Agiloft vs. DealHub.io

Agiloft is great for storing contracts and being able to run reports on those contracts. Where is lacks is when there are amendments to the contracts which change information that you will run a report on. Since the data doesn't stack, if I wanted to run a report on any agreement with unpaid time off and there was unpaid time off added in the first amendment but removed in the second amendment, the first amendment would still hit the report even though the unpaid time off was removed in a later amendment

Incentivized

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.

Incentivized

• Ease of use for both end users and administrators
• Limitless workflow development to automate processes
• Flexibility to integrate with other software platforms

Incentivized

• 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 would be nice if there were a way to upload an executed agreement and have the system pull the details into the contract record.
• Maybe having a "themes" option so that individual users could pick a color scheme/layout that worked best for them.
• Having a Chat feature could be helpful instead of sending internal emails.

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

The current functionality is excellent and we keep getting request for more. Leadership wants to make this a one stop shop.

Incentivized

Agiloft is a wonderful tool, easy to use and has a lot of functionality. The only reason it is not a 10 is because it does not stack information for agreements and related amendments which greatly impacts reporting

Incentivized

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

Implementation was relatively easy and I have not had any issues with the support. UI change created some challenges for the end-users, but overall, it was a smooth experience. I hope the company will continue investing in the product and not consider it as something to not care about too much. I believe Agiloft does not make any other software, so I think the focus on it should not wane.

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

Agiloft is a better-known product, so we trusted it over the newer alternatives. I also researched its record in updating software to fit the newest needs of the consumers. Recent UI update went quite successfully, and I feel it is a great deal when the software many important people in the company look at looks great. Agiloft fit all our needs and there was no reason for us to decline it.

Incentivized

We selected DealHub due to it's guided selling motion and subscription object that helps with expansion, upsell, cross sell and renewal opportunities after the initial sale. The guided selling allows users to think less about the quote process and simply answer questions to get them to an output. The subscription object allows us to make contract amendments mid-term easily while tracking accurately in Salesforce without any problems. The low/no-code aspect of the platform is nice, but I would say that it is more complex than that claim may imply.

Incentivized

• Stakeholders - They want status updates - we actually get business because they like our reporting, big ROI
• It's not a negative impact, but we have gone down "rabbit holes" trying to make it work for applications where it isn't really suited because it is a great platform...understand its limitations
• ROI - The platform sends out a lot of communications, we would have to add staff to maintain

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