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Salesforce CPQ & Billing Reviews

Reviews summary

Pros

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

Jennifer R.

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It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company.

Anonymous Reviewer

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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.

Joel N.

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Cons

It turned out to be much more costly than expected to implement this "plug-in.

Anonymous Reviewer

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Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.

Anonymous Reviewer

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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.

Gina C.

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Overall rating

4.2

(44)

5

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77%
positive reviews
88%
would recommend this app

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44 reviews

recommended

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Accurate and Professional Sales Quotes

Reviewed 2 years ago
Pros

Integrates well with the suite of Salesforce products that are already on the market. I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.

Cons

On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's a hot in demand product but not many consultancies no how to do it right. Make your best decision to pick the right team to implement and help adopt this as a useful tool

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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Better for Simpler Pricing Modules

Reviewed a month ago

Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.

Pros

Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.

Cons

It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend1/10

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Executive Director

Reviewed 4 years ago

Ultimately we received no benefit

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 Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Quote and Track

Reviewed 3 months ago
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.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Huge feature set with multi-level deployment options - takes some getting use too

Reviewed 10 months ago

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.

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend4/10

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CPQ requires a lot of clicks and is far from intuitive

Reviewed 10 days ago

It streamlines approvals somewhat, and makes for a more standardized quoting system, so I understand the business reasons for switching to it, but from an end user perspective, it has been a huge pain to use.

Pros

The thing I like the most about CPQ is that it allows me to keep multiple quotes attached to one opportunity a lot easier. There are also some great ways to add multiple products and makes that aspect of quoting easier.

Cons

CPQ was recently introduced at my org and it is so cumbersome to work through. It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity. Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend3/10

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Not as easy to integrate as it is made out to be

Reviewed 2 years ago

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.

Pros

I love the concept of starting the quoting process and having that all captured in the CRM database. Also, that it looks and feels like SalesForce so the sales people are not scared off by it immediately.

Cons

The spin-up was very difficult. It did not work as seamlessly as advertised. Ultimately, it required us to rely on a consulting agency that did not show the same level of quality and customer service that one would expect if dealing directly with SalseForce. It turned out to be much more costly than expected to implement this "plug-in."

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Incredible quoting tool cover all our exception cases.

Reviewed 2 years ago

Our product array is huge and our discounts system is complicated, we needed a tool which can handle most of our exception cases. CPQ can leverage most of our requirement.

Pros

It is very easy and user friendly, even if you're new you can grasp easily. We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy. Multiyear quoting, contracted pricing and others are very simple using CPQ

Cons

Contracted pricing isn't flowing from partner to customer account. Incremental quote for Multi year deals should be made available with CPQ rather with CPQ plus.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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A great alternative to get fast proposals.

Reviewed 2 years ago

It's has been a very good experience for the business units that are using it right now inside the company, we are taking efforts to make it useful for all the company.

Pros

I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.

Cons

At the beginning you have to make clear your business objetives to map all the fields you will use in this platform. To define the right catalogs is crucial to make this tool work.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

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Robust CPQ solution for Salesforce users

Reviewed a year ago

This tool makes life so much easier for your sales team and eliminates a lot of risk that is inherent to having your quoting process be done via excel, etc.

Pros

It is a powerful and fairly robust CPQ solution that makes the lives of your Sales team that much easier. For growing businesses, it makes it that much easier to scale your business with a structured quoting process.

Cons

Because the tool is so robust and the quoting process is often complex, it is imperative to have a strong implementation firm with CPQ specific expertise. This can be expensive.

Overall Rating
  • Ease of use
  • Customer support

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Steelbrick is Promising

Reviewed 6 years ago

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...

Pros

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Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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One of the best CRMs

Reviewed a year ago

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.

Pros

I used Salesforce for the past 6 years as a Sales Director in a fashion firm. We used it on a daily basis to keep us informed of our performance, give us a complete view of our clients and monitor our work with numerous reminders and reports.

Cons

The reports are customizable but it can require a bit of a learning curve. The alerts, unless managed can become a bit of a pain.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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SALESFORCE CPQ FOR YOU

Reviewed 2 years ago

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 )

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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A Scalable Quoting Platform

Reviewed 3 years ago

Create internal/operational efficiencies Improve business process agility Improve business process outcomes

Pros

The application provides rich functionality in product catalogs, commerce and report generation and is scalable to support future organizational growth. The user on boarding is easy due to cloud based solution. Support of solution to run on Mobile platform and channels drives high adoption

Cons

Lack of maturity of pre-built integration APIs or adapters with other products / applications which can be improved further.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce CPQ User review

Reviewed 2 years ago
Pros

Bundling of sub products and accessories with specific price points was an important consideration for us while selecting Steelbricks CPQ. They have most of the business scenarios covered out of the box.

Cons

CPQ has a steep learning curve. However, once you spend the initial hours in the training , you get better at it. It took us time to train the inside sales to configure products themselves for standard bundles.

Overall Rating
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

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Well integrated Quoting tool

Reviewed 2 years ago

This product has Increased our revenue, increased productivity and decreased time spent on excel sheets.

Pros

Very well integrated with all salesforce applications all my contacts, clients, emails, quotes. Calendar and call back all in one place with reminders. Help things organized and make it easy to meet your sales goals. The ability to have multiple rate quote packages that can be updated anytime easily.

Cons

Costly for medium sized enterprises. calculation times can be sometimes slow

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend6/10

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Bit of a learning curve

Reviewed 2 years ago

Consistency across quotes, pricing integrity, speed of producing quote docs, order forms.

Pros

When things (namely quotes) have become complicated, and you're selling multiple lines of business, lots of options, multiple years, with lots of variance this (CPQ) is a must have. SF CPQ is attractive to Salesforce users because there is that layer of familiarity and notion that it's part of the ecosystem.

Cons

For a Salesforce's owned product inside salesforce...the CPQ line formerly Steelbrick still isn't up to a level of performance where I feel it's seriously saving (rep's) time. The UI is distinctively Salesforce (lightning not classic) but the speed makes me question whether it's yet native to Salesforce. This is far from building a personal shopping cart on Amazon, adding and subtracting items with agility.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Increase sales user adoption with CPQ

Reviewed 2 years ago

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

Pros

We have been using CPQ for a few months now and have a better overall pipeline for products. The quote templates that CPQ can generate are much cleaner than the traditional salesforce quote tool.

Cons

Support agents are slower to respond but it’s ideal to have a developer to assist with custom configuration when building out CPQ

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Great product for quotes and renewals

Reviewed 4 years ago

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.

Pros

Being able to easily create quote and send to my customers

Cons

doesn't always work the way i want

Overall Rating
  • Ease of use
  • Customer support

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Need more detail for set up

Reviewed 6 years ago

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...

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Ease of use
  • Features
  • Likelihood to recommend9/10

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New CPQ User

Reviewed 3 years ago

Too many steps with previous platform to send a contract and too many required fields.

Pros

CPQ has been an easy way to get quotes out and quickly make changes versus the old software we were using. CPQ generates documents quickly for me to send out and adding in different products has never been easier.

Cons

Some growing pains with CPQ as we roll it out across the team but much better than our previous solution.

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

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Salesforce CPQ for over a year and I love this product

Reviewed 3 years ago
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

Overall Rating
  • Ease of use
  • Customer support

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Flexible enough for any Product configuration

Reviewed 6 years ago

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.

Pros

No pros were added to this review

Cons

No cons were added to this review

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend6/10

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lots of room for improvement. but not much competition

Reviewed 5 years ago

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

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 Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

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Steelbrick Review

Reviewed 5 years ago

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.

Pros

No pros were added to this review

Cons

No cons were added to this review

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