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.
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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% |
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Reviews and Ratings
(236)Attribute Ratings
Reviews
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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
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.
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 04, 2022
A huge step ahead of Google Sheets!
As I have grown my business and had more clients and more revenue, SalesForce has been a lifesaver. I used to use Google Sheets for this when I was first starting and growing this business... but as I've grown with more contractors, vendors, and clients, that wasn't nearly enough. This has been a great software to alleviate that pressure.
- Customer relationships
- App optimization / ease of use
- Automation of mundane tasks
- Pricing for small businesses
- Use for different/multiple users
- Sometimes slow customer service
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
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.
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)
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
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.
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.
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.