Salesforce CPQ

Salesforce CPQ

door Salesforce

Wie gebruikt Salesforce CPQ?

Klanten van Salesforce CPQ variëren van kleine bedrijven tot grote ondernemingen, verspreid over high-tech, productie, HLS en meer.

Wat is Salesforce CPQ?

Salesforce CPQ levert geautomatiseerde verkoopoffertes die 5 tot 10 keer sneller en eenvoudiger te implementeren zijn dan traditionele CPQ-toepassingen. Met out-of-the-box capaciteiten zoals begeleid verkopen en prijzen- en kortingsschema's kun je je verkopers tijd besparen terwijl je met grotere snelheid nauwkeurige, merkeigen offertes produceert, en dit alles zonder Salesforce te verlaten. Stroomlijn het hele proces dat van invloed is op de verkoop tot en met de opbrengstverantwoording op één plek.

Salesforce CPQ - Details

Salesforce

https://www.salesforce.com/products/quote-to-cash/overview/

Opgericht in 2006

Salesforce CPQ - Prijsoverzicht

Salesforce CPQ heeft geen gratis versie en biedt geen gratis proefperiode. Salesforce CPQ betaalde versie vanaf US$ 75,00/maand.

Beginprijs

US$ 75,00/maand

Gratis versie

Nee

Gratis proef

Nee

Implementatie

Cloud, SaaS, Web

Mobiel - iOS native

Mobiel - Android native

Training

Persoonlijk

Live online

Documentatie

Ondersteuning

Kantooruren

Online

Functies van Salesforce CPQ

Besteksoftware
Aanpasbare branding
Catalogusbeheer
Contactenbeheer
Geautomatiseerde offertes
Klantenportal
Kortingsbeheer
Prijsbeheer
Productconfigurator
2D-tekening
3D-modellering
Begeleide verkoop
Citaten
Goedkeuringswerkstroom
Prijs- en kostenberekeningen
Productconfigurator
Vernieuwingsbeheer
Zelfserviceportal
eCommerce
Biedingsbeheer
Bijhouden van vervaldatums
Contentbeheer
Gegevens importeren en exporteren
Kennisbibliotheek
Leveranciersbeheer
RFP maken
Reageren op offerteaanvragen
Samenwerking
Sjablonen
Taakbeheer
Vereistenbeheer
Voortgang bijhouden
2D-tekening
3D-modellering
Aanbevelingstoepassing
Aangepaste prijsopties
Analyse en beperkingen
Voorraadbeheer
eCommerce
Auditspoor
Beheer van offerteaanvragen
Contactenbeheer
Contentbibliotheek
Documentbeheer
Elektronische handtekening
Kennisbankbeheer
Pipelinebeheer
Samenwerking
Sjablonen
Versiebheer
Workflowbeheer

Reviews van Salesforce CPQ

5 van 40 reviews worden weergegeven

In totaal
4,3/5
Gebruiksgemak
3,9/5
Klantenservice
4/5
Functies
4,2/5
Waar voor je geld
3,8/5
Andre L.
Customer and Marketing Consultant
Computersoftware, 5.001-10.000 werknemers
Heeft de software gebruikt voor: 1-5 maanden
  • Totaalscore
    5/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    10/10
  • Bron van de reviewer 
  • Beoordeeld op 3-5-2019

"Accurate and Professional Sales Quotes"

Pluspunten: 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.

Minpunten: 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

  • Bron van de reviewer 
  • Beoordeeld op 3-5-2019
Matthew Y.
Field Engineer
Medische apparatuur, 1.001-5.000 werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    4/5
  • Gebruiksgemak
    3/5
  • Functies en functionaliteit
    5/5
  • Klantenondersteuning
    3/5
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    7/10
  • Bron van de reviewer 
  • Bron: SoftwareAdvice
  • Beoordeeld op 18-6-2020

"Huge feature set with multi-level deployment options - takes some getting use too"

Opmerkingen: Large scale tracking of employee, customer and device information to include maintenance and tasking necessities. Generates an integrated DB option that allows for global tracking, management and metric options with a broad reporting feature.

Pluspunten: The broad scope capabilities of Salesforce allow for a multi-departmental integration and deployment functionality with multi-scope database options. Integration with third-party systems is phenomenal, and the allowance of homegrown development is almost limitless when designing to the needs of your organization. Speed of deployment and development is only mitigated by internal knowledge but a large knowledge base and user set globally assist in speed of change.

Minpunten: Despite the large scale integration options with salesforce there can be a slowed user capability due to functional UI. This can of course be customized to meet the needs of your internal customers, but still requires considerable training to the tools available. Ensuring internal department integration and assistance will speed an organization to use.

  • Bron van de reviewer 
  • Bron: SoftwareAdvice
  • Beoordeeld op 18-6-2020
Lonnie B.
Executive Director
Farmaceutica, 51-200 werknemers
Heeft de software gebruikt voor: 1+ jaar
  • Totaalscore
    2/5
  • Gebruiksgemak
    1/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    2/5
  • Waar voor je geld
    2/5
  • Waarschijnlijkheid van aanbeveling
    1/10
  • Bron van de reviewer 
  • Beoordeeld op 18-8-2017

"Executive Director"

Opmerkingen: Ultimately we received no benefit

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

Minpunten: 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.

  • Bron van de reviewer 
  • Beoordeeld op 18-8-2017
Geverifieerde reviewer
Senior Account Executive
Informatietechnologie en -diensten, 51-200 werknemers
Heeft de software gebruikt voor: 2+ jaar
  • Totaalscore
    5/5
  • Gebruiksgemak
    4/5
  • Functies en functionaliteit
    4/5
  • Klantenondersteuning
    4/5
  • Waar voor je geld
    5/5
  • Waarschijnlijkheid van aanbeveling
    8/10
  • Bron van de reviewer 
  • Beoordeeld op 7-4-2020

"Robust CPQ solution for Salesforce users"

Opmerkingen: This tool makes life so much easier for your sales team and eliminates a lot of risk that is inherent to having your quoting process be done via excel, etc.

Pluspunten: It is a powerful and fairly robust CPQ solution that makes the lives of your Sales team that much easier. For growing businesses, it makes it that much easier to scale your business with a structured quoting process.

Minpunten: Because the tool is so robust and the quoting process is often complex, it is imperative to have a strong implementation firm with CPQ specific expertise. This can be expensive.

  • Bron van de reviewer 
  • Beoordeeld op 7-4-2020
Chris V.
CRM Systems Analyst
  • Totaalscore
    4/5
  • Gebruiksgemak
    3/5
  • Functies en functionaliteit
    Zonder beoordeling
  • Klantenondersteuning
    5/5
  • Waar voor je geld
    Zonder beoordeling
  • Waarschijnlijkheid van aanbeveling
    Zonder beoordeling
  • Bron van de reviewer 
  • Beoordeeld op 3-9-2015

"Steelbrick is Promising"

Opmerkingen: 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.

  • Bron van de reviewer 
  • Beoordeeld op 3-9-2015