Likelihood to Recommend It would be ideal for a small solution provider looking for an entry level option to handle many of the company's functions at the same time. If customer relationship management, sales reporting, having a indexed eCommerce site, or having the ability to connect to 3rd party solutions is important to you; I would not go with ChannelOnline
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 Detailed product information Product reviews Supplier Relationships 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 Sales Reporting Features Product Documentation and Training Customer Relationship Management Account Management Supplier Integration New Release Information Search Engine Indexing Custom Solutions 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 Updates aren't valuable and don't see us ever being ahead of the competition with this solution. Feature enhancements that are released are just attempts to stay relevant with other ERPs in the industry. If you're trying to take your company to the next level this isn't going to be your solution unless you're a very small company
Read full review Usability The interface is pretty easy to use and get used to. It's the lack of account, product and customer management usability that hinders ChannelOnline
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 are down for 5-20 minutes once or twice a month
Read full review Support Rating Support Staff is very nice and friendly. Most are knowledgeable but other than phone support they're lacking in every category
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 Alternatives Considered 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 New features are released twice a year. Often these releases are fixing bugs and will rarely be an enhancement that will take your company to another level of effectiveness
Read full review Return on Investment It handles most business functions so the value is definitely there. Account Management is really inconvenient and will cost you hours of pay if you're in a business with a relatively medium-high employee turnover. It won't easily integrate at all with your website. Lead Management is pretty much non existent. Quotes and orders are fairly easy to manage so employee efficiency could rise. Training and readily available documentation on ChannelOnline is weak. This is especially true for new features. 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