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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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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)
    8.3
    83%
  • Quote sharing/sending (31)
    7.3
    73%
  • Product configuration (32)
    6.4
    64%

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.

7.8
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 9.1.

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

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Reviews and Ratings

(238)

Attribute Ratings

Reviews

(1-25 of 48)
Companies can't remove reviews or game the system. Here's why
Neha Pant | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
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.
Score 7 out of 10
Vetted Review
Verified User
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.
Nathaniel Sintros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 5 out of 10
Vetted Review
Verified User
Incentivized
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.
December 29, 2021

All in-one sales tool

Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Pranav Lal | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
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.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
January 10, 2020

Great Software!

Score 7 out of 10
Vetted Review
Verified User
Incentivized
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.
November 11, 2019

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Incentivized
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.
Score 10 out of 10
Vetted Review
Verified User
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.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
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.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Incentivized
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.
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