Salesforce CPQ - Streamlining Sales Process
July 05, 2021
Salesforce CPQ - Streamlining Sales Process
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)
Salesforce CPQ is primarily used by our Account Executive, Renewal Managers, Legal, Revenue Operations and Sales Operations and for some certain cases the SDR team.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
It helps in creating multiple quotes that can be presented to the customer and then ultimately populates key metrics on the opportunity. It gives a lot of structure and process to the selling process.
It makes sending out documents for signing very easy by using the DocuSign connector.
Pros
- Generating proposals
- Creating multiple quotes
- Multiple Templates
- Approvals
Cons
- Some time Primary Quote Details dont move over to Opportunity
- The managed package code can be slow sometimes
- Proposal Generation in PDF
- Discounting
- Approvals
- Multiple Quotes
- Has increased opportunity cleanliness
- Pipeline Accuracy
- Forecasting Accuracy
- Sending and storing customer contracts
- Apptus eSales and Zuora
Salesforce CPQ was faster in performance and suited our needs.
Its direct integration on the SFDC platform made it easier to implement.
Its direct integration on the SFDC platform made it easier to implement.
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
Comments
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