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.
Why to force when you have Salesforce.
Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.
Incredibly powerful tool if you can devote the time to it.
Salesforce CPQ
Creates the perfect solution for relevant-lead to revenue structure
Salesforce as THE tool of every sales organization
A huge step ahead of Google Sheets!
Central source of truth is key!
Salesforce: A Force in the Relationship and Project Management Space.
Useful, but also could use some improvements...
All in-one sales tool
Salesforce CPQ gives us the right amount of flexibility and detailed reporting
Salesforce CPQ - Streamlining Sales Process
Salesforce CPQ was essential to our digital transformation
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
- 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
Professional
$50
Enterprise
$75
Entry-level set up fee?
- Setup fee optional
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
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
Features
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
- 7.3Quote 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.
- 6.2Product configuration(32) Ratings
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
- 6.2Configuration 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.
- 7.8Pricing rules(29) Ratings
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
- 8.2Price adjustment(31) Ratings
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
- 8.5Purchase 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.
- 6.6Guided 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.
- 8.3CPQ reporting & analytics(24) Ratings
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
- 9.2CPQ-CRM integration(29) Ratings
Integrates to the company’s CRM to update the customer record.
- 8.5Attachments to quotes(31) Ratings
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
- 8.1Order 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.
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
Salesforce CPQ Video
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 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
Compare with
Reviews and Ratings
(237)Attribute Ratings
Reviews
(1-25 of 34)Great tool for marketing automation and leads nurturing
- 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
- Pricing calculation.
- Data hygiene.
- Opportunity and pricing approval.
- Lots of customization needed.
- Heavy on the admin side.
- Difficult to follow/customize at times.
Salesforce CPQ
- Easy proposals.
- Easy contracts.
- Tracking internal approvals.
- The UI is clunky.
Creates the perfect solution for relevant-lead to revenue structure
- It pushes forward all processes of collecting cash.
- It assists in creating unique product catalogs and compatible strategies.
- It helps identify marketing rules on various channels.
- Unable to migrate from certain legacy systems
- Smoother transition process
Salesforce as THE tool of every sales organization
- 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
The worst scenario that I can present is that sometimes it is very hard to progress on the deal when you have a lot of things to fill before a deal is done.
Central source of truth is key!
- Centralized data.
- Standardized process.
- Intuitive interface.
- I don't have any direct recommendations for improvement.
All in-one sales tool
- Configuration
- User-friendly and user experience
- Integration with SAP
- When integrated, sometimes some of the functionality is missing
- Amend contracts
- Track cross-sell, expansion, and product churn
- Implementation can be cumbersome as it requires clearly defining your own processes
- Licenses are expensive
Salesforce CPQ - Streamlining Sales Process
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.
- Generating proposals
- Creating multiple quotes
- Multiple Templates
- Approvals
- Some time Primary Quote Details dont move over to Opportunity
- The managed package code can be slow sometimes
Populates key metrics on the opportunity.
Gives a lot of structure and process to the selling process.
Parallel Approval Process
Sending out documents for signing is very easy by using the DocuSign connector.
Salesforce CPQ was essential to our digital transformation
- Approval process is robust and smooth.
- Quoting across various business types works very well.
Salesforce CPQ Review
- Quoting
- Pricing
- Payment
- Proposals
- Ease of use.
- Smooth integration with the Salesforce platform.
- Complexity
CPQ is a great product but still needs some work
- Customer Target Amount setting - Splits out discounts evenly across products within given discounting rules.
- Calculate button takes the math out of the sales reps' hands, which is a must!
- Allows for the hiding/displaying of products and tethering of products to prevent reps from selling in-compatible products or from missing required products.
- Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
- It should be easier to manipulate quotes on the QLE.
- 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)
Create order in your quoting process with CPQ....
- 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.
Use if you like headaches and yelling at your computer
- 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 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.
Salesforce CPQ Review
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
- 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
Love CPQ - way better than old solutions
- 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.
Powerful SFDC Quoting Tool
- 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
- 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.
Quick and easy quote generation tool
- Quick and easy quote creation.
- Quick easy contract generation.
- Minor glitches here and there .
SteelBricks!
- 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.
This is not well suited for those who need a billing/quote system right out of the box. A lot of it feels over-complex and lacks structure.
Their support articles and resources are very limited and more often than not, outdated. The only real place to get help is in their forum where you would need to be a developer to understand and use.
Complicated with little support.
- 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.
This missing cog in the Salesforce sales pipeline.
- 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.
It is best implemented to its out of the box capabilities and doesn't really like being wrangled to suit situations where Salesforce has been modified away from its natural state.