Item: Salesforce Revenue Cloud
Rating: 2
Author: Lindsey Stevens

Overall Satisfaction with Salesforce CPQ (formerly SteelBrick)

Use Cases and Deployment Scope

We use Salesforce CPQ to manage the quote/ contract creation process for both new business and renewal. It is used across the entire sales organization. The "idea" behind implementing it was to help standardize our contracts, but also to provide flexibility in creating quotes.

Pros and Cons

Pros

You can list out all of your products
You can allow your sales team to modify prices of products
You can create multiple quotes at a time

Cons

The system is very slow to load between each page
The system is very rigid - you aren't able to easily modify descriptions
There are tons of hoops you have to jump through in order get things to work properly
It is not intuitive in the slightest - very difficult to use

Return on Investment

This system has slowed down the quote generation process considerably
It has helped standardize quotes
It has caused an increase of headaches and cussing on the sales floor

Alternatives Considered

Octiv (formerly TinderBox)

It was not my choice to move to Salesforce CPQ. Our organization chose to move to this platform because Octiv gave the reps too much flexibility. They wanted to tighten the reins. Everyone hates Salesforce CPQ and the guy who implemented it isn't even at the company anymore.

Other Software Used

Slack, DocSend, Join.me, Zoom Video Webinar, Google Drive, Apollo, DocuSign, Scout RFP, LinkedIn Sales Navigator

Likelihood to Recommend

I can understand what idea behind Salesforce CPQ is - to make it easy to quickly generate custom quotes by selecting different products - but unfortunately it just doesn't work the way it should. Creating quotes is an incredibly long arduous process where my SFDC admin usually has to get involved because things aren't working as expected. I'm not sure if this is because our system is not set up properly, it's a buggy system, or more likely a mix of the two. There are a few quirks/bugs you need to be aware of and hoops you need to jump through in order for things to work properly. If you are looking for a quick tool to spin up quotes that's simple and easy to use, this is not the tool for you. If you need to standardize onto a very rigid quoting platform, this certainly works for that.

Salesforce Revenue Cloud Feature Ratings

Comments

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Use if you like headaches and yelling at your computer