SteelBrick for Manufacturing
December 06, 2017

SteelBrick for Manufacturing

Jack Pennuto | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

We implemented SteelBrick in order to more productively and consistently quote our standard machinery and the common configurations that are available for those machines. Using SteelBrick enabled us to streamline the number of inside sales personnel tasked with creating proposals for customers.
  • The use of bundles, pre-configured bundles and the ability to re-configure bundles are particularly helpful.
  • Utilizing partners as a trigger for different pricing structures are helpful depending if we are quoting to a distributor or to an end user.
  • Advanced Approvals make it possible for us to distribute the approval to anyone at manager level available to approve a deal, instead of having a linear approval waiting for a single manager.
  • The user interface is a bit clunky, in Safari, the search function commonly does not render correctly.
  • The output document flexibility leaves something to be desired. The intent is for very plain documents.
  • The 2.5 MB maximum output document size is VERY limiting. This really limits our ability to provide content-rich, visually appealing documents for quotations.
  • The use of Steelbrick has cut us back from 5 inside sales people regularly creating quotes to only having 2.5 people create quotes. it has significantly freed up our team to do other things, like actively selling and talking to customers.
  • The output document is less rich, from a content and visual appeal standpoint, compared to what we offered previously.
We selected SteelBrick over Apttus mainly because it is a Salesforce product and we felt that long term it would be better integrated to Sales Cloud, which is important to us because we are a longtime Salesforce user.
For companies selling serves or in the technology industry, SteelBrick seems like a good fit. For a machinery company like us it is a bit of a stretch, but with some coding in the output document, the end result is OK.

Salesforce CPQ Feature Ratings

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

Evaluating Salesforce CPQ (formerly SteelBrick) and Competitors

  • Product Features
  • Vendor Reputation
  • Existing Relationship with the Vendor
  • Positive Sales Experience with the Vendor
Being a Salesforce product was the primary factor in selecting SteelBrick over the other options.
If we did it again, we would have gone the same route and selected SteelBrick.

Salesforce CPQ (formerly SteelBrick) Support

SteelBrick support is not up to the level of core Salesforce products. It is a relatively new acquisition, so overtime this might change, but in my experience, contacting SteelBrick support is much less productive and takes longer to resolve than contacting Salesforce Support for an issue.