This missing cog in the Salesforce sales pipeline.
December 12, 2017

This missing cog in the Salesforce sales pipeline.

Simon Whight | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

It is providing a missing piece in the Sales process, allowing the sale of complicated multi-product offerings and allowing the capability of cross sell between business functions. It has recently been implemented company wide, but it has been evaluated since before it became Salesforce CPQ.
  • Flexible and complex selling.
  • Granular approval levels.
  • Intelligent discounting.
  • Configuration for out of the box requirements is complicated, we have developed custom visual force and apex solutions.
  • I'd like to see the UI become a little more streamlined.
  • Unifying businesses, which will also help with future acquisitions.
  • Allowed much more granular selling options which in turn is giving greater BI.
Apptus is pretty much the only other CPQ product on the market worth considering. Until Steelbrick came onto the market, it was the market leader in CPQ for Salesforce. Steelbrick has seen investment from Salesforce and it is a 100% native product. It's quite the competitor to overhaul. I could see Steelbrick being the market leader in a short amount of time.
It is a missing cog in the Salesforce ecosystem. The out of the box product management and discounting, plus customization capabilities, of Salesforce are pretty much bare bones. I would say that this is a required piece of evaluation when you are looking at the Salesforce ecosystem.

It is best implemented to its out of the box capabilities and doesn't really like being wrangled to suit situations where Salesforce has been modified away from its natural state.

Salesforce CPQ Feature Ratings

8.7
Quote sharing/sending
8
Product configuration
9
Configuration options
9
Pricing rules
9
Price adjustment
9
Purchase history and open contracts
8
Guided selling/Sales portal
8
CPQ reporting & analytics
8
CPQ-CRM integration
10
Attachments to quotes
9