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Salesforce CPQ

Salesforce CPQ
Formerly Salesforce CPQ / SteelBrick

Overview

What is Salesforce CPQ?

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

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Recent Reviews

Salesforce CPQ

1 out of 10
February 10, 2022
I've used Salesforce Revenue Cloud for the past 4 years and had a good experience with it. It is relativity easy to learn and makes …
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All in-one sales tool

9 out of 10
December 29, 2021
Incentivized
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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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Popular Features

View all 11 features
  • Attachments to quotes (31)
    8.5
    85%
  • Price adjustment (31)
    8.2
    82%
  • Quote sharing/sending (31)
    7.3
    73%
  • Product configuration (32)
    6.2
    62%

Reviewer Pros & Cons

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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
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Product Demos

How to Set Up Contracted Pricing with Salesforce CPQ

YouTube

Improve Up- & Cross-Selling Salesforce CPQ Bundled Quotes

YouTube

Multi-Dimensional Quoting (MDQ) with Salesforce CPQ

YouTube

Salesforce Billing Demo

YouTube

Guided Selling with Salesforce CPQ

YouTube

How to Use Product Rules with Salesforce CPQ

YouTube
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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.7
Avg 8.6
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Product Details

What is Salesforce CPQ?

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Salesforce CPQ Features

  • Supported: PRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
  • Supported: PROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
  • Supported: ORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
  • Supported: PRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
  • Supported: GUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
  • Supported: RESELLER CHANNELS: SteelBrick CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.

Salesforce CPQ Screenshots

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.

Salesforce CPQ Video

Salesforce CPQ Demo

Salesforce CPQ Integrations

Salesforce CPQ Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationOther: Salesforce1
Supported CountriesAll
Supported LanguagesEnglish

Frequently Asked Questions

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Conga CPQ, Oracle CPQ, and SAP CPQ are common alternatives for Salesforce CPQ.

Reviewers rate CPQ-CRM integration highest, with a score of 9.2.

The most common users of Salesforce CPQ are from Mid-sized Companies (51-1,000 employees).

Salesforce CPQ Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)30%
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Comparisons

View all alternatives
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Reviews and Ratings

(237)

Attribute Ratings

Reviews

(1-25 of 37)
Companies can't remove reviews or game the system. Here's why
Score 8 out of 10
Vetted Review
Verified User
This software is so complex we can say that Salesforce works so much better in the interface. Also, the features provided by Salesforce are far better than this software. It also includes Storing data, API development, and so many other functionalities which help a developer communicate with the help of API.
Score 7 out of 10
Vetted Review
Verified User
  • SAP CPQ (formerly CallidusCloud CPQ) and Conga CPQ
This has better product capabilities like Manage Order, Mobile, pricing module, select product offers service channel. What I like best is the integration with Salesforce, the ability to create and connect opportunities and there is a lot of flexibility in this tool. It has a very user-friendly platform & navigation across pages is the best Also I like how fast I can create quotes. I also like how detailed you can get with reporting. Any possible metric we can think of can be tracked, measured, and integrated.
Nathaniel Sintros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
SalesForce Revenue Cloud has been leaps and bounds ahead of the softwares I used to use! I had used Google Sheets at first (since it was free), then bought Excel briefly thinking that would suffice as a good CRM layout. Turns out I was wrong and needed something more. Revenue Cloud has been a lifesaver in that department.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
This program is just more advanced and customizable. It worked for our diverse team needs considering the size and complexity of our portfolio. This was just the right choice for us. The other CRM's were great for smaller-scale enterprises at the time that I used them.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce CPQ [(formerly SteelBrick)] seamlessly integrates with Salesforce allowing us to have less integrations to manage. Releases don't break a connection causing delays in the sales process.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Salesforce stacks well in terms of features like lead, quote and pricing management than other software like Zoho, bichon, agile or HubSpot, personally I believe if the entire set of tools and solutions provided by Salesforce are employed they would work like a well-oiled machine as compared the amalgamation of various resources from various companies, and again you have to shell out a little bit more money for Salesforce CPQ than others like Zoho, etc. But the features may justify that, so a buyer must contend to one only post a proper analysis of all options becomes available.
November 11, 2019

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
Salesforces CPQ compares very highly to Apparound CPQ, because of the integration with the Salesforce platform. Because of the integration with the regular Salesforce platform, the tools work interchangeably with one another. This process creates a great deal of efficiency, and there are many fewer mistakes by clicking back and forth between two separate programs.
Jared Wacht | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
CPQ is a more inline, integrated and user-friendly product compared to Apttus's offering. The fact that it was bought and embedded by Salesforce into the platform and the support that entails, was the big differentiator for us.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
It is a strong offering if your a Salesforce customer. We previously used Panda Doc and the integration with Saleforce was just not robust enough as we've expanded. Panda Doc allowed for much more customization and control of templates. However, the pricing rules, discounting logic, and guided selling were all much more important to our overall process as we've grown.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Incentivized
It was not my choice to move to Salesforce CPQ. Our organization chose to move to this platform because Octiv gave the reps too much flexibility. They wanted to tighten the reins. Everyone hates Salesforce CPQ and the guy who implemented it isn't even at the company anymore.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
We looked into using BigMachines and FPX but decided to implement Apttus many years ago. The Apttus implementation never went live after several hiccups along the way and we shifted our focus to Salesforce CPQ which has had it's moments as well. Overall, Salesforce CPQ is the best fit for our needs.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
Almost a no brainer as we already heavily use SalesForce. This process allowed for everything to be in one place. As stated before, it is better than our old solution because it pulls a lot of the info from the option for you, allows for you to cross-function with services team, etc.
Cameron Walker | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
CPQ is much more intuitive and user-friendly than JDE. JDE is clunky and was not native to the Oracle CRM tool, which created problems when it came to quote creation and consistency in how deals are moved through the pipeline. We chose CPQ because we were already using SFDC as our CRM tool.
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