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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
  • Helps in nurturing the leads in a better way
  • Better Insights into the prospects sales journey until the end point when the lead finally bceomes a customer
  • can be easily integrated with the CRM, which helps with productivity
  • A bit expensive- negative
Score 7 out of 10
Vetted Review
Verified User
  • Yes Since it reduces the licensing system and administrative burden.
  • OIt has great operational transparency which is turn become more efficient.
  • The training module & supportive module helps the company save time and money in outsourcing.
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
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