DealHub.io vs. Salesforce Revenue Cloud

DealHub is well suited to put controls on the contracting process. You are able to create price books in DealHub and run all calculations through their system to then push back to Salesforce opportunity/opportunity line items. The system can handle everything from the first meeting pipeline (We require all pipeline $$ to originate from a DealHub Proposal sync) to signature within Dealroom -- Their electronic signing tool. Where DealHub may not be appropriate is if you have a very complex selling motion or have very different selling operations within multiple regions. We have two core regions and each one is essentially set up as its own entity, requiring double work to update.

Incentivized

What I like best is the ease of use to be able to track all opportunities and quotes in my daily sales tracker I also like the fact that you can reorganize the view for your opportunities. For instance, it is very similar to a spreadsheet where you can filter them by date, dollar amount, name, and several other ways. I found this to be less appropriate when we have to do multiple roles while assigning one task to multiple users. Column resizing within the Quote Line Editor is not supported in the Salesforce mobile app.

• 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

• It does a lot of pricing models really well. So like tiered pricing when you're selling a product has tiered pricing.
• The out of the box approval functionalities is really good. It can trigger approvals based on a ton of different custom criteria.
• The data it creates and tracks is really accurate and robust.

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

• Our Salesforce is very messy, which tells me it's not super easy to clean up.
• I always have a really hard time removing a contacts from an account - it seems like you can't simply remove the relationship so we have lots of people named DO NOT CONTACT or things of that nature.
• Sometimes when saving it doesn't seem like things actually save.

Incentivized

The company is very easy to work with and is growing by leaps and bounds. We do not anticipate switching vendors anytime in the near future

Once it's configured it's relativley maintenance free. Our sales opps team effectively manages the tools It's easy to add new products to the CP-Q. It's flexible for product and service sales. It's security is robust. The approval workflow is easy to understand and use. The integration with CRM is essential for the business

Incentivized

I would give it an eight because it's very customizable in the way that you want to create it. I think I'm just docking points because sometimes there can be a little too much customization, which can make it a little complicated, but it just depends on the complexity of your business and how you guys build it out in the first place.

Incentivized

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

There have been some issues with multi-year pricing of certain products and services which we have been assured will be resolved but I guess are still underway, the support team apart from this has not been needed much and in the rare scenarios, it has been needed the resolutions of conflicts has been prompt and quick, so the overall support would have my high regards for being so helpful and customer-oriented so as to assure good performance of their toolset and customer satisfaction.

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

There is no comparison to a fully functional instance of CPQ. Nothing comes close due to the amount of customization and ease of use that CPQ offers once it's fully built out. Other solutions may be easier to build or administer, but for the users and business needs, CPQ is the best solution possible.

Incentivized

• DealHub has saved me at least 30 mins on each proposal/quote that I've created. Gone are the days of having to update a Google Sheet, double-check the math, and all the misc. terms or incentives that come along with driving a deal forward.
• DealHub reduces my time in Salesforce each quote that's created by about 5 minutes.
• DealHub makes the internal approval process much faster as well; Sales Director receives approval via email, if CRO approval is needed, the approval-needed notification is sent right to the CRO, following Director level approval. Clicks not emails.

Incentivized

• Easy access to reporting on closed-won, closed-lost, and open quotes.
• Accuracy in data referenced in a quote - it's typically accurate as it is pulled directly from opportunity, looking up to associated subscription start/end dates, etc..
• We lose valuable time in creating quotes ourselves. Quotes were requested and created through sales ops previously, sales did not have access to the excel templates used to generate quotes.

Incentivized