Incredibly powerful tool if you can devote the time to it.
April 27, 2022

Incredibly powerful tool if you can devote the time to it.

Nathaniel Sintros | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more insights/visibility on discounting for leadership. We require CPQ to be used for new/upsell and renewals so our whole customer-facing team is using CPQ.
  • Pricing calculation.
  • Data hygiene.
  • Opportunity and pricing approval.
  • Lots of customization needed.
  • Heavy on the admin side.
  • Difficult to follow/customize at times.
  • Pricing calculation.
  • Advanced approvals.
  • Customization opportunities.
  • Speed up the quote generation process by hours.
  • Greater visibility into discounting and pricing.
There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

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

CPQ is great if you can devote the time to it to make it perfect for your sales team. It requires a lot of time and energy to build it out and customize, but once that's done it is one of the most powerful tools you will have. Having an expert in CPQ is really helpful as well.

Salesforce CPQ Feature Ratings

9.2
Quote sharing/sending
8
Product configuration
10
Configuration options
10
Pricing rules
10
Price adjustment
10
Purchase history and open contracts
7
Guided selling/Sales portal
Not Rated
CPQ reporting & analytics
10
CPQ-CRM integration
10
Attachments to quotes
8
Order capturing
9