Head of CRM & Marketing Automation at Mountainise
Certified CRM Consultant with 10+ years of experience in Salesforce, HubSpot, and Marketing Cloud implementations.
Sales teams lose up to 40% of their time just building quotes, according to Salesforce. That’s time they could spend closing deals.
SteelBrick CPQ, now known as Salesforce CPQ, helps cut that time in half. It simplifies complex pricing, speeds up quote creation, and keeps everything in one place.
If your sales process feels slow or full of errors, this tool might be the fix. In this guide, we’ll cover what SteelBrick CPQ is, how it works, and why so many companies are switching to it.
Key Takeaways
SteelBrick started as a small company focused on making quote creation easier. It built tools that helped sales teams configure products, set prices, and generate quotes without needing spreadsheets or manual work.
In 2015, Salesforce bought SteelBrick for $360 million. The goal was simple bring powerful CPQ (Configure, Price, Quote) features into the Salesforce platform. After the deal, SteelBrick was rebranded as Salesforce CPQ.
Today, it’s a key part of Salesforce Revenue Cloud. It connects directly with Salesforce CRM, making the sales process faster, more accurate, and easier to manage from end to end.
SteelBrick Salesforce CPQ comes with a set of powerful features that help sales teams work faster and smarter. Here’s a breakdown of what it offers:
Sales reps can build custom product bundles without needing help from technical teams. The system guides them through the right options and combinations. This reduces mistakes and ensures the customer gets exactly what they need.
Pricing can be complex, but this tool makes it simple. It applies the right price based on quantity, customer type, region, or special rules set by the company. This removes guesswork and keeps pricing consistent.
Users can generate polished, professional quotes in minutes. Templates make the process quick and ensure every quote follows brand guidelines. Quotes can also include product details, images, and terms.
Not every sales rep knows which product to suggest. Guided selling asks the right questions and then recommends the best options. This helps new reps sell like pros and speeds up training time.
If a sales rep offers a discount, the system can route the quote to a manager for approval. These workflows are built in and can be customized. This keeps deals moving without losing control.
Because it’s built on the Salesforce platform, all customer data, products, quotes, and contracts live in one system. Once a deal closes, billing can start right away without re-entering information. This cuts delays and errors.
Salesforce CPQ helps businesses sell faster and smarter. Here are the key benefits:
The sales rep starts by selecting products or services the customer needs. The system walks them through available options, bundles, and add-ons. It blocks invalid combinations and suggests the best ones. This helps reps offer the right solution every time.
As the rep builds the quote, the system automatically applies pricing rules. Volume discounts, regional pricing, and contract-based rates are all handled in real time. If the customer qualifies for a discount, it’s added without delay.
Once the products and pricing are set, the quote is generated using a branded template. The document includes all the product details, pricing, terms, and any custom notes. It’s ready to share with the customer right away.
If a quote includes a special discount or pricing outside the norm, it gets sent to a manager for approval. The system routes it automatically and tracks the status. This keeps approvals fast and avoids back-and-forth emails.
The quote can be sent to the customer directly from Salesforce. Customers can review and sign it electronically. This speeds up the process and avoids printing or scanning.
Once the quote is approved and signed, it flows straight into Salesforce Billing. Invoices, payments, and renewals are tracked automatically. There’s no need to re-enter data, which cuts delays and errors.
Here are the industries that benefit the most:
These businesses often sell software in different plans with add-ons and usage tiers. SteelBrick CPQ helps them bundle products, apply usage-based pricing, and manage subscriptions with ease. It also supports quick changes, which is key in fast-moving tech markets.
Manufacturers deal with parts, custom builds, and bulk pricing. CPQ makes it easier to configure products, apply volume discounts, and generate accurate quotes. This reduces errors and shortens the sales cycle, especially for custom orders.
Phone, internet, and data service providers have many plans, packages, and contract options. SteelBrick CPQ helps reps build quotes based on location, service bundles, and usage needs. It also handles renewals and upgrades with less effort.
Service-based businesses need to quote based on hours, scope, and service levels. CPQ tools let them create clear, consistent quotes with terms that match the contract. This builds trust and speeds up deal approval.
In this industry, pricing often depends on regulations, volume, and client type. SteelBrick CPQ keeps all that in check. It helps reps create accurate quotes while staying compliant with industry rules.
There are many CPQ tools on the market. Here’s how SteelBrick Salesforce CPQ compares to some of the top options:
Even with the right tools, using CPQ software can bring a few challenges. Here are the most common issues and how to handle them:
Setting up CPQ can take time. If your products have many rules or options, it can get complex fast. How to fix it: Start small. Focus on your most common products first. Work with a Salesforce consultant to build clean, simple rules.
Sales reps may be slow to adopt new tools, especially if they’re used to spreadsheets. How to fix it: Involve your sales team early. Show them how CPQ saves time and helps them close more deals. Offer clear training and support.
Older systems may not work smoothly with Salesforce. This can delay data updates and create gaps. How to fix it: Use Salesforce connectors or middleware tools. Map out your data flow before launch. Test everything in a sandbox environment first.
Pricing and product info change often. If updates aren’t made on time, reps could send out the wrong quote. How to fix it: Assign someone to own product and pricing updates. Set a regular schedule to review and update the CPQ system.
SteelBrick Salesforce CPQ helps sales teams work faster, quote smarter, and close deals with less effort.
From product configuration to billing, it keeps everything connected and accurate. If your sales process feels slow or error-prone, this tool can make a big difference.
Need help setting it up or deciding if it’s right for you? Contact us today, we’re here to guide you every step of the way.
This white paper examines the impact of advanced technology-powered operations on organizational growth and efficiency. Its purpose is to offer a comprehensive review of modern operational systems that enhance decision-making, streamline workflows, and lower costs.
Discover how rethinking your technology decisions can unlock sustainable business growth. Learn a practical framework to align innovation, efficiency, and profitability for long-term success.
Stuck between SmartLeads and GoHighLevel? One is a cold email specialist, the other is a marketing powerhouse. We reveal the critical flaws in choosing just one and the integrated system that finally solves it.
Moving from one CRM to another is rarely just a technical task. It’s a people problem, a process problem, and yes, sometimes a data problem. Do it carefully, and your team gains speed, clarity, and automation.
Stuck between SmartLeads and GoHighLevel? One is a cold email specialist, the other is a marketing powerhouse. We reveal the critical flaws in choosing just one and the integrated system that finally solves it.
Moving from one CRM to another is rarely just a technical task. It’s a people problem, a process problem, and yes, sometimes a data problem. Do it carefully, and your team gains speed, clarity, and automation.
Customer-support teams are caught in a tug-of-war between soaring ticket volume and shrinking patience. Clients expect answers in seconds, not shifts, and they’ll happily screenshot a poor chat experience for the world to see
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Ready to unlock the secrets of Eleads CRM? At Mountainise, we’re here to guide you through this powerful cloud-based tool that makes managing customers, leads, and orders a breeze.
Integrating Google Drive with HubSpot can streamline your workflows and save time by automating the process of associating files with HubSpot records. However, there are limitations to this integration, and careful setup is essential to ensure smooth functionality.
Marketing automation services use software to streamline repetitive tasks. Things such as emails, social media posts, and customer data tracking. These tools handle workflows so your team can focus on strategy.
Welcome to Mountainise! Unlocking the power of Customer Relationship Management (CRM) with us. CRM software is a game-changer, making tracking and constructing relationships with your leads and clients handy.
Digital transformation involves the utilization of emerging and advanced technologies to enhance business operations. Digital transformation consulting assists organizations in implementing these initiatives effectively.
A small to medium sized business would like to make some improvements of some of its functions in the most cost-effective way. Enterprises, on other hand, might be contemplating on going for an all-out AI diverse structure across all its outlets. The aim here is to determine the right strategy for your business size and requirements.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
Salesforce Managed Services provide ongoing support, maintenance, and optimization of your Salesforce platform. Instead of hiring a full in-house team, businesses can rely on a dedicated group of experts to manage everything from daily tasks to long-term strategy.
Enter ServiceNow Customer Service Management (CSM), a single-platform approach that unifies channels, automates ServiceNow CSM workflows, and gives agents the context they need to wow customers at scale.
You have successfully applied to the Job.
