DealHub Review

DealHub offers a unified platform that helps companies generate quotes and contracts, connect with prospects and access buyer information. The software is designed using a revenue amplification approach that helps bridge the gap between corporate CPQ and other revenue operations. The platform includes contract management capabilities to help sales teams close deals efficiently. Using a guided flow, teams can create accurate contracts that meet compliance requirements. DealHub can be used to create agreements, quotes and other documents in Word, PDF or web-based formats. The platform includes pre-approved templates to help teams minimize errors.

DEALHUB – TUTORIAL

The following video shows how this CPQ program will help you in your work:

DEALHUB – FEATURES

• Configure custom quotes based on your customers’ needs
• Generate error-free quotes in any branded format (e.g. DealRoom, PDF, Word, Excel)
• Change quantities and apply discounts without complicated calculations
• Streamline the approval process with automated workflows
• Automatically sync data with your CRM
• A unique question-based flow leads salespeople through the configuration process to ensure optimal product fit
• Multiple sales playbooks and scenarios to suit any stage in the sales cycle
• Automatically trigger upgrade, upsell and cross-sell suggestions to increase deal size
• Accelerate ramp-up time for new sales reps
• Ensure consistent pricing and discounting across the organization
• Streamline sales processes to maximize efficiency
• Trigger automated approval requests to authorized managers
• Seamlessly update new products, configurations and prices in the back end
• Enrich your CRM with more accurate and complete sales and customer data
• No additional coding or dependence on internal IT resources
• Supports any level of quote complexity
• Native integration with Salesforce, Microsoft Dynamics and Freshworks CRMs
• Automatically create renewal opportunities
• Track and manage subscriptions of current clients
• View client routing