DealHub.io vs. Epicor CPQ

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

KBMax as the interface is very clean and easy for new users to understand how the product works. This platform offers effective communication between professionals and easy project planning solutions. Its reporting options are easy to use and generate accurate data reports and also manage all the project data from one roof.

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

• Easy on scheduling.
• Excellent planning system.
• Services automation.

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

• Training on KBMax is a must process.
• Requires an heavy machine.
• Not easy on configure all the functionalities.

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

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

• 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

• KBMax reports are most effective and easy to understand.
• Its scheduling capability is impressive.
• Data planning and project data management.

Incentivized