Salesforce CPQ (formerly SteelBrick) keeps us all on the same page.
Richard Peterson | TrustRadius Reviewer
January 14, 2020

Salesforce CPQ (formerly SteelBrick) keeps us all on the same page.

Score 8 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

Since we go to market through many different channels, it was hard keeping the price quoted to each customer current and up to date for each of the sales and sales admin people that touch an account. In our spreadsheet system, the internal team did not have any clue what the outside sales team was quoting for a price, and it made for a lot of credit memos and give-backs when the monthly statement came out. Salesforce CPQ (formerly SteelBrick) had eliminated all of that hassle.
  • They help me set up my individual User-Defined Discount Schedules by channel and account.
  • They helped me teach our internal and external sales teams to use the same number for each product, reducing pricing errors.
  • For an organization this size, it would have been nice to have a Webex to our entire sales force at one time. We had to "train the trainers" who then trained the field sales force. It worked but was not as fast as we would have liked.
  • Salesforce CPQ (formerly SteelBrick) has had a positive impact on our ROI. As we have realized, we are sending fewer credit memos after our statements are mailed because the pricing on our statements match what our salesmen and women quote the customer.
  • It has made everyone on the account more concise when it comes to providing a quote: no more off the cuff quotes that nine times out of ten would be wrong.
Salesforce CPQ (formerly SteelBrick) was a better choice feature by feature in that it was implemented rather quickly because we already used Salesforce, and our field salesmen and women were already trained on the basics. We think our investment in Salesforce CPQ (formerly SteelBrick) is less than what it would have been for Callidus SAP.
We feel the implementation went rather smooth as we were already up to speed on Salesforce.com, and it shortened the time to launch, in my opinion. Since we went with an out-of-the-box version, there was less customizing needed to make with work in our environment and software that the salesmen use.

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

Salesforce CPQ (formerly SteelBrick) is excellent for keeping track of rapid updates to prices. Not only when they go up, but also when they go down. Now we do not have to mass mail new price lists every time a price is adjusted. It makes us look more stable for our customers.

Salesforce CPQ Feature Ratings

Quote sharing/sending
9
Product configuration
7
Configuration options
7
Pricing rules
8
Price adjustment
9
Purchase history and open contracts
9
Guided selling/Sales portal
7
CPQ reporting & analytics
9
CPQ-CRM integration
8
Attachments to quotes
10
Order capturing
7