Great tool for marketing automation and leads nurturing
October 09, 2023

Great tool for marketing automation and leads nurturing

Neha Pant | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ

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.
  • Great for running marketing campaigns
  • Automation is fairly easy
  • Helps in nurturing of the leads
  • Reporting with audience segmentation is amazing
  • Implementation is a bit complex
  • A bit expensive
  • 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

Do you think Salesforce Revenue Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Revenue Cloud's feature set?

Yes

Did Salesforce Revenue Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Revenue Cloud go as expected?

No

Would you buy Salesforce Revenue Cloud again?

Yes

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.

Salesforce CPQ Feature Ratings

7.7
Quote sharing/sending
8
Product configuration
5
Configuration options
5
Pricing rules
8
Price adjustment
8
Purchase history and open contracts
9
Guided selling/Sales portal
6
CPQ reporting & analytics
9
CPQ-CRM integration
10
Attachments to quotes
9
Order capturing
8