Avis clients sur Salesforce CPQ & Billing

Avantages

Salesforce CPQ is absolutely fantastic software to manage the whole invoicing process. The time spent on the invoices management has gone down drastically when using Salesforce CPQ and it is very easy to use. It is used in order to automate Billing and Invoicing, Recurring Payments, Discounts and Order Management. I recommend it to anyone working at the company with complicated invoicing processes. Also the documentation and courses in Trailhead are great!

Inconvénients

The configuration might be quite hard at times, but it is rather because of the fact that the businesses processes are very complex and they are hard to model.

Avantages

Since this is obviously an SF platform- the ease of implementation is great as well as the fact that there is not a huge learning curve- it operates just as other SF objects.

Inconvénients

It can be very complicated to implement a pricing structure if you do not have a "simple" pricing module. We have tried 3 separate times (& used certified experts and contractors) to try and implement our pricing module and it did not work- I will say our pricing structure is much more complicated than it should be but its still been a huge issue.

Avantages

The thing I like the most about CPQ is that it allows me to keep multiple quotes attached to one opportunity a lot easier. There are also some great ways to add multiple products and makes that aspect of quoting easier.

Inconvénients

CPQ was recently introduced at my org and it is so cumbersome to work through. It requires a lot of clicks and updating price/making price changes is very difficult. Creating a quote used to take me about 5 minutes and now it takes about 20 depending on the complexity. Maybe I'll get used to it and more familiarized, but it definitely isn't intuitive or efficient.

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."

Avantages

It is very easy and user friendly, even if you're new you can grasp easily. We have so many different SKUs, pricing from different product families, various discounts etc all are been taken and we are happy. Multiyear quoting, contracted pricing and others are very simple using CPQ

Inconvénients

Contracted pricing isn't flowing from partner to customer account.
Incremental quote for Multi year deals should be made available with CPQ rather with CPQ plus.

Avantages

The application provides rich functionality in product catalogs, commerce and report generation and is scalable to support future organizational growth. The user on boarding is easy due to cloud based solution. Support of solution to run on Mobile platform and channels drives high adoption

Inconvénients

Lack of maturity of pre-built integration APIs or adapters with other products / applications which can be improved further.

Avantages

Its Awesome! Make your complex business process very user friendly

Inconvénients

Need highly experts in CPQ for all development and deployment procedure

Avantages

When things (namely quotes) have become complicated, and you're selling multiple lines of business, lots of options, multiple years, with lots of variance this (CPQ) is a must have. SF CPQ is attractive to Salesforce users because there is that layer of familiarity and notion that it's part of the ecosystem.

Inconvénients

For a Salesforce's owned product inside salesforce...the CPQ line formerly Steelbrick still isn't up to a level of performance where I feel it's seriously saving (rep's) time. The UI is distinctively Salesforce (lightning not classic) but the speed makes me question whether it's yet native to Salesforce. This is far from building a personal shopping cart on Amazon, adding and subtracting items with agility.

Avantages

Salesforce CPQ allows for out sales reps to build out quotes and communicate the dollar amounts to finance within Salesforce

Inconvénients

It seems like the CPQ functionality is constantly breaking when one attempts to edit a quote once it is created.

Avantages

Salesforce CPQ allows me to easily go in and create quotes with different formats without allowing users to adjust things they shouldn't. You can add the quotes to things like simple quotes clients can sign to SOW's and more.

Inconvénients

I know it was quite difficult to implement for my team. It took a few months to have it completely built out.

Avantages

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.

Inconvénients

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.

Avantages

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

Inconvénients

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.

Avantages

- All the products and services live in the same place.
- You can generate proposals
- Can Integrate many tools in CPQ like DocuSign and Xauthor
-You can update or upload information very fast by using Data Loader

Inconvénients

- We need more support team to solve our doubts or problems
- More guides or videos for the application (Translated in Spanish )

Avantages

I used Salesforce for the past 6 years as a Sales Director in a fashion firm. We used it on a daily basis to keep us informed of our performance, give us a complete view of our clients and monitor our work with numerous reminders and reports.

Inconvénients

The reports are customizable but it can require a bit of a learning curve. The alerts, unless managed can become a bit of a pain.

Avantages

I liked the Salesforce integration, we were looking for an alternative to get more detail in cost, price and quotas for our customers inside the same Salesforce platform.

Inconvénients

At the beginning you have to make clear your business objetives to map all the fields you will use in this platform. To define the right catalogs is crucial to make this tool work.

Avantages

Bundling of sub products and accessories with specific price points was an important consideration for us while selecting Steelbricks CPQ. They have most of the business scenarios covered out of the box.

Inconvénients

CPQ has a steep learning curve. However, once you spend the initial hours in the training , you get better at it. It took us time to train the inside sales to configure products themselves for standard bundles.

Avantages

Once you get it figured out, it's easy to modify, add, and make it work for whatever we need it to do for us on the Quoting side of things.
The customizability is nice and adaptable for our rates that change with trends and easy to add new items into our model as we add more languages to our business.

Inconvénients

Much of our pricing is based around a "per word" model, and discounting our "per word" rate by $.01-$.02 was really difficult for our teams to figure out for several months.

Avantages

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.

Inconvénients

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.

Avantages

Very well integrated with all salesforce applications

all my contacts, clients, emails, quotes.

Calendar and call back all in one place with reminders.

Help things organized and make it easy to meet your sales goals.

The ability to have multiple rate quote packages that can be updated anytime easily.

Inconvénients

Costly for medium sized enterprises. calculation times can be sometimes slow

Avantages

We have been using CPQ for a few months now and have a better overall pipeline for products. The quote templates that CPQ can generate are much cleaner than the traditional salesforce quote tool.

Inconvénients

Support agents are slower to respond but it’s ideal to have a developer to assist with custom configuration when building out CPQ

Avantages

If you're a salesforce user then having Salesforce's CPQ is a no brainer.
it takes a lot of the mental load off your shoulders building quotes, calculating ramp deals and forecasting properly and setting approval mechanisms

Inconvénients

it's not that easy to configure if you're not so used to Salesforce and I'd love to see more functionalities and the support to be better.

Avantages

We have recently switched to salesforce and loving everything about it and managing our quotations was never this good.

Inconvénients

it takes some time to do digging about things we wana do but after that it has been smooth sail.

Avantages

it works well for the most part, and it is pretty intiuitive

Inconvénients

scaling. large opportunities just don't work very well yet

Avantages

Being able to easily create quote and send to my customers

Inconvénients

doesn't always work the way i want