February 08, 2018


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

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

We were using SteelBrick as our sales and upsells quote creator and processor. This was supposed be robust enough to handle our pricing options for [our] product and in the end, we decided on another solution. SteelBrick just didn't cut it for our needs at the time. I know others have had great experiences with it, but we didn't see the same results.
  • Definitely better than Excel, Word, or Google Docs.
  • The integration with Salesforce with is very nice.
  • Custom pricing options are an added benefit.
  • Customer service is lacking, especially compared to Salesforce.
  • Slow load times.
  • Does a poor job of highlighting when a field is incorrect or missing.
  • Processing quotes were more tied to Salesforce than our previous homegrown billing solution, which was very helpful!
  • It's so clunky, slow and messy that it's distracting.
  • SteelBrick took a very long time to set up. Like way too long.
Zuora has been the solution we really needed. It fits our team better than SteeleBrick did. Yeah, they both have their quirks, but the feature set and reliability of Zuora is what our team really needed. We even tried to build our own system between SteelBrick and Zuora because of how bad the options are out there in the realm of quote creation and processing.
If you do a lot of large complex quotes, they can lag during processing/calculation.

This is not well suited for those who need a billing/quote system right out of the box. A lot of it feels over-complex and lacks structure.

Their support articles and resources are very limited and more often than not, outdated. The only real place to get help is in their forum where you would need to be a developer to understand and use.

Salesforce CPQ Feature Ratings

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