DealHub Erfahrungen

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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

Vorteile

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

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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!

Nachteile

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

Vorteile

Their team. Naama has been fantastic in helping us setup and maintain our quoting tool. We have one of the most complex quoting use cases in the world. Salesforce CPQ alongside consultants failed. DealHub saved the day. They are fantastic. The software is INCREDIBLY customizable. They are super in-tune with their customers and implement feedback quickly. Highly recommend.

Nachteile

Not much! It really is fantastic software. Usually when I have something I don't like, they're already aware of it and have a fix for it within the month.

Vorteile

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.

Nachteile

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.

Vorteile

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!

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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

Nachteile

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

Vorteile

Works great right off the shelf. Very easy to implement complex structures and relationships. Super quick to implement.

Nachteile

Would be great if bi-directional quoting was available (i.e. create quote from CRM). This might be covered in the new billing and subscription management products that were recently added to DealHub.

Vorteile

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

Nachteile

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

In Betracht gezogene Alternativen

Warum DealHub gewählt wurde

Zuvor genutzte Software

Gründe für den Wechsel zu DealHub

Vorteile

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

Nachteile

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

Vorteile

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

Nachteile

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.

Vorteile

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.

Nachteile

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.

Vorteile

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.

Nachteile

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