Cleverbridge vs. DealHub.io

Cleverbridge is well-suited for big companies that have a client base and want to start online. If you have a wide range of products, and you sell worldwide--where different languages and different settings are needed for each region--then Cleverbridge is good solution. If you just want to start selling with limited stock and with couple of product types only in one region, then it's not good idea to begin with Cleverbridge.

Incentivized

DealHub is well suited to put controls on the contracting process. You are able to create price books in DealHub and run all calculations through their system to then push back to Salesforce opportunity/opportunity line items. The system can handle everything from the first meeting pipeline (We require all pipeline $$ to originate from a DealHub Proposal sync) to signature within Dealroom -- Their electronic signing tool. Where DealHub may not be appropriate is if you have a very complex selling motion or have very different selling operations within multiple regions. We have two core regions and each one is essentially set up as its own entity, requiring double work to update.

Incentivized

• Excellent partnet
• Terrific at subscription software
• Excellent security and uptime

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

• Because of the many different settings, it becomes hard sometimes to set everything up
• The slow system can take up to 10 seconds to save something

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

Usability is native, but the system is complex. It has a knowledge base, but who reads that, right? So without explanation, sometimes it's hard to understand how to move and set things. But as soon as you get it, it's not a problem anymore. There are 2 major things, which keeps me from giving a higher score: 1 - Delay in time when making changes; can take up to 2 sec when opening a product, and 10 secs when saving a product update. When you do several updates, it is time consuming; 2 - A lot of settings, which also in the end becomes time consuming.

Incentivized

Once it's configured it's relativley maintenance free. Our sales opps team effectively manages the tools It's easy to add new products to the CP-Q. It's flexible for product and service sales. It's security is robust. The approval workflow is easy to understand and use. The integration with CRM is essential for the business

Incentivized

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

DR Waco e screwed up the company when we worked with them - they didn’t like customers - I know that sounds odd but it was true and their software was dreadful

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

• We couldn’t have done this on our own
• They provided cost-effective eCommerce for us

Incentivized

• DealHub has saved me at least 30 mins on each proposal/quote that I've created. Gone are the days of having to update a Google Sheet, double-check the math, and all the misc. terms or incentives that come along with driving a deal forward.
• DealHub reduces my time in Salesforce each quote that's created by about 5 minutes.
• DealHub makes the internal approval process much faster as well; Sales Director receives approval via email, if CRO approval is needed, the approval-needed notification is sent right to the CRO, following Director level approval. Clicks not emails.

Incentivized