--- title: SAASTEPS Revenue Lifecycle Management Reviews meta_title: 'SAASTEPS Revenue Lifecycle Management Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 11 reviews by the users' company size, role or industry to find out how SAASTEPS Revenue Lifecycle Management works for a business like yours. aggregate_rating: rating_value: 4.7 review_count: 11 scale: '5' date_modified: '2026-06-22' parent_category: name: E-Commerce url: https://www.g2.com/categories/e-commerce --- # SAASTEPS Revenue Lifecycle Management Reviews **Vendor:** SAASTEPS **Category:** [Subscription Management Software](https://www.g2.com/categories/subscription-management) **Average Rating:** 4.7/5.0 **Total Reviews:** 11 ## About SAASTEPS Revenue Lifecycle Management Revenue Lifecycle Management for Salesforce CRM Customers Reimagine the way you think of your Salesforce CRM, Salesforce CPQ, or if you are considering Salesforce Revenue Cloud. SAASTEPS offer a 12+ Year in development All-in-One Revenue Lifecycle Management solution suite. We extend your Sales Cloud License and activate an entire Revenue Lifecycle that eliminates siloed revenue processes. Not only is this technology robust, but it is also 100% declarative to admin. This means your current Salesforce Admin can be taught to complement implement SAASTEPS. You are not required to use an outside consultant but if you need one SAASTEPS has certified consultants that understand Salesforce/SAASTEPS. Are you like us looking for an affordable, robust, standardized Revenue Lifecycle Managment suite that bring together your marketing, sales, operations, customer success, finance, and renewals all in one easy-to-use app? Then please stop by we offer 3-Month Trials. ## SAASTEPS Revenue Lifecycle Management Reviews ### 1. Better than Salesforce CPQ by a mile **Rating:** 4.5/5.0 stars **Reviewed by:** Beto C. | Global Revenue Operations Manager, Enterprise (> 1000 emp.) **Reviewed Date:** November 13, 2023 **What do you like best about SAASTEPS Revenue Lifecycle Management?** Field Mapping blows SFDC CPQ's out of the water. Graphical interfaces, which SFDC CPQ doesn't even have anything to compare with. Renewal management is accurate, easy, and again has very helpful a very helpful graphical UI. SaaSteps CPQ is simply a joy to implement and administer. Any Salesforce admin can do it, no developer needed -- like the reams of developers needed to maintain SFDC CPQ. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** Its strongest point is also its Achilles' heel. Because it focuses so much on ease of use and standardization, sometimes you run in to challenges customizing, something that large enterprise clients will always need to do. It would be nice to have a bit more flexibility for customizations, life full API documentation. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** Self-service sales 100% from Salesforce and which can integrate directly with our very complex Salesforce process. Accepting payment card for one-off B2C sales; though it also accepts any other kind of payment you set up (ex. POs and bank transfers). Renewal management, which is seemless, fully automated, fully calculates adjustments, and incredibly elegant. ### 2. Powerful CRM software to improve subscription sales reporting and efficiency **Rating:** 4.5/5.0 stars **Reviewed by:** Meagan S. | Accounting Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 10, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** Out of the box, the SAASTEPS tool supports complex subscription management with the ability to visualize account opportunities, add subscription dates to line items, and automate subscription renewals. Our implementation team worked directly with us to meet our unique business needs and even went a step further, helping us customize our Salesforce environment to have better revenue reporting. Overall, our sales team is more efficient, our management team has better visibility into business operations, and our Salesforce administration team has more time to focus on other items. The SAASTEPS team is dedicated to their client's success and is always willing to incorporate customer suggestions into their product roadmap. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** Our business has a complicated sales history, which made it difficult to update historical Salesforce opportunities with the SAASTEPS software. Though we were not able to get all functionality on historical opportunities, the SAASTEPS team dedicated a few weeks of their time to helping us get all reporting metrics added and the software works great for new/open opportunities. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** Originally, we began looking into subscription management platforms to help us better track opportunities v. subscriptions. With a growing product portfolio, many of our customers have separate subscription dates, creating a complex environment to manage renewals and expansion opportunities. SAASTEPS CPQ + Revenue Management enabled us to have a separate "Subscription" record that manages renewal dates, automates the renewal creation process, and merges expansion opportunities with existing opportunities simplifying subscription reporting. The software also comes with a price book hierarchy feature that allows admins to configure which products are available for sales users to see and use. The way the software is set up, it also eliminates the need for complicated renewal process flows; users can easily map fields from opportunity to renewal, opportunity to account, etc. Lastly, the SAASTEPS team provided customization services to track revenue by product line rather than an opportunity, which provides better visibility into our sales operations. ### 3. SAASTEPS has been great to work with as we build and execute around our requirements. **Rating:** 5.0/5.0 stars **Reviewed by:** Alex B. | Vice President of Strategic Services, Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** The availability, and willingness, to think strategically as we discuss our plans to scale. Each team member is excited about learning about our business and how they can make the product "work the best" for our needs. Very responsive and knowledgeable of the product needs in this space. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** Nothing yet. We have not yet completed the implementation effort GO LIVE. **Recommendations to others considering SAASTEPS Revenue Lifecycle Management:** The product looks to be a great one. Easy to work with and I expect that once we go live and start to ramp up, it will be truly fantastic! **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** We continue to have considerable success in our market and are looking for a CPQ toolset that will be user intuitive, is native to Salesforce, and has tremendous potential to handle the volumes that we are projecting. We need an intuitive product that will get this done for us. At this point, we have realized that we have a worthy partner to help us to get this built. We are on schedule for our GO LIVE targets. ### 4. Implementation Overview Review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Mid-Market (51-1000 emp.) **Reviewed Date:** May 06, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** Open communication, taylor fit solution, "yes we can make that happen". The implementation team is incredibly knowledgeable and has been great to work with. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** So far my experience has been all positive, and I do not have any dislikes at this time. **Recommendations to others considering SAASTEPS Revenue Lifecycle Management:** If you're looking for a business solution where you will use all of the features, and the features can be tailor fit to your business need SAASTEPS CPQ + REV Management is a great option. Our previous CPQ was an out of the box general solution where we maybe used a small fraction of the features becuase they did not pertain to our business. The fact that SAASTEPS CPQ is custom fit to integrate into our Salesforce CRM instance and we will be using all of the features, and all features tie into our business processes is what drew us to partner with their team. The ecommerce portion of their offering will also allow us to integrate custom storefronts into our business model to provide customers with a branded, professional, and custom portal option to make it easier to do business with us. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** Our organization is implementing a new quoting tool soloution, as well as adding the ability to provide an ecommerce store front option to our customers. ### 5. Encore from SASSTEPS **Rating:** 5.0/5.0 stars **Reviewed by:** Matt C. | VP of Business Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 18, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** The Encore solution has provided our customers with an extremely user-friendly tool to purchase all the necessary supplies to run our programs. The folks at Venue are great to work and collaborate with. I would definitely recommend Venue to organizations looking to work with a great company. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** The solution has met all of our requirements. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** We were able to create an intuitive workflow to help our customers determine exactly which supplies are needed to run their programs based the courses and number of students. We have been able to achieve YoY double-digit growth since we went live in 2016. **Official Response from Tim Beck:** > Thank Matt for your review. We are thrilled that your team uses both VENUE and ENCORE to manage all of your Revenue with our seamless end-to-end solution inside Salesforce. We will also take this to the next level with your team during our March 7th newest release. ### 6. Great product, great support. **Rating:** 4.5/5.0 stars **Reviewed by:** Nathanael S. | Business Systems Developer, Mid-Market (51-1000 emp.) **Reviewed Date:** August 10, 2021 **What do you like best about SAASTEPS Revenue Lifecycle Management?** Encore is well thought out in terms of its design. It manages a wide range of renewal strategies and use cases. Our business processes a large number of renewals, under a variety of contract types, and we have never faced a problem with Encore that had no solution. SAASTEPS support is fantastic. They truly care about customer success, joining a true partnership with your company and Salesforce team. You are never just a number at SAASTEPS. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** Encore can be a little trigger happy with its error validation. Rather than validate information at the time it is needed (such as renewal generation), it often validates information at the time it is entered. This has caused some friction with our Sales department, which often needs to enter incomplete data, to be improved later by other teams. Also, the creation of renewals can be a resource-heavy operation, due to multiple creates/updates being performed against opportunities and their products, and other Encore objects. Because our opportunity object is highly customized, this has led to some problems with CPU timeouts. Renewal creation is our most expensive operation in Salesforce, and most at-risk of failure. **Recommendations to others considering SAASTEPS Revenue Lifecycle Management:** Just be aware of the efficiency and validation issues above, and design your solution accordingly. If you use a lot of managed packages that interact with the Opportunity object, then make sure that you isolate their respective updates from one another, as much as possible. Also, be aware that Encore kind of takes over the opportunity object, which can lead to some licensing issues. We've run into issues where an unlicensed user isn't able to make unrelated updates to an existing opportunity, because the opportunity owner wasn't a licensed Encore user. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** Prior to Encore, our renewals process was done entirely by hand. Our financial system held some annual invoice-creation records, but it couldn't manage the specific complexities of our business model. Thus our renewals team had to update nearly everything manually, and many renewal invoices (and therefore much revenue) fell through the cracks. Encore has helped to scale our business remarkably. While our customer base has increased several times over, our renewals team has remained the same size, with the majority of their opportunities being billed without need of review. Additionally, having our renewals in Salesforce has allowed us to implement entitlements that manage support contracts automatically. We no longer give free support to those who haven't paid, because we have all the information needed to know a customer's status in one system -- Salesforce. ### 7. The SAASTEPS team has been wondreful to work with. **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** The SAASTEPS team has been great all around. They are quick to respond and really have worked with us at every step to complete our project. A lot of effort going into the planning and implementation to successfully provide what we need as a company. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** I don't have any suggestions or comments at this time. Great work! **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** We are enhancing our internal busienss by leveraging a tool we use everyday, SalesForce, to go one step futher for our customers and our internal team. One of the largest benefits is saving time-- eliminating manaul entry in our quoting tool, giving access to a shopping cart for customers and continuing to automate any renewals. ### 8. SAASTEPS is professional and knowledgeable! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica P. | Project Manager, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** The SAASTEPS team does a fabulous job withe tackling project deadlines. Their team is very knowledgeable and communicative. Our project team really enjoyed working with them! **What do you dislike about SAASTEPS Revenue Lifecycle Management?** I have not experienced anything I do not like about the SAASTEPS team. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** SAASTEPS is assisting our team with implementing Encore Advance and Venue Advance to replace our current quoting and run-rate business tools. We are still in the implementation phase, so benefits have yet to be realized. ### 9. Couldn't ask for a better Team to help you build out your Quoting & eCommerce Solutions. **Rating:** 5.0/5.0 stars **Reviewed by:** Tammy K. | Director of Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** May 09, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** A dedicated team was assigned right away **What do you dislike about SAASTEPS Revenue Lifecycle Management?** The team has been great to work with from the start. Nothing to complain about. **Recommendations to others considering SAASTEPS Revenue Lifecycle Management:** Without a doubt I would highly recommend SAASTEPS to any company looking to implement or change their current CPQ solution within Salesforce. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** Finding a replacement for our current online Quoting and Shopping Cart application that would increase user satisfaction and productivity. Yes, Encore & Venue! ### 10. Simple yet Powerful Solution to have all Administrative Tasks completed without leaving Sales Cloud **Rating:** 4.0/5.0 stars **Reviewed by:** Neeraj P. | Team Lead, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2022 **What do you like best about SAASTEPS Revenue Lifecycle Management?** Its great how you can link contacts to opportunities and have everything connected. Integration is easy and seamless. Enable Service Cloud users to perform the same actions via Service Cloud. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** Sometimes the speed of performing tasks could cause a challenge. Any solution covering this aspect will be excellent—waiting for that transition to happen. **Recommendations to others considering SAASTEPS Revenue Lifecycle Management:** Simply go for it will make your life easy and work a cakewalk will definitely recommend it without second thought **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** Integration, external document linking 360 degrees sales funnel, SaaS subscription automation platform, creating Quotes purchase orders etc helping simplify the process and boost efficiency ### 11. 9+ Year Encore customer **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** August 17, 2021 **What do you like best about SAASTEPS Revenue Lifecycle Management?** For how we do Software Maintenance Renewals (Subscriptions), it just works. **What do you dislike about SAASTEPS Revenue Lifecycle Management?** Prior to the acquisition by SAASTEPS, infrequent communication from account managers. **Recommendations to others considering SAASTEPS Revenue Lifecycle Management:** We have been an Encore customer for 9+ years. They are a very good company to work with. **What problems is SAASTEPS Revenue Lifecycle Management solving and how is that benefiting you?** We use Encore to automate the monthly generation of Salesforce Opportunities for Software Maintenance Renewals (Subscriptions). ## SAASTEPS Revenue Lifecycle Management Discussions - [What is SAASTEPS CPQ + Revenue Management used for?](https://www.g2.com/discussions/what-is-saasteps-cpq-revenue-management-used-for) - [View SAASTEPS Revenue Lifecycle Management pricing details and edition comparison](https://www.g2.com/products/saasteps-revenue-lifecycle-management/reviews?section=pricing&secure%5Bexpires_at%5D=2026-07-07+11%3A19%3A45+-0500&secure%5Bsession_id%5D=4124079f-c912-4366-8789-936f620a1a88&secure%5Btoken%5D=a115419666a1c995a10947e287268c862fdb532b14373dd76797ac1da08fe4b4&format=llm_user) ## SAASTEPS Revenue Lifecycle Management Features **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Billing and Payments** - Payment Terms - Personalized Billing - Custom Pricing **Revenue Recognition** - Revenue Types - Revenue Allocation - Reclassification - Compliance - Scheduling **Customer Requirements** - Quoting - Configuration - Pricing **Payment Processing** - Encryption - Credit Card Processing - Mobile Payments - Digital Wallet Integration **Bill Generation** - Templates - Digital Billing - Recurring Billing **Order Management** - Opportunities - Order History - Upsell & Cross-sell - Renewals **Agentic AI - Salesforce AppExchange Apps** - Autonomous Task Execution - Multi-step Planning - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Proactive Assistance - Decision Making **Agentic AI - Accounting & Finance** - Autonomous Task Execution **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Revenue Recognition** - Usage Tracking - Deferred Revenue - Revenue Accrual **Revenue Performance** - Customer Performance - Contract Performance - Revenue KPIs - Pricing & Discounting - Offering **Contracts** - Creation - Negotiation - Execution **Administration** - Reporting & Analytics - E-commerce Integration - Processing Fees - POS Integration - Omnichannel - Levels 1 & 2 - Level 3 **Bill Processing** - Consolidation - Batch Invoicing - Management **Products & Plans** - Packages - Multi-part Deals - Plan Changes - Bundles **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Revenue Optimization** - At-Risk Customers - Offer Optimization - Customer Churn - Revenue Forecasting **Revenue Optimization ** - Forecasting - Promotion Programs - Pricing Optimization - Re-evaluation **Revenue** - Invoicing - Matching - Recognition **Payment Options** - Multi-Currency - Online payment portal **Integration** - Accounting - Payments - ERP **Pricing** - Standard Price - Discounts - Optimization **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Integration** - ERP and Accounting - Sales and Marketing - Quote-to-Cash - APIs **Security** - POS Verification **Revenue Management** - Automation - Consolidation - Adjustments - Billing Types **Agentic AI - Billing** - Autonomous Task Execution **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Platform** - Accounting integration - E-commerce Integration **Integration** - Payments - Accounting - CRM & Sales **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Agentic AI - Subscription Management** - Autonomous Task Execution - Cross-system Integration - Adaptive Learning - Natural Language Interaction - Decision Making **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top SAASTEPS Revenue Lifecycle Management Alternatives - [NetSuite](https://www.g2.com/products/oracle-netsuite/reviews) - 4.1/5.0 (4,693 reviews) - [Agentforce Revenue Management (formerly Salesforce Revenue Cloud)](https://www.g2.com/products/agentforce-revenue-management-formerly-salesforce-revenue-cloud/reviews) - 4.2/5.0 (1,408 reviews) - [Maxio](https://www.g2.com/products/maxio/reviews) - 4.3/5.0 (816 reviews)