Easy to Pick Up and Implement
Rebecca Piatz | TrustRadius Reviewer
April 22, 2015

Easy to Pick Up and Implement

Score 10 out of 10
Vetted Review
Verified User
Review Source

Software Version

21.2.18

Overall Satisfaction with SteelBrick CPQ

We have been using SteelBrick internally on our sales operations team for a couple of years, but we are about to roll it out to our entire sales team. Because of this, we've completely overhauled the set up we started with. Since we've been able to add things like product rules and approval processes, we can enable our sales reps to quote with very little assistance.
  • I can easily make field and layout changes to our products and quotes. This has allowed me to customize the tool a lot to fit our special pricing structure.
  • Their support team is amazing. Every question I've had has been answered clearly and quickly.
  • Their online support topics could be clearer. I've relied a lot on their support team because the directions online were not easy to understand.
  • We currently don't have a way to show pricing change year over year on a quote. Though, I hear this is coming on a future update.
  • SteelBrick has allowed us to start reporting on the products object, which is much more accurate and precise than the manual entry we had before. As we see it become the norm for our sales team, reporting on the products object will allow for better forecasting.
  • We've been able to shorten the time to close for a sales rep by using SteelBrick.
We have found it to be very helpful for a straightforward quote; no special terms or changes in cost year over year. Our hope is that the sales team will begin to quote in a more standard way, as we've set everything up in Steelbrick CPQ, and less with special terms.