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)6.161%
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% |
Comparisons
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Reviews and Ratings
(236)Attribute Ratings
Reviews
(1-4 of 4)Companies can't remove reviews or game the system. Here's why
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.
26%
2.6
- 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.
We are a Salesforce organization and CPQ made the most sense when we first purchased it, not realizing how complex CPQ can be. When you first purchase CPQ, you are required to purchase training for your Salesforce administrator; however, I was a newly appointed admin after our previous admin left, and I was left alone to tackle CPQ. That was the same point in time that I had, by chance, submitted my second support ticket regarding CPQ issues, at which point my support rep at Salesforce CPQ informed me that our CPQ version was outdated. As a result, I'm currently testing the up-to-date version in the sandbox and seeing some improvements, but still a lot of complexities that are unnecessary for my organization's needs.
No
We do not use the premium support because it's too expensive when only one person will use it (me as the Salesforce admin). The pricing model doesn't make sense for our organization at this time.
No
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.
65%
6.5
- The use of Steelbrick has cut us back from 5 inside sales people regularly creating quotes to only having 2.5 people create quotes. it has significantly freed up our team to do other things, like actively selling and talking to customers.
- The output document is less rich, from a content and visual appeal standpoint, compared to what we offered previously.
We selected SteelBrick over Apttus mainly because it is a Salesforce product and we felt that long term it would be better integrated to Sales Cloud, which is important to us because we are a longtime Salesforce user.
No
- Product Features
- Vendor Reputation
- Existing Relationship with the Vendor
- Positive Sales Experience with the Vendor
Being a Salesforce product was the primary factor in selecting SteelBrick over the other options.
If we did it again, we would have gone the same route and selected SteelBrick.
No
No
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.
- By configuring products, we can provide our customers with accurate quotes and consistent packages. This allows for fewer errors.
8
Sales Admins
No
Current support model is able to more than satisfy our requirements.
No
On several occasions, they took the time to walk me through multiple steps to get the desired results.
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.