Salesforce CPQ & Billing Features

I need to put this disclaimer in front of what I'm about to write, because it will sound critical. I left the company using CPQ about seven months after we started to integrate it into our SalesForce platform. So, it may have ended up being a success. At the time I left, it was not a success. Not a failure either. Maybe the payback was still coming. It was sold to us as being a quick, seamless integration that would be easy to get up and running and customized to our business model. It was not that. It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.

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.

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...

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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.

Overall, Saleforce.com helped me drive my sales into a better direction giving me a clear view of my performance and serving as a guide to what was needed to keep my sales in check.

We have seen an increase in user adoption overall since implementing this tool

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...

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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.

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.

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.

The software helps making the quoting the process more efficient, and elimantes potential errors on the data entry side. Looking to expand the application accross all entities - but the large inventory globally and product lists are prohibiting expansion through this application. Would like to grow with Steelbrick but need to address some of the hurdles first.

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!

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