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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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Learn from top reviewers

Great tool for marketing automation and leads nurturing

Rating: 8 out of 10
October 9, 2023
IncentivizedVetted ReviewVerified User
As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via ema...
Continue reading
Neha Pant
Account Manager - Sales
Account Manager- Existing Business
Wingify
Salesforce Revenue Cloud3 years of experience

Why to force when you have Salesforce.

Rating: 8 out of 10
December 6, 2022
Vetted ReviewVerified User
It is a very good app for storing customer data; we use it to store information within our company and with clients too. We are also working on different modules of this app t...
Continue reading
Verified user
Team Lead
Salesforce Revenue Cloud2 years of experience

Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.

Rating: 7 out of 10
April 30, 2022
Vetted ReviewVerified User
With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's an in-depth Salesforce internal resou...
Continue reading
Verified user
Account Manager
Salesforce Revenue Cloud6 years of experience

Incredibly powerful tool if you can devote the time to it.

Rating: 10 out of 10
April 27, 2022
IncentivizedVetted ReviewVerified User
CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more ins...
Continue reading
Nathaniel Sintros
Manager - Sales
Sales Operations Manager
Tessian
Salesforce Revenue Cloud3 years of experience

Salesforce CPQ

Rating: 1 out of 10
February 10, 2022
Vetted ReviewVerified User
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 sending out contracts and creating proposal...
Continue reading
Verified user
Former Employee
Salesforce Revenue Cloud4 years of experience

Creates the perfect solution for relevant-lead to revenue structure

Rating: 7 out of 10
February 4, 2022
IncentivizedVetted ReviewVerified User
We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. With the help of Salesforce Revenue C...
Continue reading
Serkan Yildirimturk
Professional - Engineering
Sr. Web Developer
Century Pixel
Salesforce Revenue Cloud1 year of experience

Salesforce as THE tool of every sales organization

Rating: 10 out of 10
February 4, 2022
IncentivizedVetted ReviewVerified User
Salesforce Revenue Cloud is the essential tool for us as a sales person because we manage all the stages of our deals in the platform. It helps you track every deal and how it...
Continue reading
Verified user
Employee
Salesforce Revenue Cloud2 years of experience

A huge step ahead of Google Sheets!

Rating: 8 out of 10
February 4, 2022
IncentivizedVetted ReviewVerified User
As I have grown my business and had more clients and more revenue, SalesForce has been a lifesaver. I used to use Google Sheets for this when I was first starting and growing ...
Continue reading
Hayden LeMaster
Administrator - Professional Services
Owner/Operator
LeMaster Graphics
Salesforce Revenue Cloud1 year of experience

Central source of truth is key!

Rating: 10 out of 10
February 3, 2022
IncentivizedVetted ReviewVerified User
Having all the data and the ability to manipulate it in one robust platform like salesforce makes the whole process a breeze. We all know how frustrating it is to bounce aroun...
Continue reading
Ben Blackburn
Team Lead - Sales
Inbound Team lead
Sapling
Salesforce Revenue Cloud1 year of experience

Salesforce: A Force in the Relationship and Project Management Space.

Rating: 10 out of 10
February 3, 2022
IncentivizedVetted ReviewVerified User
Salesforce is the integral way we input, track and analyze data within our organization. Many different departments utilize the program in conjunction with other programs that...
Continue reading
Verified user
Project Manager
Salesforce Revenue Cloud3 years of experience

Useful, but also could use some improvements...

Rating: 5 out of 10
February 3, 2022
IncentivizedVetted ReviewVerified User
We use Salesforce as our CRM. It stores information for accounts, contacts associated with accounts, accounts within organization hierarchies, etc... We use Salesforce to log ...
Continue reading
Verified user
Account Manager
Salesforce Revenue Cloud1 year of experience

All in-one sales tool

Rating: 9 out of 10
December 29, 2021
IncentivizedVetted ReviewVerified User
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ...
Continue reading
Verified user
Consultant
Salesforce Revenue Cloud1 year of experience

Salesforce CPQ gives us the right amount of flexibility and detailed reporting

Rating: 10 out of 10
November 27, 2021
IncentivizedVetted ReviewVerified User
[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have dif...
Continue reading
Ian Larkin
Administrator - Finance and Accounting
Controller
CentralReach
Salesforce Revenue Cloud2 years of experience

Salesforce CPQ - Streamlining Sales Process

Rating: 9 out of 10
July 5, 2021
Vetted ReviewVerified User
Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some certain cases the SDR team. It helps ...
Continue reading
Pranav Lal
Analyst - Information Technology
Enterprise Architect
Slack
Salesforce Revenue Cloud5 years of experience

Salesforce CPQ was essential to our digital transformation

Rating: 10 out of 10
January 28, 2020
IncentivizedVetted ReviewVerified User
We use Salesforce CPQ to quote and contract all sales throughout the organization. It unifies all quoting, discounting and approvals.
Continue reading
Verified user
Vice-President
Salesforce Revenue Cloud1 year of experience
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Awards

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Reviewer Pros & Cons

View all pros & cons
Neha Pant
Account Manager- Existing Business
Wingify (Computer Software, 51-200 employees)
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Pricing

View all pricing

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
View more demos
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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 Competitors

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 9.5.

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

(236)

Reviews

(1-25 of 48)
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Great tool for marketing automation and leads nurturing

Rating: 8 out of 10
Incentivized
October 09, 2023
NP
Neha Pant
Account Manager- Existing Business
Wingify (Computer Software, 51-200 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
3 years of experience
View profile
Use Cases and Deployment Scope
As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via email when a new lead is generated and also when it passes through the different stages of a sales life-cycle. You easily can get a small snapshot of the customer's requirements in the notification you receive and can follow-up accordingly. We have an internal mechanism where we need to make sure we approve only the opportunities we deem fit either through CSMs or the SDRs and the process is smooth and seamless. It also helps you keep up to date with the accounts by giving you notifications of the user/contact that is just added to Salesforce CPQ to ensure they have a smooth onboarding process. It also helps us run some great marketing campaigns and pulling out reports is also intuitive.
Pros and Cons
  • Great for running marketing campaigns
  • Automation is fairly easy
  • Helps in nurturing of the leads
  • Reporting with audience segmentation is amazing
Likelihood to Recommend
It is well suited for sales and marketing environments like ours. Helps in effectively running and managing marketing campaigns and doing the dull automation. It can be easily integrated with Salesforce CPQ, and the notifications given are timely. Since I come from sales, it helps me better nurture the leads and make sure my AEs are productive. Helps me keep a better control of all the new leads that are coming in and checking the pre and post stage life cycle of a sale.

Why to force when you have Salesforce.

Rating: 8 out of 10
December 06, 2022
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
2 years of experience
Use Cases and Deployment Scope
It is a very good app for storing customer data; we use it to store information within our company and with clients too. We are also working on different modules of this app to be used in our organization. It helps us to ease out our work. We would like to recommend this software to everyone.
Pros and Cons
  • this allows user to develop app as it stores the metadata.
  • It provides powerful API's helps in smooth transfer of data.
  • Works as SaaS so we can directly use an app within this tool.
Likelihood to Recommend
There are so many times when you just want to store the information with other clients securely and do not want to share the secure data; here, Salesforce works best as it connects with APIs to complete your communication in a very secure manner. This is the best software to establish a secure connection.

Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.

Rating: 7 out of 10
April 30, 2022
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
6 years of experience
Use Cases and Deployment Scope
With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's an in-depth Salesforce internal resources and support system for our business needs. Salesforce CPQ automates quoting, contracting, and ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce.
Pros and Cons
  • 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.
Likelihood to Recommend
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

Incredibly powerful tool if you can devote the time to it.

Rating: 10 out of 10
Incentivized
April 27, 2022
NS
Nathaniel Sintros
Sales Operations Manager
Tessian (Computer & Network Security, 51-200 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
3 years of experience
View profile
Use Cases and Deployment Scope
CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.
Pros and Cons
  • Pricing calculation.
  • Data hygiene.
  • Opportunity and pricing approval.
Likelihood to Recommend
CPQ is great if you can devote the time to it to make it perfect for your sales team. It requires a lot of time and energy to build it out and customize, but once that's done it is one of the most powerful tools you will have. Having an expert in CPQ is really helpful as well.

Salesforce CPQ

Rating: 1 out of 10
February 10, 2022
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
4 years of experience
Use Cases and Deployment Scope
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 sending out contracts and creating proposals much easier than having to do it manually.
Pros and Cons
  • Easy proposals.
  • Easy contracts.
  • Tracking internal approvals.
Likelihood to Recommend
Great for a fast-growing sales organization that sends out a lot of contracts.

Creates the perfect solution for relevant-lead to revenue structure

Rating: 7 out of 10
Incentivized
February 04, 2022
SY
Serkan Yildirimturk
Sr. Web Developer
Century Pixel (Computer Software, 1-10 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. With the help of Salesforce Revenue Cloud, consumers will complete their shopping basket with a specific product or services configuration and approach the sales and customer service to ask a question or ask for a discount.
Pros and Cons
  • It pushes forward all processes of collecting cash.
  • It assists in creating unique product catalogs and compatible strategies.
  • It helps identify marketing rules on various channels.
Likelihood to Recommend
We have used Salesforce Revenue Cloud to create accounts and quotes much faster and efficiently for leads. We have also used a middleware system that was supported by the Salesforce Revenue Cloud service to eliminate double quoting problems. Thus quotes were approved much faster.

Salesforce as THE tool of every sales organization

Rating: 10 out of 10
Incentivized
February 04, 2022
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
2 years of experience
Use Cases and Deployment Scope
Salesforce Revenue Cloud is the essential tool for us as a sales person because we manage all the stages of our deals in the platform. It helps you track every deal and how it is progressing. Since we deal with a lot of clients, sometimes it is difficult to keep track on every case but thanks to salesforce, you can understand how the deal is progressing
Pros and Cons
  • Financial approvals
  • Tracking opportunities
  • Creating leads
Likelihood to Recommend
The best scenario that I can present is the fact that without this tool, it could be very hard to keep track on every deal that we are trying to close. Also you can create a whole profile from the account to contacts and the deals that have been signed so when you see a profile of an account, it has every thing you need to keep the relationship with the client.
The worst scenario that I can present is that sometimes it is very hard to progress on the deal when you have a lot of things to fill before a deal is done.

A huge step ahead of Google Sheets!

Rating: 8 out of 10
Incentivized
February 04, 2022
HL
Hayden LeMaster
Owner/Operator
LeMaster Graphics (Marketing & Advertising, 1-10 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
As I have grown my business and had more clients and more revenue, SalesForce has been a lifesaver. I used to use Google Sheets for this when I was first starting and growing this business... but as I've grown with more contractors, vendors, and clients, that wasn't nearly enough. This has been a great software to alleviate that pressure.
Pros and Cons
  • Customer relationships
  • App optimization / ease of use
  • Automation of mundane tasks
Likelihood to Recommend
This has been great for customer relationships... as I've grown my business and gained clients, the old Google Sheets / Excel options weren't quite doing it. I've pivoted my business toward several small-volume clients versus a few high-volume clients, so the old "reaching out and checking in" with ALL my clients became so much more difficult very quickly.

Central source of truth is key!

Rating: 10 out of 10
Incentivized
February 03, 2022
BB
Ben Blackburn
Inbound Team lead
Sapling (Human Resources, 51-200 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
Having all the data and the ability to manipulate it in one robust platform like salesforce makes the whole process a breeze. We all know how frustrating it is to bounce around different - sometimes isolated tools. Salesforce Revenue Cloud couldn't make it easier. I know the whole team is very pleased with it.
Pros and Cons
  • Centralized data.
  • Standardized process.
  • Intuitive interface.
Likelihood to Recommend
In my day today, I'm often asked to comb through transaction data and send out the appropriate reports - with Salesforce revenue Cloud that's not an issue. I have complete visibility over the entire purchasing process and am able to share that with my relevant team members. Being able to have a variety of visible ways to examine that data helps a lot too. I personally use the line graphs for total revenue by product.

Salesforce: A Force in the Relationship and Project Management Space.

Rating: 10 out of 10
Incentivized
February 03, 2022
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
3 years of experience
Use Cases and Deployment Scope
Salesforce is the integral way we input, track and analyze data within our organization. Many different departments utilize the program in conjunction with other programs that feed directly into and out of Salesforce pertaining to their respective areas. This allows management to run reporting and have access to live, accurate data at any given time.
Pros and Cons
  • User Friendly.
  • Data Management.
  • Contact Management.
Likelihood to Recommend
This is a great program. Salesforce is so customizable - almost too customizable. But it is truly a great way to input, track and analyze data over any period of time. It is very user-friendly and I love the customizable dashboards and reports that it offers. It has been a challenge to get it so personalized for our team needs because of how diverse our portfolio and needs truly are - but that being said, it does work great for us.

Useful, but also could use some improvements...

Rating: 5 out of 10
Incentivized
February 03, 2022
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
We use Salesforce as our CRM. It stores information for accounts, contacts associated with accounts, accounts within organization hierarchies, etc... We use Salesforce to log activities/account notes, track business review meetings, and Salesforce also houses all the important links associated with accounts. When reviewing an account I always start in Salesforce and go from there to access links, contact information, support cases, and more.
Pros and Cons
  • Versatile - lots of things are housed in one area.
Likelihood to Recommend
Salesforce is useful because it houses a lot of data in one area, however, I do think that it could be easier to navigate or update information. Our Salesforce is very messy because it is not that easy to update contact relationships to accounts.

All in-one sales tool

Rating: 9 out of 10
Incentivized
December 29, 2021
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ERP solution makes it really easy for an end-to-end process. It is also used to support end-user and quickly trace the logs on what the users are doing for easy resolution. Salesforce CPQ is easy to navigate and use. Being user-friendly, it is easy to learn how to use it and work with it and provides a smooth user experience.
Pros and Cons
  • Configuration
  • User-friendly and user experience
  • Integration with SAP
Likelihood to Recommend
With the complex business scenario of working with configuration, this is very helpful and integrates well based on the requirement. I cannot think of a scenario where CPQ is less appropriate, having said that it is easy to use and navigate makes it a better choice.

Salesforce CPQ gives us the right amount of flexibility and detailed reporting

Rating: 10 out of 10
Incentivized
November 27, 2021
IL
Ian Larkin
Controller
CentralReach (Business Supplies and Equipment, 201-500 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
2 years of experience
Use Cases and Deployment Scope
[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have different pricing variations as needed (block, slab, etc.).
Pros and Cons
  • Amend contracts
  • Track cross-sell, expansion, and product churn
Likelihood to Recommend
The flexibility we have is great. While we want this flexibility we also want it contained within defined parameters and [Salesforce CPQ (formerly SteelBrick)] allows us to do this.

Salesforce CPQ - Streamlining Sales Process

Rating: 9 out of 10
July 05, 2021
PL
Pranav Lal
Enterprise Architect
Slack (Computer Software, 1001-5000 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
5 years of experience
View profile
Use Cases and Deployment Scope
Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some certain cases the SDR team.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
Pros and Cons
  • Generating proposals
  • Creating multiple quotes
  • Multiple Templates
  • Approvals
Likelihood to Recommend
Creating multiple quotes that can be presented to the customer.
Populates key metrics on the opportunity.
Gives a lot of structure and process to the selling process.
Parallel Approval Process
Sending out documents for signing is very easy by using the DocuSign connector.

Salesforce CPQ was essential to our digital transformation

Rating: 10 out of 10
Incentivized
January 28, 2020
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
We use Salesforce CPQ to quote and contract all sales throughout the organization. It unifies all quoting, discounting and approvals.
Pros
  • Approval process is robust and smooth.
  • Quoting across various business types works very well.
Likelihood to Recommend
Salesforce CPQ just works! It's the center of our entire quote to cash process.

Salesforce CPQ a very user friendly tool

Rating: 6 out of 10
Incentivized
January 23, 2020
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
Salesforce CPQ (formerly SteelBrick) is being used primarily by the sales and marketing departments, it allows us to create quotes for our prospects instantly, and it helps us sign contracts quickly.
Pros and Cons
  • Easily create quote and send to my customers
  • Very flexible tool and user friendly
Likelihood to Recommend
Could be interesting for big companies but not that unusual for small and medium enterprises.

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

Rating: 10 out of 10
Incentivized
January 21, 2020
PC
Prashant Choudhary
Business Development Manager
EMTEX ENGINEERING PRIVATE LIMITED (Machinery, 201-500 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
2 years of experience
View profile
Use Cases and Deployment Scope
It is being used in order to improve the productivity of the entire organization and also helps in maintaining the leads database accurately, it has the linking of all sales aspects whether it is the lead management, or quote management even discounts or editing the terms and conditions of a quote or other things, this also provides a linking of lead to cash conversion.
Pros and Cons
  • Lead management.
  • Leads to financial conversion that is we can directly see the conversion of leads in to cash flows.
Likelihood to Recommend
It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.

Salesforce CPQ Review by Account Manager

Rating: 7 out of 10
Incentivized
January 15, 2020
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
2 years of experience
Use Cases and Deployment Scope
We use Salesforce CPQ across our sales team (Account Executives and CSM's, our version of account managers), to make quotes/proposals for our customers. It provides a means for us to more easily put together quotes based on the line items in our price books. We have changed our pricing a few times over the years, and have many different line items, so it allows us to quickly select the items needed to provide quotes for each account and the specific products that they need.
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.
Likelihood to Recommend
SFDC CPQ is good for creating and generating quotes when you have a set, organized price-book and line items. If you have a lot of different price books or pricing that has changed over time, and different terms/amounts that need to be grouped together, it can be difficult to use, since you can't customize the prices, and it can be a bit clunky to arrange when you have a variety of products in a single quote.

Great Software!

Rating: 7 out of 10
Incentivized
January 10, 2020
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
We can quickly and accurately generate quotes for sale orders. Our sales and billing departments use it to address sending quotes straight from Salesforce to a contact or account records.
Pros and Cons
  • Quick quotes.
  • Send orders easily.
  • Accurate.
Likelihood to Recommend
This is well suited for teams that are using Salesforce already as their main CRM and want to send quotes quickly and accurately to contacts and accounts. If you are using a different CRM I would recommend looking into other options that are better integrated.

Salesforce CPQ Review

Rating: 8 out of 10
Incentivized
November 11, 2019
JM
Jeff Mullin
Regional Sale Director
Adecco (Staffing and Recruiting, 1001-5000 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
8 years of experience
Use Cases and Deployment Scope
SCPQ helps us to configure products, price orders, and generate quotes at TriNet. This software solution has helped us to streamline our processes from the quote process to payment from the customer. It has been our all-in-one CRM Platform.
Pros and Cons
  • Quoting
  • Pricing
  • Payment
  • Proposals
Likelihood to Recommend
At TriNet, we utilize Salesforce CPQ for the quoting process of insurance products and Human Resources Outsourcing. The tool enables a sales professional the opportunity to build quotes from scratch. Then, he or she is able to pass the quote on to the next appropriate department for approval, which creates a seamless process.

CPQ is a great product but still needs some work

Rating: 9 out of 10
Incentivized
November 07, 2019
JW
Jared Wacht
Principal Salesforce Administrator
LogMeIn (Computer Software, 1001-5000 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
2 years of experience
View profile
Use Cases and Deployment Scope
We use Salesforce CPQ for almost all sales quotes. Our goal is to have all of sales on CPQ in 2020 as its capabilities far surpass our internal product.
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.
Likelihood to Recommend
CPQ is fantastic for straightforward, simple small product catalog selling. It is not the best when you try to use MLP (Multi-Language Processing) as it causes performance issues and other errors.

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

Rating: 10 out of 10
January 15, 2019
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
3 years of experience
Use Cases and Deployment Scope
We use Salesforce CPQ for guided selling, bundled service offerings, discounting and approvals. We are also using Salesforce AI tool Einstein to get recommendations of the best quotes that have resulted in closed won deals. The automations and integrations into Conga make it a tool that we could not live without! I highly recommend it to anyone with a complex offering or complex discounting or that constantly is onboarding new reps.
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
Likelihood to Recommend
Great when using AI tool Einstein to get recommendations on best quotes and added products and services to offer. It allows guided selling so new reps don't have to know the whole product catalog and allows easy discounting and approvals. It is tough with custom quote designs but can be solved with a CLM tool like Conga or SpringCM that will also provide other benefits like contract management and storage.

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

Rating: 9 out of 10
Incentivized
December 20, 2018
Verified User
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
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.
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.
Likelihood to Recommend
Very well suited if you need to standardize quotes, discounts etc. The level of customization and rules are really robust. The approval process is also very useful and allows for that automation in Salesforce directly as well. It is not as well suited if you need great customization of quote templates. The standardization is its strength if you need that, but if you don't or you need flexibility, CPQ is probably not the right tool.

Use if you like headaches and yelling at your computer

Rating: 2 out of 10
Incentivized
October 25, 2018
LS
Lindsey Stevens
Enterprise Account Executive
DoubleDutch (Computer Software, 51-200 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
View profile
Use Cases and Deployment Scope
We use Salesforce CPQ to manage the quote/ contract creation process for both new business and renewal. It is used across the entire sales organization. The "idea" behind implementing it was to help standardize our contracts, but also to provide flexibility in creating quotes.
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
Likelihood to Recommend
I can understand what idea behind Salesforce CPQ is - to make it easy to quickly generate custom quotes by selecting different products - but unfortunately it just doesn't work the way it should. Creating quotes is an incredibly long arduous process where my SFDC admin usually has to get involved because things aren't working as expected. I'm not sure if this is because our system is not set up properly, it's a buggy system, or more likely a mix of the two. There are a few quirks/bugs you need to be aware of and hoops you need to jump through in order for things to work properly. If you are looking for a quick tool to spin up quotes that's simple and easy to use, this is not the tool for you. If you need to standardize onto a very rigid quoting platform, this certainly works for that.

Better leverage your SFDC Investment with Salesforce CPQ

Rating: 9 out of 10
Incentivized
June 14, 2018
DD
Danielle DesBiens
Customer Account Manager, Team Lead
Xactly Corp (Computer Software, 501-1000 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
3 years of experience
View profile
Use Cases and Deployment Scope
Salesforce CPQ is currently used @ Xactly Corporation to provide easy access to build quotes directly from within the opportunity object in SFDC. Sales, Sales Operations, and Customer Success are the departments utilizing the tool primarily. We use this tool to avoid manual order form creation processes in Excel.
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.
Likelihood to Recommend
If you leverage SFDC as your CRM, I recommend utilizing Salesforce CPQ given it's tight integration and ease of use.
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