Salesforce CPQ

Salesforce CPQ, formerly Steelbrick, helps businesses streamline configuration, pricing, and quoting services. Use this software to go beyond single sales by creating recurring revenue with on the #1 CRM platform.

By using Salesforce CPQ, your business gets so much more than quote-to-cash software. This solution includes fully integrated invoicing that’s ready in minutes, and perfect every time.

Features

• Guided Selling: Easily help reps select the right products and services with a step-by-step configuration wizard.
• Solution Configurator: Create rules and preconfigured solutions to streamline complex sales cycles and boost product add-on attachment rates.
• Pricing Engine: Model different deal scenarios for complex quotes using predefined pricing and discount guidance, including one-time, recurring, and usage-based pricing models.
• Quote Generation: Create accurate, branded quotes in one click, with options to hide or reveal discounts and quote lines.
• Contracted Pricing: Streamline repeat business by defining negotiated prices, or inheriting pricing from a prior quote.
• Contract Amendments: Make upsells and cross-sells easier by streamlining the process for add-ons, swaps, and upgrades.
• Installed Base Management: Empower service agents with complete visibility into customers’ purchased assets and subscriptions, all in one place.
• Automated Renewals: Reduce churn by proactively generating renewal quotes and sending them to customers.
• Product & Pricing Rules: Ensure reps quote complete and compatible solutions with automated guidelines and dependencies.
• Dynamic Terms & Conditions: Eliminate contract complexity by automatically adding product and customer-specific terms to quotes.
• Accurate Prorations: Put an end to price discrepancies between quotes, orders, and invoices with a single unified pricing engine.
• Advanced Approvals: Automate cross-functional approval chains to ensure policy alignment — without slowing sales cycles.

Pricing

Salesforce CPQ pricing begins at $75 per user per month. CPQ Plus, the most popular option, is $150 per user per month. Two additional plans, CPQ & Billing Growth and CPQ & Billing Plus, are available for custom quotes.