Likelihood to Recommend 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 I think it works best for scenarios where it involves recurring billing. A subscription-based business model can benefit on the platform and maximize its features. It has great customization when it comes to billing cadence, pricing, prepayment, discount options, among others. It also works perfectly with one-off charges so either way, it's a win. It has great integration with Stripe too.
Read full review Pros 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 It is very easy to track MRR, which gives you insights into your overall revenues and health of the subscriptions. Though MRR is pretty easy to calculate Recurly puts it beautifully on the dashboard which is very easy to read. LTV, Recurly calculates lifetime value which is a good insight for adjusting Marketing spends. Even this is available on the dashboard. The other features like Subscriber churn Rate, Average revenue per customer etc are really great and would help the marketing team a lot. Read full review Cons 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 The coupons feature is a bit cumbersome. It can become tricky to set up, apply, and un-apply coupons for a particular client. If you have special billing cases where you discount for a few months or give a client service in any irregular fashion, using coupons can become tricky. We have a referral program with our clients where they receive a perpetual monthly discount for each client they refer to use. The client receives this discount as long as their referral remains active with us. We would like to be able to apply a discount to a client account, and have the ability to remove that discount in the event a referral ends service with us. In some cases a client has referred several clients, and we would like to apply a discount for each referral, and still have the ability to remove one or more discounts as referrals begin and end service with us. Currently there is no way to do this in Recurly. There isn't even a very good work-around, which is disappointing. Read full review Likelihood to Renew I believe we would continue to use Recurly because they have shown that they are continually improving their software, and they listen to their customers
Read full review Usability 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 Support Rating 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 They have always been quick to respond and help. I love their chat feature at the bottom right-hand corner of the platform.
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 Fewer codings are needed, however, the simplicity with Recurly is found once all the information needed is there. I have seen where Recurly is integrated with any other product we use; however,
Salesforce does have the ability to be integrated with other products. This is done through coding.
Read full review Return on Investment 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 Providing an interface for our subscribers to manage their own accounts has simplified our business tremendously. This alone has freed up hours of our staff's time each day. Many customers receive new credit cards due to expiration or fraud. The time we spent in updating this information prior to using Recurly's Revenue Recovery feature versus now is significant. Read full review ScreenShots