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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.Use if you like headaches and yelling at your computerWe 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.,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,2,This system has slowed down the quote generation process considerably It has helped standardize quotes It has caused an increase of headaches and cussing on the sales floor,Octiv (formerly Tinderbox),Slack, DocSend, Join.me, Zoom Video Webinar, Google Drive, Apollo, DocuSign, Scout RFP, LinkedIn Sales NavigatorCreate order in your quoting process with CPQ....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.,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.,9,Given us much more control over discounting. Increased accuracy and speed to generate and send quotes. Increased transparency and reporting to have all contract, subscriptions, and order history directly in Salesforce.,,AskNicely, Groove, Chili Piper, Marketo, Lesson.lySalesforce CPQ has best guided selling, approvals and discounting of any CPQ toolWe 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.,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),10,We have the fastest speed to market as quotes get to customers faster than our competitors. Less human errors in quotes as standard language and auto-calculations are done. Increased win rates.,Apttus Configure Price Quote and CallidusCloud CPQ,Salesforce.com, Conga Composer, Conga NovatusBetter leverage your SFDC Investment with Salesforce CPQSalesforce 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.,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.,9,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.,Apttus Configure Price Quote,ToutApp, Xactly Incent, ZoomInfo, Quip, Okta, LinkedIn Sales Navigator, Salesforce.com, Owler, Zoom, DocuSign, BoxWhen you need it, you need it. And SFDC CPQ is the gold standard.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.,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,7,less selling from the hip,,Outreach, LinkedIn Sales Navigator, GustoPowerful SFDC Quoting ToolI 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.,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,9,Systematic way to build quotes and send proposals to customers Consistency across quotes Pricing integrity,Oracle JD Edwards EnterpriseOne,InsideView, Apptus eSales, DocuSignGreat product that saves me time and ensures accuracy in quotesCPQ is used by all the sales teams to generate quotes for clients and to facilitate contract creation,Quick creating of quotes for clients Seamless integration with Salesforce Checking product pricing for own reference,Tends to be a bit 'buggy' at times and doesn't always work 100% of the time,7,Because I can create quotes and contracts faster it frees up time for me to be more productive Accurate pricing on contracts and less mistakes,,Outreach, LinkedIn Sales Navigator, Workday Human Capital Management, Xactly IncentQuick and easy quote generation toolWe 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.,Quick and easy quote creation. Quick easy contract generation.,Minor glitches here and there .,8,More consistent quote generation. Quicker insight into pipeline.,Slack, Outreach, ClearSlideSalesforce CPQ ReviewWhole organization currently. Allows our sales group to track account interactions, and links with our internal system to bill and monitor usage,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,8,Allowing to have Salesforce CPQ onboard in my daily task regime, has effectively allowed for time to be distributed elsewhere. My daily tasks, such as quote building, distribution and retrieval have been significantly improved.,Conga Composer,Qualtrics, Qualtrics Employee Experience, Salesforce Analytics Cloud, Zoom, ZoomInfo, LinkedIn Sales NavigatorLove CPQ - way better than old solutionsCPQ 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.,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.,10,HUGE time saver Increased our customer satisfaction as our contract process isn't such a mess Deals close faster since we are able to provide instant quotes and provide contracts faster,,Outreach, ZoomInfo, ToutAppCPQCPQ is being used throughout the North America sales organization. It was implemented about a year or so ago. We love it.,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.,9,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.,Microsoft Office 2016This missing cog in the Salesforce sales pipeline.It is providing a missing piece in the Sales process, allowing the sale of complicated multi-product offerings and allowing the capability of cross sell between business functions. It has recently been implemented company wide, but it has been evaluated since before it became Salesforce CPQ.,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.,8,Unifying businesses, which will also help with future acquisitions. Allowed much more granular selling options which in turn is giving greater BI.,Apptus eSales,Salesforce Service Cloud, Conga Composer, Adobe eSign servicesSteelBrick for ManufacturingWe 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.,8,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.,,Pardot, Salesforce Service Cloud, Act-On Software, Geopointe, Dataloader.io, Prezi,No,Product Features Vendor Reputation Existing Relationship with the Vendor Positive Sales Experience with the Vendor,If we did it again, we would have gone the same route and selected SteelBrick.,No,6,NoSalesforce CPQ is Great! - With a Few Recommendations for Improvement...Salesforce CPQ is being used as the primary configurator and quote engine for the entire enterprise. We minimally use the pricing functionality. We switched over from Oracle Configurator a little under two years ago. We needed a tool that allowed us to build relatively complex bundle configurations without having to go through our PLM system for Sales BOM structure and have a system that can process a quote and push that data through all downstream documentation to fulfillment.,Salesforce CPQ is great for being able to quickly and easily build product bundles in an intuitive and visually appealing way. The product catalog and ability to easily add fields to product records makes setting up products really simple and adds a lot of value to reporting within Salesforce. Basic product and configuration rules are very easy to understand and set up.,More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated. Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates. Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.,7,Salesforce CPQ has helped a lot with overall visibility to the quote to order process. Reps have more insight into the business and the business has more insight into Sales Rep interactions. This makes troubleshooting issues much easier. Our reporting capabilities have improved immensely. The ability to easily create fields allows you to capture new data points very easily. Communication in Salesforce CPQ and Salesforce, in general, is a big improvement for our business. The ability to have a chatter feed on any object is very helpful. This can also be used for feed tracking to give some basic change management controls/history.,Oracle Siebel CRM, Oracle Configurator and Apptus eSales,Oracle eBusiness Suite, Oracle Siebel CRM, Salesforce.comSteelBricks!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.,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.,7,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.,ZuoraComplicated 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.,2,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.,,Salesforce Communities, WebEx Meetings, LeanData Lead2Account Matching Engine, LeanData Demand Management, Gainsight,No,3,NoSalesforce CPQ ReviewCurrently, CPQ is being utilized by our sales department across all verticals. We primarily use CPQ as our main engine to formulate proposals to our clients. CPQ allows us to address certain business issues such as: Allows for consistent pricing throughout our organization; avoid the need to utilize third party software or Excel pricing sheets; allows for one area to select price book, solutions, dating terms, and/or discounts, and a faster/effective way of creating proposals.,Ability to customize proposals base don your organization and products amongst different verticals Configure quotes faster with greater accuracy You don't have to leave your sales cloud to create proposals,Fully customize quotes. Currently, we have to rely on sales operations to make these changes, removing control from the sales rep or management team.,7,The ROI has been very positive from prospecting new clients, client retention, and up-selling/cross-selling current clients.,MarketoClean, easy product for simple business processesSteelBrick CPQ is being used by Sales, CX and Sales Ops. It is used mainly for Configuration, Pricing and Quoting. But it also serves as the foundation for the products that can be supported by the company for pricing and billing. It also defines the underlying data model for reporting and processes (New Orders, Renewals, Change Orders, Cancellations etc ),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,7,Improved User experience Expedited Sales process Docusign Integration improved quality of signing process,Rock Solid, Easy to Deploy and Use CPQ at a Great Price PointWe are using SteelBrick CPQ across the entire global sales organization. It allows us to quickly and easily create quotes, bundle products and present them in the fashion the customer would like.,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.,10,Increased compliance and usage of Salesforce as the sales team can easily create quotes. Faster turn around for channel and customers when asked to create quotes.,1,Implemented in-house,9,9Excellent product, training and support!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.,10,By configuring products, we can provide our customers with accurate quotes and consistent packages. This allows for fewer errors.,8,No,10,No,On several occasions, they took the time to walk me through multiple steps to get the desired results.,10,10Steel Brick CPQ (Quote Quickly) - Great Balance of Functionality and ValueWe've had Quote Quickly for about four years now, and use it for quoting all of our products. It solves, very well, complex quote builds and versioning, and almost all other quote related activities.,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,10,It's a critical part of our business, and as such, has had a huge impact on our ability to flexibly quote products, manage those quotes, and respond rapidly to customer requests. Hard to quantify, but it's a bit like email, we can't get by without it.,BigMachines,500,4SteelBrick elevates our sales organization to look and be efficientOur Commercial Sales Team is using the solution. Sales associates collect information about a building project, and the information needed to initiate a proposal for HVAC solutions. The solution is a good fit for our needs, which includes: multiple versions of an online price book for different customer segments, the Quote builder and proposal document generator, including multiple versions of a Quote for internal and customer reference, and integration with SalesForce.com workflows for pricing or proposal approval. The application has improved sales productivity, as well as organized data for market and business analytics.,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.,8,The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning. Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.,Great tool that is making everyone's lives a LOT easier!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.,9,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,42,2,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.,10,Yes,Product Features Product Usability Product Reputation Vendor Reputation Positive Sales Experience with the Vendor,Honestly, I dont think we would.,No,10,Yes,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.,9Global Quoting with SteelBrickWe are a global company that was looking for a universal solution for our quoting process. Steelbrick is currently implemented and being used globally in our customer quoting process. The Salesforce quoting application left a lot of gaps in supporting our process, and SteelBrick was able to fill those gaps and give us a more user friendly and intuitive solution.,SteelBrick offers additional functionality with a small learning curve due to the applications development within the Salesforce platform The ability to update information and changes back to the local ERP is amazing. Streamlining the configuration process makes changes and updates seemless.,My catalog size and manufacturing requirements do not always fit the Steelbrick platform.,9,User adoption in quoting is higher than before. Removed several steps in our current quote process which led to more efficent employees.,,9,No,The integration and communication between systems The user interface is familiar so adoption is higher,We have unique item lines that we have not been able to put in SteelBrick - Or any other solutions.,Yes, but I don't use it,9Easy to Pick Up and ImplementWe have been using SteelBrick internally on our sales operations team for a couple of years, but we are about to roll it out to our entire sales team. Because of this, we've completely overhauled the set up we started with. Since we've been able to add things like product rules and approval processes, we can enable our sales reps to quote with very little assistance.,I can easily make field and layout changes to our products and quotes. This has allowed me to customize the tool a lot to fit our special pricing structure. Their support team is amazing. Every question I've had has been answered clearly and quickly.,Their online support topics could be clearer. I've relied a lot on their support team because the directions online were not easy to understand. We currently don't have a way to show pricing change year over year on a quote. Though, I hear this is coming on a future update.,10,SteelBrick has allowed us to start reporting on the products object, which is much more accurate and precise than the manual entry we had before. As we see it become the norm for our sales team, reporting on the products object will allow for better forecasting. We've been able to shorten the time to close for a sales rep by using SteelBrick.
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Salesforce CPQ (formerly SteelBrick)
57 Ratings
Score 7.7 out of 101
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Salesforce CPQ Reviews

Salesforce CPQ
57 Ratings
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Score 7.7 out of 101

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Lindsey Stevens profile photo
October 25, 2018

Use if you like headaches and yelling at your computer

Score 2 out of 10
Vetted Review
Verified User
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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
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No photo available
December 20, 2018

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

Score 9 out of 10
Vetted Review
Verified User
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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.
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No photo available
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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Danielle DesBiens profile photo
June 14, 2018

Better leverage your SFDC Investment with Salesforce CPQ

Score 9 out of 10
Vetted Review
Verified User
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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.
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Graham Power profile photo
June 12, 2018

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

Score 7 out of 10
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Verified User
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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
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Cameron Walker profile photo
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
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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
Read this authenticated review
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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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No photo available
March 16, 2018

CPQ

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
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Simon Whight profile photo
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 profile photo
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
No photo available
December 05, 2017

Salesforce CPQ is Great! - With a Few Recommendations for Improvement...

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Salesforce CPQ is great for being able to quickly and easily build product bundles in an intuitive and visually appealing way.
  • The product catalog and ability to easily add fields to product records makes setting up products really simple and adds a lot of value to reporting within Salesforce.
  • Basic product and configuration rules are very easy to understand and set up.
  • More complex product and configuration rules seem overly complex. If any math is required in a rule, even simple quantity rules can very complicated.
  • Quote templates while easy to customize are very simple in their layout. We'd like to be able to have more dynamic and visually appealing quote templates.
  • Guided selling is lacking in very basic ways. You can't create questions with dependencies for "if this, then that" or an intuitive questionnaire or guided selling wizard.
Read this authenticated review
No photo available
February 08, 2018

SteelBricks!

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
No photo available
December 13, 2017

Complicated with little support.

Score 2 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read this authenticated review
No photo available
December 05, 2017

Salesforce CPQ Review

Score 7 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • Ability to customize proposals base don your organization and products amongst different verticals
  • Configure quotes faster with greater accuracy
  • You don't have to leave your sales cloud to create proposals
  • Fully customize quotes. Currently, we have to rely on sales operations to make these changes, removing control from the sales rep or management team.
Read this authenticated review
abhijit kumbhar profile photo
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 profile photo
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 profile photo
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 profile photo
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
Marcus Sandelowsky, CLSSBB profile photo
September 09, 2015

Great tool that is making everyone's lives a LOT easier!

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • 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.
Read Marcus Sandelowsky, CLSSBB's full review
Christina Rowell profile photo
September 08, 2015

Global Quoting with SteelBrick

Score 9 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • SteelBrick offers additional functionality with a small learning curve due to the applications development within the Salesforce platform
  • The ability to update information and changes back to the local ERP is amazing.
  • Streamlining the configuration process makes changes and updates seemless.
  • My catalog size and manufacturing requirements do not always fit the Steelbrick platform.
Read Christina Rowell's full review
Rebecca Piatz profile photo
April 22, 2015

Easy to Pick Up and Implement

Score 10 out of 10
Vetted Review
Verified User
Review Source

Pros and Cons

  • I can easily make field and layout changes to our products and quotes. This has allowed me to customize the tool a lot to fit our special pricing structure.
  • Their support team is amazing. Every question I've had has been answered clearly and quickly.
  • Their online support topics could be clearer. I've relied a lot on their support team because the directions online were not easy to understand.
  • We currently don't have a way to show pricing change year over year on a quote. Though, I hear this is coming on a future update.
Read Rebecca Piatz's full review

Feature Scorecard Summary

Quote sharing/sending (18)
8.8
Product configuration (18)
8.3
Configuration options (16)
8.5
Pricing rules (15)
8.5
Price adjustment (17)
7.9
Purchase history and open contracts (12)
8.2
Guided selling/Sales portal (10)
7.8
CPQ reporting & analytics (11)
7.1
CPQ-CRM integration (15)
9.0
Attachments to quotes (17)
8.9
Order capturing (2)
9.5

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