Love CPQ - way better than old solutions
June 08, 2018

Love CPQ - way better than old solutions

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

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

CPQ is being used across our sales, finance, and professional services departments. It solves the issue of having multiple sources of quoting from different departments. It allows for all SOW's and Service Orders to be put onto one document for our customer, rather than having to electronically send some docs, email PDF's of other docs, etc. It also allows for us to quote everything in one place - not just the technology, but also the implementation and any other services involved, without having to reach out to those individual teams.
  • Easy to use interface. Very shallow learning curve, so it's not a massive headache switching from previous tools.
  • Ability to adjust different line items on quotes as needed.
  • The ability to house multiple quotes that can be updated on the fly and integrate well with our pricing packages.
  • Automatically save. I will change the name of a quote, forget to click save and then it reverts back to standard name
  • Ability to update certain aspects of quote, even when it is in approval stage. while it is in the stages of being approved or even receiving an SOW or a service request, I'm not able to update the license name until the approval goes through.
  • Approvals go DIRECTLY to necessary people. When there is a massive chain of person out of the office in that chain can create a headache.
  • HUGE time saver
  • Increased our customer satisfaction as our contract process isn't such a mess
  • Deals close faster since we are able to provide instant quotes and provide contracts faster
Almost a no brainer as we already heavily use SalesForce. This process allowed for everything to be in one place. As stated before, it is better than our old solution because it pulls a lot of the info from the option for you, allows for you to cross-function with services team, etc.
Appropriate for creating and managing quotes for your multiple opportunities. Can't really think of a scenario where it wouldn't be well suited. It also ties well into finance, so they can see exactly what needs to be invoiced. It's also a great tool for having multiple hands in the pot - for example a client has to use implementation services, professional services, and technology - it can all be quoted in one place.

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