ChargeOver vs. DealHub.io

It's good for anyone who has customers, in my opinion. Whether you keep track of subscriptions, or just have one-time only invoices, it's just a wonderful way to keep track of everything in an organized way.

Incentivized

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

• Extremely flexible billing structures, documents, and emails.
• Integration with many popular credit card and ACH gateways.
• Quick and easy to integrate with our sales tax and accounting systems.
• Cost-effective
• Developer friendly

Incentivized

• 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

• They need the site to be mobile friendly or to develop an app. If I don't use Chrome and remember to view as desktop site, it loses much of its functionality.

Incentivized

• 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

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.

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

I think ChargeOver is more flexible than any of its competitors. Our business involves both subscription and one-time billing, and most billing systems excel at only one or the other. ChargeOver is also at a great price point with its billing based on a number of customers. We are also able to realize low-cost ACH payments through their gateway integrations when their competitors only provide access to high-cost providers.

Incentivized

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

• Our billing is now much more linear, much more organized, and much easier to locate information now that we've been using them.
• People in other departments can easily navigate the system without training and find what they're looking for.

Incentivized

• 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