DealHub

Avantages

DealHub can be customized to fit a wide variety of use cases and specific needs. I like it because it makes it easy to work with and automate document signatures through its tool, and it also has configurations for sales processes.

Inconvénients

The only thing I don't like about DealHub is that its interface can be a bit heavy. However, with a bit of patience, it becomes efficient to work with.

Avantages

the guided selling process was key for our team. Previous process was wide open and too many errors would happen, meaning that fixing them was tedious and time consuming. We use HubSpot and the integration is quite good.

Inconvénients

It is quite blank slate. The platform requires everything to be built from scratch. Luckily we had a great implementation team to help us build.
Some of the logic takes getting used to, and the "table builder" for Dealroom and PDFs is not easy to modify because there is no GUI, it is column widths and trial and error.

Alternatives envisagées 

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Logiciel antérieur 

Pourquoi passer à DealHub

Avantages

DealHub lets you get as complicated as you need all while maintaining an easy to use framework. The company is also ultra-responsive. Support tickets are answered faster than any other vendor I've worked with.

Inconvénients

There are limited formula options. Thus, some rules require nested logic to achieve. Documentation and training are not extensive, but again - the support team is great.

Alternatives envisagées 

Pourquoi passer à DealHub

Avantages

Provides a quick way of preparing proposals and contracts. The dealroom is also very visually appealing and accessible.

Inconvénients

Dealhub's backend is very multifaceted that's why detecting errors and troubleshooting can be very tricky. Also, errors often appear here and there.

Avantages

- DealHub ensures everyone has the most up-to-date version of a proposal at any given time
- No longer have to rely on manual processes like email
- DealHub Support is very responsive!

Inconvénients

- DealHub seems to struggle with collaboration. We have an open issue of proposals disappearing if more than one person updates them.
- Would love to be able to access old versions of a proposal - sometimes I forget what changes I made and would like to reference back.
- Would love an ability to attach documents to the draft proposal

Avantages

The ability to configure it to your needs without requiring any coding skills. It is very logical and has been able to handle our complexity.

Inconvénients

Making bulk changes to product assignment and/or pricing rules can be a bit tricky.

Avantages

I like the flexibility of playbooks and the ability to set rules.

Inconvénients

We operate with multiple brands under one holding company. I would like more flexibility to diversify and specify by brand within DealHub.

Alternatives envisagées 

Pourquoi passer à DealHub

Avantages

Very configurable to specific needs. We are a use case that is a bit outside of traditional subscriptions and have been able to use this product for our use case.

Inconvénients

There was a bit of a learning curve at first and the syntax was something to get used to. Since that learning curve, we are able to mostly administer it ourselves with the occasional tickets for clarification.

There have been a few slight instances where at the end of the month we have experienced service issues on Dealhub's end.

Avantages

Very easy to use and highly customizable, you can connect with a variety of tools such as paypal, drive or hubspot. And it can have affordable pricing.

Inconvénients

If you only use the free plan it can be very limited in alot of features. As for technical support, it was not so fast.

Avantages

Highly functional platform with features that support the continuum of CPQ, including integration with HubSpot, allowing for visibility across the Sales/Revenue Teams.

Inconvénients

Would love for it to have more drag/drop functionality on the Admin side.

Avantages

Easy to learn with their new Essential Admin Certification course, easy to connect with support on any first-time builder issues that come up. Support is quick to respond and adamite about resolving your issue

Inconvénients

Absolutely nothing, internal teams and support teams have been amazing.

Avantages

The team across the board is fantastic. From the initial sales process to onboarding, to continued support, everyone at DealHub has been a pleasure to work with. They are by far my favorite tool and company we work with.

Inconvénients

It can sometimes be fairly technical to set up behind the scenes.

Avantages

Easy flexible tool that allows us to build our business into a CPQ tool with minimal difficulty. There hasn't been a situation where i wasn't able to build what was required into the tool. New improvements coming every month making things better and faster.

Inconvénients

Account Management does require a bit more investment in preparation and configuring the back end if you use external tools for finance

Avantages

When we have an issue their response time is amazing! They always go above and beyond to assist.

Inconvénients

The only issue we may have is that we cannot generate reports from DealHub but it is a minor issue.

Avantages

The ease of use of the product. DealHub's guided selling makes it so that any rep can come into our organization on day 1 and be able to spin up an accurate quote in seconds.

Inconvénients

The implementation is a heavy lift. By comparison, it is easier and quicker than other tools in the industry... but it is no small task.

Alternatives envisagées 

Pourquoi passer à DealHub

Avantages

It was a lot easier to navigate and see what deals I have closed.

Inconvénients

It was a harder software to implement for our team.

Avantages

Dealhub can handle complexities that are difficult to integrate between Salesforce and DH. Once set up, it works very well.

Inconvénients

The admin interface could be easier to use.

Avantages

DealHub streamlines the sales process and improves collaboration.

Inconvénients

Some customization options could be more intuitive.

Avantages

User-friendly, easy to navigate and configure. Very simplistic approvals, proa tive customer service. They'll assist and guide you as well as they can.

Inconvénients

Slightly confusing documentation and the information isnt quite detailed.

Avantages

Pricing js more than resonable. Very helpful. Definitely recommend to otbers.

Inconvénients

DealHub was nothing short of helpful. Nothing I really didn't least like.

Avantages

I enjoy everything about DealHub (even the most complex features).

Inconvénients

They are continuously working with us as clients to develop functionality that can cater to our needs, so I won't mention any cons due to this awesome approach that they have.

Alternatives envisagées 

Avantages

I use it for proposals and management, helps to generate proposals for customers that are quick and easy to use.

Inconvénients

Struggled signing in, but [sensitive content hidden] walked me through it and fixed it.

Avantages

Cost effectiveNo code solutionDedicated customer experienceGreat layout

Inconvénients

Not completely customizable and scalable

Avantages

cpq configurator, easy quote templates, innovate all the time, amazing service support, easy to use and configure - made my brain sharper and smarter:)

Inconvénients

I am very satisfied with the app. feature that is very missing to us is the ability to add a gross margin percent field to the approver dashboard. all the quotes are for approval. we are a hardware and software company
but I believe one day they will develop also this feature. they often listen to clients' needs

Avantages

Great software that adapts to each company's CPQ needs, as well as great Customer Service.

Inconvénients

Time for deployment takes longer than planned and the admin learning curve is considerable.