Salesforce CPQ Reliability & Availability 2024

Name: Salesforce CPQ (Configure Price Quote) Demo
Uploaded: 2018-11-30T22:37:35.000Z
Duration: 1 min 33 s
Description: Salesforce CPQ Demo

Starting at $30 Per User per Month

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Overview

What is Salesforce CPQ?

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.

Recent Reviews

Great tool for marketing automation and leads nurturing

8 out of 10

October 09, 2023

Incentivized

As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for …

Why to force when you have Salesforce.

8 out of 10

December 06, 2022

It is a very good app for storing customer data; we use it to store information within our company and with clients too. We are also …

Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.

7 out of 10

April 30, 2022

With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's …

Incredibly powerful tool if you can devote the time to it.

10 out of 10

April 27, 2022

Incentivized

CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the …

Salesforce CPQ

1 out of 10

February 10, 2022

I've used Salesforce Revenue Cloud for the past 4 years and had a good experience with it. It is relativity easy to learn and makes …

Creates the perfect solution for relevant-lead to revenue structure

7 out of 10

February 04, 2022

Incentivized

We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. …

Salesforce as THE tool of every sales organization

10 out of 10

February 04, 2022

Incentivized

Salesforce Revenue Cloud is the essential tool for us as a sales person because we manage all the stages of our deals in the platform. It …

A huge step ahead of Google Sheets!

8 out of 10

February 04, 2022

Incentivized

As I have grown my business and had more clients and more revenue, SalesForce has been a lifesaver. I used to use Google Sheets for this …

Central source of truth is key!

10 out of 10

February 03, 2022

Incentivized

Having all the data and the ability to manipulate it in one robust platform like salesforce makes the whole process a breeze. We all know …

Salesforce: A Force in the Relationship and Project Management Space.

10 out of 10

February 03, 2022

Incentivized

Salesforce is the integral way we input, track and analyze data within our organization. Many different departments utilize the program in …

Useful, but also could use some improvements...

5 out of 10

February 03, 2022

Incentivized

We use Salesforce as our CRM. It stores information for accounts, contacts associated with accounts, accounts within organization …

All in-one sales tool

9 out of 10

December 29, 2021

Incentivized

This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the …

Salesforce CPQ gives us the right amount of flexibility and detailed reporting

10 out of 10

November 27, 2021

Incentivized

[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing …

Salesforce CPQ - Streamlining Sales Process

9 out of 10

July 05, 2021

Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some …

Salesforce CPQ was essential to our digital transformation

10 out of 10

January 28, 2020

Incentivized

We use Salesforce CPQ to quote and contract all sales throughout the organization. It unifies all quoting, discounting and approvals.

Read all reviews

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features

Attachments to quotes (31)
8.5
85%
Price adjustment (31)
8.2
82%
Quote sharing/sending (31)
7.3
73%
Product configuration (32)
6.2
62%

Reviewer Pros & Cons

View all pros & cons

Reporting with audience segmentation is amazing
Implementation is a bit complex

Neha Pant

Account Manager- Existing Business

Wingify (Computer Software, 51-200 employees)

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Pricing

View all pricing

Basic

$30

Cloud

Per User per Month

Professional

$50

Cloud

Per User per Month

Enterprise

$75

Cloud

Per User per Month

Entry-level set up fee?

Setup fee optional

For the latest information on pricing, visithttp://www.steelbrick.com/pricing

Offerings

Free Trial
Free/Freemium Version
Premium Consulting/Integration Services

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Product Demos

How to Set Up Contracted Pricing with Salesforce CPQ

YouTube

Improve Up- & Cross-Selling Salesforce CPQ Bundled Quotes

YouTube

Multi-Dimensional Quoting (MDQ) with Salesforce CPQ

YouTube

Salesforce Billing Demo

YouTube

Guided Selling with Salesforce CPQ

YouTube

How to Use Product Rules with Salesforce CPQ

YouTube

View more demos

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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.7

Avg 8.6

7.3
Quote sharing/sending
(31) Ratings
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
6.2
Product configuration
(32) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
6.2
Configuration options
(30) Ratings
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
7.8
Pricing rules
(29) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
8.2
Price adjustment
(31) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
8.5
Purchase history and open contracts
(24) Ratings
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
6.6
Guided selling/Sales portal
(20) Ratings
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
8.3
CPQ reporting & analytics
(24) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
9.2
CPQ-CRM integration
(29) Ratings
Integrates to the company’s CRM to update the customer record.
8.5
Attachments to quotes
(31) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
8.1
Order capturing
(14) Ratings
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.

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Product Details

About
Integrations
Competitors
Tech Details
FAQs

What is Salesforce CPQ?

Salesforce CPQ Features

Supported: PRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
Supported: PROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
Supported: ORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
Supported: PRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
Supported: GUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
Supported: RESELLER 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

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.

Salesforce CPQ Video

Salesforce CPQ Demo

Salesforce CPQ Integrations

DocuSign
Zuora
Salesforce CRM
EchoSign
Xactly

Salesforce CPQ Competitors

Salesforce CPQ Technical Details

Deployment Types	Software as a Service (SaaS), Cloud, or Web-Based
Operating Systems	Unspecified
Mobile Application	Other: Salesforce1
Supported Countries	All
Supported Languages	English

Frequently Asked Questions

Conga CPQ, Oracle CPQ, and SAP CPQ are common alternatives for Salesforce CPQ.

Reviewers rate CPQ-CRM integration highest, with a score of 9.2.

The most common users of Salesforce CPQ are from Mid-sized Companies (51-1,000 employees).

Salesforce CPQ Customer Size Distribution

Consumers	0%
Small Businesses (1-50 employees)	20%
Mid-Size Companies (51-500 employees)	50%
Enterprises (more than 500 employees)	30%

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Comparisons

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Reviews and Ratings

(237)

Attribute Ratings

Reviews

(1-1 of 1)

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Companies can't remove reviews or game the system. Here's why

March 20, 2016

Excellent product, training and support!

Igor Nikishin

Manager Systems Administration

Chick Master Incubator (Machinery, 51-200 employees)

Score 10 out of 10

Vetted Review

Verified User

Use Cases and Deployment Scope

SteelBrick CPQ is being utilized by our sales and marketing departments and addresses our quoting needs for international sales.

Pros

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.

Likelihood to Recommend

Ease of configuration, use and support. How well the product works within Salesforce and Salesforce1.

Return on Investment

By configuring products, we can provide our customers with accurate quotes and consistent packages. This allows for fewer errors.

Basic

$30

Professional

$50

Enterprise

$75

How to Set Up Contracted Pricing with Salesforce CPQ

Improve Up- & Cross-Selling Salesforce CPQ Bundled Quotes

Multi-Dimensional Quoting (MDQ) with Salesforce CPQ

Salesforce Billing Demo

Guided Selling with Salesforce CPQ

How to Use Product Rules with Salesforce CPQ

Conga CPQ

Zuora

Oracle CPQ

Salesforce Commerce Cloud

Icertis

DealHub.io

Salesforce Marketing Cloud

ConnectWise CPQ

QuoteWerks

Experlogix CPQ

IBM Sterling Configure, Price, Quote

SAP CPQ

Vendavo