DealHub

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 

Oneflow

Pourquoi choisir DealHub 

We couldn't guide the quoting process. Both tools provide a very open way of quoting and required the sales team to know the pitfalls and to operate honestly. Honesty wasn't a problem, but remembering to do everything right is hard and they would often forget a step and it would cause issues on the back end.

Logiciel antérieur 

PandaDoc et HubSpot Sales Hub

Pourquoi passer à DealHub

Subskribe looked really good, but at the time we looked it wasn't quite mature. In the next year or two I would expect it to be. Dealhub (and Subskribe) were the only products that had a modern user interface, could handle complex approval workflows (we needed line item level approvals as well as overall deal level approvals) and could handle multi-currency. Another important factor was working directly with the software company that built the product, not through a partner. We excluded the others because they didn't feel modern (Mobileforce) or have the functionality we required (eg. Cacheflow didn't have line item approval workflows, but they might have since updated this). Oneflow was a competitor to Pandadoc, which are not CPQs, but are good document tools.

Avantages

What I liked most about DealHub CPQ is its seamless integration with Salesforce. This integration ensures that all quotes, pricing, and customer information are automatically synced between the two platforms, making the sales process more efficient and reducing the risk of errors. The UI friendly interface and flexible pricing options make it easy for sales teams to create accurate quotes and manage complex pricing models, which significantly enhances productivity and customer satisfaction.

Inconvénients

What I liked least about DealHub CPQ is the occasional complexity in setting up and customizing advanced features. While the platform is generally user-friendly, some of the more advanced customization options can be difficult to configure without additional support or technical expertise. This can slow down the implementation process and require more time to fully optimize the platform for specific business needs.

Avantages

Dealhub is essy to use
The platform is pocket friendly
I like the flexibility to build rules
The customer care service is on top notch
The platform is easy to configure

Inconvénients

It is genuinely the best platform i have found no complaints

Avantages

I like the integration capabilities DealHub has with Salesforce. We are able to pull data from Salesforce into DealHub giving our reps all the information they need while creating their quote.

Inconvénients

I dislike how subscriptions does not allow visibility into our MSRP. The way we set up subscriptions is to automatically increase our price by a specific percentage. Since we have that uplift DealhHub thinks that it's the MSRP price. There is no easy solution for visibility into MSRP when using subscriptions.

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

Providing APIs that let me integrate CRM and notification system
and customer support has been consistently helpful.

Inconvénients

The processes of the signature and attach PDF are little complex

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 liked DealHub's flexibility. All businesses have a different pricing and quoting setup in their CRM, and DealHub can be set up for many different use cases.

Inconvénients

Sometimes, the page load speeds can be a bit sluggish. It would be great if our DealDesk could make small amendments to submitted quotes rather than ask the rep to duplicate the quote, amend and then re-submit.

Alternatives envisagées 

Salesforce CPQ & Billing

Pourquoi passer à DealHub

We chose DealHub because they had the resources to support our implementation. With Salesforce CPQ you are at the mercy of a partner or consultant which would be more costly.

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 

Docusign, PandaDoc et HubSpot CRM

Pourquoi passer à DealHub

eSignature incorporation and CRM alignment/syncing with multiple brands simultaneously

Avantages

DealHub’s intuitive interface makes it easy to navigate and manage sales processes efficiently. The ability to customize workflows and generate accurate quotes quickly is a standout feature. The integration with CRM platforms and the centralized data management system streamline operations, saving time and effort.

Inconvénients

While the platform is feature-rich, some advanced functions can be challenging to set up initially. The learning curve for new users might require additional training. Additionally, occasional lags in system performance when dealing with larger datasets could be improved.

Avantages

Dealhub is a straightforward application for quoting and opportunity. The application and linking to our CRM is not quite complicated though there are areas that still need to discuss with Support Group but overall we are able to successfully linked our system to Dealhub

Inconvénients

My only issue is that because of the time zone difference , we can only contact the Head Office after business hours here in Australia but the good thing is that Dealhub has a good customer service that can help us except of course if we need some configuration

Avantages

Dealhub is a highly flexible platform capable of managing complex implementations and challenging integrations. The admin interface is user-friendly, making it easy to navigate and configure. Additionally, the Dealhub Team is outstanding - they are always ready to assist and answer any questions I have.

Inconvénients

The Dealhub documentation can sometimes be confusing and lacks detailed information. However, I'm confident that the recent launch of the Dealhub Academy will address these issues.
The deployment process also has some limitations, as we currently have to deploy the entire Sandbox environment without the option to deploy individual components.

Avantages

Overall, DealHub is well-regarded for its robust features and excellent support,

Inconvénients

There are very occasional times when the system goes down which affects the workflow

Avantages

I find very easy to use with a friendly interface. I can easily customize as per my specific need which is helpful. The tracking feature is also great it helps me to track the progress of deals.

Inconvénients

Sometimes it get slow while loading which is irritating also the report are not so advance it misses the deeper insights. I have some concern regarding the pricing factor which is high as compared to the features offered.

Avantages

The Energy sector is a quite complex and a ever changing one. I like how easy it is to change the Playbook and keep up with those changes. I also like how easy it to transfer something from UAT to Production.
The ability to implement complex questions with minimal effort is a big plus for us.
The CSM and the whole team are great and really easy to work with. They made it really easy for me to understand the product and gave me all the tools to be self sufficient and independent.

Inconvénients

The lack of reporting is a minus. Also, the platform does not support all languages across all features.

Avantages

The customer support is fantastic. Responses to any submitted support tickets are very quick and they're able to find and communicate the issues and necessary update/fix.

Additionally, the Solutions Expert that worked with our team to develop and implement the proposal playbook was excellent. This person was always available to support, provide guidance, and teach best practices.

Inconvénients

The ability to run reports to understand quoting trends by sales person, industries, etc does not exist. These types of reports have to be run by the DealHub team, which is cumbersome and time consuming.

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

Ease of use and setup. Has made quoting for our team much easier.

Inconvénients

I believe the PDF or the Dealroom could be a little simpler to setup.

Avantages

It is very configurable and robust enough to handle our professional services use case. We have multiple pricing strategies for different services and DealHub was able to handle it all. Additionally, it's easy to manage and update, and to push out updates in real time to in-flight opportunities.

Inconvénients

Nothing so far, it's been fantastic for our business.

Avantages

The flexibility to built the Rules and built the other functionality.

Inconvénients

Everything is going good the day we have using Dealhub .
So good so far .
Great Tech Support.

Avantages

DealHub is our ideal software for closing sales.

Inconvénients

DealHub has nothing to be anxious about currently.

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

It is user-friendly, convenient and fast.

Inconvénients

Not really compatible with my browser and laptop.

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

I like the ease of use of the tool, and the ability to customize it to our specific needs. Also, the people who work there are great. Everyone we have interacted with from implementation to support has been truly dedicated to our success with using DealHub, and it shows.

Inconvénients

Areas for improvement are in reporting and audit trail. Right now there aren't very robust dashboards available, and no sort of activity or audit trail tracking available for administrators. These features would be very helpful to have.

Alternatives envisagées 

Salesforce Revenue Cloud

Pourquoi passer à DealHub

We chose DealHub because of the ability to customize it to meet the needs of our business. Pricing was also a factor.

Avantages

Love its easy of setup initially. It is also very easy to learn once you use it for a few weeks (as an admin). It provides a myriad of amazing features and is affordable compared to other CPQ systems.

Inconvénients

There are still a few limitations when it comes to real time updates for multi-currency orgs (according to daily changes in exchange rates).

Alternatives envisagées 

Salesforce CPQ & Billing

Avantages

- Integrations: they have a good integration with Salesforce.
- Chrome extension: this is useful for receiving live updates on views/signings through the extension
- Customisation

Inconvénients

- Bugs: there can sometimes be bugs, or moments when deal hub is down. this can sometimes be at bad times (end of month). To be fair, our AM is quite responsive which is good.

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

The service and the functionality.

Inconvénients

More options are required regarding uploading changes via Excel. This is currently limited to Products only.

Avantages

Algunas secciones del back-end (templete, users ) son muy intuitivas

Inconvénients

Para personas que no somos del departamento de IT, Necesitariamos mas guía en el backend

Avantages

The customer support and customer success aspects of Dealhub are very good, and the end users find it simple to use, especially with the salesforce integration

Inconvénients

The backend/admin management of Dealhub can be a bit confusing at times, however I feel this will be the same with any CPQ type software

Avantages

Our Success Management team has been stellar to work with.
Support is unbelievably responsive/fast and helpful.
Once we understood the rule-based logic and became comfortable, it's easy to use.

Inconvénients

Rule-based logic, remembering 'order of operations' can be challenging at first. Also knowing where to look for troubleshooting is difficult at first.

Avantages

DealHub streamlines the sales process and improves collaboration.

Inconvénients

Some customization options could be more intuitive.

Avantages

Our ability to build playbooks that lead the sales reps through the standard creation of sales orders is a huge win. The tool has also been extremely scalable as our products and team have changed. Best features have been approval workflows, integrated redlining, and Dealroom functionality. Lastly, I managed half a dozen tools and Dealhub has one of the best support teams (CSM/general support) I've worked sith. Highly reccomend!

Inconvénients

Nuanced tracking of the changes you make on the different versions can be difficult. Also, there is very limited reporting functionality.

Avantages

DealHub is very easy to configure in most scenarios. The Customer Success Manager and Customer Support services are fantastic and always willing to help. The UI is very intuitive and it is easy to onboarding colleagues with not technical background. Features like Deal Room, collaboration tools, the slack integration and document generation are fantastic. The DealHub team updates the product several time a year to add new features and to address shortcomings.

Inconvénients

It can get complex when trying to address very specific or complex scenarios. There are some limitations when it comes to price book management for different products in different currencies and it is not possible to have a different price book per currency. The audit trail could be improve as it is difficult to track what has been changed.

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

Easy development and easy customization. Deal room is a very good feature with deal talk. The solution experts are very helpful.

Inconvénients

The overall setup with products and pricing is a little complex.

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

easy to use and very helpful for business.

Inconvénients

some feature should be not available i think for future if you start implement it is good.

Avantages

Straight forward configuration, guided playbook and easy-to-use DealRooms. When having issues / difficulties, they are very quick to respond and thorough in their answers.

Inconvénients

Some features that we would like are still being built (being able to change expire date after publishing for example).

Avantages

The user friendliness of the tool and also the ease of adding/modifying modules.

Inconvénients

The backend build is a little complex for even an admin to navigate.

Avantages

Able to generate quick, accurate proposals that have a professional and consistent appearance. The quotes and contracts help our back end order entry team place accurate and timely orders.The support team is always able to help me when I get stuck with a programming difficulty. I really appreciate this!

Inconvénients

I am not the person who can best answer this since my interaction is from an Amin perspective, but going by what the sales people say, they don't like way the redlining feature works currently. I think there is a new version that is out, so that will be better.

Avantages

It's capable like other enterprise-grade systems, but is a much better value.

Inconvénients

I can't do anything, so there are some limitations we've run into.

Alternatives envisagées 

HubSpot Sales Hub

Pourquoi choisir DealHub 

Moved off of Salesforce to HubSpot.

Logiciel antérieur 

Conga CPQ et Conga Document Generation

Pourquoi passer à DealHub

HubSpot's quoting tool is not flexible at all.

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

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 

Salesforce Revenue Cloud

Avantages

I dont have time to learn new software of to go thru complex setups - deal hub was quick and painless to get up and running quickly. The price was good for the features provided. The flexibility enabled us to set up complex pricing rules for different types of customers and projects. My sales teams had to spend less time doing paperwork and were able to focus on selling. We saw a 25% boost in performance metrics in calls and meetings since we have implemented it. The team likes the redline feature and the fact we can work with digital features and cut out a lot of the back and forth.

Inconvénients

While the setup was fairly easy, I wish they had some video tutorials so the team doesn’t have to teach new people (which takes their time). If I could just point new hires to the videos this would be a plus. The software itself looks a bit dated, even though it works well. IMHO they need a facelift to make it more modern.

Avantages

The most our team personally liked about DealHub Is there quality of proposal management as well as the quality proposal templates that they provide which not only saves lot of the time but also provide quality proposal document.

Inconvénients

The workflow management of the software is something which we as a team is looking forward in terms of more improvement as when the data seems to be more it start lagging a bit which sometimes feels a bit irritating at our end.

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

Dealhub is extremely flexible with all the requirements of a constantly changing startup. If I ever run into any complications the support and customer success team are incredibly responsive and helpful. They have one of the best customer support teams I've worked with.

Inconvénients

One feature we're looking for is a more automated generation of quotes but this is on the product roadmap I believe. Otherwise, Dealhub has filled all our (sometimes complicated) needs or been creative in finding solutions for us.

Avantages

The low code nature of the solution made it easy to get started with and it has developed into a very comprehensive tool used by our entire sales organisation.

Inconvénients

Our pricing model is complex so the generic setup of managing prices in DealHub don't satisfy everything we need to deal with. We have worked around it though.