Salesforce CPQ Reviews

Salesforce CPQ Reviews

Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

4.04/5 (23 reviews)
3,483

Chris Valentine

Steelbrick is Promising

Reviewed 2015-09-03
Review Source: Capterra

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.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Lonnie Barish

Executive Director

Used daily for 1-2 years
Reviewed 2017-08-18
Review Source: Capterra

Ultimately we received no benefitLots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Stephanie P

Great product for quotes and renewals

Used daily for 1-2 years
Reviewed 2016-12-08
Review Source: Capterra

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. Being able to easily create quote and send to my customers

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Dale Barbee

lots of room for improvement. but not much competition

Used daily for 1-2 years
Reviewed 2016-10-04
Review Source: Capterra

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 nowit works well for the most part, and it is pretty intiuitive

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Anonymous
Anonymous Reviewer

Gets the job done, but there can be a lot of improvment

Used weekly for 1-2 years
Reviewed 2018-01-16
Review Source: Capterra

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)

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Gina Costantino

Need more detail for set up

Reviewed 2015-09-03
Review Source: Capterra

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 documentation multiple times, they had said they would not leave us high and dry. Unfortunately, that's exactly what happened. It took our project manager to reach out to SteelBrick directly to request this documentation. It would be very difficult for any company to continue managing their system with this software without instruction on how to maintain new information moving forward. With regards to the set up that was done by SteelBrick for the quoting portion of the software, it seems that Sales is efficiently and effectively using it.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Ashley Adamson

Steelbrick Team is Awesome!

Reviewed 2015-09-11
Review Source: Capterra

The Steelbrick team has been great to work with. They are very collaborative and open to new ideas. We felt that we had an extension of our own team when implementing with them. They really took the time to understand our processes and provided us with solid , well thought out solutions. Their customer service has been some of the best I have experienced with any vendor. Our Customer Success Representative Kelly is very responsive. She makes us feel that we are her only customer when we know thats not true :) I think Steelbrick has came a long but they still have a long way to go. Our case was a little more unique. We have a very complicated pricing and product structure that Steelbrick has worked very hard to help support, with that though we have experienced some issues when updating packages or making changes that have been very hard on our users.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Marcus Sandelowsky

Flexible enough for any Product configuration

Reviewed 2015-09-08
Review Source: Capterra

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.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Mathew Searle

Steelbrick Review

Reviewed 2016-10-04
Review Source: Capterra

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.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Chris Osment

Our company uses SteelBrick for Pricing and Quotes, and Approval Workflow

Reviewed 2015-09-01
Review Source: Capterra

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.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Joel Naumoff

Exceptional Customer Support for a Powerful Tool

Reviewed 2015-09-01
Review Source: Capterra

We've had Quote Quickly for about four years now, and have had an excellent experience so far. It does what we need it to do, is flexible, and the support is one of the best in our portfolio of vendors. 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. One minor con is we'd like to see an even more simple user interface that what we have today.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Mark Gremban

Easiest Configured CPQ Ever

Reviewed 2015-09-03
Review Source: Capterra

After working with other CPQs in the past Steelbrick is by far the easiest from the configuration aspect. It may not have all of the bells and whistles just yet, but every quarter they seem to make great strides in features and functionality. They are also growing their knowledge base which is a huge help when trying to customize your system for new requirements.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Sierd Dijkstra

Account managers are asking to join

Reviewed 2015-09-02
Review Source: Capterra

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.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Christina Rowell

Success with Quotes

Reviewed 2015-09-02
Review Source: Capterra

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.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Kimberly Dale

We have been very happy. This is a great Quoting tool. Very flexible.

Reviewed 2015-09-03
Review Source: Capterra

Getting used to the Managed fields took some getting used to. Systems I have worked on didn't have a nice integrated tool like CPQ for Quoting. The layouts were a struggle for me It would be nice if you had the SFDC type layout where you pull the fields into your sections. I am very satisfied overall and the Support is excellent.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Cheryl VanVoorhees

Steelbrick by Cheryl

Reviewed 2016-10-04
Review Source: Capterra

We just implemented Steelbrick, and so far are seeing the initial pickup in efficiency that we expected. i would like to see more progress on their customer community site where improvements are suggested. I am hoping now being owned by SFDC the development dollars will be pouring in.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Ashley Webb

Amazing tool to streamline sales quote process!!

Reviewed 2015-09-11
Review Source: Capterra

Great application, allowed us to standardize & improve the accuracy of our quotes. Allowing us to track our client needs from request, implementation to go-live. Can't wait to see the future improvements as we continue to streamline sales from opportunity to renewal.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Jennifer Ramsdell

Fantastic Company - Awesome Product

Reviewed 2015-09-21
Review Source: Capterra

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!

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Justin Young

Steelbrick

Reviewed 2016-10-04
Review Source: Capterra

Steelbrick improved our quoting process dramatically. it took our custom built quote tool and put it on steroids. It's worked well so far, there was initial pain with roll out. the pain has eased in the weeks and months following

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

rachna vashistha

Easy to use and customize.

Reviewed 2015-08-31
Review Source: Capterra

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

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Jamie Butkiewicz

new to steelbrick... still working thru some obstacles.

Reviewed 2016-10-04
Review Source: Capterra

Rolled out steelbrick as our cpq. our business model requires a lot, and while steelbrick is helping with customization, we have a long way to go.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Sara Bentz

Steelbrick CPQ

Reviewed 2016-10-04
Review Source: Capterra

We just recently implemented Steelbrick, and have been using it since May 2016. It has definitely increased the productivity of our Sales Team.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

Rob Nordman

Overall very solid tool

Reviewed 2015-09-03
Review Source: Capterra

We are new users to the software. So far so good. Looking forward to seeing how it handles some of our most complex scenarios.

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Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps