DealHub is an agentic Quote-to-Revenue platform that operates natively within Salesforce and other cloud-based CRMs to streamline quoting and revenue processes.
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Volusion
Score4.8 out of 10
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Volusion is a cloud-based ecommerce solution from the company of the same name in Austin, TX. It features an intuitive dashboard, built-in marketing and promos, SEO, templates, and tools to customize look and appearance.
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Volusion is a good company if you're starting out. The problem is that, if you want more complexity out of the program, you're kind of stuck. Also the regular time out errors and slow downs can be very frustrating. Packages that miss overnight deadlines because your system stops working can cost you customers. In today's highly competitive market, that's just something that's hard to put up with. If you have a lower volume of business you might be able to work around these issues.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Templates are pre-built for a good end user experience. I've gone through the process of building custom sites as well as tweaking both free and paid templates that Volusion's design team provides.
Their support team didn't use to be as helpful, but in recent years have answered nearly all questions I've had. Their support section within the database provides detailed walkthrus as well.
Order processing is easy once you've been trained on the system. We got to a point where nearly the entire process was automated from initial purchase through shipping.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
API calls use the previous call as a reference, even if you weren't the one we made the previous call. Can lead to data gaps, so you often have to set a manual date range to look back to make sure you aren't missing any data.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
When you spend so much time with a product like this and not only have you witnessed its growth, but you almost feel like you are next those that make the decisions of building features a certain way, you can't help but want to stay and be a part of their continued growth. It's simply a great product. Can it improve? By all means! But it will only improve because of users and avid resellers like me.
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
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
You have to wait on hold for at least 45 minutes every call—the tech support person never knows the answer right away so they put you on 10 minute holds only to come back and say they're still looking for answers. The chat function could take days to get a response. Our "Dedicated Account Manager" never checks in or answers, nor are they ever in the office when we call. It's like they try to be as unavailable as possible until you forget why you even called in the first place. Insane.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
It is best to use the built-in features and recommended services for the most turn-key experience (ie. Skipjack for payment processing so that it can all be done from the Volusion backend).
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
While k-eCommerce was very glamorous to us because it integrates with our main workflow, it just didn't have some of the marketing features that are so integral to the way we do business online. The set-up costs were also way too high. Volusion is so affordable and feature heavy, it makes it very difficult for any shopping cart provider to compete. You can find others who are competitively priced and have similar features, but they simply aren't as robust (at least for the way we use it)
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.
A de minimis incentive was given to thank the reviewer for their time. The incentive was not used to bias or drive a particular response, nor was the incentive contingent on a positive endorsement. More Info
Honestly, when you're in the dashboard, the UX is simply horrendous. I mean, everything that should be 1-2 clicks away is 4-6 clicks away, and each pages takes at least four seconds to load. You just find yourself wasting a lot of time waiting for things to load. This should be more simple.
