Salesforce CPQ Review by Account Manager
Anonymous | TrustRadius Reviewer
January 14, 2020

Salesforce CPQ Review by Account Manager

Score 7 out of 10
Vetted Review
Verified User
Review Source

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

We use Salesforce CPQ across our sales team (Account Executives and CSM's, our version of account managers), to make quotes/proposals for our customers. It provides a means for us to more easily put together quotes based on the line items in our price books. We have changed our pricing a few times over the years, and have many different line items, so it allows us to quickly select the items needed to provide quotes for each account and the specific products that they need.
  • It organizes line items so you can select exactly what you need for each account.
  • It provides a "target amount" field so you can enter the total cost that the items in the quote need to amount to.
  • It's difficult to move line items around and organize them.
  • I wish there was a "target customer amount" button for individual groups and that you could edit the individual line items to be a certain amount. In general, and to add up to the "target customer amount."
  • It saves time instead of creating manual quotes.
  • It's easier to see what a customer has/purchased previously.
I haven't used PandaDoc, but a friend of mine uses it at their organization and recommended it.
I haven't had to get support from the SFDC CPQ team, but I would hope that they are responsive and helpful.

Do you think Salesforce CPQ (formerly SteelBrick) delivers good value for the price?

Not sure

Are you happy with Salesforce CPQ (formerly SteelBrick)'s feature set?

Yes

Did Salesforce CPQ (formerly SteelBrick) live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of Salesforce CPQ (formerly SteelBrick) go as expected?

I wasn't involved with the implementation phase

Would you buy Salesforce CPQ (formerly SteelBrick) again?

Yes

SFDC CPQ is good for creating and generating quotes when you have a set, organized price-book and line items. If you have a lot of different price books or pricing that has changed over time, and different terms/amounts that need to be grouped together, it can be difficult to use, since you can't customize the prices, and it can be a bit clunky to arrange when you have a variety of products in a single quote.

Salesforce CPQ Feature Ratings

Quote sharing/sending
7
Product configuration
4
Configuration options
7
Pricing rules
5
Price adjustment
1
CPQ-CRM integration
7
Attachments to quotes
7