All Salesforce Revenue Cloud Reviews
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Anastasiia
Verified reviewer
Chemicals, 5,001-10,000 employees
Used weekly for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
FUNCTIONALITY
5
Reviewed October 2022
Salesforce CPQ for managing invoicing process
Absolutely delightful - I fully recommend it.
PROSSalesforce CPQ is absolutely fantastic software to manage the whole invoicing process. The time spent on the invoices management has gone down drastically when using Salesforce CPQ and it is very easy to use. It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes. Also the documentation and courses in Trailhead are great!
CONSThe configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.
Anonymous
51-200 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed March 2021
Better for Simpler Pricing Modules
Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.
PROSSince 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.
CONSIt 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.
Reasons for switching to Salesforce Revenue Cloud
Zuora was not as customizable in terms of templates and product adjustments as SF was- and we did not have a dedicated Zuora admin where as we have an SF Admin.
Anonymous
501-1,000 employees
Used daily for less than 6 months
OVERALL RATING:
3
EASE OF USE
2
FUNCTIONALITY
3
Reviewed April 2021
CPQ requires a lot of clicks and is far from intuitive
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.
PROSThe 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.
CONSCPQ 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.
Reasons for switching to Salesforce Revenue Cloud
We used to just use regular Salesforce for this but added CPQ for the reasons explained above.
Anonymous
11-50 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
5
Reviewed February 2019
Not as easy to integrate as it is made out to be
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.
PROSI 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.
CONSThe 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."
Shahid
Verified reviewer
Information Technology and Services, 501-1,000 employees
Used daily for more than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
5
Reviewed August 2019
Incredible quoting tool cover all our exception cases.
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.
PROSIt 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
CONSContracted 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.
Reason for choosing Salesforce Revenue Cloud
We have salesforce crm so it make sense to salesforce tool for quoting as well
Carlos Eduardo
Verified reviewer
Program Development, 201-500 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
4
Reviewed May 2023
Salesforce CPQ maintains its ease of deployment and collection of information
We will be using Salesforce CPQ inside our sales workgroup for a couple of years, but as of today we will be implementing it group-wide. Because of this, we have totally changed the layout we started with. Because we have the ability to incorporate procedures such as marketing rules and approval processes, our sales reps may not need much help.
PROSYour support group is wonderful. All the queries I have raised have been answered in a clear and prompt manner. It facilitated field and design changes within our creations and budgets. This has made it possible for me to customize the tool to fit our particular pricing pattern.
CONSCurrently we are not able to display how costs change annually on a quote account. But, I was told this would be implemented in an upcoming update. The web-based sustaining issues could be more specific. He was very confident in his support group because the recommendations on the internet were not clear.
Shari
Printing, 51-200 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed May 2023
CPQ for us
In general we are very pleased with the results from adding CPQ to our ERP.
PROSCPQ provides the sales team with a stable and dependable tool for creating complicated quptes.
CONSIt was NOT easy to set up and it is not intuitive - it requires training and persistence.
Reason for choosing Salesforce Revenue Cloud
We wanted to stay on the salesforce platform four our entire ERP.
Anonymous
1,001-5,000 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed March 2019
SALESFORCE CPQ FOR YOU
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 )
Anonymous
1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2019
A great alternative to get fast proposals.
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.
PROSI 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.
CONSAt 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.
Anonymous
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
4
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed May 2018
A Scalable Quoting Platform
Create internal/operational efficiencies Improve business process agility Improve business process outcomes
PROSThe 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
CONSLack of maturity of pre-built integration APIs or adapters with other products / applications which can be improved further.
Anonymous
51-200 employees
Used weekly for more than 2 years
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed April 2020
Robust CPQ solution for Salesforce users
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.
PROSIt 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.
CONSBecause 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.
Jeff
Verified reviewer
Market Research, 11-50 employees
Used daily for less than 12 months
OVERALL RATING:
3
EASE OF USE
3
FUNCTIONALITY
3
Reviewed February 2020
A necessary piece, but a struggle
Accurate and updated quoting to make sure numbers are accurate between finance and sales.
PROSSalesforce CPQ allows for out sales reps to build out quotes and communicate the dollar amounts to finance within Salesforce
CONSIt seems like the CPQ functionality is constantly breaking when one attempts to edit a quote once it is created.
Matthew
Medical Devices, 1,001-5,000 employees
Used daily for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
5
Reviewed June 2020
Huge feature set with multi-level deployment options - takes some getting use too
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.
PROSThe 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.
CONSDespite 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.
Chris
Used free trial
OVERALL RATING:
4
EASE OF USE
3
CUSTOMER SUPPORT
5
Reviewed September 2015
Steelbrick is Promising
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.
Lonnie
Pharmaceuticals, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
2
EASE OF USE
1
VALUE FOR MONEY
2
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed August 2017
Executive Director
Ultimately we received no benefit
PROSLots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.
CONSWe 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.
CECILIA
Consumer Services, 2-10 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed December 2019
One of the best CRMs
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.
PROSI 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.
CONSThe reports are customizable but it can require a bit of a learning curve. The alerts, unless managed can become a bit of a pain.
Madhur
Information Technology and Services, 201-500 employees
Used daily for more than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed July 2022
Its Awesome! Make your complex business process very user friendly
Its Awesome! Make your complex business process very user friendly
PROSIts Awesome! Make your complex business process very user friendly
CONSNeed highly experts in CPQ for all development and deployment procedure
Reason for choosing Salesforce Revenue Cloud
Its Awesome! Make your complex business process very user friendly
amrit
Computer Software, 51-200 employees
Used daily for less than 2 years
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
4
CUSTOMER SUPPORT
4
FUNCTIONALITY
4
Reviewed May 2019
Salesforce CPQ User review
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.
CONSCPQ 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.
Terri
Translation and Localization, 51-200 employees
Used weekly for less than 2 years
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
4
Reviewed June 2021
Great Standardization Tool - Big Learning Curve
Overall it's fantastic to have a tool that allows for consistent and professional quoting -- but it took probably 2 months of regular working sessions (1-2 times a week) with our entire team to get everybody up to speed on it.
PROSOnce you get it figured out, it's easy to modify, add, and make it work for whatever we need it to do for us on the Quoting side of things. The customizability is nice and adaptable for our rates that change with trends and easy to add new items into our model as we add more languages to our business.
CONSMuch of our pricing is based around a "per word" model, and discounting our "per word" rate by $.01-$.02 was really difficult for our teams to figure out for several months.
Talha
Market Research, 201-500 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed February 2019
Well integrated Quoting tool
This product has Increased our revenue, increased productivity and decreased time spent on excel sheets.
PROSVery 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.
CONSCostly for medium sized enterprises. calculation times can be sometimes slow
Anonymous
1,001-5,000 employees
Used weekly for less than 12 months
OVERALL RATING:
4
EASE OF USE
3
FUNCTIONALITY
5
Reviewed March 2019
Bit of a learning curve
Consistency across quotes, pricing integrity, speed of producing quote docs, order forms.
PROSWhen 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.
CONSFor 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.
Razae
Electrical/Electronic Manufacturing, 501-1,000 employees
Used daily for less than 12 months
OVERALL RATING:
5
EASE OF USE
4
VALUE FOR MONEY
5
CUSTOMER SUPPORT
2
FUNCTIONALITY
4
Reviewed May 2019
Increase sales user adoption with CPQ
We have seen an increase in user adoption overall since implementing this tool
PROSWe 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.
CONSSupport agents are slower to respond but it’s ideal to have a developer to assist with custom configuration when building out CPQ
Anonymous
11-50 employees
Used weekly for more than 2 years
OVERALL RATING:
3
EASE OF USE
3
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
4
Reviewed May 2022
Does what it says on the box
If you're a salesforce user then having Salesforce's CPQ is a no brainer. it takes a lot of the mental load off your shoulders building quotes, calculating ramp deals and forecasting properly and setting approval mechanisms
CONSit's not that easy to configure if you're not so used to Salesforce and I'd love to see more functionalities and the support to be better.
Fazal
Information Technology and Services, 51-200 employees
Used daily for less than 6 months
OVERALL RATING:
5
EASE OF USE
5
VALUE FOR MONEY
5
CUSTOMER SUPPORT
5
FUNCTIONALITY
5
Reviewed January 2021
Quote and Track
We have recently switched to salesforce and loving everything about it and managing our quotations was never this good.
CONSit takes some time to do digging about things we wana do but after that it has been smooth sail.
Dale
Education Management, 501-1,000 employees
Used daily for less than 2 years
OVERALL RATING:
3
EASE OF USE
5
VALUE FOR MONEY
3
CUSTOMER SUPPORT
3
FUNCTIONALITY
3
Reviewed October 2016
lots of room for improvement. but not much competition
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
PROSit works well for the most part, and it is pretty intiuitive
CONSscaling. large opportunities just don't work very well yet