CPQ is a great product but still needs some work
Jared Wacht | TrustRadius Reviewer
Updated November 07, 2019

CPQ is a great product but still needs some work

Score 9 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

We use Salesforce CPQ for almost all sales quotes. Our goal is to have all of sales on CPQ in 2020 as its capabilities far surpass our internal product.
  • Customer Target Amount setting - Splits out discounts evenly across products within given discounting rules.
  • Calculate button takes the math out of the sales reps' hands, which is a must!
  • Allows for the hiding/displaying of products and tethering of products to prevent reps from selling in-compatible products or from missing required products.
  • Performance - The speed of the system needs improvement. The biggest complaint we get from all reps.
  • It should be easier to manipulate quotes on the QLE.
  • Positive - Less quoting errors since the process is heavily automated now.
  • Negative - Has moderately slowed down our sales cycle times.
CPQ is a more inline, integrated and user-friendly product compared to Apttus's offering. The fact that it was bought and embedded by Salesforce into the platform and the support that entails, was the big differentiator for us.
They are very responsive and try to help but don't always have the answers or give the best advice when it comes to a complicated problem or set-up.

Do you think Salesforce CPQ (formerly SteelBrick) delivers good value for the price?

Yes

Are you happy with Salesforce CPQ (formerly SteelBrick)'s feature set?

Yes

Did Salesforce CPQ (formerly SteelBrick) live up to sales and marketing promises?

Yes

Did implementation of Salesforce CPQ (formerly SteelBrick) go as expected?

Yes

Would you buy Salesforce CPQ (formerly SteelBrick) again?

Yes

CPQ is fantastic for straightforward, simple small product catalog selling. It is not the best when you try to use MLP (Multi-Language Processing) as it causes performance issues and other errors.

Salesforce CPQ Feature Ratings

Quote sharing/sending
8
Product configuration
8
Configuration options
8
Pricing rules
7
Price adjustment
9
Purchase history and open contracts
8
Guided selling/Sales portal
9
CPQ reporting & analytics
8
CPQ-CRM integration
9
Attachments to quotes
8
Order capturing
8