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)6.161%
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
(26-48 of 48)Companies can't remove reviews or game the system. Here's why
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
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 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
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 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.
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.
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.
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
Score 10 out of 10
Vetted Review
Verified User
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 20, 2016
Excellent product, training and support!
Score 10 out of 10
Vetted Review
Verified User
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.
Score 10 out of 10
Vetted Review
Verified User
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 09, 2015
Great tool that is making everyone's lives a LOT easier!
Score 9 out of 10
Vetted Review
Verified User
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.
September 08, 2015
Global Quoting with SteelBrick
Score 9 out of 10
Vetted Review
Verified User
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.
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.
April 22, 2015
Easy to Pick Up and Implement
Score 10 out of 10
Vetted Review
Verified User
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.
March 27, 2015
Steelbrick from a beginner's perspective
Score 8 out of 10
Vetted Review
Verified User
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.
March 27, 2015
The only quoting tool you'll need...
Score 9 out of 10
Vetted Review
Verified User
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...)