Salesforce CPQ Review

Salesforce CPQ OUR SCORE 96%
starting price $75
our score 96%
free trial
  1. What is Salesforce CPQ
  2. Product Quality Score
  3. Main Features
  4. List of Benefits
  5. Technical Specifications
  6. Available Integrations
  7. Customer Support
  8. Pricing Plans
  9. Other Popular Software Reviews

What is Salesforce CPQ?

Salesforce CPQ is a solution that lets users improve sales productivity and close more deals, all within the Salesforce cloud. Processes involved in ordering, quoting, and contracting are automated by this sales force unit, and users can deliver accurate orders and provide exact sales quotes, whether they’re using a mobile phone or a desktop computer. Setting up the software is quick and easy, and its unique capabilities give sales staff the ability to quickly provide branded quotes and save time. Features like guided sales and pricing and discount schedule are prebuilt into the software, and can easily scale up with the business as it grows and the sales process changes with it. Salesforce CPQ works well with the rest of the Salesforce product catalog, and sales reps are guided towards cross-sell and up-sell opportunities.

Product Quality Score

Features
9.6
Ease of use
9.7
Customer support
9.5
Value for money
9.6
9.6
TOTAL SCORE

Salesforce CPQ features

Main features of Salesforce CPQ are:

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

Salesforce CPQ Benefits

Benefits

The main benefits of Salesforce CPQ are its process streamlining, its guided selling feature, and its proposal generator.

Users of Salesforce CPQ — formerly known as Steelbrick — will find that a number of sales cycle processes have been streamlined by the software. Products can be configured, orders priced, and accurate quotes generated with just a few clicks.

Accurate quotes are made possible by the app, and sales reps can use the guided selling feature to provide the customer with products or services that best suit them. The app also has a search capability that sales reps can use to suggest service and products. With this feature, cross-sell and up-sell opportunities can be quickly identified and sales rep productivity improved.

Multiple discounting and pricing options such as volume discounts, channel and partner pricing, pre-negotiated contract pricing, and percent of total subscriptions can be handled by the pricing and discount module. Clear rules can be set to discounting and pricing can be consistent. This consistency also makes customer-friendly quotes easy to deliver.

Professional looking branded proposals can be created with the proposal generator, shortening the proposal and contracting processes. Documents can also be crafted the way users prefer it, thanks to templates that are fully customizable. Designing professional sales contracts is also made by the manage contract feature.

Technical Specifications

Devices Supported

  • Web-based
  • iOS
  • Android
  • Desktop

Customer types

  • Small business
  • Medium business
  • Enterprise

Customer Support Types

  • Phone
  • Online

Salesforce CPQ Integrations

The following Salesforce CPQ integrations are currently offered by the vendor:

  • Kenandy Cloud ERP

Video

Customer Support

Phone
Online

Pricing Plans

Salesforce CPQ pricing is available in the following plans:

Free trial
CPQ
$75/month/user
CPQ Plus
$150/month/user
CPQ + Billing
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