Salesforce CPQ Funktionen, Bewertungen & Alternativen

Salesforce CPQ

Next generation Configure Price Quote (CPQ) apps

4.1/5 (27 Bewertungen)

Salesforce CPQ Übersicht

Automate quotes with Salesforce CPQ. Configure products, price orders, and generate quotes, all with simple clicks. Utilize Guided Selling help sales reps identify the best matched solution to customer needs. Use the Product Configurator to define product bundles, dependencies and exclusions. Identify cross-sell and up-sell opportunities and utilize your Salesforce Product Catalog within Salesforce.

With Salesforce CPQ you can build quotes, proposals, and contracts to meet the requirements of any number of situations—set your terms and conditions to static or dynamic, attach datasheets, add a partner to a sale, show or hide component pricing, or group products by family. All quote documents are created in PDF format so they can be attached to emails with the click of a button. Quotes can also be produced in Microsoft Word and Salesforce CPQ will automatically convert them. All documents you create are stored and tracked for audit logs.

Furthermore, Salesforce CPQ automatically generates renewal quotes based on original quotes and add-on quotes. All renewals are automated from within the Salesforce platform, ensuring you never miss a renewal. The software also provides reporting and dashboards to garner further insight into your CPQ process.

Salesforce CPQ is fully native to the Salesforce platform. Unlike other CPQ apps built on Salesforce, we largely use standard objects and offer a plethora of prebuilt features, ensuring easy scale as your sales processes evolve.

Preis

Beginnt ab
N/A
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Unternehmensgröße

K
M
G

Märkte

Kanada, Europa, Vereinigtes Königreich, Vereinigte Staaten von Amerika

Unterstützte Sprachen

Englisch

Salesforce CPQ Bewertungen

Gesamtbewertung
4.1/5
74% Positive Bewertungen
11
Ausgezeichnet
9
Sehr gut
6
Durchschnitt
1
Gering
0
Schlecht
Mit Google übersetzen

Steelbrick is Promising

Bewertet am 3.9.2015
Quelle der Bewertung: Capterra

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.

Verteilung der Bewertung

Bedienkomfort
Kundenbetreuung

Mit Google übersetzen

Executive Director

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 18.8.2017
Quelle der Bewertung: Capterra

Ultimately we received no benefit

Vorteile

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

Nachteile

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.

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

1.0/10
Mit Google übersetzen

A Scalable Quoting Platform

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 21.5.2018
Quelle der Bewertung: Capterra

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

Vorteile

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

Nachteile

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

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

7.0/10
Mit Google übersetzen

Great product for quotes and renewals

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 8.12.2016
Quelle der Bewertung: Capterra

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.

Vorteile

Being able to easily create quote and send to my customers

Nachteile

doesn't always work the way i want

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

9.0/10
Mit Google übersetzen

lots of room for improvement. but not much competition

Täglich für Mehr als 1 Jahr genutzt
Bewertet am 4.10.2016
Quelle der Bewertung: Capterra

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

Vorteile

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

Nachteile

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

Verteilung der Bewertung

Preis-Leistungs-Verhältnis
Bedienkomfort
Kundenbetreuung

Weiterempfehlungsquote

6.0/10

Salesforce CPQ Preis

Beginnt ab
N/A
Preisoptionen
Kostenlose Testversion
Abonnement
Preis-Leistungs-Verhältnis

Contact sales for pricing information.

Salesforce CPQ Funktionen


  • API
  • Aktivitäts-Dashboard
  • Aktivitäts-Verfolgung
  • Angebotsmanagement
  • Anpassbare Vorlagen
  • Automatische Benachrichtigungen
  • Berichterstattung und Statistik
  • CRM-Integration
  • Daten-Import / -Export
  • E-Mail-Integration
  • Echtzeit-Daten
  • Integration von Dritten
  • Kontakt-Datenbank
  • Lead-Erfassung
  • Suchfunktion
  • Verkaufsanalyse
  • Verkaufsberichterstattung
  • Verkäufe nachverfolgen
  • Werkzeuge zur Zusammenarbeit
  • Überwachung

Zusätzliche Informationen für Salesforce CPQ

Schlüssel-Features von Salesforce CPQ

  • Audit trail of quotes
  • Automatically generate renewal quotes
  • Create proposals & contracts
  • Create proposals & contracts
  • Cross-sell and up-sell recommendations
  • Customizable quote templates
  • Electronic signature integrations
  • Fully native app on Salesforce CRM
  • Genearte quotes
  • Guided selling
  • Multiple pricing options
  • Multiple quote lines item editing
  • Pre-defined descriptions and subtotaling
  • Pricing and discounting rules
  • Product Configurator
  • Product search capability
  • Reports and dashboards
  • Salesforce Product Catalog sync
  • Supports product bundles, dependencies and exclusions
  • Unlimited tier volume discount schedules

Vorteile

Multiple pricing options - Ensure pricing consistency by setting rules and discounts. Salesforce CPQ can handle volume discounts, percent-of-total subscriptions, pre-negotiated contract pricing, and channel and partner pricing.

100% native app on Salesforce - Built on the Salesforce platform, including the same look, feel, and features as your Salesforce instance; leveraging standard objects and prebuilt features so the solution scales as your business does as opposed to highly customized, hard coded solutions.

Create volume discount schedules - The software automatically calculates the amount of discount to meet the product quantity.

Audit trail - The system automatically keeps a log of who sent what and when for auditing, tracking, and compliance.

Create branded documents - Quote templates are fully customizable and come with a multitude of options.

Export quotes - Export your quote from Salesforce CPQ in PDF format and attach to emails. Or produce them in Microsoft Word.

Electronic signature - The software offers easy integration with a number of e-signature partners.

Automatic order renewal - Renewal opportunities and quotes are automatically generated based on previously validated data.

Reports and dashboards - Salesforce offers reporting in all generated quotes, follow-up quotes, and expired quotes.

Salesforce CPQ Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Salesforce CPQ.

F. Welche Preispläne bietet Salesforce CPQ an?

Salesforce CPQ bietet folgende Kostenpläne an:

Preismodell: Abonnement

Kostenlose Testversion: Nicht verfügbar

Contact sales for pricing information.

F. Was sind die Hauptfunktionen von Salesforce CPQ?

Salesforce CPQ bietet die folgenden Funktionen:

  • Audit trail of quotes
  • Automatically generate renewal quotes
  • Create proposals & contracts
  • Create proposals & contracts
  • Cross-sell and up-sell recommendations
  • Customizable quote templates
  • Electronic signature integrations
  • Fully native app on Salesforce CRM
  • Genearte quotes
  • Guided selling
  • Multiple pricing options
  • Multiple quote lines item editing
  • Pre-defined descriptions and subtotaling
  • Pricing and discounting rules
  • Product Configurator
  • Product search capability
  • Reports and dashboards
  • Salesforce Product Catalog sync
  • Supports product bundles, dependencies and exclusions
  • Unlimited tier volume discount schedules

F. Wer sind die typischen Nutzer von Salesforce CPQ?

Salesforce CPQ hat die folgenden typischen Kunden:

Großunternehmen, Mittlere Unternehmen, Kleine Unternehmen

F: Welche Sprachen werden von Salesforce CPQ unterstützt?

Salesforce CPQ unterstützt die folgenden Sprachen:

Englisch

F. Welche Preispläne bietet Salesforce CPQ an?

Salesforce CPQ hat folgende Preismodelle:

Abonnement

F. Unterstützt Salesforce CPQ mobile Geräte?

Wir haben keine Informationen darüber, welche Geräte Salesforce CPQ unterstützt

F. Mit welchen anderen Applikationen integriert Salesforce CPQ?

Salesforce CPQ kann in folgende Anwendungen integriert werden:

Adobe Document Cloud, Octiv, SpringCM, Workato

F. Welche Varianten der Kundenbetreuung bietet Salesforce CPQ an?

Salesforce CPQ bietet folgende Optionen für Kundensupport:

Wissensdatenbank, Telefon-Support