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
With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's an in-depth Salesforce internal resources and support system for our business needs. Salesforce CPQ automates quoting, contracting, and ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce.
Nathaniel Sintros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.
December 29, 2021

All in-one sales tool

Score 9 out of 10
Vetted Review
Verified User
Review Source
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ERP solution makes it really easy for an end-to-end process. It is also used to support end-user and quickly trace the logs on what the users are doing for easy resolution. Salesforce CPQ is easy to navigate and use. Being user-friendly, it is easy to learn how to use it and work with it and provides a smooth user experience.
Score 10 out of 10
Vetted Review
Verified User
Review Source
[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have different pricing variations as needed (block, slab, etc.).
Pranav Lal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some certain cases the SDR team.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
It is being used in order to improve the productivity of the entire organization and also helps in maintaining the leads database accurately, it has the linking of all sales aspects whether it is the lead management, or quote management even discounts or editing the terms and conditions of a quote or other things, this also provides a linking of lead to cash conversion.
Score 7 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ across our sales team (Account Executives and CSM's, our version of account managers), to make quotes/proposals for our customers. It provides a means for us to more easily put together quotes based on the line items in our price books. We have changed our pricing a few times over the years, and have many different line items, so it allows us to quickly select the items needed to provide quotes for each account and the specific products that they need.
Score 10 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ for guided selling, bundled service offerings, discounting and approvals. We are also using Salesforce AI tool Einstein to get recommendations of the best quotes that have resulted in closed won deals. The automations and integrations into Conga make it a tool that we could not live without! I highly recommend it to anyone with a complex offering or complex discounting or that constantly is onboarding new reps.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CPQ has allowed us to automate our sales process in a much more robust manner. We are using it for the sales team to manage and create all quotes, orders and contracts. It has allowed us to control discounting and really customize the sales process. It has also allowed the whole quote process to live directly in Salesforce for complete transparency and has eliminated many manual processes that were error-prone.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ to manage the quote/ contract creation process for both new business and renewal. It is used across the entire sales organization. The "idea" behind implementing it was to help standardize our contracts, but also to provide flexibility in creating quotes.
Score 9 out of 10
Vetted Review
Verified User
Review Source
Salesforce CPQ is currently used @ Xactly Corporation to provide easy access to build quotes directly from within the opportunity object in SFDC. Sales, Sales Operations, and Customer Success are the departments utilizing the tool primarily. We use this tool to avoid manual order form creation processes in Excel.
Graham Power | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
The use case for CPQ was across a 250+ employee salesforce. CPQ was implemented because my company had gotten to a stage where product and selling configurations had become complex. This became a huge priority in the fall of 2017 to implement. It was, without doubt, the biggest change in our sales process (especially within Salesforce) to date. CPQ was implemented to solve for complex pricing configurations, to increase speed and accuracy, and create workflows to maintain pricing integrity.
Score 10 out of 10
Vetted Review
Verified User
Review Source
CPQ is being used across our sales, finance, and professional services departments. It solves the issue of having multiple sources of quoting from different departments. It allows for all SOW's and Service Orders to be put onto one document for our customer, rather than having to electronically send some docs, email PDF's of other docs, etc. It also allows for us to quote everything in one place - not just the technology, but also the implementation and any other services involved, without having to reach out to those individual teams.
Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
I was spending way too much time creating quotes for clients using our previous quoting tool. Salesforce CPQ has reduced that time considerably. My productivity has increased and the accuracy of the quotes and contracts generated are consistent and branded properly. Selling bundled products and renewals are now so much easier. The integration with other systems has been smooth as well.
Will Sharry | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Review Source
We use Salesforce CPQ to enter quotes in Salesforce for new business and upset opportunities. We have an array of products we can select from to price out and we have the ability to edit contract terms, discounts, etc. We quickly and easily generate contracts with Salesforce CPQ. It helps us have consistency amongst the team with our quotes and lends us insight into our pipeline.
February 08, 2018

SteelBricks!

Score 7 out of 10
Vetted Review
Verified User
Review Source
We were using SteelBrick as our sales and upsells quote creator and processor. This was supposed be robust enough to handle our pricing options for [our] product and in the end, we decided on another solution. SteelBrick just didn't cut it for our needs at the time. I know others have had great experiences with it, but we didn't see the same results.
Score 2 out of 10
Vetted Review
Verified User
Review Source
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.