Salesforce CPQ

Salesforce CPQ
Formerly SteelBrick

About TrustRadius Scoring
Score 8.3 out of 100
Salesforce CPQ

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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Awards

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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)

8.4
84%

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 CPQ-CRM integration highest, with a score of 9.4.

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
  • Better control over discounting by sales people.
  • Easy-to-use, next-generation app that is part of the Sales Cloud solution.
  • Salesforce CPQ delivers next-generation service which is easy to implement than other CPQ applications.
  • It's built using the standard objects in Salesforce like quotes and products.
  • Desktop Experience is not supported for mobile browsers.
  • While selecting Primary Contact on the Quote does not auto-populate the phone and email fields for the contact.
  • Product Option Drawer Attributes are not supported in the Salesforce mobile app.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Lead management.
  • Leads to financial conversion that is we can directly see the conversion of leads in to cash flows.
  • Integration with software from other brands should be made easier.
  • Data migration from other CRM is really hectic and can be time consuming or glitchy.
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • It organizes line items so you can select exactly what you need for each account.
  • It provides a "target amount" field so you can enter the total cost that the items in the quote need to amount to.
  • It's difficult to move line items around and organize them.
  • I wish there was a "target customer amount" button for individual groups and that you could edit the individual line items to be a certain amount. In general, and to add up to the "target customer amount."
Jared Wacht | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Customer Target Amount setting - Splits out discounts evenly across products within given discounting rules.
  • Calculate button takes the math out of the sales reps' hands, which is a must!
  • Allows for the hiding/displaying of products and tethering of products to prevent reps from selling in-compatible products or from missing required products.
  • Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
  • It should be easier to manipulate quotes on the QLE.
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Guided selling for easily on-boarding new reps
  • Bundles that make up-selling and cross-selling a breeze
  • Discounting and approvals that make for easily automated processes
  • AI tool Einstein to get recommendations of the best performing wording and orders
  • Speed is sometimes slow
  • Standard templates for orders are lacking but can be solved with a CLM tool like Conga
  • Complex implementation that requires a partner that knows what they are doing around CPQ and billing (but it's the same for all CPQ tools that we have seen)
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Discounting Rules are very flexible and robust.
  • Guided Selling configurations are very strong.
  • Integration with Docusign really speeds up the sales process.
  • The quote templates could allow for a little more customization.
  • Would like to see advanced approvals included as part of the package without an extra cost.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Review Source
  • You can list out all of your products
  • You can allow your sales team to modify prices of products
  • You can create multiple quotes at a time
  • The system is very slow to load between each page
  • The system is very rigid - you aren't able to easily modify descriptions
  • There are tons of hoops you have to jump through in order get things to work properly
  • It is not intuitive in the slightest - very difficult to use
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Salesforce CPQ easily maps to standard and custom fields within the opportunity in SFDC, allowing you to avoid time spent duplicating effort or copying and pasting deal criteria.
  • Salesforce CPQ connects directly to pre-determined price book, making it very easy to provide a proposal based on standard cost and/or add discounts to standard cost and reflect those reductions on the order form as appropriate.
  • Salesforce CPQ provides the ability for administrators to configure workflows for approval based on certain discount %'s on the standard cost, offering a quick and easy way to route automatically through the organization for approval.
  • Calc and process time are slow, as is the case with many Salesforce native applications. If there are too many line items, you may see APEX errors.
  • The order form process can get very lengthy if you have several line items or need to account for year over year increases in per subscriber cost with separate line items for each year in a multi-year agreement.
  • If there are not multiple people eligible to approve a quote at a certain stage in the approval process, it can take a significant amount of time if that individual is away from their computer / mobile device.
Score 8 out of 10
Vetted Review
Verified User
Review Source
  • The ability to process a quote quickly and efficiently helps my daily task proficiency increase
  • Straight forward to use, and intuitive.
  • Has reduced the number of steps needed when building and finalizing a quote
  • Could be reduced to less steps than it already is
  • Some steps need additional workflow than desirable
Graham Power | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User
Review Source
  • native workflow w/in salesforce.com opportunities - that is a pretty essential characteristic.
  • automating the quote, contracting and renewal process
  • enabling reps to produce complex price quotes that can span multiple product lines and (to an extent) simplify orders
  • This is not an easy product to stand up. when it comes to pricing for most companies selling an array of products, nuisances can really complicate your experience.
  • If you need to quote multiple product configurations across multiple subscription terms, things quickly become quite laborious
Score 10 out of 10
Vetted Review
Verified User
Review Source
  • Easy to use interface. Very shallow learning curve, so it's not a massive headache switching from previous tools.
  • Ability to adjust different line items on quotes as needed.
  • The ability to house multiple quotes that can be updated on the fly and integrate well with our pricing packages.
  • Automatically save. I will change the name of a quote, forget to click save and then it reverts back to standard name
  • Ability to update certain aspects of quote, even when it is in approval stage. while it is in the stages of being approved or even receiving an SOW or a service request, I'm not able to update the license name until the approval goes through.
  • Approvals go DIRECTLY to necessary people. When there is a massive chain of approvals....one person out of the office in that chain can create a headache.
Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Easy to use UI integrated within existing SFDC platform
  • Generate quotes from opportunity object and have pricing proposals organized in a neat and orderly fashion
  • Automated workflow for proposal approval
  • Quote slow to load at times
  • Order form generation can get a bit tricky with multi-year agreements with annual increases in subscription, ramped subscribers, exceptions to standard contract terms
  • Once quote is approved, the steps required to export the document to pdf outside of SFDC is not entirely straightforward
March 16, 2018

CPQ

Score 9 out of 10
Vetted Review
Verified User
Review Source
  • Cloud based
  • Can access this from anywhere and make changes anytime
  • Easy quote to order process
  • I would like to be able to download contracts from CPQ. We only have the functionality now for quotes.
  • Would like there to be an option for international ordering.
February 08, 2018

SteelBricks!

Score 7 out of 10
Vetted Review
Verified User
Review Source
  • Definitely better than Excel, Word, or Google Docs.
  • The integration with Salesforce with is very nice.
  • Custom pricing options are an added benefit.
  • Customer service is lacking, especially compared to Salesforce.
  • Slow load times.
  • Does a poor job of highlighting when a field is incorrect or missing.
Score 2 out of 10
Vetted Review
Verified User
Review Source
  • 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.