Item: Salesforce Revenue Cloud
Rating: 8
Author: Richard Peterson

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

Use Cases and Deployment Scope

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.

Pros and Cons

Pros

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.

Cons

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.

Return on Investment

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.

Alternatives Considered

CallidusCloud CPQ

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.

Support Rating

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.

Key Insights

Do you think Salesforce Revenue Cloud delivers good value for the price?

Yes

Are you happy with Salesforce Revenue Cloud's feature set?

Yes

Did Salesforce Revenue Cloud live up to sales and marketing promises?

Yes

Did implementation of Salesforce Revenue Cloud go as expected?

Yes

Would you buy Salesforce Revenue Cloud again?

Yes

Other Software Used

Salesforce Commerce Cloud, Salesforce Community Cloud, Kentico, SAP Business Warehouse

Likelihood to Recommend

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 Revenue Cloud Feature Ratings

Comments

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