DealHub (formerly Valooto) is a CPQ and sales proposal solution that runs natively on Salesforce.com and other cloud-based CRMs.
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Score 8.0 out of 10
Enterprise companies (1,001+ employees)
A SaaS company offering cloud-based rebate management software DealTrack, which helps suppliers, distributors and wholesalers to drive mutually profitable growth, while improving cash flow and reducing risk. The vendor states that leading manufacturers and distributors in the UK and North America can depend on DealTrack to collaboratively plan, execute and track complex trading agreements involving millions in rebates, discounts, royalties, purchase income and back margins.
DealHub.io is much simpler to use than NetSuite. The fact is that DealHub.io is an add on tool, and it's purpose built to be a simple add on. Because it integrates so well with sales force, it feels like you are using the native CRM versus going into DealHub.io as an end user. …
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 …
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, …
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.
I find it is best when you need to connect to a computer after hours and the end user has left for the day. I can remote in to the computer without interaction and troubleshoot the issues as required. The connection is speed and works well unlike some other remote access software
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.
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
It is just very easy to use. It has a good user interface on it, the items are where I expect them to be and I find it to work as I expect it to work without surprises.
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.
I've never had to call support so I do not have an answer for this question. I find the software works well but we have a support desk who would work with them if we had back end issues
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.
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.