The quote-to-revenue process encompasses almost the entire customer lifecycle — from configuration and quoting to billing and renewal. And, with the growing complexity of B2B sales environments, businesses need a comprehensive CPQ, CLM, and billing platform like DealHub to manage it.
But, it’s not just about investing in the right software. It’s about knowing what to do with it.
That’s exactly what compelled Moshe Korach, Head of Customer Service and Education @ DealHub, to create the program in the first place.
It all began three years ago when I developed an ILT course for DealHub employees. Recognizing the need to standardize best practices, align team knowledge, and enhance the customer onboarding process, I saw a potential for a broader impact on product adoption, customer satisfaction, and brand awareness.
Who DealHub Academy is for
The Academy is designed for DealHub customers — you’ll log in with your work email. Depending on how you use DealHub and your role in the company, there are a number of different modules and learning paths.
There are three main personas the program caters to:
Admins
Partners
Business Owners
DealHub Admins
DealHub Admins frequently hold multiple roles within their organizations. Our admin learning paths and resources are made to fit those nuances.
As an admin, DealHub Academy will show you how to:
- Design the optimal DealHub environment for your business
- Maintain the environment with confidence and efficiency
- Effectively use DealHub terminology and interact with the system
- Manage users, teams, and permissions at scale
- Troubleshoot common issues to ensure smooth operations
Once you’ve completed the training, you can take an exam to prove your DealHub mastery. Upon passing, you’ll earn your Essential Admin Certificate, which you can use to promote your expertise, enhance internal credibility, and advance your career.
Coming soon: DealHub Advanced Admin Certification
DealHub Partners
The learning path for DealHub Partners is designed to teach you how to leverage DealHub’s Revenue Hub to drive value for your clients.
It includes:
- Self-learning modules for essential functions like approval workflows and sales playbooks
- Instructor-led training for advanced topics such as integrations and customization
- Enhanced, hands-on labs to familiarize partners with the system’s nuances and practice real-life client scenarios
Whether you’re a reseller, implementation specialist, RevOps partner, or technology partner, our course material will train you to be highly independent and resourceful when supporting your clients.
*** To gain access to your partner training and certification exam, reach out to the PPM! ***
Business owners
For business owners using DealHub, we’ve created a short video series giving you a concise intro to DealHub’s features, benefits, and best practices.
The series covers:
- The sales and revenue platform: CPQ, CLM, and DealRoom
- How DealHub streamlines the quote-to-revenue process
- Key features and benefits of each product module
If someone’s new here and needs a general product overview, they need look no further.
The team behind DealHub Academy
Developing and launching an internal LMS requires a comprehensive team of internal and external professionals with complementary skills. Transforming DealHub’s product training was no different.
Moshe Korach, Head of Customer Service and Education, used his strategic vision and 20+ years’ experience leading professional services teams and developing formal and custom training materials to spearhead the project.
Vika Kaganovskaya, Customer Education Specialist, managed the entire project, from planning the learning experience to overseeing end-to-end content production.
Ran Goldstein, Head of Customer Success, leveraged his personal experience with DealHub’s customer base to align the content with DealHub’s strategic goals, CS metrics, and user needs.
Tal Marciano, Visual Designer, designed the entire Academy from scratch — content, courses, illustrations, and LMS user experience.
Noa Bohadana, Customer Success Manager, spent hours every week passing off system and customer insights, and verified all content was accurate and relevant.
Roy Konfino, Head of Solution Architecture, developed DealHub Academy’s syllabus, use cases, and certification exams.
Dor Bar Aliya, Solution Architect, created the hands-on exercises and proofread content for errors in the product’s capabilities.
The DealHub Academy development process
While it was Vika Kaganovskaya who lead the initiative, a program like this wouldn’t be possible without our internal experts. According to Kaganovskaya, it’s them whose personal experiences with our product and customers gave them firsthand knowledge to create the most relevant and impactful materials.
I’m most proud of our dedicated team, particularly our Advisory Board of professionals, who are committed to ensuring the quality and relevance of our content. Their expertise and willingness to continuously learn and share their knowledge have been invaluable. Being a Subject Matter Expert is demanding, and our team has excelled in bringing real-world insights and examples to our courses.
Our team’s process was to first identify what knowledge and skills were most critical for our customers. Next, we identified how we could best teach that information using role-based training tracks with interactive content.
Here’s an overview of our six-step process:
1. Conducting a needs analysis
We began by gathering feedback from our customers and internal teams to understand what content would be most valuable. Our education consultant conducted interviews with the CS team to learn about current knowledge gaps, and which types of training could result in the highest return on their investment.
2. Designing the learning experience
Once we knew where to start, we could begin mapping out the specifics of how we would deliver our content.
The certification syllabus is the first key element. This is what defines the knowledge and skills we expect our admins to demonstrate before getting certified.
From there, we determined where we would use video, interactive exercises, and hands-on labs most effectively. We also decided on the most appropriate learning path for each of our key roles (admins, advanced admins, and partners).
While creating a content map and use cases for each learning path, we ensured everything supported various learning styles — visual, auditory, textual, and kinesthetic.
3. Designing the visuals and creating the media
Our education specialists and visual designer worked closely to create an engaging and visually appealing experience. The learning materials included high-quality graphics, video content, and interactive elements to keep learners engaged. We also incorporated gamification elements, like quizzes and rewards, to test knowledge and make the learning experience more enjoyable.
4. Selecting the LMS
We host our Academy on a learning management system (LMS), which acts as a central hub for all our courses and content. We chose an LMS that supported easy content management, tracking, and reporting, and was user-friendly for both learners and administrators.
5. Three-level launch process
Before launching our program to the public, we first tested the program internally. This allowed us to make necessary adjustments and test the program before a public release.
Then, we onboarded a select group of customers to gather feedback from our end-users. Their feedback at the start and end of the learning path helped us evaluate whether or not the program made a tangible difference in their knowledge and skills.
Following the internal launch and pilot program, we could make the finishing touches that brought us to the finished product — a comprehensive program with a variety of interactive courses and resources.
How we structured the content and course material
Our curriculum’s structure reflects David Kolb’s Experiential Learning Theory. It caters to different learning styles through a combination of self-learning modules, instructor-led sessions, and hands-on labs.
It offers:
- Practical engagement through realistic exercises in a DealHub sandbox environment
- Interactive elements like simulations, scenarios, and quizzes
- High-quality visuals and multimedia content, according to Richard Mayer’s Multimedia Learning Theory
- Feedback integration through self-assessment and learning experience surveys
- Gamification elements to make learning more enjoyable and rewarding
Each module moves into the next. Clearly defined learning paths ensure incremental knowledge building and maintain learner motivation.
User feedback and impact since the launch
DealHub user Miranda McGowan, Corporate Systems Administrator at Continuant enrolled in DealHub Academy to build up her skills within the platform during her onboarding process. In her words, the experience was “transformative”.
The structured curriculum and interactive learning modules not only deepened my understanding of the system but also provided practical strategies I could immediately apply to better equip my team.
Like many others, it gave her the ability to empower her sales team with practical training. This led to increased efficiency, better adoption, and higher ROI on their DealHub investment.
The Academy is also useful for functioning and experienced DealHub admins to enhance their system capabilities. Gopal Sohun, Senior SalesForce Developer at Property Finder, shares:
I recently completed the Essential Admin Learning Path course as part of the Academy, and I couldn’t be more satisfied. This course is a perfect blend of theory and practice, offering hands-on labs in a sandbox environment that solidified my understanding of DealHub.
I highly recommend this course to anyone starting their Admin journey or looking to refresh their basics. The certification at the end is a great bonus, adding value to my professional credentials.
What the future holds for DealHub Academy
We’re currently developing an Advanced Learning Path, which DealHub admins can use to build on their foundational knowledge. This set of modules will help them solidify their expertise in more specialized areas.
Topics include:
Advanced Pricing and Discounting
Enhancing Guided Selling with Product Filtering
Working with Partners
Contract Revision Features of the DealRoom
Integrations (Salesforce, HubSpot, and more)
And, as the product evolves, so will the Academy. Vika Kaganovskaya, our Customer Education Specialist says, “We work closely with the product team, aligning with the product roadmap and change logs.”
With new updates and product rollouts, the first thing we’ll do is update the course materials. Since we’re tightly aligned with the product’s lifecycle our training will always be accurate and relevant.
