Pour qui ?

Les clients de Salesforce CPQ vont des petites entreprises aux grandes entreprises, en passant par le high-tech, la manufacture, les sciences de la vie et les soins de santé, etc.

Notes moyennes

35 avis
  • Note globale 4.5 / 5
  • Facilité d'utilisation 4 / 5
  • Service client 4 / 5
  • Fonctionnalités 4 / 5
  • Rapport qualité-prix 3.5 / 5

Informations sur le produit

  • À partir de 75,00 $US/mois
  • Version gratuite Non
  • Version d'essai gratuite Non
  • Déploiement Cloud, SaaS, web
    Mobile (iOS natif)
    Mobile (Android natif)
  • Formation Formation présentielle
    Formation en ligne en direct
  • Ressources d'aide Support en horaire de bureau
    En ligne

Informations sur l'éditeur

  • Salesforce
  • https://www.salesforce.com/products/quote-to-cash/overview/
  • Fondé en 2006

En savoir plus sur Salesforce CPQ

Salesforce CPQ produit des devis de vente automatisés 5 à 10 fois plus rapides et plus faciles à déployer que les applications CPQ traditionnelles. Avec des fonctionnalités prêtes à l'emploi telles que la vente et la tarification guidées ainsi que des programmes de remise, vous pouvez faire gagner du temps à vos commerciaux tout en élaborant des propositions précises et personnalisées à une vitesse supérieure, le tout sans quitter Salesforce. Rationalisez le processus des ventes jusqu'à la comptabilisation des revenus en un seul endroit.

Salesforce CPQ - Fonctionnalités

  • Bibliothèque de connaissances
  • Collaboration
  • Gestion de versions
  • Gestion des appels d'offres
  • Gestion des calendriers
  • Gestion des contacts
  • Gestion des documents
  • Gestion des exigences
  • Gestion des pipelines
  • Gestion des révisions
  • Gestion des tâches
  • Mise en forme automatique
  • Modèles
  • Référentiel de contenu
  • Signature électronique
  • Configurateur de produits
  • Dessin 2D
  • Devis
  • Gestion des renouvellements
  • Génération d'offres
  • Modélisation 3D
  • Portail libre-service
  • Vente guidée
  • Workflow d'approbation
  • e-commerce
  • Analyses et contraintes
  • Dessin 2D
  • Gestion des stocks
  • Modélisation 3D
  • Moteur de recommandations
  • Options de tarification personnalisées
  • e-commerce
  • Configurateur de produits
  • Devis automatisé
  • Gestion des catalogues
  • Gestion des contacts
  • Gestion des prix
  • Gestion des remises
  • Portail client
  • Stratégie de marque personnalisable

Produits suggérés

Avis les plus utiles sur Salesforce CPQ

Steelbrick is Promising

Publié le 03/09/2015
Chris V.
CRM Systems Analyst
Provenance de l'utilisateur 
Note globale
3 / 5
Facilité d'utilisation
5 / 5
Support client
Rapport qualité-prix

Commentaires: 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).
- 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.

Not as easy to integrate as it is made out to be

Publié le 05/02/2019
Biotechnologie, 13-50 employés
Temps d'utilisation du produit: 6 à 12 mois
Provenance de l'utilisateur 
Note globale
1 / 5
Facilité d'utilisation
5 / 5
2 / 5
Support client
2 / 5
Rapport qualité-prix
Probabilité de recommander le produit :
Très faible Très élevée

Commentaires: I need to put this disclaimer in front of what I'm about to write, because it will sound critical. I left the company using CPQ about seven months after we started to integrate it into our SalesForce platform. So, it may have ended up being a success. At the time I left, it was not a success. Not a failure either. Maybe the payback was still coming. It was sold to us as being a quick, seamless integration that would be easy to get up and running and customized to our business model. It was not that. It is a potentially elegant solution that we wanted to use so we could scale up our selling process and hopefully reduce the sales cycle. There was no evidence that it succeeded in doing that for us.

Avantages: I love the concept of starting the quoting process and having that all captured in the CRM database. Also, that it looks and feels like SalesForce so the sales people are not scared off by it immediately.

Inconvénients: The spin-up was very difficult. It did not work as seamlessly as advertised. Ultimately, it required us to rely on a consulting agency that did not show the same level of quality and customer service that one would expect if dealing directly with SalseForce. It turned out to be much more costly than expected to implement this "plug-in."

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