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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.Great tool that is making everyone's lives a LOT easier!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.,9,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,42,2,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.,10,Yes,Product Features Product Usability Product Reputation Vendor Reputation Positive Sales Experience with the Vendor,Honestly, I dont think we would.,No,10,Yes,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.,9
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Salesforce CPQ (formerly SteelBrick)
56 Ratings
Score 7.7 out of 101
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Salesforce CPQ Reviews

Salesforce CPQ
56 Ratings
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Score 7.7 out of 101
TrustRadius Top Rated for 2019
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Feature Scorecard Summary

Quote sharing/sending (18)
8.8
Product configuration (18)
8.3
Configuration options (16)
8.5
Pricing rules (15)
8.5
Price adjustment (17)
7.9
Purchase history and open contracts (12)
8.2
Guided selling/Sales portal (10)
7.7
CPQ reporting & analytics (11)
7.1
CPQ-CRM integration (15)
9.0
Attachments to quotes (17)
8.8
Order capturing (2)
9.5

About 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

Has featurePRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
Has featurePROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
Has featureORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
Has featurePRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
Has featureGUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
Has featureRESELLER 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 Integrations

DocuSign, Zuora, Salesforce CRM, EchoSign, Xactly

Salesforce CPQ Competitors

Pricing

Has featureFree Trial Available?Yes
Does not have featureFree or Freemium Version Available?No
Has featurePremium Consulting/Integration Services Available?Yes
Entry-level set up fee?Optional
EditionPricing DetailsTerms
Basic$30Per User per Month
Professional$50Per User per Month
Enterprise$75Per User per Month

Salesforce CPQ Customer Size Distribution

Consumers
0%
Small Businesses (1-50 employees)
20%
Mid-Size Companies (51-500 employees)
50%
Enterprises (> 500 employees)
30%

Salesforce CPQ Support Options

 Paid Version
Phone
Email
Forum/Community
FAQ/Knowledgebase

Salesforce CPQ Technical Details

Deployment Types:SaaS
Operating Systems: Unspecified
Mobile Application:Other: Salesforce1
Supported Countries:All
Supported Languages: English