There is a lot of flexibility available in the Salesforce CPQ tool. Everything from simple products to bundled multi-tier pricing products can be handled. The fact that it is 100% native also means that we can extend functionality by writing custom business logic using Apex/VF when necessary. Review collected by and hosted on G2.com.
The CPQ screens can be slow to load. They have made improvements to performance over time, but the user experience is still slow compared to other screens within the SFDC system. I'd be hesitant to make a purchase if I had thousands of products with complex pricing structures. I'm not saying it won't work in those environments, but I'd certainly recommend that you put the CPQ through intense testing during your evaluation.
Also, moving data from one environment to another is insanely painful (vLookup after vLookup). This slows the deployment process and makes the tool much less agile than what I'd prefer. I know there are solutions like Moovr out there to address this issue, but those come at an additional cost which can be hard to justify since the benefit is primarily only recognized by the SFDC admin. Review collected by and hosted on G2.com.
1,390 out of 1,391 Total Reviews for Salesforce Revenue Cloud
Overall Review Sentiment for Salesforce Revenue Cloud
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The best feature about this platform is It has ability to handle complex pricing models and discount configurations. Review collected by and hosted on G2.com.
Little bit difficult to do initial setup of configuration and customization. Review collected by and hosted on G2.com.
As a Admin I really loved the salesforce revenue cloud because of its comprehensive tools for managing the entire revenue lifecycle. Most Importantly it connects with other third party applications seamlessly without any Lag. Review collected by and hosted on G2.com.
The Pricing structure for revenue cloud is complex and not transparent sometime creating confusion's among our Organization. Review collected by and hosted on G2.com.
It integrates all aspects of the revenue lifecycle, from CPQ to billing, making it easier for teams to collaborate and stay on the same page. The flexibility to create custom pricing models and quotes tailored to specific business needs is a huge advantage. Automation of order management and contract processes reduces manual errors and saves time. It provides real-time visibility into sales and revenue operations, which helps in making informed business decisions. Its robust revenue recognition features ensure compliance with accounting standards and accurate revenue reporting. Review collected by and hosted on G2.com.
Integrating with legacy systems or other third-party applications is challenging and require additional effort Review collected by and hosted on G2.com.
The most useful thing about the platform is the ease of use. It's not hard to use and it helps with time management. This is crucial to the work I do daily. Review collected by and hosted on G2.com.
The only thing I dislike are the errors I received when we first started using it. Those errors have since been corrected. Review collected by and hosted on G2.com.
It streamlines and automates procedures for generating revenue. Review collected by and hosted on G2.com.
Our organization is occasionally confused by the complicated and opaque revenue cloud pricing structure. Review collected by and hosted on G2.com.
This has been instrumental in my business since I am on the road all the time. It saves hours computer work after I get to the hotel. The quick save email function, the call report and the book now features are some of my every day go to's Review collected by and hosted on G2.com.
Sometimes it takes longer to load but the ease of integration is quick. Review collected by and hosted on G2.com.
Its very helpful and with a lot of features that i havent heard or seen in other Crm softwares. Thats why its widely by a lot of mid size and large size companies. I use it daily because as a customer success i have to work on my accounts on daily basis in order to keep the renewal pipeline up to date. Review collected by and hosted on G2.com.
Someone we face issues like after working on quotes, the final Order forms doesnt load. Review collected by and hosted on G2.com.
It offers robust suite of tools that streamline and optimize the entire sales process from lead generation to contract management. It seamlesslly integrate wih salesforce ecosystem providing a unified solution for business. It's best feature set includes,
1. Dynamic Pricing
2. Automation
3. Guided Selling
4. Quoting Efficiency Review collected by and hosted on G2.com.
1. Learning curve might be steep for new users
2. Some customization options could be more user friendly. Review collected by and hosted on G2.com.
We are the pioneers of using the Salesforce Revenue cloud and successfully able to implement CPQ and Billing which reduced our credit notes by 80+ % and also improved our realibility of invoices by reducing the rounding errors. Earlier we were using two different vendors , one for CPQ and other for Billing that resulted in lot of issues because of the incompatibility between the vendors and the data model difference of the product catalog. Review collected by and hosted on G2.com.
With the current CPQ being a managed package scalability is an issue if we try to Quote with 400+ lines then we commonly run into CPU time limit or Apex heap size errors Review collected by and hosted on G2.com.
Salesforce Revenue Cloud is a versatile solution that enhances efficiency across various departments, from sales to finance and operations. It streamlines complex revenue processes, ensuring accurate forecasting, billing, and compliance, while providing real-time insights that help teams make informed decisions. Its automation and integration capabilities reduce errors and improve overall business performance across the entire revenue cycle. Review collected by and hosted on G2.com.
Not much, but things could be always better. Review collected by and hosted on G2.com.
