Salesforce CPQ

I love how CPQ allows you to add discounts and rename products as well as rearrange line items so they are in the desired order (I like mine starting with the most expensive at the top and the least expensive at the bottom).

Once you learn how to use CPQ, it's a great tool for quoting and is efficient for the most part.

It's very powerful and flexible. The integration specifically into SFDC is seamless and allows for SFDC hierarchy logic to be applied to quoting so that the right individual is alerted when approvals are needed. There is also great logic in preventing quotes being built that are not commercially approvable.

I am not sure if these are weaknesses of CPQ or just how my company has it set up. The areas that it could improve are around changing the length of the contract from multiple years down to one or vice versa, which can cause discounts to go haywire. The approval process is cumbersome - if you have it set up for VPs and SVPs to approve larger discounts, it is not streamlined and can sometimes take a very long time. Other than that, it doesn't take long to learn and it is very easy to create quotes and deliver them to customers. I guess the other shortcoming would be the lack of features available in the mobile app.

This product can be slow and has a lot of limitations. It also only prorates by months, not by days, which can upset clients.

It can be buggy and hard to understand what is causing errors. This requires a significant amount of technical understanding when problems arise, often requiring our SFDC dev team's involvement. There are also times when it is slow to load due to the complexity of how it is implemented at our organization. Nothing else negative to say, it truly is best in class it just requires a lot of know how and resources to be effectively used.