Salesforce CPQ

Salesforce CPQ

About TrustRadius Scoring
Score 8.1 out of 100
Salesforce CPQ (formerly SteelBrick)

Overview

Recent Reviews

All in-one sales tool

9 out of 10
December 29, 2021
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the …
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Great Software!

7 out of 10
January 10, 2020
We can quickly and accurately generate quotes for sale orders. Our sales and billing departments use it to address sending quotes straight …
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Reviewer Sentiment

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Awards

TrustRadius Award Top Rated 2019
TrustRadius Award Top Rated 2018

Popular Features

View all 11 features

Price adjustment (29)

9.3
93%

Quote sharing/sending (29)

9.2
92%

Attachments to quotes (29)

8.7
87%

Product configuration (30)

8.3
83%

Reviewer Pros & Cons

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Video Reviews

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Pricing

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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

Features Scorecard

CPQ

8.8
88%

Product Details

What is 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

  • 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

Configure. Price. Quote. Anytime, anywhere, on any device.

Salesforce CPQ Video

Salesforce CPQ Demo

Salesforce CPQ Integrations

Salesforce CPQ Competitors

Salesforce CPQ Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)30%

Salesforce CPQ Technical Details

Deployment TypesSaaS
Operating SystemsUnspecified
Mobile ApplicationOther: Salesforce1
Supported CountriesAll
Supported LanguagesEnglish

Comparisons

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Frequently Asked Questions

What is 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.

What is Salesforce CPQ's best feature?

Reviewers rate Price adjustment and CPQ-CRM integration highest, with a score of 9.3.

Who uses Salesforce CPQ?

The most common users of Salesforce CPQ are from Mid-sized Companies (51-1,000 employees) and the Computer Software industry.

Reviews

(1-25 of 39)
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Score 7 out of 10
Vetted Review
Verified User
Review Source
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.
Nathaniel Sintros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
CPQ is great if you can devote the time to it to make it perfect for your sales team. It requires a lot of time and energy to build it out and customize, but once that's done it is one of the most powerful tools you will have. Having an expert in CPQ is really helpful as well.
December 29, 2021

All in-one sales tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
With the complex business scenario of working with configuration, this is very helpful and integrates well based on the requirement. I cannot think of a scenario where CPQ is less appropriate, having said that it is easy to use and navigate makes it a better choice.
Pranav Lal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Creating multiple quotes that can be presented to the customer.
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.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.
Score 7 out of 10
Vetted Review
Verified User
Review Source
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!

Score 7 out of 10
Vetted Review
Verified User
Review Source
This is well suited for teams that are using Salesforce already as their main CRM and want to send quotes quickly and accurately to contacts and accounts. If you are using a different CRM I would recommend looking into other options that are better integrated.
November 11, 2019

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Review Source
At TriNet, we utilize Salesforce CPQ for the quoting process of insurance products and Human Resources Outsourcing. The tool enables a sales professional the opportunity to build quotes from scratch. Then, he or she is able to pass the quote on to the next appropriate department for approval, which creates a seamless process.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Great when using AI tool Einstein to get recommendations on best quotes and added products and services to offer. It allows guided selling so new reps don't have to know the whole product catalog and allows easy discounting and approvals. It is tough with custom quote designs but can be solved with a CLM tool like Conga or SpringCM that will also provide other benefits like contract management and storage.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Very well suited if you need to standardize quotes, discounts etc. The level of customization and rules are really robust. The approval process is also very useful and allows for that automation in Salesforce directly as well. It is not as well suited if you need great customization of quote templates. The standardization is its strength if you need that, but if you don't or you need flexibility, CPQ is probably not the right tool.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source
I can understand what idea behind Salesforce CPQ is - to make it easy to quickly generate custom quotes by selecting different products - but unfortunately it just doesn't work the way it should. Creating quotes is an incredibly long arduous process where my SFDC admin usually has to get involved because things aren't working as expected. I'm not sure if this is because our system is not set up properly, it's a buggy system, or more likely a mix of the two. There are a few quirks/bugs you need to be aware of and hoops you need to jump through in order for things to work properly. If you are looking for a quick tool to spin up quotes that's simple and easy to use, this is not the tool for you. If you need to standardize onto a very rigid quoting platform, this certainly works for that.
Score 8 out of 10
Vetted Review
Verified User
Review Source
Suited well for enterprise level companies who are familiar with needed to build multiple quotes and distribute them with confidence. There is a need for the process to be even more streamlined and effective. The quicker I can complete this process, the faster the turnaround for onboarding the client.
Score 10 out of 10
Vetted Review
Verified User
Review Source
Appropriate for creating and managing quotes for your multiple opportunities. Can't really think of a scenario where it wouldn't be well suited. It also ties well into finance, so they can see exactly what needs to be invoiced. It's also a great tool for having multiple hands in the pot - for example a client has to use implementation services, professional services, and technology - it can all be quoted in one place.
Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
If you've got deep roots in SFDC already, I would recommend it. It's a nice application to layer on the existing platform and see further application integration benefits. It is a highly customizable CPQ platform, which can be easily adapted/configured to suit different business use cases.
February 08, 2018

SteelBricks!

Score 7 out of 10
Vetted Review
Verified User
Review Source
If you do a lot of large complex quotes, they can lag during processing/calculation.

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.
Score 2 out of 10
Vetted Review
Verified User
Review Source
Salesforce CPQ is well suited for sales teams with operations sub-teams or with organizations with more than one Salesforce admin that has been trained on properly using CPQ. Without training, time and resources are used in ways that prohibit us from moving quickly through the creation of quotes and gaining the customer. I would highly recommend getting trained, purchasing the support product that Salesforce provides, or using an implementation specialist that Salesforce recommends.