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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.Steelbrick from a beginner's perspectiveSteelbrick 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.,8,Increased sales productivity, more accurate forecasting, time back to our field to sell.,ApttusThe only quoting tool you'll need...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...),9,We couldn't create quotes without SteelBrick! My sales team is more independent with the ease of use/integration of this app.
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Salesforce CPQ (formerly SteelBrick)
56 Ratings
Score 7.7 out of 101
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Salesforce CPQ Reviews

Salesforce CPQ
56 Ratings
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Score 7.7 out of 101
TrustRadius Top Rated for 2019
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Reviews (26-27 of 27)

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Mark Gremban profile photo
March 27, 2015

Salesforce CPQ Review: "Steelbrick from a beginner's perspective"

Score 8 out of 10
Vetted Review
Verified User
Review Source
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.
I would recommend Steelbrick for people looking for an easy to use CPQ, but for advanced customization I think Steelbrick has a ways to go.
Read Mark Gremban's full review
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March 27, 2015

Salesforce CPQ Review: "The only quoting tool you'll need..."

Score 9 out of 10
Vetted Review
Verified User
Review Source
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...)
SteelBrick has helped my sales team immensely. They are now able to build quotes to their specification without having to go to marketing for help. The support of the SteelBrick team is outstanding and they are always willing to help walk you through the processes or troubleshoot when things break. SFDC is great for lead funnels or basic quotes but if you need a more specialized or comprehensive quoting ability, SteelBrick gives you that option.
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Feature Scorecard Summary

Quote sharing/sending (18)
8.8
Product configuration (18)
8.3
Configuration options (16)
8.5
Pricing rules (15)
8.5
Price adjustment (17)
7.9
Purchase history and open contracts (12)
8.2
Guided selling/Sales portal (10)
7.7
CPQ reporting & analytics (11)
7.1
CPQ-CRM integration (15)
9.0
Attachments to quotes (17)
8.8
Order capturing (2)
9.5

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 Features

Has featurePRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
Has featurePROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
Has featureORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
Has featurePRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
Has featureGUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
Has featureRESELLER 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 Integrations

DocuSign, Zuora, Salesforce CRM, EchoSign, Xactly

Salesforce CPQ Competitors

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
EditionPricing DetailsTerms
Basic$30Per User per Month
Professional$50Per User per Month
Enterprise$75Per 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
Email
Forum/Community
FAQ/Knowledgebase

Salesforce CPQ Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Other: Salesforce1
Supported Countries:All
Supported Languages: English