G2 Crowd gives a real-time look at how dreamforce sponsors and exhibitioners stack up.
Salesforce Billing

Salesforce Billing

4.4
(16)

Salesforce Billing (formerly Steelbrick Billing, formerly Invoice IT), automates billing & collections all within Salesforce. Manage orders and PO's, generate invoices, manage payments and recognize revenue. Salesforce Billing is part of Salesforce’s Quote-to-Cash solution.

Work for Salesforce Billing?

Learning about Salesforce Billing?

We can help you find the solution that fits you best.

Salesforce Billing Reviews

Ask Salesforce Billing a Question
Write a Review
Filter Reviews
Filter Reviews
  • Ratings
  • Company Size
  • User Role
  • For Category
  • Industry
Ratings
Company Size
User Role
For Category
Industry
Showing 16 Salesforce Billing reviews
LinkedIn Connections
Salesforce Billing review by Taylor H.
Taylor H.
Validated Reviewer
Verified Current User
Review Source

"Steelbrick with Salesforce kicks butt"

What do you like best?

Steelbrick has allowed for our team to revamp our current billing process. We love the ease and user friendly aspect to this product. Billing used to be a headache before our team adopted this product. No more spreadsheets! No more trying to hunt down who knows what about a customer and if they are paying us. All in one place and attached to our Salesforce CRM. Well designed!

What do you dislike?

There really isn't much to dislike about this product. The initial set up has been our biggest set back. I'm pretty sure that any company switching their billing systems knows the pains and tediousness of a large change. Steelbrick made it an alright change, but the data switch over has been time consuming.

Recommendations to others considering the product

This is what we've need for a long time coming. It integrates well and keeps billing information and communication in a well laid out place. No more spreadsheets and lost information.

What business problems are you solving with the product? What benefits have you realized?

This has allowed for our billing process and workflow to be smoother and seamless. No more billing instances getting lost or falling through the cracks. This integrates with our CRM Salesforce and that is tremendous. Hot damn this solved our billing woes!

Sign in to G2 Crowd to see what your connections have to say about Salesforce Billing
Salesforce Billing review by Tom B.
Tom B.
Validated Reviewer
Verified Current User
Review Source

"Phenomenal Team, Great to Work With!"

What do you like best?

The Invoice IT Team really took the time to properly understand our business needs, and demo their tool in a manner which illustrated how WE were going to use the product. It is very hard to find vendors that take the time to understand your needs a customer, preferring to show how great their tool is. What differentiated Invoice IT from others is they took the time to understand our current workflow, what we wanted it to look like, and were able to execute demos that clearly showed they took time to understand us. Cannot stress that enough.

Oh, and the implementation and post-implementation was fantastic! We had several "Oh can you do this too!" moments where once we began to understand the tool more that we kept asking for more, and they delivered.

What do you dislike?

There was nothing in the process to dislike. Start to finish I truly felt we had the right partner in Invoice IT for our needs.

Recommendations to others considering the product

I think my answers to other review questions answer this, but just in case you missed those I will say it again. If you are looking for an integrated solution for subscription management and billing, you HAVE to talk to these guys.

What business problems are you solving with the product? What benefits have you realized?

We were using multiple web-base solutions to handle a business function. While each tool worked well for it's specific function, the overall workflow was clunky and had no proper controls. Invoice IT's solution allows us to have one integrated solution that meets our business need, improves controls, enables time efficiency, and overall better management.

What Subscription Management solution do you use?

Thanks for letting us know!
Salesforce Billing review by Charlie H.
Charlie H.
Validated Reviewer
Review Source

"Great Partner for implementing Ordering and Billing withn Salesforce.com"

What do you like best?

The fact that it's a cost effective solution, built on the Force.com platform has been essential for us. Tha provided us the the flexibility to easily administer, customize and add on to the quotes, opportunities, orders, invoices to meet our complex customer and subscription needs.

We were able to implement relatively quickly, including data migration of extensive legacy data, relatively quickly.

The InvoiceIT/SteelBrick team has been very good to work with. Theyre very responsive and accommodating.

What do you dislike?

We implemented InvoiceIT prior to the SteelBrick acquisition, and will be looking forward to a new document generation engine.

There are some advanced financial controls and reporting functionality that we're looking forward to in future releases.

What business problems are you solving with the product? What benefits have you realized?

This provides us with one platform where we can provude users with the abiltiy to perform CRM, Sales Opportunity Management, Order Processing, Subscription Management, Invoicing and Collections in one shared system.

Salesforce Billing review by User in Events Services
User in Events Services
Validated Reviewer
Review Source

"Was a perfect solution with great customer service"

What do you like best?

The support team was great and helped us to recreate our in-house CPQ in a matter of minutes allowing us to focus on our business goals rather than being stuck sorting our the technology

What do you dislike?

There was very little to dislike as we use Salesforce Billing in a relatively simple way

Recommendations to others considering the product

Go for it. Work with the support team to set it up quickly in a way that allows the company to grow.

What business problems are you solving with the product? What benefits have you realized?

We have seen the full integration of our CRM system with our CPQ solution which has also allowed the integration of our finance department as well.

Remote teams are able access Billing and ensure that all systems are completely up-to-date.

Salesforce Billing review by Administrator in Internet
Administrator in Internet
Validated Reviewer
Review Source

"On it's way"

What do you like best?

It's on the SFDC platform so the integration is great. Having knowledge of SFDC really empowers you to make customizations that a client needs without heavy outside integration.

What do you dislike?

There are still some features that are missing. Support, Community, and documentation is still on the light side

Recommendations to others considering the product

Focus heavily on requirements early in the game. The platform can be customized to do almost anything but if you don't understand what "done" is for your implementation it can become a serious challenge.

What business problems are you solving with the product? What benefits have you realized?

The goal was to be able to track transactional billing data in SFDC and then pass it to SAP and replacing some redundant troublesome middleware.

Salesforce Billing review by Tom S.
Tom S.
Validated Reviewer
Review Source

"Fantastic Partner for Sales Ordering and Billing on Salesforce"

What do you like best?

We spent several months exploring a variety of invoicing solutions that were also Salesforce compatible. We are beyond excited to partner with Invoice IT – their staff has been extremely supportive and rapidly adopted our nomenclature. They have even had remarkable turnaround times on customizations we have thrown their way. To be frank – we tend to have odd demands and our requirements changed, but Invoice IT team handled the changes with great professionalism. They are, hands down, the best Sales Ordering and Billing platform on Salesforce!

What do you dislike?

In working with them for over 4 months, we have not had any noteworthy challenges.

What business problems are you solving with the product? What benefits have you realized?

We currently send out over 45,000 monthly invoices primarily via Microsoft Access. The automation and real-time benefits as well as external-facing solutions have solved a plethora of other problems as well as minimized the number of vendors we are dependent upon for this business process.

Salesforce Billing review by Esa V.
Esa V.
Validated Reviewer
Review Source

"Good product for recurring invoicing"

What do you like best?

Software is native force.com application and handles the complexity related to the recurring invoicing very well. Also the team is quite willing to solve problems and build customizations if needed.

What do you dislike?

All parts of the product are not customizable as they are part of the managed package. We would like to have more control of the whole process. Also some times the team seems to be quite busy as the company seems to be growing quite fust. However, the support has helped us very well in the end of the days.

Recommendations to others considering the product

Try to go with the standard product as much as possible to make things easy! Describe your current process throughly! Don't configure the SalesForce too much and take InvoiceIT early in to loop

What business problems are you solving with the product? What benefits have you realized?

-Handling recurring invoicing for thousands of customers with complex product portfolio

-Multi currency management

-Payment management / Accounts receivables

-Handling partner commnity order process

-Multi product management

Salesforce Billing review by User in Internet
User in Internet
Validated Reviewer
Review Source

"Streamlined our billing work"

What do you like best?

Before we had steel brick, we were using a billing system built by our in-house enginneers. It was constantly crashing and losing client data. This has given us a boost in both efficiency and client satisfaction. It has opened up so many capabilities for our team to grow and expand. There are other tools out there that are similar, but I don't hink ithere is anything more pro than Steel Brick

What do you dislike?

The learning curve is a little steep, and training new employees takes some time

Recommendations to others considering the product

If you can afford it, and you company is growing quickly, you need to consider steel brick.

What business problems are you solving with the product? What benefits have you realized?

We have been able to come up with much more efficient coupon situations, and client data errors are basically a thing of the past.

Salesforce Billing review by Claude B.
Claude B.
Validated Reviewer
Review Source

"Invoice It SalesForce Billing Platform"

What do you like best?

Invoice It Salesforce platform offers great billing capabilities. It allows for fairly complex billing features, definition. Support team is great and have been available under short notice. Our implementation timeline was very aggressive and the team at Invoice It delivered on it. Customer service reps are pretty good and answered all our pending questions.

What do you dislike?

Although fairly complete, the InvoiceIt platform still has some fine tuning to do - though minor.

Recommendations to others considering the product

Try it!

What business problems are you solving with the product? What benefits have you realized?

Billing a fairly large group of customers, for a fairly complex product - employee benefits.

We have been able to implement a full range billing system in a very short period of time and it is getting better and easier to do as billing cycles go by.

Salesforce Billing review by Doug R.
Doug R.
Validated Reviewer
Review Source

"Met all our our needs and in our price range"

What do you like best?

We reviewed a number of products and this one met our needs, especially our requirement to bill for usage-based products and service.

What do you dislike?

We were an early adopter and ran into a few issues, but they were quickly addressed and we've been very happy since.

Recommendations to others considering the product

Spend the time to plan your products and any integrations you may have with internal or external systems, especially an accounting back-end.

What business problems are you solving with the product? What benefits have you realized?

Adding quotes, orders, invoicing, and payments to Salesforce was critical and we realized that benefit by using this product.

Salesforce Billing review by User in Computer Software
User in Computer Software
Validated Reviewer
Verified Current User
Review Source

"CPQ and CRM = Increased Sales Activity"

What do you like best?

the ease of use of the CPQ is very intuitive. being wizard based is awesome.

What do you dislike?

there isn't any either or application when generating discount %'s but that may be a sales ops thing.

Recommendations to others considering the product

the best part of the Steelbrick is that it integrates with the SFDC platform seamlessly as well as other applications. Great product, buy now.

What business problems are you solving with the product? What benefits have you realized?

Being able to have control over proposal generation is streamlining my work flow

Salesforce Billing review by Tamar E.
Tamar E.
Validated Reviewer
Verified Current User
Review Source

"Working fith Salesforce in a daily manner"

What do you like best?

Easy to access, easy to read all the accounts on the salesforce page. easy to work with

What do you dislike?

the program is a little slow, need to refresh the page several times

What business problems are you solving with the product? What benefits have you realized?

Customer service

Salesforce Billing review by Brajesh C.
Brajesh C.
Validated Reviewer
Review Source

"Excellent Subscription Management Solution"

What do you like best?

Native SFDC based interface. The solution pretty much covers our proposed Customer Subscription Management Lifecycle and may be the ideal fit for our needs. The team has engaged with us very professionally, are very experienced in solution design.

What do you dislike?

There is nothing to dislike at the moment.

Recommendations to others considering the product

Good bunch of people and very experienced in their industry segment.

What business problems are you solving with the product? What benefits have you realized?

Automating our entire Customer Subscription Management lifecycle and its integration with our existing customer sales prcesses

Salesforce Billing review by Administrator
Administrator
Validated Reviewer
Review Source

"Steelbrick CPQ"

What do you like best?

We switched from a custom CPQ. Moving to Steelbrick has been amazing. It allows great customization at every step.

What do you dislike?

It probably is the way we manage our Products, but the product lining could be better.

What business problems are you solving with the product? What benefits have you realized?

Simplicity. Anyone can generate contracts. Multiple approvers.

Salesforce Billing review by Administrator in Health, Wellness and Fitness
Administrator in Health, Wellness and Fitness
Validated Reviewer
Verified Current User
Review Source

"Very customizable processes"

What do you like best?

The automating invoicing and payment scheduler.

What do you dislike?

If something fails along the way, its hard to undo some items.

What business problems are you solving with the product? What benefits have you realized?

Constantly changing customers and prices. This system makes it automated.

Salesforce Billing review by Administrator in Computer Software
Administrator in Computer Software
Validated Reviewer
Review Source

"InvoiceIT Review"

What do you like best?

The integration with SalesForce makes it really easy to implement and use daily.

What do you dislike?

Changing templates. Sometimes it can be difficult to redo some of the master templates when you change simple things like a logo or address.

What business problems are you solving with the product? What benefits have you realized?

It's really a great product for building quotes, creating orders, sending invoices. It really does save time having the full system in place.

Learn more about Salesforce Billing

Salesforce Billing Videos

Salesforce Billing Downloads

Kate from G2 Crowd

Learning about Salesforce Billing?

I can help.
* We monitor all Salesforce Billing reviews to prevent fraudulent reviews and keep review quality high. We do not post reviews by company employees or direct competitors. Validated reviews require the user to submit a screenshot of the product containing their user ID, in order to verify a user is an actual user of the product.