Salesforce CPQ Review
Jeff Mullin | TrustRadius Reviewer
November 11, 2019

Salesforce CPQ Review

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

SCPQ helps us to configure products, price orders, and generate quotes at TriNet. This software solution has helped us to streamline our processes from the quote process to payment from the customer. It has been our all-in-one CRM Platform.
  • Quoting
  • Pricing
  • Payment
  • Proposals
  • Ease of use.
  • Smooth integration with the Salesforce platform.
  • Complexity
  • Enables efficiency to increase productivity.
  • Reduces mistakes in the approval process.
  • Allows view for upper management.
  • Tracking.
Salesforces CPQ compares very highly to Apparound CPQ, because of the integration with the Salesforce platform. Because of the integration with the regular Salesforce platform, the tools work interchangeably with one another. This process creates a great deal of efficiency, and there are many fewer mistakes by clicking back and forth between two separate programs.
The support from the team at Salesforce CPQ has been solid and consistent. Any time someone from my team is in need of assistance, the Salesforce CPQ team is always available and extremely knowledgeable. I feel like we are fully supported if there are glitches with the program or if I am stuck in a situation where I do not know how to accomplish a task.

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

At TriNet, we utilize Salesforce CPQ for the quoting process of insurance products and Human Resources Outsourcing. The tool enables a sales professional the opportunity to build quotes from scratch. Then, he or she is able to pass the quote on to the next appropriate department for approval, which creates a seamless process.

Salesforce CPQ Feature Ratings

Quote sharing/sending
7
Product configuration
7
Configuration options
7
Pricing rules
6
Price adjustment
8
Purchase history and open contracts
8
Guided selling/Sales portal
7
CPQ reporting & analytics
7
CPQ-CRM integration
8
Attachments to quotes
9
Order capturing
7