Likelihood to Recommend CLM is best suited for Medium to Large size corporations, in my opinion. Organizations need to be informed in order to be successful; they must have a team prepared to own and manage the CLM tool once implementation is complete. Great for B2B and B2C. Highly recommend it to those in question about purchasing for their organization.
Read full review 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.
Read full review Pros You don't have to worry about different clauses. You can just create them and bundle them based on your Contract. Conga contracts come with great redline and true-up features which makes the negotiation process way easy. You can integrate it with Conga composer to generate the Contract document and also can integrate it with Conga sign to send the generated contract for signature. Read full review 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. Read full review Cons X-author for Word can be improved as it does not maintain a stable connection and the org gets disconnected frequently. It does not support grandparent relationship for merge field population. A separate package needs to be installed for the integration of CPQ and CLM tools from Conga. Read full review 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. Read full review Likelihood to Renew Simple and easy to use for the legal team to creates contracts in Salesforce and with the help of conga contract attaches the different clauses through the bundle and sends them for negotiation and for signature. This is the primary work they do from Conga contracts. We had solution which is build using conga contracts, conga composer and conga sign
Read full review Usability For users, the software is very intuitive. For admins, there's a learning curve.
Read full review 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.
Read full review Reliability and Availability We never faced any issue till date
Read full review Performance Everything is perfect
Read full review Support Rating Very very difficult to get support. The support team is great for simple, general questions. If we ran into anything complex, we usually would figure it out before they could help us. We often were bounced around from rep to rep
Read full review 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.
Read full review In-Person Training Conga University is very well made. Loved it!
Read full review Online Training Conga university is best! loved it. The courses are very well designed which made learning easy and great.
Read full review Implementation Rating The process involved Salesforce object creation and fields with installing conga contracts and conga composer and setting up security for the users
Read full review Alternatives Considered Features and Functionality: Conga CLM offers a range of features such as contract authoring, automated workflows, collaboration, version control, reporting, and analytics. It is designed to streamline the entire contract lifecycle. When comparing against other solutions, organizations should assess the specific features and functionalities they require and evaluate how well Conga CLM meets those needs.Scalability: Conga CLM is suitable for large enterprises and organizations dealing with high contract volumes and complex contract processes. It provides the scalability to handle a significant number of contracts, multiple users, and integration with other systems. Organizations should consider the scalability of Conga CLM in relation to their own contract management needs.
Read full review 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.
Read full review Scalability We are fully satisfied with the over all experience using conga contract
Read full review Return on Investment We really never saw a great ROI. We installed and then were left alone for many years despite many calls for help. We were able to get out of a spreadsheet. We did have an approval flow that allowed us to view where in the process each contract was, but the approval flow was also very difficult to manage and was not able to handle complex approval flows. Read full review 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 Read full review ScreenShots