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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.

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.

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 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.
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.

Salesforce CPQ Position In Our Categories

Knowing that companies have unique business-related demands, it is reasonable that they abstain from subscribing to an all-in-one, ideal software product. At any rate, it is almost impossible to try to pinpoint such an app even among widely used software products. The right thing to undertake is to note down the numerous significant functions which require inspection like essential features, pricing, technical skill competence of staff members, company size, etc. The second step is, you must conduct your product research systematically. Browse over some Salesforce CPQ analyses and scrutinize the other software systems in your list in detail. Such well-rounded research ensures you avoid poorly fit applications and subscribe to the one that meets all the benefits you require business requires.

Position of Salesforce CPQ in our main categories:

TOP 1

Salesforce CPQ is top 1 CPQ Software product

If you are interested in Salesforce CPQ it could also be sensible to examine other subcategories of CPQ Software collected in our database of B2B software reviews.

Enterprises have unique wants and requirements and no software application can be ideal in such a condition. It is futile to try to find a perfect off-the-shelf software app that fulfills all your business requirements. The intelligent thing to do would be to customize the application for your unique wants, worker skill levels, finances, and other elements. For these reasons, do not rush and pay for well-publicized trendy applications. Though these may be widely used, they may not be the perfect fit for your unique wants. Do your groundwork, look into each short-listed application in detail, read a few Salesforce CPQ CPQ Software reviews, contact the vendor for clarifications, and finally settle for the product that presents what you want.

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

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 realize that when you make a decision to buy CPQ Software it’s important not only to see how experts evaluate it in their reviews, but also to find out if the real people and companies that buy it are actually satisfied with the product. That’s why we’ve created our behavior-based Customer Satisfaction Algorithm™ that gathers customer reviews, comments and Salesforce CPQ reviews across a wide range of social media sites. The data is then presented in an easy to digest form showing how many people had positive and negative experience with Salesforce CPQ. With that information at hand you should be equipped to make an informed buying decision that you won’t regret.

Video

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

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Salesforce CPQ Comparisons

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

 

What integrations are available for Salesforce CPQ?

Salesforce integrates with the following applications:

  • Kenandy cloud ERP
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Reviewed By Louie Andre
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