Salesbricks Overview

Salesbricks CPQ is a versatile CPQ (configure, price, quote) platform designed to streamline the entire quote-to-cash process for B2B SaaS companies. It simplifies product configuration, pricing, quoting stages of the sales process, allowing sales teams to generate accurate quotes swiftly and reducing the time spent on manual tasks. It also incorporates billing and subscription management features and integrates with CRM, accounting, and other tools to create a seamless flow of information. Thanks to this, Salesbricks enhances collaboration across sales, finance, and RevOps teams while giving companies the power to offer a superior customer experience.

To use it, an admin (usually a sales or RevOps leader) first establishes the company’s pricing and packaging approach by gathering monetizable features within your product, referred to as Bricks. From there, sellers can easily create personalized quotes, proposals, and order forms for customers. When they sign the dotted line, customers have a seamless checkout experience, ensuring no revenue leaks through the cracks. On the user’s end, it’s easy to renew, cancel, and upgrade subscriptions and entitlements, modify contracts, and more with just a few clicks. And, by tracking all your revenue data, the platform visualizes important growth metrics to drive high-level decision-making.

Salesbricks is a CPQ and subscription management platform that SaaS companies use to streamline their quote-to-revenue process. It offers a comprehensive suite of tools that integrate seamlessly with existing systems to provide end-to-end automation for product configuration, quoting, and all the tools needed to run a recurring revenue business.

Its most essential features include:

• Dynamic pricing and configuration
• Seamless quote-to-cash automation
• User-friendly deal structuring
• Comprehensive analytics and reporting
• Integration with CRM systems
• Customizable quote generation
• B2C-like checkout experience

Dynamic pricing and configuration: Salesbricks CPQ offers flexible, real-time pricing adjustments based on predefined rules and market conditions. This feature ensures consistent pricing across all sales channels, reducing errors and maintaining customer trust as your business scales.

Seamless quote-to-cash automation: The platform integrates the entire sales process from quote creation to cash collection. This end-to-end automation accelerates deal closures and improves cash flow by integrating e-signatures, payment processing, and personalized billing experiences within the checkout flow​​.

User-friendly deal structuring: Salesbricks CPQ simplifies deal structuring, subscription renewals, and upsells. By automating these processes, it minimizes errors and frees up valuable time for sales teams to focus on strategic activities rather than administrative tasks​.

Comprehensive analytics and reporting: The platform provides robust analytics and reporting tools that help track key revenue metrics in real time. This feature enables better decision-making by offering insights into sales performance, customer preferences, and market trends​.

Integration with CRM systems: Salesbricks CPQ integrates seamlessly with existing CRM systems, including Salesforce Sales Cloud and HubSpot CRM, ensuring a smooth flow of information and enhancing collaboration across sales, finance, and RevOps teams. This integration supports more accurate quoting and improved customer relationship management​.

Customizable quote generation: The platform allows for the creation of highly customized quotes and proposals tailored to meet specific customer needs. This feature includes a library of templates and a drag-and-drop interface for easy configuration, helping sales teams produce professional and accurate quotes quickly​.

B2C-like checkout experience: Salesbricks CPQ offers a simple, user-friendly checkout process akin to a B2C checkout workflow. The streamlined process makes it easy for customers to complete purchases, eliminating friction from their buying experience and helping sales teams close deals faster​.

Software companies using Salesbricks for quoting get several benefits from the product. The most notable benefits include:

• Seamless integration with existing CRM, accounting, payment processing, and team collaboration platforms for a seamless flow through sales and retention processes
• Reduced manual errors and streamlined sales workflows, making it easier for companies to manage the entire lifecycle from quote creation to payment collection efficiently
• Lower administrative burden on sales, finance, and RevOps teams thanks to simplified subscription and renewal management
• Accurate and up-to-date pricing, which is crucial for maintaining competitiveness and customer trust in B2B SaaS sales
• Fast and accurate proposal generation with a library of templates and a user-friendly drag-and-drop interface
• Real-time insights into sales performance, customer preferences, and market trends to make data-driven decisions for optimization and growth

Salesbricks is a SaaS CPQ software designed to help startup founders, revenue teams, sales departments, and finance teams manage the customer lifecycle from the time they enter the funnel through their renewal date.

Here’s a look at how different users interact with the software:

Startup founders

Simplified revenue tracking: Salesbricks CPQ provides a consolidated platform for tracking vital revenue metrics such as ARR, bookings, cash collections, and renewals. This full visibility into key company metrics allows founders to make informed business decisions quickly and accurately without the need for manual payment reconciliation or other administrative tasks.

Streamlined deal execution: The platform reduces the manual labor involved in sales, subscription renewals, upsells, and reconfigurations, ensuring accuracy and consistency. This streamlined execution helps founders avoid costly mistakes in quoting, billing, and order management, allowing them to focus more on strategic growth initiatives rather than administrative details.

Immediate payment collection: Payment processing is integrated directly into the sales flow, allowing for immediate collection. This improves cash flow by enabling customers to input payment details as part of the checkout process, reducing delays in revenue collection. Multiple payment options are provided, giving customers flexibility and improving the overall payment experience.

Sales teams

Approval workflows: Sellers can automate the approval process for quotes, proposals, and discounts, reducing the time spent on administrative tasks and ensuring compliance with company policies. Automated routing helps sales teams focus more on selling and less on chasing approvals from leaders. Plus, customers and prospects don’t have to wait as long for their quotes.

Pricing and product rules: Salesbricks CPQ centralizes pricing and product information, ensuring consistency throughout the sales process. With rules-based logic, sellers can easily configure quotes based on customer-specific needs without manual input. And the whole team always adheres to your pricing policies.

Ramp schedules: Sellers can create quotes with ramp pricing for discounts, promotional periods, and increased/decreased usage over time. They don’t have to worry about manually accounting for different pricing periods during contract negotiations​, and there’s a seamless handoff between the quoting and billing process since they’re handled by the same system.

Finance and RevOps departments

Customer self-service: Customers can input and change their data, which prevents billing errors. They also have visibility into their invoices and quotes, which reduces the burden on finance teams to answer customer inquiries. Everything is accounted for automatically on the backend, reducing manual entry and reconciliation.

Standardized pricing and packaging: Salesbricks prevents sales teams from discounting outside of your pricing policies or configuring SKUs and bundles that don’t exist. This eliminates errors in billing, protects your profit margins, and keeps the finance team from having to spend time correcting them.

AR collections tracking: Subscribers are automatically charged once their billing cycle resets. For those that don’t go through, your business can easily track missed and late payments, reducing churn and improving overall cash flow. Salesbricks provides real-time insights into AR collections, helping finance teams make data-driven decisions to optimize collection processes.

Salesbricks’ pricing structure is divided into three tiers: Startup, Growth, and Enterprise.

Startup

Price: $300 per month, billed annually.

Features:

• Up to 5 users
• Limited reporting capabilities
• CRM integration
• Up to $300K in transaction volume per year

Growth

Price: $1,000 per month, billed annually.

Features:

• Unlimited users
• Dedicated Customer Success Manager (CSM)
• Starter package with 20 hours of professional services
• Full scope reporting capabilities
• CRM integration
• Supports transaction volumes between $300K and $2M annually

Enterprise

Price: Custom pricing

Features:

• Supports transaction volumes over $2M annually
• Unlimited users
• Dedicated CSM
• Enterprise package with 30 hours of professional services
• Full scope reporting capabilities
• CRM and ERP integrations

While Salesbricks is an excellent option for SaaS companies, it isn’t the only one out there. It’s a comprehensive solution, but its lack of sales automation features make it better suited to businesses with relatively simple products.

Here are a few of its competitors and alternative options:

Top 3 Salesbricks Alternatives

DealHub CPQ

DealHub CPQ is the ultimate platform for crafting winning SaaS quotes. Like Salesbricks, it’s a comprehensive quote-to-revenue platform that incorporates CPQ, billing, and subscription management. However, it also includes a digital sales room (DealRoom) where sales reps, deal desk members, and customers can collaborate on proposals in real-time and track buyer engagement. It also includes a contract lifecycle management (CLM) module. What really sets DealHub apart from the rest is its guided selling capabilities and customizable sales playbooks. For your sales team, these features facilitate consistent and error-free sales processes, while giving them the information they need to sell as effectively as possible. If you’re a larger sales team or one selling a more complex SaaS product, DealHub is the way to go.

MonetizeNow CPQ

MonetizeNow CPQ is a no-code CPQ with additional features for billing and customer usage tracking. Tailored for fast-growing SaaS businesses and startups, it accommodates both self-service and seller-led transactions, so sales professionals can close deals more quickly through a modern interface. Additionally, it handles subscription billing and usage metering, making it a solid choice for SaaS companies with usage-based pricing. For your finance team, it takes care of revenue recognition and ASP 606/IFRS 15 compliance. For billing, it handles dunning. For RevOps, it delivers sales insights and pipeline tracking. If your product incorporates usage-based pricing or you want a CPQ with fully integrated billing and RevOps capabilities without having to learn how to code, MonetizeNow is your jam.

Logik.io

If your organization already runs on Salesforce, its native CPQ is user-friendly and fully integrated with Salesforce’s CRM. This makes it convenient for sales reps who are already familiar with its UI. While not specifically designed for SaaS quoting, you can integrate Logik.io into your existing Salesforce instance to extend its capabilities. Once you download and integrate Logik, you can start quoting for ramp deals, staggered start dates, long-term deal structures, SLAs, and all sorts of multi-dimensional quoting scenarios right within Salesforce. Keep in mind, though, that Logik is not a CPQ software on its own — it simply enables complex quoting on Salesforce. If your sales team is already proficient with Salesforce, Logik.io can help you create advanced quotes and manage complex SaaS deals with ease.

Andrew Parker

Andrew is a professional copywriter with expertise in creating content focused on business-to-business (B2B) software. He conducts research and produces articles that provide valuable insights and information to his readers.

Salesbricks Overview

• 1Why this product is good
• 2Product Details
• 3What are the advantages of using Better Proposals?
• 4What industries are best suited for this solution?
• 5Prices
• 6Is there anyone else out there?
• 7FAQs