CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Cat avg: 0
Top Performing Features
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Cat avg: 0
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Cat avg: 0
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Cat avg: 0
Worst Performing Features
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Cat avg: 0
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Cat avg: 0
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Cat avg: 0
Salesforce Revenue Cloud Features from Reviews
CPQ
Features related to configuring and pricing products and delivering quotes to customers.
7.70%
Quote sharing/sending
Salespeople can share quotes and quote details with customers, via email, a customer portal, a personalized URL, or some other means.
Category average: 0
Product configuration
Allows users to configure products and services by selecting bundles, constraints, options, preferences, etc.
Category average: 0
Configuration options
Supports a robust, comprehensive level of detail around configuration options, including product features, services, quantity, etc. Options take into account availability and compatibility of selections.
Category average: 0
Pricing rules
Determines price based on rules and hierarchies. Rules may consider customer demographics, availability, and/or product configuration.
Category average: 0
Price adjustment
Sales users can adjust or override prices, based on coupons, discounts, markups, etc.
Category average: 0
Purchase history and open contracts
Provides information about a customer’s previous purchases and current purchase/service agreements, which may factor into new sales or need to be modified to account for new sales.
Category average: 0
Guided selling/Sales portal
Provides salespeople with tips, recommendations, or question sequences to help with product configuration and quoting, and/or to assist with cross-sell and upsell.
Category average: 0
CPQ reporting & analytics
Users can report on and analyze CPQ processes. Metrics may include quoting cycle time, proposal acceptance rates, revenue, etc.
Category average: 0
CPQ-CRM integration
Integrates to the company’s CRM to update the customer record.
Category average: 0
Attachments to quotes
PDFs, contracts, videos, etc can be attached to quotes and/or proposals.
Category average: 0
Order capturing
Allows the capture of orders of complex services and across multiple customer interaction channels such as - direct sales, contact center, point-of-sales, resellers, and customer self-service.
Category average: 0
Salesforce Revenue Cloud Features from the Vendor
Additional Features
Vendor-contributedPRICE & QUOTE: Ensure consistent pricing and discounting. Generate customer-friendly quotes easily and accurately.
PROPOSALS & CONTRACTS: Create professional-looking branded proposals and contracts.
ORDERS & RENEWALS: Automatically generate renewal quotes. Apply existing contracted terms and prices to add-on orders.
PRODUCT CONFIGURATOR: Configure products and services based on your business rules and logic.
GUIDED SELLING: Help your sales reps select the right products and services for each customer every time.
RESELLER CHANNELS: SteelBrick CPQ for Communities is an online selling platform that connects your resellers and distributors to your own sales processes and resources.