Salesforce CPQ Review
June 13, 2018

Salesforce CPQ Review

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

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

Whole organization currently.

Allows our sales group to track account interactions, and links with our internal system to bill and monitor usage
  • The ability to process a quote quickly and efficiently helps my daily task proficiency increase
  • Straight forward to use, and intuitive.
  • Has reduced the number of steps needed when building and finalizing a quote
  • Could be reduced to less steps than it already is
  • Some steps need additional workflow than desirable
  • Allowing to have Salesforce CPQ onboard in my daily task regime, has effectively allowed for time to be distributed elsewhere. My daily tasks, such as quote building, distribution and retrieval have been significantly improved.
More enterprise related and trustworthy. There is a greater brand association - Salesforce for me.
Suited well for enterprise level companies who are familiar with needed to build multiple quotes and distribute them with confidence. There is a need for the process to be even more streamlined and effective. The quicker I can complete this process, the faster the turnaround for onboarding the client.

Salesforce CPQ Feature Ratings

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