Salesforce CPQ

Salesforce CPQ

About TrustRadius Scoring
Score 8.2 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
  • Yes Since it reduces the licensing system and administrative burden.
  • OIt has great operational transparency which is turn become more efficient.
  • The training module & supportive module helps the company save time and money in outsourcing.
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Easy access to reporting on closed-won, closed-lost, and open quotes.
  • Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
  • We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.
March 16, 2018

CPQ

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Positive - can do much more as a sales rep during the day than spend all my time creating quotes.
  • I love CPQ. So much faster than our previous CRM solution.
February 08, 2018

SteelBricks!

Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Processing quotes were more tied to Salesforce than our previous homegrown billing solution, which was very helpful!
  • It's so clunky, slow and messy that it's distracting.
  • SteelBrick took a very long time to set up. Like way too long.
Score 2 out of 10
Vetted Review
Verified User
Review Source
  • Positive impacts include the time it takes to adjust quotes - that is if the sales team is trained to know how to do this. It takes under 5 minutes to edit quotes.
  • Negative impacts include the fact that once a quote is approved in our approval process, edits cannot be made unless certain fields are reversed, which is a huge pain. A lot of the edits that sales requests to make after a quote has been approved can be attributed to the lack of training and support access they have fromCPQ though.