Great Software!
Anonymous | TrustRadius Reviewer
January 10, 2020

Great Software!

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

We can quickly and accurately generate quotes for sale orders. Our sales and billing departments use it to address sending quotes straight from Salesforce to a contact or account records.
  • Quick quotes.
  • Send orders easily.
  • Accurate.
  • Hard to implement and set up.
  • More personalization of quotes.
  • Positive increase on sales.
  • Productivity increase.
It seemed really complicated comparably and didn’t seem to have the integration abilities that Salesforce CPQ has with Salesforce.
I haven’t used their support myself but there is a lot of guidance and information online and seems to be a large community to ask questions.

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

This is well suited for teams that are using Salesforce already as their main CRM and want to send quotes quickly and accurately to contacts and accounts. If you are using a different CRM I would recommend looking into other options that are better integrated.

Salesforce CPQ Feature Ratings

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