Salesforce CPQ is the fifth force that needs to be strong in your Sales Team.
Prashant Choudhary | TrustRadius Reviewer
Updated January 21, 2020

Salesforce CPQ is the fifth force that needs to be strong in your Sales Team.

Score 10 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

It is being used in order to improve the productivity of the entire organization and also helps in maintaining the leads database accurately, it has the linking of all sales aspects whether it is the lead management, or quote management even discounts or editing the terms and conditions of a quote or other things, this also provides a linking of lead to cash conversion.
  • Lead management.
  • Leads to financial conversion that is we can directly see the conversion of leads in to cash flows.
  • Integration with software from other brands should be made easier.
  • Data migration from other CRM is really hectic and can be time consuming or glitchy.
  • It helped increase lead generation.
  • Sales productivity i.e the conversion or closure of deals increased.
Salesforce stacks well in terms of features like lead, quote and pricing management than other software like Zoho, bichon, agile or HubSpot, personally I believe if the entire set of tools and solutions provided by Salesforce are employed they would work like a well-oiled machine as compared the amalgamation of various resources from various companies, and again you have to shell out a little bit more money for Salesforce CPQ than others like Zoho, etc. But the features may justify that, so a buyer must contend to one only post a proper analysis of all options becomes available.
There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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?

No

Would you buy Salesforce CPQ (formerly SteelBrick) again?

Yes

It is actually well suited in most sales scenarios, perfect for the one I am operating under, which is a budding and upcoming eCommerce platform like industry buying where new SKU's across various categories and subcategories and various pricing and discounts keep on being added to the system and quoting and finding details becomes a difficult task, there in Salesforce CPQ becomes a game-changer.

Salesforce CPQ Feature Ratings

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