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)6.262%
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
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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
(237)Attribute Ratings
Reviews
(1-2 of 2)Companies can't remove reviews or game the system. Here's why
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.
- MUCH faster time to build a quote with accurate pricing.
- Approvals are actually able to be sent and are being completed.
- Our Implementation teams know the exact product that was sold and what they are expected to bring up.
- apptus
In comparing the two, Steelbrick seemed more lightweight than Apptus, but more importantly, the Steelbrick team was MUCH nicer, easier to get in touch with and responded in a timely manner.
42
Sales are the primary users, but Finance, Executives, Professional Services and Implementations all receive information out of this product.
2
Salesforce admin, Sales Admin, Process improvement
- Quote generation
- Quote approvals
- Sales to existing clients
- We have been able to limit customer products to just those that they are contracted for or that that are eligible for, making sales a lot easier.
- Customizing templates is remarkable easy.
- We are looking into making it possible for a user to request licenses from our webpage or community and for that to automatically create an opportunity and a quote.
Yes
It replaced user generated quotes done in Word or Excel.
- Product Features
- Product Usability
- Product Reputation
- Vendor Reputation
- Positive Sales Experience with the Vendor
Ease in working with the sales and implementation team played a large part in our adoption
Honestly, I dont think we would.
No
Yes
not resolved yet, but being addressed.
Sent in an issue about the way an object was working and received an answer back basically saying that they were not sure if my problem was an actual issue or if it was working as designed. Instead of defaulting to "not an issue", they told me that they escalated to our CTO to get a definite answer. Love that they went the extra mile.
- Adding products, quantities and discounts is great.
- Generating a document is just a matter of a few clicks.
- Separating products into how they are priced/billed is a little cumbersome, even with some automation. For instance, we have products that are billed during the whole contract term (3 years), during the first year, and during the 2nd and 3rd years of the contract. To make pricing work out, we have had to get creative.
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.
- User adoption in quoting is higher than before.
- Removed several steps in our current quote process which led to more efficent employees.
I do not have a comparison - SteelBrick came highly recommended for my situation. Met with them on several occassions and they fit the need.
No
- The integration and communication between systems
- The user interface is familiar so adoption is higher
- We have unique item lines that we have not been able to put in SteelBrick - Or any other solutions.
Yes, but I don't use it