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Salesforce Revenue Cloud

Salesforce Revenue Cloud
Formerly Salesforce CPQ / SteelBrick

Overview

What is Salesforce Revenue Cloud?

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

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Learn from top reviewers

Great tool for marketing automation and leads nurturing

Rating: 8 out of 10
October 9, 2023
IncentivizedVetted ReviewVerified User
As sales managers, we have to ensure the leads are managed and nurtured in an effective manner, and Salesforce CPQ comes in handy for that. We get timely notifications via ema...
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Neha Pant
Account Manager - Sales
Account Manager- Existing Business
Wingify
Salesforce Revenue Cloud3 years of experience

Incredibly powerful tool if you can devote the time to it.

Rating: 10 out of 10
April 27, 2022
IncentivizedVetted ReviewVerified User
CPQ helps us speed up the pricing and approval process. It also ensures our data is accurate and aligned from the quote to the opportunity, making for better data and more ins...
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Nathaniel Sintros
Manager - Sales
Sales Operations Manager
Tessian
Salesforce Revenue Cloud3 years of experience

Creates the perfect solution for relevant-lead to revenue structure

Rating: 7 out of 10
February 4, 2022
IncentivizedVetted ReviewVerified User
We have allowed our customers to jump across various distribution channels efficiently with direct sales, partners, and online retailers. With the help of Salesforce Revenue C...
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Serkan Yildirimturk
Professional - Engineering
Sr. Web Developer
Century Pixel
Salesforce Revenue Cloud1 year of experience

Central source of truth is key!

Rating: 10 out of 10
February 3, 2022
IncentivizedVetted ReviewVerified User
Having all the data and the ability to manipulate it in one robust platform like salesforce makes the whole process a breeze. We all know how frustrating it is to bounce aroun...
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Ben Blackburn
Team Lead - Sales
Inbound Team lead
Sapling
Salesforce Revenue Cloud1 year of experience

Salesforce CPQ gives us the right amount of flexibility and detailed reporting

Rating: 10 out of 10
November 27, 2021
IncentivizedVetted ReviewVerified User
[Salesforce CPQ (formerly SteelBrick)] is an integral part of our contracting process and allows us the ability to easily amend existing contracts, track changes, and have dif...
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Ian Larkin
Administrator - Finance and Accounting
Controller
CentralReach
Salesforce Revenue Cloud2 years of experience
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Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

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Pricing

View all pricing

Basic

$30

Cloud
Per User per Month

Professional

$50

Cloud
Per User per Month

Enterprise

$75

Cloud
Per User per Month

Entry-level set up fee?

  • Setup fee optional
For the latest information on pricing, visithttp://www.steelbrick.com/pricing

Offerings

  • Free Trial
  • Free/Freemium Version
  • Premium Consulting/Integration Services
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Product Demos

How to Set Up Contracted Pricing with Salesforce CPQ

YouTube

Improve Up- & Cross-Selling Salesforce CPQ Bundled Quotes

YouTube

Multi-Dimensional Quoting (MDQ) with Salesforce CPQ

YouTube

Salesforce Billing Demo

YouTube

Guided Selling with Salesforce CPQ

YouTube

How to Use Product Rules with Salesforce CPQ

YouTube
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Features

CPQ

Features related to configuring and pricing products and delivering quotes to customers.

7.7
Avg 8.7
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Product Details

What is Salesforce Revenue Cloud?

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Salesforce Revenue Cloud Features

  • Supported: PRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
  • Supported: PROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
  • Supported: ORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
  • Supported: PRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
  • Supported: GUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
  • Supported: RESELLER CHANNELS: SteelBrick CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.

Salesforce Revenue Cloud Screenshots

Screenshot of Configure. Price. Quote. Anytime, anywhere, on any device.

Salesforce Revenue Cloud Video

Salesforce CPQ Demo

Salesforce Revenue Cloud Integrations

Salesforce Revenue Cloud Competitors

Salesforce Revenue Cloud Technical Details

Deployment TypesSoftware as a Service (SaaS), Cloud, or Web-Based
Operating SystemsUnspecified
Mobile ApplicationOther: Salesforce1
Supported CountriesAll
Supported LanguagesEnglish

Frequently Asked Questions

Salesforce Revenue Cloud (formerly Salesforce CPQ or SteelBrick) is built and delivered on the Salesforce Platform and Salesforce1 Mobile App which enables users to create accurate sales quotes quickly and submit error-free orders on the fly from any device.

Conga CPQ, Oracle CPQ, and SAP CPQ are common alternatives for Salesforce Revenue Cloud.

Reviewers rate CPQ-CRM integration highest, with a score of 9.9.

The most common users of Salesforce Revenue Cloud are from Mid-sized Companies (51-1,000 employees).

Salesforce Revenue Cloud Customer Size Distribution

Consumers0%
Small Businesses (1-50 employees)20%
Mid-Size Companies (51-500 employees)50%
Enterprises (more than 500 employees)30%
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Comparisons

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IBM Sterling Configure, Price, Quote

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Reviews From Top Reviewers

View all reviews
(1-4 of 4)

All in-one sales tool

Rating: 9 out of 10
Incentivized
December 29, 2021
Verified User
Consultant in Information Technology
Computer Software Company, 201-500 employees
Vetted Review
Verified User
Salesforce Revenue Cloud
1 year of experience
Use Cases and Deployment Scope
This platform is used to support the Configure-Price-Quote/Quote-To-Cash process for one of our clients, the ability to configure the product and integrate with the company's ERP solution makes it really easy for an end-to-end process. It is also used to support end-user and quickly trace the logs on what the users are doing for easy resolution. Salesforce CPQ is easy to navigate and use. Being user-friendly, it is easy to learn how to use it and work with it and provides a smooth user experience.
Pros
  • Configuration
  • User-friendly and user experience
  • Integration with SAP
Cons
  • When integrated, sometimes some of the functionality is missing
Likelihood to Recommend
With the complex business scenario of working with configuration, this is very helpful and integrates well based on the requirement. I cannot think of a scenario where CPQ is less appropriate, having said that it is easy to use and navigate makes it a better choice.
Most Important Features
  • Quoting Process
  • Order-to-Cash Process
Salesforce Revenue Cloud Feature Ratings
CPQ (11)
93.63636363636363%
9.4
Quote sharing/sending
100%
10.0
Product configuration
90%
9.0
Configuration options
90%
9.0
Pricing rules
90%
9.0
Price adjustment
100%
10.0
Purchase history and open contracts
90%
9.0
Guided selling/Sales portal
90%
9.0
CPQ reporting & analytics
100%
10.0
CPQ-CRM integration
100%
10.0
Attachments to quotes
90%
9.0
Order capturing
90%
9.0
Return on Investment
  • Speeds up the process of quoting
  • Efficiently configure process and price it
Alternatives Considered
This is an efficient tool and user-friendly.
Other Software Used
Users and Roles
200
Sales and Marketing
Support Headcount Required
5

Rock Solid, Easy to Deploy and Use CPQ at a Great Price Point

Rating: 10 out of 10
June 09, 2016
MH
Michel Hepp
VP Worldwide Sales Operations
BlueCat Networks (Computer Software, 201-500 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
5 years of experience
Use Cases and Deployment Scope
We are using SteelBrick CPQ across the entire global sales organization. It allows us to quickly and easily create quotes, bundle products and present them in the fashion the customer would like.
Pros
  • Easy to get up and running - only a few days.
  • Easily bundle products together. Product configuration and solutions are constantly changing and Steelbrick lets us make these changes easily and ourselves.
  • Seamlessly integrated to Salesforce. The sales team does not realize they are using another application for quoting.
Cons
  • It would be great if they provided a visual, drag and drop tool to allow us to create more advanced templates. Basic templates are easy but needed our web developer to help with HTML - it was not difficult but would be nice to be able to do it ourselves.
Likelihood to Recommend
We were very small when we started and have grown considerably with the product. You may want to check if you are 500+ users with an extremely large price book. They have easily accommodated us but not sure of larger requirements.
Return on Investment
  • Increased compliance and usage of Salesforce as the sales team can easily create quotes.
  • Faster turn around for channel and customers when asked to create quotes.
Support Headcount Required
1
Implementation Details / Implementation Partner
  • Implemented in-house
Scalability
9
Performance
9

Steel Brick CPQ (Quote Quickly) - Great Balance of Functionality and Value

Rating: 10 out of 10
February 19, 2016
JN
Joel Naumoff
Director of IT
Tripwire (Computer Software, 201-500 employees)
Vetted Review
Verified User
Salesforce Revenue Cloud
4 years of experience
View profile
Use Cases and Deployment Scope
We've had Quote Quickly for about four years now, and use it for quoting all of our products. It solves, very well, complex quote builds and versioning, and almost all other quote related activities.
Pros
  • Customer support - they are one of the best in our vendor portfolio
  • Functionality - right blend of simple and flexible
  • Integration with Salesforce.com - it's native and works extremely well w/the SFDC platform
Cons
  • Could improve the User Interface - more simplified would be better
Likelihood to Recommend
I think it's perfect for software / high tech companies, especially fast growing mid sized ones.
Return on Investment
  • It's a critical part of our business, and as such, has had a huge impact on our ability to flexibly quote products, manage those quotes, and respond rapidly to customer requests. Hard to quantify, but it's a bit like email, we can't get by without it.
Alternatives Considered
  • BigMachines
Big Machines was powerful, but a bit too powerful and complex at the time. Quote Quickly was much more flexible for our needs.
Users and Roles
500
Sales, Renewals, IT, Sales Ops and Professional Services. Overall a pretty comprehensive usage base
Support Headcount Required
4

Great tool that is making everyone's lives a LOT easier!

Rating: 9 out of 10
September 09, 2015
Use Cases and Deployment Scope
Steelbrick is being used directly by our sales team and our finance and executive teams are receiving information out of it. We have a very complicated setup 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 gets all of the product calculations to function appropriately. What this means is that we have reduced the opportunity for error to virtually zero while also drastically reducing the amount of time sales has to wait for answers about pricing and the amount of time it takes to actually build/calculation costs.

Pros
  • Product bundling and pricing flexibility.
  • End user UI.
  • Document generation.
Cons
  • Templates can be difficult to build without HTML knowledge.
  • Some features, like Solution Groups, aren't built out yet or there is confusion about how it should be applied.
  • Multi-dimensional quoting needs to be much more robust.
Likelihood to Recommend
If you have products where the costs are calculated, be as specific as possible. You may have to build custom fields on the product object to drive those calculations.
Return on Investment
  • MUCH faster time to build a quote with accurate pricing.
  • Approvals are actually able to be sent and are being completed.
  • Our Implementation teams know the exact product that was sold and what they are expected to bring up.
Alternatives Considered
  • apptus
In comparing the two, Steelbrick seemed more lightweight than Apptus, but more importantly, the Steelbrick team was MUCH nicer, easier to get in touch with and responded in a timely manner.
Users and Roles
42
Sales are the primary users, but Finance, Executives, Professional Services and Implementations all receive information out of this product.
Support Headcount Required
2
Salesforce admin, Sales Admin, Process improvement
Business Processes Supported
  • Quote generation
  • Quote approvals
  • Sales to existing clients
Innovative Uses
  • We have been able to limit customer products to just those that they are contracted for or that that are eligible for, making sales a lot easier.
  • Customizing templates is remarkable easy.
Future Planned Uses
  • We are looking into making it possible for a user to request licenses from our webpage or community and for that to automatically create an opportunity and a quote.
Likelihood to Renew
10
The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future
Products Replaced
Yes
It replaced user generated quotes done in Word or Excel.
Key Differentiators
  • Product Features
  • Product Usability
  • Product Reputation
  • Vendor Reputation
  • Positive Sales Experience with the Vendor
Ease in working with the sales and implementation team played a large part in our adoption
Evaluation Lessons Learned
Honestly, I dont think we would.
Premium Support
No
Support Rating
10
Everything that has been brought up with them has been addressed. We even received an answer where they basically said, "We've escalated to our CTO to find out how this should be working, since no one agrees if it's a problem or not." That's great service in my book.
Bug Resolution
Yes
not resolved yet, but being addressed.
Exceptional Examples of Salesforce Revenue Cloud Support
Sent in an issue about the way an object was working and received an answer back basically saying that they were not sure if my problem was an actual issue or if it was working as designed. Instead of defaulting to "not an issue", they told me that they escalated to our CTO to get a definite answer. Love that they went the extra mile.
Easy Tasks
  • Adding products, quantities and discounts is great.
  • Generating a document is just a matter of a few clicks.
Difficult Tasks
  • Separating products into how they are priced/billed is a little cumbersome, even with some automation. For instance, we have products that are billed during the whole contract term (3 years), during the first year, and during the 2nd and 3rd years of the contract. To make pricing work out, we have had to get creative.
Usability
9
After the initial set up, end users who are not the most tech savy are generally finding it easy to navigate.
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