Our company has a wide product range and our quoting process is quite complex, involving consideration of a lot of different factors. We have been looking for a proven solution that could be customized to meet our requirements and SteelBrick turned out to be the one. Initial setup and understanding of the system (product configuration rules, etc.) was easy, especially with the awesome support we got throughout the process (their representative being very helpful and competent); we were able to tweak the system to cover all our special needs and it is now a great help for our salespersons - discounts and available product options are added to quotes in a much more controlled way - which means less mistakes and more accurate quotes. Review collected by and hosted on G2.com.
On iPad using the Salesforce1 app you cannot immediately open/e-mail a quote document (PDF file) generated by SB. (It only affects the Salesforce1 app though.) Review collected by and hosted on G2.com.
1,404 Salesforce Revenue Cloud Reviews
The best thing I like about Salesforce Revenue Cloud is that it makes it easier for teams to manage customer deals from start to finish. It combines CPQ (Configure, Price, Quote), Billing, and Subscription Management in one place. Also we can see real-time revenue data and reports, it automates many manual tasks. Also it can be integrated with other products of salesforce easily. Review collected by and hosted on G2.com.
Although it is very useful, it can be expensive, especially for small or medium businesses. The licensing and setup costs can add up. Review collected by and hosted on G2.com.
There is so much you can do with this program. So much detail when it comes to organize the leads to get on the day. I can the date when they inquire, the time line, the program of interest, there is a section for notes. The best part is that it adapts to any department in our organization so now we all can work on the same program sense we all have a section to work on. Is an easy integration and ease to use program. We use SalesForce every day is just we are able to make are dials and connect with people. Review collected by and hosted on G2.com.
As much as I like all the tabs and options. Sometimes can be changeling to find something. You do have to click a few times to get where you want to be just to find a peace of information and them return all the way back to continue. I really don't like that it doesn't recognize that I have it open. For example I am working on a lead inside of SF and a team member share another lead through zoom when I click on the link it open a new SF window instead of just another tab. Review collected by and hosted on G2.com.
Salesforce Revenue Cloud connects sales, billing, and finance teams on a single platform ensuring a smooth flow from opportunity to revenue recognition reducing manual work and errors it automates billing processes ensuring accurate and timely invoices which reducing administrative workload Review collected by and hosted on G2.com.
Pricing can be high for smaller businesses or those with limited Budgets Review collected by and hosted on G2.com.
salesforce revenue cloud is designed to manage the entire revenue lifecycle within a single platform, it is very helpful and easy to use , which is why it is in demand Review collected by and hosted on G2.com.
salesforce revenue cloud can be expensive for small business or to those who have very limited budget Review collected by and hosted on G2.com.
It is very helpful
1) Customer Insights
2) Streamlined Revenue Efficiency
3) Enhanced Buyer Experience Review collected by and hosted on G2.com.
disadvantage of using Salesforce Revenue Cloud is that you might need to hire an experienced consultant or developer to deploy the tool successfully. You may also face a steep learning curve and need a lot of time to familiarize yourself with the platform Review collected by and hosted on G2.com.
What I like best about Salesforce Revenue Cloud is how it simplifies and streamlines the entire revenue process. I’ve used it primarily for CPQ and billing, and honestly, it’s a game changer. The way it lets you build complex quotes quickly without needing to jump between tools saves so much time and it reduces errors too. Review collected by and hosted on G2.com.
I don’t have any kindoff dislike for this tool. Review collected by and hosted on G2.com.
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.
The ablity to use it and connect multiple different systems into one easy to use interface. Review collected by and hosted on G2.com.
Sometimes, it can be laggy and hard to determine what the root cause of a problem is. 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.
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