SteelBrick elevates our sales organization to look and be efficient
September 01, 2015

SteelBrick elevates our sales organization to look and be efficient

Chris Osment | TrustRadius Reviewer
Score 8 out of 10
Vetted Review
Verified User

Software Version


Modules Used

  • CPQ

Overall Satisfaction with SteelBrick CPQ

Our Commercial Sales Team is using the solution. Sales associates collect information about a building project, and the information needed to initiate a proposal for HVAC solutions. The solution is a good fit for our needs, which includes: multiple versions of an online price book for different customer segments, the Quote builder and proposal document generator, including multiple versions of a Quote for internal and customer reference, and integration with workflows for pricing or proposal approval. The application has improved sales productivity, as well as organized data for market and business analytics.
  • The ability to manage multiple Price Books based on a master list of products and price is particularly useful in our busienss. We sell in North America, Carribean, and South America markets. Each region needs to view a unique product list, with centrally managed pricing.
  • Filters to search and select product based on different factors, such as Electric Power, Cooling Capacity, or building profile makes it efficient for sales associates.
  • Integrated Reporting on Quotes by type, status, sales are or sales person with other information in SalesForce is very useful.
  • We look forward to talking with the vendor about bundles in the CPQ. A bundle is several products which are required for a specific product SKU, but are made up of multiple individual products. SteelBrick codes these as "required options" though we would prefer to associate them as bundles with a bundle price and unit prices.
  • The use of Steelbrick has created significant positive productivity for Mitsubish Electric sales. An online price book and quote input function, along with the ability to clone a quote to efficiently start a new quote has improved sales process and inventory planning. This elevated our sales teams from monthly spreadsheet submissions to real time opportunity and inventory planning.
  • Use of SteelBrick also improved customer service. When a customer places an order today, the sales order processing team has ready access to approved proposals and pricing, instead of looking for the appropriate spreadsheet file containing a customer proposal.
During evaluation of a CPQ solution we reviewed multiple products. In our business, we sell HVAC equipment, but that equipment typically has to fit engineering specifications for a building. Some of the solutions we viewed were oriented to configure a solution based on pre-determined options, such as selecting options onto a standard automobile chassis. Other solutions offered similar functionality as Steelbrick though were not developed on the platform. Our requirements included integration with the platform and Steelbrick met that requirement along with functional requirements.
For our business, the functions to allow line item pricing, and line item discount are a must have. This is one of the strengths of SteelBrick CPQ. It is also important to know that if your business has a high number of business rules or exception rules on pricing, it may be necessary for some moderate customization in the product.