Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.
April 30, 2022

Fast to Implement and Easy to Use, Seamlessly Integrates with SF CRM.

Anonymous | TrustRadius Reviewer
Score 7 out of 10
Vetted Review
Verified User

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

With Salesforce products you're getting a platform to build upon. We had to invest a considerable amount of money to meet our needs. it's an in-depth Salesforce internal resources and support system for our business needs. Salesforce CPQ automates quoting, contracting, and ordering processes. The solution improves sales productivity and helps you close more deals without ever leaving Salesforce.
  • Better control over discounting by sales people.
  • Easy-to-use, next-generation app that is part of the Sales Cloud solution.
  • Salesforce CPQ delivers next-generation service which is easy to implement than other CPQ applications.
  • It's built using the standard objects in Salesforce like quotes and products.
  • Desktop Experience is not supported for mobile browsers.
  • While selecting Primary Contact on the Quote does not auto-populate the phone and email fields for the contact.
  • Product Option Drawer Attributes are not supported in the Salesforce mobile app.
  • integration of selling and billing on a single platform,
  • Integration of CPQ toolset with customer lifecycle workflows to minimize escalations.
  • It also has automated billing to accommodate complex requirements and reduce collection time.
  • Independent software vendor offerings.
  • Yes Since it reduces the licensing system and administrative burden.
  • OIt has great operational transparency which is turn become more efficient.
  • The training module & supportive module helps the company save time and money in outsourcing.
  • SAP CPQ (formerly CallidusCloud CPQ) and Conga CPQ
This has better product capabilities like Manage Order, Mobile, pricing module, select product offers service channel. What I like best is the integration with Salesforce, the ability to create and connect opportunities and there is a lot of flexibility in this tool. It has a very user-friendly platform & navigation across pages is the best Also I like how fast I can create quotes. I also like how detailed you can get with reporting. Any possible metric we can think of can be tracked, measured, and integrated.

Do you think Salesforce Revenue Cloud delivers good value for the price?


Are you happy with Salesforce Revenue Cloud's feature set?


Did Salesforce Revenue Cloud live up to sales and marketing promises?


Did implementation of Salesforce Revenue Cloud go as expected?


Would you buy Salesforce Revenue Cloud again?


SAP CPQ (formerly CallidusCloud CPQ), Salesforce Advertising Studio (formerly, Microsoft Teams
What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

Salesforce CPQ Feature Ratings

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