A software to streamline configuration, pricing, and quoting

About 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.

Product Overview

User Reviews of Salesforce CPQ

★★★★★
★★★★★
Submitted on December 8th, 2020 by Angus Lindsay from athenaHealth

Quoting went from the Wild West to a smooth, transparent process with appropriate controls. And now, it can scale with our growth.