In today's fast-paced B2B environment, delivering accurate quotes quickly can make or break a deal. Sales teams are expected to configure complex product bundles, apply pricing rules, and generate professional proposals, all while keeping the customer experience seamless. This is where SteelBrick Salesforce CPQ becomes a game-changer.
If you're a small business owner wondering how to improve quoting efficiency, reduce errors, and streamline your sales cycle, this article is for you. We'll explore what SteelBrick CPQ is, how it works, and why it's essential for growth-focused companies.
What Is SteelBrick Salesforce CPQ?
SteelBrick Salesforce CPQ is a Configure, Price, Quote (CPQ) solution that automates the quoting process, helping sales teams close deals faster and more accurately. Originally developed by a company named SteelBrick, it was acquired by Salesforce in 2015 and integrated into the Salesforce ecosystem.
Built natively on the Salesforce platform, SteelBrick CPQ eliminates the need for disconnected tools and allows seamless CRM and CPQ integration, which means sales teams can work entirely within Salesforce without switching between systems.
How Does SteelBrick CPQ Work?
The CPQ process involves three key steps:
Configure: Select the right mix of products or services based on customer needs.
Price: Automatically apply pricing rules, discounts, and approvals.
Quote: Generate a professional, branded quote document ready to send.
SteelBrick CPQ for small businesses is especially helpful because it simplifies these steps through automation. The platform ensures your quotes are accurate and consistent with your business rules and pricing models.
Why Does SteelBrick Salesforce CPQ Matter?
For small businesses, every resource counts. Time, manpower, and customer satisfaction all play a critical role in scaling. Here's why this solution stands out:
Increased speed: Automate repetitive tasks so your reps can focus on selling.
Improved accuracy: Reduce errors in pricing and product selection.
Enhanced professionalism: Send out polished, branded quotes.
Streamlined process: Enable better collaboration between sales, finance, and legal teams.
CPQ Implementation Salesforce: What to Expect
When considering CPQ implementation on Salesforce, businesses often ask what the setup looks like. Here's a simplified breakdown:
Discovery & Planning: Define your sales workflows and product catalog.
Configuration: Customize pricing rules, approval workflows, and templates.
Integration: Connect with ERP, accounting, and e-signature platforms.
Training: Enable sales reps and admins to use the platform effectively.
Working with a Salesforce implementation partner ensures a smooth rollout and maximum ROI.
Salesforce CPQ vs SteelBrick CPQ: Is There a Difference?
Technically, Salesforce CPQ and SteelBrick CPQ are the same today. After acquiring SteelBrick, Salesforce fully integrated the technology into its suite and rebranded it as Salesforce CPQ. However, many still refer to it as SteelBrick Salesforce CPQ due to brand familiarity.
For small businesses exploring CPQ tools, the term “SteelBrick CPQ” often signifies a native, user-friendly solution ideal for fast implementation and easy adoption.
Benefits of SteelBrick Salesforce CPQ for Small Businesses
1. Simplified Sales Workflows
Automate product selection, apply discounts intelligently, and reduce deal turnaround time.
2. Guided Selling
Help sales reps choose the right products based on customer needs and available inventory.
3. Mobile Access
Sales teams on the go can access the platform from any device, improving responsiveness.
4. Real-Time Analytics
Use dashboards to track performance metrics, quote volumes, and close rates.
5. Integration with Your CRM
Leverage deep CRM and CPQ integration to unify your sales process, marketing automation, and customer data.
Is SteelBrick CPQ Right for Your Sales Team?
If you answer “yes” to any of the following, it’s worth considering:
Are your quotes still created manually in spreadsheets?
Do pricing errors cause delays or revenue loss?
Is your sales process inconsistent across team members?
Are you missing upsell and cross-sell opportunities?
Then it’s time to look for a CPQ solution for sales teams that integrates directly with Salesforce.
Common Use Cases
Subscription-Based Models: Auto-calculate recurring pricing and renewal dates.
Manufacturing & Product Bundles: Dynamically configure products with optional add-ons.
Professional Services: Standardize scope-of-work proposals and milestone billing.
Getting Started: Tips for Successful Adoption
Choose a certified Salesforce implementation partner.
Start with a pilot program before full rollout.
Train your sales team to ensure high adoption rates.
Monitor KPIs and refine configuration over time.
Final Thoughts
For small businesses aiming to scale, sales automation is no longer optional. SteelBrick Salesforce CPQ empowers your team to generate quotes faster, reduce costly mistakes, and close more deals. With native integration to Salesforce and powerful features tailored to the needs of modern businesses, it's a smart investment for growth.
Whether you're exploring your first CPQ implementation Salesforce or upgrading from outdated processes, SteelBrick CPQ delivers results.
At Mountainise, we specialize in implementing and customizing Salesforce CPQ solutions for growing businesses. If you're ready to modernize your quoting process and drive real revenue impact, book your free consultation with our certified Salesforce experts today.
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