Salesforce

Salesforce CPQ

4 / 5 21 reviews

Who Uses This Software?

Salesforce CPQ customers are mid-size, high-tech companies including Cloudera, Nimble Storage, and Nutanix, as well as enterprise companies including Mitsubishi and Honeywell.


Average Ratings

21 Reviews
  • 4 / 5
    Overall
  • 4 / 5
    Ease of Use
  • 4 / 5
    Customer Service

Product Details

  • Starting Price
    $75.00/month/user
  • Pricing Details
    * All per user products require an annual contract. 10 user minimum.
  • Free Demo
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    Business Hours

Vendor Details

  • Salesforce
  • www.salesforce.com/products/quote-to-cash/overview/
  • Founded 2006
  • United States

About Salesforce CPQ

Salesforce CPQ provides easy-to-use, next generation Configure Price Quote (CPQ) apps that are 5 to 10 times faster and easier to deploy than traditional CPQ applications. Salesforce CPQ is built on the Salesforce1 Platform, so users can create accurate and professional sales quotes quickly and error-free on any device, without leaving the Salesforce1 Sales Cloud.


Salesforce CPQ Features

  • Contact Management
  • Customer Accounts
  • Forms Creation
  • Pricing Management
  • Product Configurator
  • Proposal Management

Salesforce CPQ Reviews Recently Reviewed!

Executive Director

Aug 17, 2017
2/5
Overall
1 / 5
Ease of Use
4 / 5
Features & Functionality
2 / 5
Customer Support
2 / 5
Value for Money
Likelihood to Recommend: 1.0/10 Not
Likely
Extremely
Likely

Pros: Lots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.

Cons: We spent over 9 months planning and working with a Systems Integration Partner (SIP) recommended by SalesForce. The project involved an Executive sponsor, various team members from different departments, a Project Leader, and our SalesForce Admin. We carefully planned the design of the system and each step of the way worked closely with the SIP but we couldn't get it to work. To many options, rules, settings, etc. We were promised that it wouldn't be hard. WRONG!!!!
WE WASTED VALUABLE STAFF RESOURCES FOR NOTHING! We advised SalesForce of this and they still won't let us out of our 3 year contract even after paying for 1 year of development that netting bupkis. This Software is lots of promises with no ROI.

Overall: Ultimately we received no benefit

Great product for quotes and renewals

Dec 08, 2016
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: 9.0/10 Not
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Pros: Being able to easily create quote and send to my customers

Cons: doesn't always work the way i want

Overall: I have been using Steelbrick CPQ for over a year and I love this product, it allows me to create orders and renewals for my customers all at a click of a button.

Recommendations to other buyers: Make sure you understand the product before using and that it is customized to your needs

Steelbrick Review

Oct 04, 2016
4/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
3 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Extremely
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Comments: Better than most CPQ tools for long term SaaS contracts. It has a few bugs to work out still, but is a young and quickly growing company.

lots of room for improvement. but not much competition

Oct 04, 2016
3/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money
Likelihood to Recommend: 6.0/10 Not
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Pros: it works well for the most part, and it is pretty intiuitive

Cons: scaling. large opportunities just don't work very well yet

Overall: It works, well 95% of the time. It does have scaling limitations though, so big opportunities chug. Still, it is the best thing we have found right now

Steelbrick by Cheryl

Oct 04, 2016
4/5
Overall
3 / 5
Ease of Use
4 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: We just implemented Steelbrick, and so far are seeing the initial pickup in efficiency that we expected. i would like to see more progress on their customer community site where improvements are suggested. I am hoping now being owned by SFDC the development dollars will be pouring in.

Steelbrick

Oct 04, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: Steelbrick improved our quoting process dramatically. it took our custom built quote tool and put it on steroids. It's worked well so far, there was initial pain with roll out. the pain has eased in the weeks and months following

new to steelbrick... still working thru some obstacles.

Oct 04, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
4 / 5
Customer Support
3 / 5
Value for Money

Comments: Rolled out steelbrick as our cpq. our business model requires a lot, and while steelbrick is helping with customization, we have a long way to go.

Steelbrick CPQ

Oct 04, 2016
3/5
Overall
3 / 5
Ease of Use
3 / 5
Features & Functionality
3 / 5
Customer Support
3 / 5
Value for Money

Comments: We just recently implemented Steelbrick, and have been using it since May 2016. It has definitely increased the productivity of our Sales Team.

Fantastic Company - Awesome Product

Sep 21, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Such an easy to use product - really great for sales, especially easy for onboarding new salespeople - we can lead them through the steps of selling!

Best thing about the company is their integrity - love the customer service and quality behind the team!

Amazing tool to streamline sales quote process!!

Sep 11, 2015
4/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Great application, allowed us to standardize & improve the accuracy of our quotes. Allowing us to track our client needs from request, implementation to go-live. Can't wait to see the future improvements as we continue to streamline sales from opportunity to renewal.

Steelbrick Team is Awesome!

Sep 10, 2015
3/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: The Steelbrick team has been great to work with. They are very collaborative and open to new ideas. We felt that we had an extension of our own team when implementing with them. They really took the time to understand our processes and provided us with solid , well thought out solutions.

Their customer service has been some of the best I have experienced with any vendor. Our Customer Success Representative Kelly is very responsive. She makes us feel that we are her only customer when we know thats not true :)

I think Steelbrick has came a long but they still have a long way to go. Our case was a little more unique. We have a very complicated pricing and product structure that Steelbrick has worked very hard to help support, with that though we have experienced some issues when updating packages or making changes that have been very hard on our users.

Flexible enough for any Product configuration

Sep 08, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: So we have a very complicated set up in terms of products and pricing. All of my company's contracts have just slightly different terms (i.e. product 3 is 25% of the sum of products 2 and 3 for client one but 30% for client two but 20% with a $5000 minimum for client 3). With some creative problem solving assistance from our implementation team, we were able to make it so that our Sales team only sees the products associated with each client and get all of the product calculations to function appropriately (even though we didn't use Price actions)

The only con that I can think of is that the Quote templates are somewhat buggy, and it's best if you know HTML since the WYSIWYG editor is temperamental. Once they are set up, however, cloning templates and adapting are a breeze.

Overall very solid tool

Sep 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We are new users to the software. So far so good. Looking forward to seeing how it handles some of our most complex scenarios.

We have been very happy. This is a great Quoting tool. Very flexible.

Sep 03, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Getting used to the Managed fields took some getting used to. Systems I have worked on didn't have a nice integrated tool like CPQ for Quoting. The layouts were a struggle for me It would be nice if you had the SFDC type layout where you pull the fields into your sections. I am very satisfied overall and the Support is excellent.

Easiest Configured CPQ Ever

Sep 03, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: After working with other CPQs in the past Steelbrick is by far the easiest from the configuration aspect. It may not have all of the bells and whistles just yet, but every quarter they seem to make great strides in features and functionality. They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.

Need more detail for set up

Sep 03, 2015
4/5
Overall
4 / 5
Ease of Use
3 / 5
Customer Support

Comments: My involvement with SteelBrick was working on setting up the SKUs with the configurations that were set up by the IT team. Most of the training and knowledge transfer time with Etherios was designated to the configuration set up, but no time was allocated to showing us how to upload new SKUs moving forward. Templates or configuration names and fields were not provided. When asking Etherios for the documentation multiple times, they had said they would not leave us high and dry. Unfortunately, that's exactly what happened. It took our project manager to reach out to SteelBrick directly to request this documentation. It would be very difficult for any company to continue managing their system with this software without instruction on how to maintain new information moving forward. With regards to the set up that was done by SteelBrick for the quoting portion of the software, it seems that Sales is efficiently and effectively using it.

Steelbrick is Promising

Sep 03, 2015
4/5
Overall
3 / 5
Ease of Use
5 / 5
Customer Support

Comments: We looked at a few CPQ tools to help us automate a few obstacles in our (complicated) SaaS model. Steelbrick was the best solution out there for your buck.

Pros:
We were in a situation where our current (custom) CPQ solution did not allow the flexibility to add new products, adjust order forms, support local currencies (without an expensive developer resource) and it really empowered out business to address new opportunities by being able to do these things.
There are a lot of objects and we needed to use them all to make our multi-year product model work and it seemed daunting, but really, I was able to pick up how everything fit together after a few days of diving in and playing around.
The support and customer service team are absolutely amazing. Special shoutout to my CSM (Kelly Wilson) who responds day and night to emails and is always willing to find time to get on a call. Our primary support agent (ChrisL) is also really smart and easy to work with.
No implementation of CPQ goes perfect, but we had great implementation engineer (ChrisT) and implementation consultant (ChrisH) who really PARTNERED with us to make sure the tool was what we needed to accomplish our goals.
You can trust the product management team. We have already seen features that they have promised to us (contract amendments, for example).

Cons:
- We did not realize this until after implementation (and product management has promised us that it is a high priority), but the CPQ tool will only work in full data replica sandboxes. Partial and dev sandboxes do not bring over the 20+ object records that come with Steelbrick. You will need to make sure you also consider some data migration solution between environments. You can do this yourself. I did it once successfully and it took 4 hours. :(
- CPU timeout errors. If you have complicated pricing on multi-year products and you make changes to those quotes (for example changing a 5 year deal to a 3 year deal), we often get a "CPU timeout" error. We can't ever get beyond this. We need to build a new quote. :( Again, Steelbrick product management has assured us that this will be addressed in future releases with more precise code.

Account managers are asking to join

Sep 02, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: Since two years now are we using CPQ from Steelbrick and are overall still very happy with our choice. It is easy to use when you need to get started soon but can also be configured highly to meet your requirements. It was for us a effeciency winner for generating quotes, streamlining configurations, abondoning wrong configurations and creating consistent layouts.

Exceptional Customer Support for a Powerful Tool

Sep 01, 2015
5/5
Overall
4 / 5
Ease of Use
5 / 5
Customer Support

Comments: We've had Quote Quickly for about four years now, and have had an excellent experience so far. It does what we need it to do, is flexible, and the support is one of the best in our portfolio of vendors. It fit a perfect storm of value and functionality (not too simple/small, but not too big/complex), and we plan to continue to invest.

One minor con is we'd like to see an even more simple user interface that what we have today.

Our company uses SteelBrick for Pricing and Quotes, and Approval Workflow

Sep 01, 2015
4/5
Overall
4 / 5
Ease of Use
4 / 5
Customer Support

Comments: The solution is a good fit for our needs, which include multiple versions of 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 SalesForce.com workflows for pricing or proposal approval.
The application has improved sales productivity, as well as organized data for market and business analytics.

Easy to use and customize.

Aug 31, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros:
1. Lot of features
2. Easy to configure
3. Easy to customize and add products.

Cons:
1. Sometimes get complicated and need to contact support
2. Need a user guide or knowledge book