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
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
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
Return to navigation
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
Compare with
Reviews and Ratings
(237)Attribute Ratings
Reviews
(1-25 of 35)Companies can't remove reviews or game the system. Here's why
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.
- this allows user to develop app as it stores the metadata.
- It provides powerful API's helps in smooth transfer of data.
- Works as SaaS so we can directly use an app within this tool.
- Well, they can work on the layout and interface just to be make it easier for 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.
- 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.
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.
- 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
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.
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.
- Versatile - lots of things are housed in one area.
- Our Salesforce is very messy, which tells me it's not super easy to clean up.
- I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
- Sometimes when saving it doesn't seem like things actually save.
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
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.
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.
- Quoting
- Pricing
- Payment
- Proposals
- Ease of use.
- Smooth integration with the Salesforce platform.
- Complexity
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.
- 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.
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.
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 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 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.
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.