Salesforce CPQ Review
December 05, 2017

Salesforce CPQ Review

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

Currently, CPQ is being utilized by our sales department across all verticals. We primarily use CPQ as our main engine to formulate proposals to our clients. CPQ allows us to address certain business issues such as: Allows for consistent pricing throughout our organization; avoid the need to utilize third party software or Excel pricing sheets; allows for one area to select price book, solutions, dating terms, and/or discounts, and a faster/effective way of creating proposals.
  • Ability to customize proposals base don your organization and products amongst different verticals
  • Configure quotes faster with greater accuracy
  • You don't have to leave your sales cloud to create proposals
  • Fully customize quotes. Currently, we have to rely on sales operations to make these changes, removing control from the sales rep or management team.
  • The ROI has been very positive from prospecting new clients, client retention, and up-selling/cross-selling current clients.
Well suited when dealing with different price books, multiple vertical pricing, and multiple products a client might be looking at

Salesforce CPQ Feature Ratings

7.3
Quote sharing/sending
8
Product configuration
8
Configuration options
6
Pricing rules
8
Price adjustment
6
Purchase history and open contracts
7
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
Not Rated
CPQ-CRM integration
Not Rated
Attachments to quotes
8