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#7

Salesforce CPQ is ranked #7 in the Quote Management Software product directory based on the latest available data collected by SelectHub. Compare the leaders with our In-Depth Report.

Salesforce CPQ Pricing

Based on our most recent analysis, Salesforce CPQ pricing starts at $150 (Per User, Monthly).

Price
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Starting From
$150
Pricing Model
Per User, Monthly
Free Trial
Yes, Request for Free

Training Resources

Salesforce CPQ is supported with the following types of training:

Documentation
In Person
Live Online
Videos
Webinars

Support

The following support services are available for Salesforce CPQ:

Email
Phone
Chat
FAQ
Forum
Help Desk
Knowledge Base
Tickets
Training
24/7 Live Support

Salesforce CPQ Benefits and Insights

Why use Salesforce CPQ?

Key differentiators & advantages of Salesforce CPQ

  • Diverse Sales Flexibility: Create a customizable pricing system with various sales options and configuring conditions. 
  • Simplify Sales: Use popular third-party integrations and an intuitive interface to easily create configuring systems. 
  • Fast Results: Use complex computing engines and numerous presets to configure quotes quickly. 
  • Versatile Tool: Use AI, integrations and other analytic tools to optimize the program’s efficiency. Optimize the configuring process through analysis of customer purchase data. 

Industry Expertise

This program is designed for use by companies of any size working in the sales industry.

Synopsis of User Ratings and Reviews

Based on an aggregate of Salesforce CPQ reviews taken from the sources above, the following pros & cons have been curated by a SelectHub Market Analyst.

Pros

  • Guided Selling: Salesforce CPQ provides a guided selling experience that helps sales reps to configure products and generate quotes quickly and accurately, even for complex products with many options and dependencies. This can help to reduce errors and improve sales efficiency.
  • Streamlined Quote-to-Cash: Salesforce CPQ helps to streamline the quote-to-cash process by automating many of the manual tasks involved in generating quotes, contracts, and invoices. This can help to reduce cycle times and improve cash flow.
  • Improved Accuracy: Salesforce CPQ helps to improve the accuracy of quotes by ensuring that all products and services are priced correctly and that all discounts and promotions are applied consistently. This can help to reduce billing errors and improve customer satisfaction.
  • Increased Sales: Salesforce CPQ can help to increase sales by making it easier for sales reps to sell complex products and services. It can also help to improve customer satisfaction by providing a more streamlined and efficient sales experience.

Cons

  • Steep Learning Curve: Salesforce CPQ has a reputation for being complex and challenging to learn, especially for users without prior experience with Salesforce products or CPQ software. The abundance of features and customization options can be overwhelming for new users, often requiring extensive training and support to get up to speed.
  • Implementation Challenges: Implementing Salesforce CPQ can be a time-consuming and resource-intensive process, often requiring the involvement of experienced consultants or developers. Integrating CPQ with existing Salesforce instances or other business systems can pose additional challenges, potentially leading to delays and budget overruns.
  • Cost: Salesforce CPQ is a premium product with a price tag to match. The subscription fees, implementation costs, and ongoing maintenance expenses can be significant, especially for small and medium-sized businesses. The pricing structure can also be complex, with different tiers and add-on features that can quickly increase the overall cost.

Researcher's Summary:

Salesforce CPQ has garnered significant praise for its user-friendly interface, enabling sales teams to swiftly generate accurate quotes and streamline the sales process. Users highlight the software's intuitive design and guided selling capabilities, which empower representatives to configure products, determine pricing, and create professional quotes with ease. This efficiency translates into faster sales cycles and improved customer satisfaction. Salesforce CPQ's integration with Salesforce CRM further enhances its value proposition by providing a unified platform for managing customer interactions, sales processes, and order fulfillment.

However, some users note that Salesforce CPQ's robust features come at a cost, as the software can be relatively expensive compared to some competitors. Additionally, the platform's extensive customization options, while offering flexibility, can also introduce complexity for new users. Despite these drawbacks, many users consider Salesforce CPQ a worthwhile investment due to its ability to drive revenue growth and enhance sales productivity. The software's strengths in automation, accuracy, and integration make it particularly well-suited for businesses with complex sales processes, diverse product offerings, and a need for scalability. Salesforce CPQ empowers these organizations to optimize their sales operations and achieve sustainable growth.

Key Features

  • Pricing Engine: Use a sophisticated pricing engine to model different types of payments, including one-time payments, recurring payments and payments determined by usage. 
  • Automated Renewal Quotes: Save time by automating renewed quotes and sending summaries to current customers. 
  • Centralized Data: Ensure complete visibility by keeping client data in one place, including purchases, assets and subscriptions. 
  • AI Insights: Manipulate AI data gathering and findings to better understand client data. Increase sales intelligence and create deeper insight reports. 
  • Automated Invoices: Split quotes into multiple orders to simplify and automate configurations. Eliminate pricing discrepancies by using a singular pricing engine. 
  • Price Analytics: Task AI to detect trends among products, sales teams and regions. Mine data from AI analysis to better suit pricing standards. 
  • Accessibility: Access functions from any desktop or mobile device with internet connection. Use cloud-capabilities to track quotes on the go. 
  • Integration: Utilize flexible integration capabilities to bundle with other leading products like Docusign. 

Limitations

At the time of this review, these are the limitations according to user feedback:

  •  Complex pricing structures are difficult to program. 
  •  Unclear instructions. 
  •  Doesn’t flag redundancies. 

Suite Support

Email and Live Chat: Connect with a chat support representative from the parent company for assistance.
Phone: (800) 387-3285.
Training: Access help documents, FAQs and release notes online.
Tickets: Information not available.