Clean, easy product for simple business processes
August 05, 2016

Clean, easy product for simple business processes

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

Overall Satisfaction with SteelBrick CPQ

SteelBrick CPQ is being used by Sales, CX and Sales Ops. It is used mainly for Configuration, Pricing and Quoting. But it also serves as the foundation for the products that can be supported by the company for pricing and billing. It also defines the underlying data model for reporting and processes (New Orders, Renewals, Change Orders, Cancellations etc )
  • Product configuration
  • Quoting process, integration with docusign, emailing quotes to customers
  • Approval process
  • Least custom components on SFDC
  • Process for Amendments - Not very streamlined process for creating amendment quotes, Not well thought in the context of integration with Billing system
  • Several products that are common in Subscription industries can't be easily designed
  • Paid Pilots ( Where products have pilot period when customer can stop the service
  • User Ramp ups ( MDQ does not support the bundle SKUs. Quote lines with different dates create different contracts)
  • Overage SKUs ( Can't define commitment for overage SKUs and link them to commitment SKUs)
  • Usage SKUs ( Ideally usage SKUs should have a price on the quote line and no quantity on the quote)
  • Following processes can't be supported without customization:
  • Evergreen contracts ( In this case no renewal quote is needed but contract dates should be pushed by renewal term)
  • Change Orders ( Amendment quoting is not streamlined enough)
  • Cancellations
  • Improved User experience
  • Expedited Sales process
  • Docusign Integration improved quality of signing process
We evaluated Aptus against SteelBrick. SteelBrick had an edge because of low Implementation cost, fewer custom components, clean user interface, and good client references
SteelBrick works well because of following:

  1. Clean and simple product for new users
  2. Few custom components in SFDC
  3. Easy quoting process
It doesn't work in following cases:

  1. Advanced products and pricing requirements
  2. Business Processes for amendment, cancellations, change requests

Salesforce CPQ Feature Ratings

Quote sharing/sending
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