Salesforce CPQ has best guided selling, approvals and discounting of any CPQ tool
January 15, 2019
Salesforce CPQ has best guided selling, approvals and discounting of any CPQ tool

Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)
We use Salesforce CPQ for guided selling, bundled service offerings, discounting and approvals. We are also using Salesforce AI tool Einstein to get recommendations of the best quotes that have resulted in closed won deals. The automations and integrations into Conga make it a tool that we could not live without! I highly recommend it to anyone with a complex offering or complex discounting or that constantly is onboarding new reps.
Pros
- Guided selling for easily on-boarding new reps
- Bundles that make up-selling and cross-selling a breeze
- Discounting and approvals that make for easily automated processes
- AI tool Einstein to get recommendations of the best performing wording and orders
Cons
- Speed is sometimes slow
- Standard templates for orders are lacking but can be solved with a CLM tool like Conga
- Complex implementation that requires a partner that knows what they are doing around CPQ and billing (but it's the same for all CPQ tools that we have seen)
- We have the fastest speed to market as quotes get to customers faster than our competitors.
- Less human errors in quotes as standard language and auto-calculations are done.
- Increased win rates.
Salesforce CPQ is much better in user interaction, automation, AI, and integration with CRM, and other business systems.
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