DealHub (formerly Valooto) is a CPQ and sales proposal solution that runs natively on Salesforce.com and other cloud-based CRMs.
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Gatekeeper
Score 8.5 out of 10
Mid-Size Companies (51-1,000 employees)
Gatekeeper is a Contract and Vendor Management Solution that brings visibility and transparency to contract and vendor sets, used to create a single source of truth with a central data repository, and to develop robust, scalable processes using automation.
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.
One of the things I appreciate about Gatekeeper, is that all of the documents are housed in one place. I no longer have to chase department people down for contracts. Having all the terms of the contracts entered into the system helps with keeping track of each of the contracts, and having the ability to monitor them in one place. Coming from a place where there was no system in place, it was a given that auto-renewals would happen regularly. Our Accounting Dept. has also benefited greatly using Gatekeeper. Before, they would have to rely on other departments to get the contracts and terms, which would create a backlog for them, especially if they didn't get it in time before the invoices from the vendors started to come in. Gatekeeper isn't a tool that is specific to one team/department, Gatekeeper can assist everyone that needs to access contract terms/information
Customer service/support, they're always responsive and eager to jump on calls whenever we need their support. They've never once treated us as "paid invoice" and moved on. They build relationships there at Gatekeeper.
They're innovative, improving on their product, when it is already a fantastic resource tool.
They have the ability to customize features to fit your needs, that was one feature important to us.
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.
This might be more of a personal thing to me, rather than an issue for anyone else, but when I'm working on a specific vendor, with multiple contracts, I have to click the back arrow to get back out to the other contracts within that vendor. It would be helpful to have a feature that you could click on to take you back to that vendor where the other contracts are kept.
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.
Whenever I've reached out to Gatekeepers customer service and/or support team, they've always been prompt in getting back to me, whether it's via an email, text or setting up a zoom call, Gatekeeper's support is impeccable.
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.
Since using Gatekeeper we have a better understanding of what contracts we have, and with the customized Workflow they created for us, the contracts flow through the Pipeline based on our DOA. It's a smooth process from the start of redlining and finalizing to finishing it up with Gatekeepers digital e-signature feature.
Contracts are not flying all over the place with no structure.
