--- title: "Salesforce Revenue Cloud Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Is Salesforce Revenue Cloud the right Contract Management solution for you? Explore 83 verified user reviews from people in industries like yours to make a confident choice." source_url: "https://www.capterra.com/p/265484/Salesforce-Revenue-Cloud/reviews/" page_type: "reviews" language: "en" --- Salesforce Revenue Cloud 4.4 (83) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated October 1st, 2026 # Reviews of Salesforce Revenue Cloud Ease of use 4.0 Customer Service 4.1 ## Pros and Cons in Reviews JL Jenna L Sales ManagerComputer Software, 10,001+ employeesUsed the software for: 6-12 months. “Revenue Cloud helps me run my teams pipeline to be able to forecast proper and project deal velocity.“ April 6, 2026 MD Melanie D Regional DirectorComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “I find it not so user friendly to build reports or just manage it day to day and requires quite a lot of maintenance.“ April 14, 2025 WB Waheed B Solutions EngineerComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “Salesforce allows you to track all of your business's activity, everywhere, all at once“ January 10, 2025 JK Jerry K Director, Audit and ComplianceAccounting, 501 - 1,000 employeesUsed the software for: 1-2 years. “It doesn't intergrade well with other ERPs such as ServiceNow“ January 13, 2025 MD Melanie D Regional DirectorComputer Software, 51 - 200 employeesUsed the software for: More than 2 years. “Overall it's a very good enterprise tool. But it needs a lot of management and specifically at least one person or a team to keep it running for the organisation. If a salesperson has to do all these tasks it takes away from their time actually selling.“ April 14, 2025 VP Vidya P Software engineerInformation Technology and Services, 10,001+ employeesUsed the software for: 6-12 months. “Its very expensive, implementation can be complex and adds to the cost.“ November 5, 2024 LG LaTosha G recHealth, Wellness and Fitness, 501 - 1,000 employeesUsed the software for: More than 2 years. “this program really helps us keep track of clients and dates and scheduling consults exellent program“ January 14, 2025 NJ Nicole J President, Technology DivisionLogistics and Supply Chain, 10,001+ employeesUsed the software for: 1-2 years. “My sellers grumble that they spend too much time updating the tool. “ December 23, 2024 ## Showing most helpful reviews Showing 1-25 of 83 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Emmanuel K. Sr. Business Administrator Automotive Used the software for: 2+ years ### "Salesforce is a Great Tool" March 5, 2026 5.0 Overall is very good, modern and will get things done easier. It's pretty amazing the capabilities it has. Pros Keeps things organized. It's a useful program for the business. It can take some time to get used to and learn. Cons Because of how capable it is, it can take time to learn and understand the program. But once you get in there and learn, it end up being great. Switched from [Genius ERP](https://www.capterra.com/p/105244/Genius-Manufacturing/) Company acquisition had us change our program. Review Source EO Elizabeth O. Dispatcher Machinery Used the software for: 6-12 months ### "Salesforce - winner " January 1, 2025 5.0 Overall its a great program. Definitely an upgrade from previous programs i have had the displeasure of using. Pros This program is very interesting to use, alittle difficult to learn at first, however once you get the hang of it its a breeze. Cons Multiple complicated steps to get to your desired location within the program. Switched from [QuickBooks Enterprise](https://www.capterra.com/p/174984/QuickBooks-Enterprise/) Needed something a little more user friendly, an more detailed. Review Source SHT Syed Hamza T. Consultant Chemicals Used the software for: 2+ years ### "Streamlined Our Contract-to-Cash Process" August 5, 2026 5.0 Overall, it's been a strong investment for value for money once you factor in the time saved on manual invoicing, contract tracking, and document handling. It required an upfront investment in setup and training, but it's paid off through smoother operations and better visibility across our revenue processes. Pros Salesforce Revenue Cloud has made a real difference in how we manage the contract-to-invoice lifecycle. The contract management tools are intuitive and cut down significantly on manual back-and-forth when setting up and amending agreements. Built-in document signature functionality means we no longer need a separate e-signature tool, which speeds up approvals and keeps everything in one audit trail. Invoicing is far more accurate now that it's tied directly to contract terms, reducing the kind of discrepancies that used to eat up time in reconciliation. Security has also been solid — role-based access and data controls give us confidence when handling sensitive supplier and customer information. On top of that, integrated email and document sending means proposals, contracts, and invoices go out without switching between platforms. Cons The learning curve can be steep for new users, especially those unfamiliar with the broader Salesforce ecosystem. Customer support response times have occasionally been slower than expected for non-urgent tickets, and some of the more advanced configuration options require either technical expertise or support from a Salesforce partner to set up properly. Review Source MS Morgan S. co foudner Staffing and Recruiting Used the software for: 2+ years ### "No Expert on Salesforce" December 13, 2024 3.0 Overall once you have it customized to what your business needs to will capture it all. I just do believe we don't know what we dont know and need more help. Pros I do like we can customize most of the aspect. Cons It is a lot, not for the entry level business or less tech savvy person. I do think for us wanting to grow we will love that we did take on salesforce, however we have used extensive outside consultants to help and I believe still not in a great user space. Review Source DJ Dean J. Sales Financial Services Used the software for: 6-12 months ### "Salesforce Revenue Cloud is AMAZING" June 5, 2026 5.0 Fantastic. I would recommend this to any business wanting to level up. This is the best way to take your business to the next level. Pros Great product with a great cost. It's not the cheapest on the market but it is by FAR the best. It's easy to learn and doesn't take a lot. It's safe and secure and from what I can see the document signature seems to be easier than anything. Cons Nothing really. I haven't had any issues at all. Seems smooth and any questions i've had have been answered immediately. Review Source BM Brandon M. Aoount Executive Transportation/Trucking/Railroad Used the software for: 6-12 months ### "Designed to Streamline all your business needs" January 2, 2025 5.0 It takes a lot of work to incorporate the date but once you get it streamlined, you can sit back and let it do the work for you with little oversight. Pros Does a great job at managing all business prospects and syncing all data to ensure you can pull the right contacts and keep track of the contributions highlighted so you know where you are struggling and who is generating the most revenue throughout the year. Cons There is a lot of data to incorporate and it will take some time to streamline everything Salesforce can do. Switched from [Pipedrive](https://www.capterra.com/p/132666/Pipedrive/) Needed a more refined system that allowed a more expandable experience in data. Review Source JL Jenna L. Sales Manager Computer Software Used the software for: 6-12 months ### "Salesforce for Sales Leaders" April 6, 2026 5.0 I use the system daily to manage Account Executives. I find it very easy to make reports and filter them to have effective meetings about pipeline. Pros Revenue Cloud helps me run my teams pipeline to be able to forecast proper and project deal velocity. Cons Sometimes there are a lot of unused fields that cause noise for reps to move their deals down the stages and funnel. Review Source MT Mariane T. Manager Business Supplies and Equipment Used the software for: 1-2 years ### "The revolution in payment management system" November 29, 2025 5.0 Pros i really like the way the interface is designed. The data are easy to imput and the calculations are done almost automatically. The invoicing is easy due to template. it is also easy to do some self learning so as to better use the plateform and be able to get better value for money Cons It requires a good level of computer knowledge to be able to better navigate on salesforce Revenue Cloud Review Source VR Verified Reviewer Manager Consumer Services Used the software for: 2+ years ### "Salesforce one of the best multipurpose CRM" January 14, 2025 5.0 In my organization, I am using Salesforce's multiple apps like salesforce cloud and salesforce outcall monitoring app, for outcall to handle customers query. Pros Salesforce revenue cloud software help sales team to identify the best price and configure the product. It is an automation tool that help to find accurate pricing of products and reduces complex pricing into easiest way. Cons Sometime multiple option may confuse the user as interface is bit complex. Review Source FRANCO P. Founder Consumer Goods Used the software for: 1-2 years ### "Salesforce In Today Business World!" January 2, 2025 4.0 It is very good and really help get a lot of things in the work day completed. Pros Easy To use and very user friendly. Make work easier to do! Cons Takes a very long time to load and begin to work on the platform. Review Source NJ Nicole J. President, Technology Division Logistics and Supply Chain Used the software for: 1-2 years ### "Good solution for CRM" December 23, 2024 4.0 Solution works well for effective CRM and I would recommend it for consideration for a medium-large organization. Pros Makes it easy to govern a large sales team with real time reports and information. Cons My sellers grumble that they spend too much time updating the tool. We tried to improve this by linking their calendar and email to Salesforce, yet then the complaint is the company is "big brother". Anther challenge is the cost of IDs limits the number of admins we allow into the system, hence managers are sometimes encouraged to manage through published reports rather than logging into Salesforce Review Source TH Thomas H. Sales Manager Civic & Social Organization Used the software for: 6-12 months ### "Salesforce Winner!" January 8, 2025 5.0 Fantastic! Helps me keep on top of my own and my teams quotes and sales to ensure I don't miss oppurtunities Pros Allows to manage my own pipeline Gives an overall view of all sales colleagues activity Easily transferrable from CRM system (Sage) Great reporting tools Allows to track and chase quotes easily Cons No prompting or calendar to track sales/quotes Slightly overpriced Review Source MT Mark T. Owner Design Used the software for: Less than 6 months ### "Great Tool for sales heavy orga" December 23, 2024 4.0 Being able to link all of our revenue processes with the unified model has eased a lot of pain points. Pros Great cloud based tool to track and manage revenue Cons The AI tools didn’t provide much benefit Review Source AV ASHLEY V. Office Manager Information Technology and Services Used the software for: Less than 6 months ### "Very Easy to Use! " December 18, 2024 5.0 Overall, Salesforce was a great platform to keep track of potential sales, leads, clients. It was also very easy to input data. Pros I like the fact that it integrates with online search engines. Cons i found it to be a little hard to navigate right away. Review Source MY Matthew Y. Field Engineer Medical Devices Used the software for: 1-2 years ### "Huge feature set with multi-level deployment options - takes some getting use too" June 18, 2020 4.0 Large scale tracking of employee, customer and device information to include maintenance and tasking necessities. Generates an integrated DB option that allows for global tracking, management and metric options with a broad reporting feature. Pros The broad scope capabilities of Salesforce allow for a multi-departmental integration and deployment functionality with multi-scope database options. Integration with third-party systems is phenomenal, and the allowance of homegrown development is almost limitless when designing to the needs of your organization. Speed of deployment and development is only mitigated by internal knowledge but a large knowledge base and user set globally assist in speed of change. Cons Despite the large scale integration options with salesforce there can be a slowed user capability due to functional UI. This can of course be customized to meet the needs of your internal customers, but still requires considerable training to the tools available. Ensuring internal department integration and assistance will speed an organization to use. Review Source CV Chris V. CRM Systems Analyst Used the software for: ### "Steelbrick is Promising" September 3, 2015 4.0 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. Review Source VR Verified Reviewer Administrator Information Technology and Services Used the software for: 2+ years ### "SALESFORCE CPQ FOR YOU" March 5, 2019 5.0 Salesforce CPQ has helped the vendors to sell the products and services very fast with no help of the technical support team because they can see the catalog updated all the time. And if the client like they can generate the proposal very fast. Pros \- All the products and services live in the same place. - You can generate proposals - Can Integrate many tools in CPQ like DocuSign and Xauthor -You can update or upload information very fast by using Data Loader Cons \- We need more support team to solve our doubts or problems - More guides or videos for the application (Translated in Spanish ) Review Source VR Verified Reviewer Jr. CRM Analyst Used the software for: 1-2 years ### "Gets the job done, but there can be a lot of improvment" January 16, 2018 3.0 Pros Creating quotes, submitting for approval, adding products, etc.. It all works great and it's done wonders for our company (see the "but" in my cons) Cons CPQ could be much more intuitive from the admin end. A bit object/field heavy and a beast to manage. It takes basically one full time person to manage for a company our size (1K+- users ). Not sure if there is anything better though. Review Source DD Diego D. Owner Leisure, Travel & Tourism Used the software for: I used a free trial ### "Best tool for Sales Agents." October 2, 2024 5.0 Overall is good it keeps track of sales and revenue way easier. Pros The integration of AI to assist with the quoting process Cons There is always room for upgrading and updates will fix that for sure! Review Source VR Verified Reviewer Student Used the software for: 1-2 years ### "Salesforce CPQ for over a year and I love this product" March 5, 2018 5.0 Pros Creating quotes, submitting for approval, adding products, etc.. It all works great and it's done wonders for our company Cons A bit object/field heavy and a beast to manage. It takes basically one full time person to manage for a big company Review Source ZK Zack K. Director Computer Software Used the software for: Less than 6 months ### "Powerful for configuring approval processes but requires lots of know-how" April 7, 2021 3.0 Still not sure that we are receiving the value that we are paying for, time will tell. Pros CPQ is a Salesforce product which allows you to build sophisticated quote pipelines. In general, this is useful if you have a diverse price book and different types of sales motions which require approvals from different stakeholders. There are different options when selecting CPQ, namely whether you need multiple approver capabilities. For a mid to large stage company, this is definitely a required feature and the native SFDC integration makes it easy to consume. Cons Pricing is quite high for this feature, it costs as much as SFDC seats itself which is a bit difficult to get approval for. Configuration for CPQ also requires a lot of technical knowledge and usually gets farmed out to a SFDC consulting group (even more $$$). If you are a small startup, you probably can do without CPQ until the sales cycle becomes more complicated. Review Source FA Fazal A. implementation & support specialist Information Technology and Services Used the software for: Less than 6 months ### "Quote and Track" January 29, 2021 5.0 Pros We have recently switched to salesforce and loving everything about it and managing our quotations was never this good. Cons it takes some time to do digging about things we wana do but after that it has been smooth sail. Review Source MS Marcus S. Business Process Analyst Used the software for: ### "Flexible enough for any Product configuration" September 8, 2015 5.0 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. Review Source CO Chris O. Director of Information Technology Used the software for: ### "Our company uses SteelBrick for Pricing and Quotes, and Approval Workflow" September 1, 2015 4.0 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. Review Source SD Sierd D. SA Used the software for: ### "Account managers are asking to join" September 2, 2015 5.0 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. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.