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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)
    8.6
    86%
  • Price adjustment (31)
    8.1
    81%
  • Quote sharing/sending (31)
    7.4
    74%
  • Product configuration (32)
    5.9
    59%

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 9.3.

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

(235)

Attribute Ratings

Reviews

(1-25 of 48)
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Score 8 out of 10
Vetted Review
Verified User
  • 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.
  • Well, they can work on the layout and interface just to be make it easier for everyone.
Score 7 out of 10
Vetted Review
Verified User
  • 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.
  • Desktop Experience is not supported for mobile browsers.
  • While selecting Primary Contact on the Quote does not auto-populate the phone and email fields for the contact.
  • Product Option Drawer Attributes are not supported in the Salesforce mobile app.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • Unable to migrate from certain legacy systems
  • Smoother transition process
Score 5 out of 10
Vetted Review
Verified User
Incentivized
  • Versatile - lots of things are housed in one area.
  • Our Salesforce is very messy, which tells me it's not super easy to clean up.
  • I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
  • Sometimes when saving it doesn't seem like things actually save.
Prashant Choudhary | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User
Incentivized
  • Lead management.
  • Leads to financial conversion that is we can directly see the conversion of leads in to cash flows.
  • Integration with software from other brands should be made easier.
  • Data migration from other CRM is really hectic and can be time consuming or glitchy.
Score 7 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • It's difficult to move line items around and organize them.
  • I wish there was a "target customer amount" button for individual groups and that you could edit the individual line items to be a certain amount. In general, and to add up to the "target customer amount."
Jared Wacht | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
  • Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
  • It should be easier to manipulate quotes on the QLE.
Score 10 out of 10
Vetted Review
Verified User
  • 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)
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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.
Lindsey Stevens | TrustRadius Reviewer
Score 2 out of 10
Vetted Review
Verified User
Incentivized
  • 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
Score 9 out of 10
Vetted Review
Verified User
Incentivized
  • 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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