Salesforce Revenue Cloud

4,4
Note globale
Avis

4,4
Note globale
Avis

Parcourir les avis sur Salesforce Revenue Cloud

77 avis sur 77
Classer par :
Ashfak
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
4

5
Publié le 25/10/2024

Salesforce revenue review

Avantages

Streamlines the quoting process, allowing sales teams to configure products, set prices, and generate quotes quickly.

Inconvénients

Users often report a steep learning curve, requiring significant training to utilize all features effectively.

Nicole
  • Secteur d'activité : Logistique et chaîne d'approvisionnement
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
4
Support client
4

4
Publié le 23/12/2024

Good solution for CRM

Solution works well for effective CRM and I would recommend it for consideration for a medium-large organization.

Avantages

Makes it easy to govern a large sales team with real time reports and information.

Inconvénients

My sellers grumble that they spend too much time updating the tool. We tried to improve this by linking their calendar and email to Salesforce, yet then the complaint is the company is "big brother". Anther challenge is the cost of IDs limits the number of admins we allow into the system, hence managers are sometimes encouraged to manage through published reports rather than logging into Salesforce

Cheyenne
  • Secteur d'activité : Art/artisanat
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
4
Support client
5

4
Publié le 11/01/2025

Amazing product

Amazing helps me see everything at once.

Avantages

Guided quoting and AI
Contract lifecycle management
Product catalog management
Price management
Transaction management
Dynamic revenue orchestration
Fast payment collection
Automated electronic payments
Automated customer notifications
Dunning process flows

Inconvénients

The steps to get to each category. Wish it was a little more simple

Poulomi
  • Secteur d'activité : Assurance
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
5
Support client
4

5
Publié le 22/12/2024

Salesforce Revenue Cloud honest review

It has been very good, have been using this for more than a year now

Avantages

It is easy to navigate and use unlike other services

Inconvénients

I guess there are too many options in one place, maybe they can divide them into categories

Terrance
  • Secteur d'activité : Marketing et publicité
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
0

5
Publié le 19/12/2024

Salesforce Revenue Cloud is Top of the Line!

Avantages

Team oriented software that saves all of the company's info, great software.

Inconvénients

Nothing, everything is great about this service.

Oscar froylan
Oscar froylan
  • Secteur d'activité : Traduction et localisation
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
4

5
Publié le 15/01/2025

Efficiency in a nutshell

It was perfectly efficient and straightforward.

Avantages

I don't think I came into a single problem with Salesforce.

Inconvénients

The layout is not incredibly attractive, but it's not too outdated, either.

Aretezia
  • Secteur d'activité : Administration publique
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
3
Support client
5

5
Publié le 16/12/2024

Organized System for Data

Overall I’m happy with my experience using Salesforce

Avantages

I love the tracking of historical data and ability to run reports

Inconvénients

It’s a bit of a learning curve to understand how to use the program

Hannah
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

4
Publié le 12/01/2025

Salesforce is essentially

Overall, Salesforce was an essential tool in allowing me to help clients and access the needed information at all times.

Avantages

I liked its ease of use and accessibility, especially friendly design to those new in accounting.

Inconvénients

I disliked that sometimes things were made unnecessarily complicated.

Thomas
  • Secteur d'activité : Organisme social ou civique
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 08/01/2025

Salesforce Winner!

Fantastic!
Helps me keep on top of my own and my teams quotes and sales to ensure I don't miss oppurtunities

Avantages

Allows to manage my own pipeline
Gives an overall view of all sales colleagues activity
Easily transferrable from CRM system (Sage)
Great reporting tools
Allows to track and chase quotes easily

Inconvénients

No prompting or calendar to track sales/quotes
Slightly overpriced

Diego
  • Secteur d'activité : Loisirs, voyage et tourisme
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les jours pendant Essai gratuit
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
4

5
Publié le 02/10/2024

Best tool for Sales Agents.

Overall is good it keeps track of sales and revenue way easier.

Avantages

The integration of AI to assist with the quoting process

Inconvénients

There is always room for upgrading and updates will fix that for sure!

Vidya
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 10 000+ employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
5
Support client
4

5
Publié le 05/11/2024

Very capable but Not for all the businesses

Overall its capable and comes at a premium package

Avantages

Its scalable and can be integrated with other crm tools and no manual operations

Inconvénients

Its very expensive, implementation can be complex and adds to the cost. Have to pay for support

Jerry
  • Secteur d'activité : Comptabilité
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les mois pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
3
Simplicité
3
Support client
3

4
Publié le 13/01/2025

Great for tracking customer ACV and Sales Operations

Great for tracking customer ACV and Sales Operations

Inconvénients

It doesn't intergrade well with other ERPs such as ServiceNow

Mark
  • Secteur d'activité : Design
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
5
Support client
3

4
Publié le 23/12/2024

Great Tool for sales heavy orga

Being able to link all of our revenue processes with the unified model has eased a lot of pain points.

Avantages

Great cloud based tool to track and manage revenue

Inconvénients

The AI tools didn’t provide much benefit

Rachel
  • Secteur d'activité : Équipement et fournitures de bureau
  • Taille de l'entreprise : Auto-entrepreneur
  • Logiciel utilisé toutes les semaines pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
4
Support client
0

4
Publié le 20/12/2024

Easy Product to Use

Avantages

easy to setup and use from starting point onwards

Inconvénients

Finding out about what I actually needed and getting from website to starting

ASHLEY
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 2–10 employés
  • Logiciel utilisé tous les mois pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
4
Support client
3

5
Publié le 18/12/2024

Very Easy to Use!

Overall, Salesforce was a great platform to keep track of potential sales, leads, clients. It was also very easy to input data.

Avantages

I like the fact that it integrates with online search engines.

Inconvénients

i found it to be a little hard to navigate right away.

Carlos Eduardo
Carlos Eduardo
  • Secteur d'activité : Développement de programmes
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

4
Publié le 24/05/2023

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.

Avantages

Your 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.

Inconvénients

Currently 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
  • Secteur d'activité : Impression
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 26/05/2023

CPQ for us

In general we are very pleased with the results from adding CPQ to our ERP.

Avantages

CPQ provides the sales team with a stable and dependable tool for creating complicated quptes.

Inconvénients

It was NOT easy to set up and it is not intuitive - it requires training and persistence.

Utilisateur vérifié
  • Secteur d'activité : Services aux consommateurs
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
4
Support client
3

4
Publié le 12/03/2021

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.

Avantages

Since 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.

Inconvénients

It 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.

Utilisateur vérifié
  • Secteur d'activité : Biotechnologie
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
5
Simplicité
1
Support client
2

5
Publié le 05/02/2019

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.

Avantages

I 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.

Inconvénients

The 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."

Madhur
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 07/07/2022

Its Awesome! Make your complex business process very user friendly

Its Awesome! Make your complex business process very user friendly

Avantages

Its Awesome! Make your complex business process very user friendly

Inconvénients

Need highly experts in CPQ for all development and deployment procedure

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
3
Simplicité
2
Support client
0

3
Publié le 06/04/2021

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.

Avantages

The 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.

Inconvénients

CPQ 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.

Anastasiia
Anastasiia
  • Secteur d'activité : Produits chimiques
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
5
Support client
0

5
Publié le 02/10/2022

Salesforce CPQ for managing invoicing process

Absolutely delightful - I fully recommend it.

Avantages

Salesforce 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!

Inconvénients

The 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.

Utilisateur vérifié
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
5
Support client
5

5
Publié le 16/02/2019

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.

Avantages

I 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.

Inconvénients

At 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.

Lonnie
  • Secteur d'activité : Produits pharmaceutiques
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
2
Fonctionnalités
4
Simplicité
1
Support client
2

2
Publié le 18/08/2017

Executive Director

Ultimately we received no benefit

Avantages

Lots of customization options and flexibility. Native to the SalesForce environment. Pricing on a per user basis.

Inconvénients

We 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.

Shahid
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
4
Support client
4

4
Publié le 20/08/2019

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.

Avantages

It 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

Inconvénients

Contracted 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.

Chris
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
3
Support client
5

4
Publié le 03/09/2015

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.

Utilisateur vérifié
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
4

5
Publié le 07/04/2020

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.

Avantages

It 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.

Inconvénients

Because 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.

Utilisateur vérifié
  • Secteur d'activité : Services et technologies de l'information
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
5
Simplicité
5
Support client
3

5
Publié le 05/03/2019

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.

Avantages

- 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

Inconvénients

- We need more support team to solve our doubts or problems
- More guides or videos for the application (Translated in Spanish )

Jeff
Jeff
  • Secteur d'activité : Études de marché
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
3
Simplicité
3
Support client
0

3
Publié le 07/02/2020

A necessary piece, but a struggle

Accurate and updated quoting to make sure numbers are accurate between finance and sales.

Avantages

Salesforce CPQ allows for out sales reps to build out quotes and communicate the dollar amounts to finance within Salesforce

Inconvénients

It seems like the CPQ functionality is constantly breaking when one attempts to edit a quote once it is created.

Utilisateur vérifié
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
4
Support client
3

4
Publié le 21/05/2018

A Scalable Quoting Platform

Create internal/operational efficiencies
Improve business process agility
Improve business process outcomes

Avantages

The 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

Inconvénients

Lack of maturity of pre-built integration APIs or adapters with other products / applications which can be improved further.

amrit
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
4

5
Publié le 07/05/2019

Salesforce CPQ User review

Avantages

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.

Inconvénients

CPQ 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.

Andre
Andre
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
5
Simplicité
4
Support client
5

5
Publié le 03/05/2019

Accurate and Professional Sales Quotes

Avantages

Integrates well with the suite of Salesforce products that are already on the market. I have both implemented and have been an end user purchasing through the CPQ tool and both experiences have been worthy of praise.

Inconvénients

On the implementation end like any other product it has to be done right the first time to avoid costly mistakes and missed deadlines. It's a hot in demand product but not many consultancies no how to do it right. Make your best decision to pick the right team to implement and help adopt this as a useful tool

Terri
  • Secteur d'activité : Traduction et localisation
  • Taille de l'entreprise : 51–200 employés
  • Logiciel utilisé toutes les semaines pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
3
Support client
0

4
Publié le 24/06/2021

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.

Avantages

Once 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.

Inconvénients

Much 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.

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 1 001–5 000 employés
  • Logiciel utilisé toutes les semaines pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
5
Simplicité
3
Support client
0

4
Publié le 18/03/2019

Bit of a learning curve

Consistency across quotes, pricing integrity, speed of producing quote docs, order forms.

Avantages

When 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.

Inconvénients

For 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.

Utilisateur vérifié
  • Secteur d'activité : Logiciels
  • Taille de l'entreprise : 201–500 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
4
Simplicité
4
Support client
0

5
Publié le 16/10/2018

New CPQ User

Too many steps with previous platform to send a contract and too many required fields.

Avantages

CPQ has been an easy way to get quotes out and quickly make changes versus the old software we were using. CPQ generates documents quickly for me to send out and adding in different products has never been easier.

Inconvénients

Some growing pains with CPQ as we roll it out across the team but much better than our previous solution.

Razae
  • Secteur d'activité : Fabrication électrique/électronique
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
2

5
Publié le 24/05/2019

Increase sales user adoption with CPQ

We have seen an increase in user adoption overall since implementing this tool

Avantages

We 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.

Inconvénients

Support agents are slower to respond but it’s ideal to have a developer to assist with custom configuration when building out CPQ

Dale
  • Secteur d'activité : Gestion de l'enseignement
  • Taille de l'entreprise : 501–1 000 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
5
Support client
3

3
Publié le 04/10/2016

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

Avantages

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

Inconvénients

scaling. large opportunities just don't work very well yet

Stephanie
  • Secteur d'activité : Vente au détail
  • Taille de l'entreprise : 11–50 employés
  • Logiciel utilisé tous les jours pendant plus d'un an
  • Provenance de l'avis
Rapport qualité-prix
5
Fonctionnalités
4
Simplicité
4
Support client
5

5
Publié le 08/12/2016

Great product for quotes and renewals

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.

Avantages

Being able to easily create quote and send to my customers

Inconvénients

doesn't always work the way i want

Gina
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
4
Support client
3

4
Publié le 03/09/2015

Need more detail for set up

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.

Ashley
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
3
Support client
5

3
Publié le 11/09/2015

Steelbrick Team is Awesome!

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.

Mathew
  • Secteur d'activité : Capital risque et capital-investissement
  • Taille de l'entreprise : 1 001–5 000 employés
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
4
Simplicité
5
Support client
3

4
Publié le 04/10/2016

Steelbrick Review

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.

Augusto
  • Secteur d'activité : Services financiers
  • Taille de l'entreprise : 5 001–10 000 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis
Rapport qualité-prix
4
Fonctionnalités
5
Simplicité
4
Support client
3

4
Publié le 20/08/2018

Salesforce CPQ

So far, after the initial user adoption, feedbacks have been mostly positive.

Avantages

The ease of creating Quote and configurating the product.

Inconvénients

Initial rollout could be complicated and cumbersome.

Joel
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
4
Support client
5

5
Publié le 01/09/2015

Exceptional Customer Support for a Powerful Tool

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.

Mark
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
4
Support client
4

4
Publié le 03/09/2015

Easiest Configured CPQ Ever

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.

Christina
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 02/09/2015

Success with Quotes

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.

Kimberly
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
4
Support client
5

5
Publié le 03/09/2015

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

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.

Ashley
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
4
Support client
5

4
Publié le 11/09/2015

Amazing tool to streamline sales quote process!!

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.

Jennifer
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 21/09/2015

Fantastic Company - Awesome Product

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!

rachna
  • Provenance de l'avis
Rapport qualité-prix
0
Fonctionnalités
0
Simplicité
5
Support client
5

5
Publié le 31/08/2015

Easy to use and customize.

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

Jamie
  • Provenance de l'avis
Rapport qualité-prix
3
Fonctionnalités
3
Simplicité
3
Support client
4

3
Publié le 04/10/2016

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

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.

77 avis