Salesforce CPQ Reviews

78 Ratings
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Score 7.9 out of 100

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Reviews (1-25 of 35)

Prashant Choudhary | TrustRadius Reviewer
January 21, 2020

Salesforce CPQ is the fifth force that needs to be strong in your Sales Team.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Prashant Choudhary's full review
Richard Peterson | TrustRadius Reviewer
January 14, 2020

Salesforce CPQ (formerly SteelBrick) keeps us all on the same page.

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • They help me set up my individual User-Defined Discount Schedules by channel and account.
  • They helped me teach our internal and external sales teams to use the same number for each product, reducing pricing errors.
  • For an organization this size, it would have been nice to have a Webex to our entire sales force at one time. We had to "train the trainers" who then trained the field sales force. It worked but was not as fast as we would have liked.
Read Richard Peterson's full review
Anonymous | TrustRadius Reviewer
January 14, 2020

Salesforce CPQ Review by Account Manager

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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."
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Anonymous | TrustRadius Reviewer
January 10, 2020

Great Software!

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Quick quotes.
  • Send orders easily.
  • Accurate.
  • Hard to implement and set up.
  • More personalization of quotes.
Read this authenticated review
Jared Wacht | TrustRadius Reviewer
November 07, 2019

CPQ is a great product but still needs some work

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Jared Wacht's full review
Anonymous | TrustRadius Reviewer
December 20, 2018

Create order in your quoting process with CPQ....

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
Anonymous | TrustRadius Reviewer
January 15, 2019

Salesforce CPQ has best guided selling, approvals and discounting of any CPQ tool

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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)
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Lindsey Stevens | TrustRadius Reviewer
October 25, 2018

Use if you like headaches and yelling at your computer

Score 2 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read Lindsey Stevens's full review
Danielle DesBiens | TrustRadius Reviewer
June 14, 2018

Better leverage your SFDC Investment with Salesforce CPQ

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Danielle DesBiens's full review
Graham Power | TrustRadius Reviewer
June 12, 2018

When you need it, you need it. And SFDC CPQ is the gold standard.

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read Graham Power's full review
Anonymous | TrustRadius Reviewer
June 13, 2018

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
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Anonymous | TrustRadius Reviewer
June 08, 2018

Love CPQ - way better than old solutions

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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Cameron Walker | TrustRadius Reviewer
April 20, 2018

Powerful SFDC Quoting Tool

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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
Read Cameron Walker's full review
Simon Whight | TrustRadius Reviewer
December 12, 2017

This missing cog in the Salesforce sales pipeline.

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Flexible and complex selling.
  • Granular approval levels.
  • Intelligent discounting.
  • Configuration for out of the box requirements is complicated, we have developed custom visual force and apex solutions.
  • I'd like to see the UI become a little more streamlined.
Read Simon Whight's full review
Jack Pennuto | TrustRadius Reviewer
December 06, 2017

SteelBrick for Manufacturing

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Jack Pennuto's full review
abhijit kumbhar | TrustRadius Reviewer
August 05, 2016

Clean, easy product for simple business processes

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Product configuration
  • Quoting process, integration with docusign, emailing quotes to customers
  • Approval process
  • Least custom components on SFDC
  • Process for Amendments - Not very streamlined process for creating amendment quotes, Not well thought in the context of integration with Billing system
  • Several products that are common in Subscription industries can't be easily designed
  • Paid Pilots ( Where products have pilot period when customer can stop the service
  • User Ramp ups ( MDQ does not support the bundle SKUs. Quote lines with different dates create different contracts)
  • Overage SKUs ( Can't define commitment for overage SKUs and link them to commitment SKUs)
  • Usage SKUs ( Ideally usage SKUs should have a price on the quote line and no quantity on the quote)
  • Following processes can't be supported without customization:
  • Evergreen contracts ( In this case no renewal quote is needed but contract dates should be pushed by renewal term)
  • Change Orders ( Amendment quoting is not streamlined enough)
  • Cancellations
Read abhijit kumbhar's full review
Michel Hepp | TrustRadius Reviewer
June 09, 2016

Rock Solid, Easy to Deploy and Use CPQ at a Great Price Point

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Easy to get up and running - only a few days.
  • Easily bundle products together. Product configuration and solutions are constantly changing and Steelbrick lets us make these changes easily and ourselves.
  • Seamlessly integrated to Salesforce. The sales team does not realize they are using another application for quoting.
  • It would be great if they provided a visual, drag and drop tool to allow us to create more advanced templates. Basic templates are easy but needed our web developer to help with HTML - it was not difficult but would be nice to be able to do it ourselves.
Read Michel Hepp's full review
Joel Naumoff | TrustRadius Reviewer
February 19, 2016

Steel Brick CPQ (Quote Quickly) - Great Balance of Functionality and Value

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Customer support - they are one of the best in our vendor portfolio
  • Functionality - right blend of simple and flexible
  • Integration with Salesforce.com - it's native and works extremely well w/the SFDC platform
  • Could improve the User Interface - more simplified would be better
Read Joel Naumoff's full review
Chris Osment | TrustRadius Reviewer
September 01, 2015

SteelBrick elevates our sales organization to look and be efficient

Score 8 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • The ability to manage multiple Price Books based on a master list of products and price is particularly useful in our busienss. We sell in North America, Carribean, and South America markets. Each region needs to view a unique product list, with centrally managed pricing.
  • Filters to search and select product based on different factors, such as Electric Power, Cooling Capacity, or building profile makes it efficient for sales associates.
  • Integrated Reporting on Quotes by type, status, sales are or sales person with other information in SalesForce is very useful.
  • We look forward to talking with the vendor about bundles in the CPQ. A bundle is several products which are required for a specific product SKU, but are made up of multiple individual products. SteelBrick codes these as "required options" though we would prefer to associate them as bundles with a bundle price and unit prices.
Read Chris Osment's full review

Feature Scorecard Summary

Quote sharing/sending (26)
8.3
Product configuration (26)
7.6
Configuration options (24)
8.1
Pricing rules (23)
7.5
Price adjustment (25)
7.3
Purchase history and open contracts (18)
8.1
Guided selling/Sales portal (16)
8.0
CPQ reporting & analytics (18)
7.9
CPQ-CRM integration (23)
8.4
Attachments to quotes (25)
8.3
Order capturing (9)
8.0

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