Other: Salesforce1 |
| Supported Countries: | All |
| Supported Languages: | English |