All in-one sales tool
December 29, 2021

All in-one sales tool

Anonymous | TrustRadius Reviewer
Score 9 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ERP solution makes it really easy for an end-to-end process. It is also used to support end-user and quickly trace the logs on what the users are doing for easy resolution. Salesforce CPQ is easy to navigate and use. Being user-friendly, it is easy to learn how to use it and work with it and provides a smooth user experience.

Pros

  • Configuration
  • User-friendly and user experience
  • Integration with SAP

Cons

  • When integrated, sometimes some of the functionality is missing
  • Quoting Process
  • Order-to-Cash Process
  • Speeds up the process of quoting
  • Efficiently configure process and price it
This is an efficient tool and user-friendly.

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

With the complex business scenario of working with configuration, this is very helpful and integrates well based on the requirement. I cannot think of a scenario where CPQ is less appropriate, having said that it is easy to use and navigate makes it a better choice.

Salesforce Revenue Cloud Feature Ratings

CPQ
9.4
Quote sharing/sending
10
Product configuration
9
Configuration options
9
Pricing rules
9
Price adjustment
10
Purchase history and open contracts
9
Guided selling/Sales portal
9
CPQ reporting & analytics
10
CPQ-CRM integration
10
Attachments to quotes
9
Order capturing
9

Using Salesforce CPQ (formerly SteelBrick)

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