Great tool for marketing automation and leads nurturing
As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for …
Starting at $30 Per User per Month
View PricingOverview
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
Awards
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Popular Features
- Attachments to quotes (31)8.585%
- Price adjustment (31)8.282%
- Quote sharing/sending (31)7.373%
- Product configuration (32)6.262%
Reviewer Pros & Cons
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
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
Features
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Product Details
- About
- Integrations
- Competitors
- Tech Details
- FAQs
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.
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
Salesforce CPQ Video
Salesforce CPQ Demo
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
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.
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% |
Comparisons
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Reviews and Ratings
(237)Attribute Ratings
Reviews
(1-25 of 48)Companies can't remove reviews or game the system. Here's why
October 09, 2023
Great tool for marketing automation and leads nurturing
As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via email when a new lead is generated and also when it passes through the different stages of a sales life-cycle. You easily can get a small snapshot of the customer's requirements in the notification you receive and can follow-up accordingly. We have an internal mechanism where we need to make sure we approve only the opportunities we deem fit either through CSMs or the SDRs and the process is smooth and seamless. It also helps you keep up to date with the accounts by giving you notifications of the user/contact that is just added to Salesforce CPQ to ensure they have a smooth onboarding process. It also helps us run some great marketing campaigns and pulling out reports is also intuitive.
December 06, 2022
Why to force when you have Salesforce.
Score 8 out of 10
Vetted Review
Verified User
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 working on different modules of this app to be used in our organization. It helps us to ease out our work. We would like to recommend this software to everyone.
Score 7 out of 10
Vetted Review
Verified User
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 an in-depth Salesforce internal resources and support system for our business needs. Salesforce CPQ automates quoting, contracting, and ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce.
CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.
February 10, 2022
Salesforce CPQ
Score 1 out of 10
Vetted Review
Verified User
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 sending out contracts and creating proposals much easier than having to do it manually.
February 04, 2022
Creates the perfect solution for relevant-lead to revenue structure
We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. With the help of Salesforce Revenue Cloud, consumers will complete their shopping basket with a specific product or services configuration and approach the sales and customer service to ask a question or ask for a discount.
February 04, 2022
Salesforce as THE tool of every sales organization
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 helps you track every deal and how it is progressing. Since we deal with a lot of clients, sometimes it is difficult to keep track on every case but thanks to salesforce, you can understand how the deal is progressing
February 04, 2022
A huge step ahead of Google Sheets!
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 when I was first starting and growing this business... but as I've grown with more contractors, vendors, and clients, that wasn't nearly enough. This has been a great software to alleviate that pressure.
February 03, 2022
Central source of truth is key!
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 how frustrating it is to bounce around different - sometimes isolated tools. Salesforce Revenue Cloud couldn't make it easier. I know the whole team is very pleased with it.
Salesforce is the integral way we input, track and analyze data within our organization. Many different departments utilize the program in conjunction with other programs that feed directly into and out of Salesforce pertaining to their respective areas. This allows management to run reporting and have access to live, accurate data at any given time.
February 03, 2022
Useful, but also could use some improvements...
We use Salesforce as our CRM. It stores information for accounts, contacts associated with accounts, accounts within organization hierarchies, etc... We use Salesforce to log activities/account notes, track business review meetings, and Salesforce also houses all the important links associated with accounts. When reviewing an account I always start in Salesforce and go from there to access links, contact information, support cases, and more.
December 29, 2021
All in-one sales tool
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ERP solution makes it really easy for an end-to-end process. It is also used to support end-user and quickly trace the logs on what the users are doing for easy resolution. Salesforce CPQ is easy to navigate and use. Being user-friendly, it is easy to learn how to use it and work with it and provides a smooth user experience.
[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have different pricing variations as needed (block, slab, etc.).
July 05, 2021
Salesforce CPQ - Streamlining Sales Process
Score 9 out of 10
Vetted Review
Verified User
Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some certain cases the SDR team.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
January 28, 2020
Salesforce CPQ was essential to our digital transformation
We use Salesforce CPQ to quote and contract all sales throughout the organization. It unifies all quoting, discounting and approvals.
January 23, 2020
Salesforce CPQ a very user friendly tool
Salesforce CPQ (formerly SteelBrick) is being used primarily by the sales and marketing departments, it allows us to create quotes for our prospects instantly, and it helps us sign contracts quickly.
It is being used in order to improve the productivity of the entire organization and also helps in maintaining the leads database accurately, it has the linking of all sales aspects whether it is the lead management, or quote management even discounts or editing the terms and conditions of a quote or other things, this also provides a linking of lead to cash conversion.
January 15, 2020
Salesforce CPQ Review by Account Manager
We use Salesforce CPQ across our sales team (Account Executives and CSM's, our version of account managers), to make quotes/proposals for our customers. It provides a means for us to more easily put together quotes based on the line items in our price books. We have changed our pricing a few times over the years, and have many different line items, so it allows us to quickly select the items needed to provide quotes for each account and the specific products that they need.
January 10, 2020
Great Software!
We can quickly and accurately generate quotes for sale orders. Our sales and billing departments use it to address sending quotes straight from Salesforce to a contact or account records.
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.
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.
Score 10 out of 10
Vetted Review
Verified User
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.
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.
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.
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.