Item: DealHub.io
Rating: 9
Author: Cameron Lucchesi

Use Cases and Deployment Scope

DealHub.io is currently being leveraged across AE, CSM, and AM teams here at Sendoso. We love the platform as it has replaced the Google Sheets we were using prior to create quotes and proposals for our prospective and existing customers. Gone are the days of double-checking the math, and which products were made available within each quote on a Google Sheet.

Pros and Cons

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.

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.

Return on Investment

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.

Alternatives Considered

Unfortunately, I do not have any other experience working with CPQ tools outside of DealHub.

Key Insights

Do you think DealHub.io delivers good value for the price?

Not sure

Are you happy with DealHub.io's feature set?

Yes

Did DealHub.io live up to sales and marketing promises?

I wasn't involved with the selection/purchase process

Did implementation of DealHub.io go as expected?

I wasn't involved with the implementation phase

Would you buy DealHub.io again?

Yes

Other Software Used

Chili Piper, Groove, SalesLoft, Outreach, Airtable, Highspot

Usability

Usability is great overall. I [wish] it was a little more intuitive to work through the "price locks" on the actual product SKU's, but that just means more training is needed for me personally. Overall though, from my point-of-view as an AE who was using Google Sheets to create quotes at my last company and now here, DealHub speeds up my process immensely and allows for me through the quote-creation process with ease.

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.

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.

Account Executive

Overall Satisfaction with DealHub.io