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
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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.
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Popular Features
- Attachments to quotes (31)8.686%
- Price adjustment (31)8.282%
- Quote sharing/sending (31)7.474%
- Product configuration (32)6.161%
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
(236)Attribute Ratings
Reviews
(1-25 of 33)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.
- Great for running marketing campaigns
- Automation is fairly easy
- Helps in nurturing of the leads
- Reporting with audience segmentation is amazing
- Implementation is a bit complex
- A bit expensive
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.
- Better control over discounting by sales people.
- Easy-to-use, next-generation app that is part of the Sales Cloud solution.
- Salesforce CPQ delivers next-generation service which is easy to implement than other CPQ applications.
- It's built using the standard objects in Salesforce like quotes and products.
- Desktop Experience is not supported for mobile browsers.
- While selecting Primary Contact on the Quote does not auto-populate the phone and email fields for the contact.
- Product Option Drawer Attributes are not supported in the Salesforce mobile app.
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.
- Pricing calculation.
- Data hygiene.
- Opportunity and pricing approval.
- Lots of customization needed.
- Heavy on the admin side.
- Difficult to follow/customize at times.
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.
- Easy proposals.
- Easy contracts.
- Tracking internal approvals.
- The UI is clunky.
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
- Financial approvals
- Tracking opportunities
- Creating leads
- A lot of information
- Sometimes you get lost
- Ability to delete some things that had been there for a long time
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.
- Centralized data.
- Standardized process.
- Intuitive interface.
- I don't have any direct recommendations for improvement.
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.
- User Friendly.
- Data Management.
- Contact Management.
- Tracking of contracts/commercial real estate leases.
- Building contracts in the program.
- Troubleshooting technical errors.
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.
- Configuration
- User-friendly and user experience
- Integration with SAP
- When integrated, sometimes some of the functionality is missing
[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.).
- Amend contracts
- Track cross-sell, expansion, and product churn
- Implementation can be cumbersome as it requires clearly defining your own processes
- Licenses are expensive
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.
- Easily create quote and send to my customers
- Very flexible tool and user friendly
- Lack of support to solve issues.
- Supports are very slow to give the right information in the right moment.
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.
- Lead management.
- Leads to financial conversion that is we can directly see the conversion of leads in to cash flows.
- Integration with software from other brands should be made easier.
- Data migration from other CRM is really hectic and can be time consuming or glitchy.
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.
- It organizes line items so you can select exactly what you need for each account.
- It provides a "target amount" field so you can enter the total cost that the items in the quote need to amount to.
- It's difficult to move line items around and organize them.
- I wish there was a "target customer amount" button for individual groups and that you could edit the individual line items to be a certain amount. In general, and to add up to the "target customer amount."
SFDC CPQ is good for creating and generating quotes when you have a set, organized price-book and line items. If you have a lot of different price books or pricing that has changed over time, and different terms/amounts that need to be grouped together, it can be difficult to use, since you can't customize the prices, and it can be a bit clunky to arrange when you have a variety of products in a single quote.
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.
- Quick quotes.
- Send orders easily.
- Accurate.
- Hard to implement and set up.
- More personalization of quotes.
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.
- 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)
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.
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.
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 .
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 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.
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.
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