Salesforce CPQ gives us the right amount of flexibility and detailed reporting
Updated November 27, 2021

Salesforce CPQ gives us the right amount of flexibility and detailed reporting

Ian Larkin | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have different pricing variations as needed (block, slab, etc.).
  • Amend contracts
  • Track cross-sell, expansion, and product churn
  • Implementation can be cumbersome as it requires clearly defining your own processes
  • Licenses are expensive
  • The functionality with the Contract object as this enables much of what we want to track
  • Approvals
  • Positive ROI
  • Improved reporting
Salesforce CPQ [(formerly SteelBrick)] seamlessly integrates with Salesforce allowing us to have less integrations to manage. Releases don't break a connection causing delays in the sales process.

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

The flexibility we have is great. While we want this flexibility we also want it contained within defined parameters and [Salesforce CPQ (formerly SteelBrick)] allows us to do this.

Salesforce CPQ Feature Ratings

9.8
Quote sharing/sending
10
Product configuration
9
Configuration options
9
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
10
CPQ reporting & analytics
10
CPQ-CRM integration
10
Attachments to quotes
10