Salesforce Revenue Cloud Reviews

Salesforce Revenue Cloud

4.4 (77)
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Next generation Configure Price Quote (CPQ) apps

Overall rating

4.4 /5
(77)
Value for Money
4.2/5
Features
4.4/5
Ease of Use
4/5
Customer Support
4.1/5
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77 Reviews

Carlos Eduardo
Carlos Eduardo
Overall rating
  • Industry: Program Development
  • Company size: 201–500 Employees
  • Used Weekly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Salesforce CPQ maintains its ease of deployment and collection of information

Reviewed on 2023/05/24

We will be using Salesforce CPQ inside our sales workgroup for a couple of years, but as of today...

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.

Pros

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.

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Consumer Services
  • Company size: 51–200 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 6.0 /10

Better for Simpler Pricing Modules

Reviewed on 2021/03/12

Overall its easy to maintain and allows for native SF features which makes it a great add on for...

Overall its easy to maintain and allows for native SF features which makes it a great add on for customers already using Sales Cloud.

Pros

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.

Cons

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.

Jerry
Overall rating
  • Industry: Accounting
  • Company size: 501–1,000 Employees
  • Used Monthly for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great for tracking customer ACV and Sales Operations

Reviewed on 2025/01/13

Great for tracking customer ACV and Sales Operations

Great for tracking customer ACV and Sales Operations

Cons

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

Lonnie
Overall rating
  • Industry: Pharmaceuticals
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 1.0 /10

Executive Director

Reviewed on 2017/08/18

Ultimately we received no benefit

Ultimately we received no benefit

Pros

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

Cons

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.

Vidya
Overall rating
  • Industry: Information Technology & Services
  • Company size: 10,000+ Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Very capable but Not for all the businesses

Reviewed on 2024/11/05

Overall its capable and comes at a premium package

Overall its capable and comes at a premium package

Pros

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

Cons

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

Diego
Overall rating
  • Industry: Leisure, Travel & Tourism
  • Company size: 2–10 Employees
  • Used Daily for Free Trial
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Best tool for Sales Agents.

Reviewed on 2024/10/02

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

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

Pros

The integration of AI to assist with the quoting process

Cons

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

Mark
Overall rating
  • Industry: Design
  • Company size: 2–10 Employees
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great Tool for sales heavy orga

Reviewed on 2024/12/23

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

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

Pros

Great cloud based tool to track and manage revenue

Cons

The AI tools didn’t provide much benefit

Rachel
Overall rating
  • Industry: Business Supplies & Equipment
  • Company size: Self Employed
  • Used Weekly for 1-5 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 8.0 /10

Easy Product to Use

Reviewed on 2024/12/20

Pros

easy to setup and use from starting point onwards

Cons

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

ASHLEY
Overall rating
  • Industry: Information Technology & Services
  • Company size: 2–10 Employees
  • Used Monthly for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Very Easy to Use!

Reviewed on 2024/12/18

Overall, Salesforce was a great platform to keep track of potential sales, leads, clients. It was...

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

Pros

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

Cons

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

Anastasiia
Anastasiia
Overall rating
  • Industry: Chemicals
  • Company size: 5,001–10,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

Salesforce CPQ for managing invoicing process

Reviewed on 2022/10/02

Absolutely delightful - I fully recommend it.

Absolutely delightful - I fully recommend it.

Pros

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!

Cons

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.

Verified Reviewer
Overall rating
  • Industry: Biotechnology
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Not as easy to integrate as it is made out to be

Reviewed on 2019/02/05

I need to put this disclaimer in front of what I'm about to write, because it will sound critical....

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.

Pros

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.

Cons

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."

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

A great alternative to get fast proposals.

Reviewed on 2019/02/16

It's has been a very good experience for the business units that are using it right now inside the...

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.

Pros

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.

Cons

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.

Chris
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Steelbrick is Promising

Reviewed on 2015/09/03

We looked at a few CPQ tools to help us automate a few obstacles in our (complicated) SaaS model....

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.

Verified Reviewer
Overall rating
  • Industry: Information Technology & Services
  • Company size: 1,001–5,000 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

SALESFORCE CPQ FOR YOU

Reviewed on 2019/03/05

Salesforce CPQ has helped the vendors to sell the products and services very fast with no help of...

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 )

Verified Reviewer
Overall rating
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

A Scalable Quoting Platform

Reviewed on 2018/05/21

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

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

Pros

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

Cons

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

Andre
Andre
Overall rating
  • Industry: Computer Software
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Accurate and Professional Sales Quotes

Reviewed on 2019/05/03

Pros

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.

Cons

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

Verified Reviewer
Overall rating
  • Industry: Computer Software
  • Company size: 1,001–5,000 Employees
  • Used Weekly for 6-12 months
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 6.0 /10

Bit of a learning curve

Reviewed on 2019/03/18

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

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

Pros

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.

Cons

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.

Razae
Overall rating
  • Industry: Electrical/Electronic Manufacturing
  • Company size: 501–1,000 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Increase sales user adoption with CPQ

Reviewed on 2019/05/24

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

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

Pros

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.

Cons

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

Stephanie
Overall rating
  • Industry: Retail
  • Company size: 11–50 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Great product for quotes and renewals

Reviewed on 2016/12/08

I have been using Steelbrick CPQ for over a year and I love this product, it allows me to create...

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.

Pros

Being able to easily create quote and send to my customers

Cons

doesn't always work the way i want

Ashley
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Steelbrick Team is Awesome!

Reviewed on 2015/09/11

The Steelbrick team has been great to work with. They are very collaborative and open to new ideas....

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.

Augusto
Overall rating
  • Industry: Financial Services
  • Company size: 5,001–10,000 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Salesforce CPQ

Reviewed on 2018/08/20

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

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

Pros

The ease of creating Quote and configurating the product.

Cons

Initial rollout could be complicated and cumbersome.

Mark
Overall rating
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Easiest Configured CPQ Ever

Reviewed on 2015/09/03

After working with other CPQs in the past Steelbrick is by far the easiest from the configuration...

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.

Kimberly
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  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

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

Reviewed on 2015/09/03

Getting used to the Managed fields took some getting used to. Systems I have worked on didn't have...

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.

Jennifer
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  • Review Source

Overall rating

  • Ease of Use
  • Customer Support

Fantastic Company - Awesome Product

Reviewed on 2015/09/21

Such an easy to use product - really great for sales, especially easy for onboarding new salespeople...

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!

Jamie
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  • Review Source

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  • Value for Money
  • Ease of Use
  • Customer Support

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

Reviewed on 2016/10/04

Rolled out steelbrick as our cpq. our business model requires a lot, and while steelbrick is...

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.