DealHub.io vs. Zeal

DealHub is great for making quick quotes on the fly and allows for the ability to draft proposals before going through a deeper internal review process. I love how DealHub auto-updates Salesforce as well, so I don't have to go back and update areas on the opportunity record twice. DealHub also reduces error significantly since it intelligently knows our products and the differentiators that have been set up by our admins.

Incentivized

Besides having all the functionality of any 5 star CLM, the situations it has helped were:

• Preventing contract
  deviation by controlling template versioning
• Improving
  business processes with customized features such as unique intake forms

• DealHub efficiently tabulates all the pricing into one clean document.
• DealHub allows us to submit for approvals quickly and efficiently, without having to send an email.
• I know very easily what my Term and Discount thresholds are, so I can move quickly.
• DealHub syncs automatically with our Salesforce instance, reducing any duplicative areas that need to be updated.

Incentivized

• Client service support.
• Personalization of need.
• Document tracking.

• Nothing too specific here since this is the first CPQ tool I've used; maybe the training around how the actual DealRoom presents to a customer would have been helpful, but I operate more in an old-school way and like to send my contracts directly to the people I'm working with via email or DocuSign... the whole DealRoom thing scares me a little.

Incentivized

• New feature request process - they tend to ask a lot of questions regarding my request.

It's still a bit complex in areas, and I'd love to see more robust documentation, but the support team is awesome in helping us work through anything I might get tripped up on.

Zeal is user-friendly for the non-tech person to use.

I personally haven't had to reach out directly to the DealHub team, but they did a great job enabling our director of RevOps, who is basically our one-stop shop for all DealHub related questions. We've never had a question (in my experience) that needed to be raised to the actual DH support team.

Incentivized

Customer support is outstanding.

We had the basic quoting functionality within Salesforce but were quickly outgrowing that as our deals grew in size, structure and complexity. The primary competitor we evaluated against Valooto was SteelBrick and we chose Valooto due to the promised faster implementation, lower cost and it being a more streamlined solution.

Incentivized

Much more hands-on team at Zeal that provides outstanding service to setup, train and educate our team on how to best use the product

• allows reps to sell more, quoting is less time consuming with DealHub.io
• reporting revenue bookings is done in Salesforce now, instead of excel files

Incentivized

• Allowed sales to send out templates without modification.
• Automated tracking of data from contract templates sent out.