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Salesforce CPQ Review

Salesforce CPQ
Our score: 9.6 User satisfaction: 99%

What is Salesforce CPQ?

Salesforce CPQ is a fully native Salesforce unit that automates quoting, ordering, and contracting processes. The solution capacitates users to generate precise sales quotes and deliver accurate orders on the fly, from any device. It enables users to close more deals quickly and improve sales productivity without leaving the Salesforce Cloud.

The software is easier and faster to set up than the customary CPQ applications. It provides out-of-the-box capabilities which saves sales staff time while enabling them to deliver branded quotes at greater speed. It has a wide range of prebuilt features like pricing & discount schedule and guided sales that help businesses scale with ease as their sales process evolve. Salesforce CPQ enables sales reps to pinpoint up-sell and cross-sell opportunities and make good use of the product catalog within Salesforce.

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Overview of Salesforce CPQ Benefits

Salesforce CPQ (formerly Steelbrick) streamlines a plethora of processes involved in the sales cycle. With the solution, it takes only some simple clicks to configure the products, price your order, and generate an accurate quote. This is a next-gen CPQ solution which is faster to deploy and use than the traditional applications.

The application enables sales staff to create accurate quotes all the time. The guided selling feature empowers sales reps to always find the most suitable product or service for each customer. The sales reps also use the Google-like search capability to suggest products or services more customarily. The feature improves their productivity and enables them to easily discover up-sell and cross-sell opportunities.

The pricing and discount module handles multiple pricing and discounting options including: pre-negotiated contract pricing, volume discounts, percent of total subscriptions, and channel & partner pricing. It enables you to uphold consistency in pricing and discount by setting clear rules. The consistency enables the solution to combine the right blend of components in each quote. This makes it easy to deliver customer-friendly quotes at all times.

Salesforce CPQ helps you to cut the time out of the contracting and proposal processes. The proposal generator enables you to spawn professional looking branded proposals. It allows you to use fully customizable templates to craft documents that look the way you like. The manage contract feature makes it easy to design professional sales contracts. It helps you integrate contracts with signature to close more deals faster.

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Overview of Salesforce CPQ Features

  • Price and quote
  • Order and renewals
  • Product Configurator
  • Guided selling
  • Proposal generator
  • Manage contracts
  • Invoice
  • Subscription billing
  • Payments
  • Manage sales tax and VAT
  • Revenue recognition

Awards & Quality Certificates

An award given to products our B2B experts find especially valuable for companies
This award is given only to top B2B products and represents the highest possible level of service. It highlights the vendor’s extensive knowledge of the industry they’re selling to and the needs of their customers.
This certificate is granted to products that offer especially good user experience. We evaluate how easy it is to start using the product and how well-designed its interface and features are to facilitate the work process.

Salesforce CPQ Position In Our Categories

Knowing that companies have specific business requirements, it is only wise that they steer clear of purchasing a one-size-fits-all, “perfect” solution. Just the same, it would be futile to try to find such a software solution even among widely used software products. The right thing to undertake would be to take note of the different critical factors which call for a analysis such as key features, costing, technical skill capability of the employees, organizational size, etc. Next, you should conduct your research systematically. Read these Salesforce CPQ evaluations and explore each of the software options in your list in detail. Such detailed research ensure you avoid unfit software products and pay for the one which includes all the tools your business requires in sustaining growth.

Position of Salesforce CPQ in our main categories:

TOP 1

Salesforce CPQ is top 1 CPQ Software product

Every enterprise has different needs and requires a system that can be personalized for their size, kind of staff members and buyers, and the particular industry they are in. For these reasons, no software can proffer perfect features out-of-the-box. When you look for a software product, first be sure what you need it for. Read some Salesforce CPQ CPQ Software reviews and ask yourself do you need basic features or do you want complex functionality? Are there any industry-specific functionalities that you are seeking? Get the answers to these questions to assist your search. There are plenty of factors that you need to mull over and these include your budget, specific business needs, your organization size, integration needs etc. Take your time, try out a few free trials, and finally choose the system that provides all that you need to enhance your organization efficiency and productivity.

How Much Does Salesforce CPQ Cost?

Salesforce CPQ Pricing Plans:

Free Trial

CPQ

$75/month/user

CPQ plus

$150/month/user

CPQ + BILLING

Contact vendor

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What are Salesforce CPQ pricing details?

Salesforce CPQ Pricing Plans:

Free Trial

CPQ

$75/month/user

CPQ plus

$150/month/user

CPQ + BILLING

Contact vendor

Salesforce CPQ offers a simple enterprise pricing model with three pricing plans.

CPQ @ $75/month per user billed annually

  • Product catalog
  • Product selector
  • Product Configurator
  • Bunding and Nested configuration
  • Parameter-based pricing
  • Discount management
  • Proposal output generation
  • Basic and advanced approval workflow
  • Dynamic contract and order generation
  • Contract, assets, subscription objects
  • Order management
  • Renewal and Add-ons management
  • contract amendments
  • Salesforce standard objects
  • Report and dashboard
  • Standard success plan
  • CPQ essentials training
  • Basic and enhanced enablement package
  • Tailored services package with SOW

CPQ plus @ $150/month/user billed yearly

  • CPQ plan features
  • Advanced order management
  • Prebuilt third-party API
  • 3rd party portal integration
  • Customer self-service
  • Partner self-service

CPQ + BILLING  @ custom pricing

  • Quotes and orders
  • Billing and invoicing
  • Subscription management
  • Tax management
  • Payment collection
  • Customer management
  • Revenue management
  • Receivable management
  • Analytics

 

User Satisfaction

Positive Social Media Mentions 197
Negative Social Media Mentions 1

We know that when you decide to get a CPQ Software it’s vital not only to find out how professionals rank it in their reviews, but also to discover whether the actual users and companies that bought this software are indeed happy with the product. Because of that need we’ve devised our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesforce CPQ reviews across a wide array of social media sites. The information is then displayed in an easy to understand form revealing how many users had positive and negative experience with Salesforce CPQ. With that information at hand you will be equipped to make an informed business choice that you won’t regret.

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Technical details

Devices Supported

  • Windows
  • Mac
  • Web-based

Deployment

  • Cloud Hosted

Language Support

  • English
  • Dutch

Pricing Model

  • Annual Subscription

Customer Types

  • Small Business
  • Large Enterprises
  • Medium Business

What Support Does This Vendor Offer?

  • email
  • phone
  • live support
  • training
  • tickets

What integrations are available for Salesforce CPQ?

Salesforce integrates with the following applications:

  • Kenandy cloud ERP
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Louie Andre

By Louie Andre

B2B & SaaS market analyst and senior writer for FinancesOnline. He is most interested in project management solutions, believing all businesses are a work in progress. From pitch deck to exit strategy, he is no stranger to project business hiccups and essentials. He has been involved in a few internet startups including a digital route planner for a triple A affiliate. His advice to vendors and users alike? "Think of benefits, not features."

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