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Top Usecases
Driving Revenue Autonomy
Scaling GTM Operations
Accelerating Quote-to-Cash
Operationalizing Revenue Execution
Increasing Sales Velocity
Contract Management (CLM)
DealRoom
Subscription Management
CPQ
Enterprise
SMB
Mid-Market (MM)

Clean Pipeline Visibility

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Kristan Escobar
Director, Revenue Strategy and Enablement

We reduced the number of invoices by 45% in the first half of 2025 by consolidating product lines into a single billing cycle.”

Giovanni Zonta 
Strategy & Operations Manager
Giovanni Zonta
Strategy & Operations Manager

We explored several CPQ solutions, but only DealHub felt truly modern, market leading, refreshing, quick to deploy, easy to adjust, and capable of fully enabling exactly what we needed.”

Thomas Horton
Thomas Horton
VP of Global Commercial Operations

The Logic Engine for GTM Agility

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Dyan Meahl
Revenue Operations Manager

Before DealHub, quotes and order forms were manual and legal carried too much of the burden, often without full pricing visibility. Now we generate, approve, and produce order forms in one system, often within a day. Pricing ownership sits with sales and renewal teams where it belongs, without weeks of back and forth.”

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Courtney Jones
Global Deal Desk Manager

We’re constantly updating pricing to stay competitive, and DealHub lets us move fast. What used to take weeks in Salesforce now takes hours. I can make changes myself, complete QA quickly, and deploy with confidence. That speed and control have made a huge difference for our team.”

Omer Goldman
Omer Goldman
Senior Business Operations Manager

From SaaS to Hybrid: Mastering Consumption Pricing

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Heather Taylor
Director of Global Sales Operations

You helped me get a quote sent, signed, and processed in under three hours.”

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Amie Weizer
Director of Global Operational Excellence

One of the most impressive pieces of feedback we got about DealHub was how quickly new salespeople were able to onboard and start using the platform.”

Eran Zeevi
Eran Zeevi
Head of Cloud Transformation Program

Be first, be Fast, win more

Kellen McGuar
Kellen McGuar
Business Applications Leader & Salesforce Architect

With our larger deals, we’re seeing time cut in half… in fact, we’ve reduced our quote-to-order cycle time by over 70 percent. Knowing who needs to approve and what defines a standard deal has made all the difference.”

Evan Morgan
Evan Morgan
Director, Go-to-Market Strategy and Operations

By putting our pricing into a system, it helps us stick to pricing guidelines and become more compliant.”

Katie Zinman avatar
Katie Zinman
Director, Global Deal Desk

Modern CPQ that replaces legacy constraints.

Thomas Horton
Thomas Horton
VP of Global Commercial Operations

It was initially scary for me to take something new on… but you guys made it so much easier and fun to learn.”

Jaida Galeas
Jaida Galeas
Senior Sales Operations Specialist

We used to have 3–5 calls just to explain quotes. But with DealRoom, buyers understand immediately.”

Colin Tanner
Colin Tanner
Revenue Operations Manager

Intuitive interface for frictionless adoption

Shantanu Shenkhar
Shantanu Shekhar
Senior Director, GTM Operations

We thought Salesforce CPQ was the obvious choice, but it lacked speed and flexibility. With DealHub, we managed pricing, configs, and approvals ourselves—no code needed.”

Manohar Nandigam
Manohar Nandigam
Senior Director – Sales Enablement & Deal Desk

Now leadership has visibility into proposals earlier. There’s real dialogue happening—‘Why not go back with X instead of Y?’ That didn’t happen before.”

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Ali Andrew
VP of Ops

Scalable and agile CPQ

Janna Asquith
Janna Asquith
Head of Revenue Operations

Our quotes are so much better. Underwriting told me they see way fewer mistakes now.”

Marc Sansome
Marc Sansome
Director, Sales Operations

Reporting on that was a complete nightmare. Once I started, we decided to look for a CPQ to give us more visibility and automation, better tracking, better control. We looked at Oracle and Salesforce CPQ, but what stood out about DealHub was how quickly we could manage it ourselves without relying on another team.”

Heather Taylor
Heather Taylor
Director of Global Sales Operations

Automated Quote-to-Revenue. Zero Friction

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Giovanni Zonta
Strategy & Operations Manager

The aha moment was realizing, oh, we need a CPQ tool, and this will solve all of it… no more manual quotes and a real streamlined approval process.”

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Mary Wike
Vice President Sales Operations

We were able to go live in three to four weeks… I’m non-technical… I was able to build everything myself.”

Sam Swansen
Sam Swansen
Chief of Staff

Enterprise-Ready. On Time. On Budget

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Giovanni Zonta
Strategy & Operations Manager

When we needed changes before, legal edited PDFs manually. Now it’s all done in DealHub. It’s tracked, auditable, and scalable.”

Ryan McDermott
Ryan McDermott
Senior Director of Sales Ops

Our leadership now has complete confidence in the data flowing into HubSpot. Before DealHub, we constantly had to verify and reconcile details across systems, but that issue has disappeared entirely.”

Kavish Shah
Kavish Shah
Commercial Lead

Seamless renewals in CPQ

Ryan McDermott
Ryan McDermott
Senior Director of Sales Ops

DealRoom elevated both the seller and customer experience. Quotes look professional, conversations stay in one place, and Slack notifications alert our reps the moment a customer engages so reps can respond instantly.”

Mercedes Befus
Mercedes Befus
Customer Success Operations Manager

The processes we had in place for pricing and quotes were stretched to the maximum and beyond.”

Justin Fogel-Conception
Justin Fogel-Conception
Global Director of Revenue Operations & Programs

Branded DealRoom and unified process

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

We no longer send out proposals we can’t stand behind. Every quote is vetted, deliverable, and accurate, resulting in clean customer entry from the start.”

Boaz Zilberman
Chief Operating Officer
Boaz Zilberman
Chief Operating Officer

DealHub makes expansion magic. It pulls existing subscriptions and handles the pricing complexity for us. With a few clicks, we add usage metrics and the system automates the calculations. It’s a lifesaver for Deal Desk, accurately syncing incremental value to our CRM for forecasting.”

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Courtney Jones
Global Deal Desk Manager

Right Product, Right Price, Right Time – Every Time

Manohar Nandigam
Manohar Nandigam
Senior Director – Sales Enablement & Deal Desk

DealHub is a critical component of our sales strategy.”

Shantanu Shenkhar
Shantanu Shekhar
Senior Director, GTM Operations

Implementing a CPQ solution unlocked a whole world of data we didn’t have before.”

Janna Asquith
Janna Asquith
Head of Revenue Operations

Replacing antiquated CPQ with DealHub

Colin Tanner
Colin Tanner
Revenue Operations Manager

As we expanded into new markets, pricing became complex with different currencies, rules, and approvals. DealHub automates it all using CRM data for accurate pricing, logic, and workflows.”

Manohar Nandigam
Manohar Nandigam
Senior Director – Sales Enablement & Deal Desk

With DealHub, our customer success team can clearly see what each customer purchased before onboarding begins. That visibility helps them prepare better, start conversations with context, and deliver on customer commitments from day one.”

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Ayelet Germanski
VP Revenue Operations, PlexTrac

DealHub and HubSpot immeasurably valuable

Christopher Altmann
Christopher Altmann
Sales Operation Executive

DealHub made our quote PDFs look exactly like what our marketing team approved every time.”

Marc Sansome
Marc Sansome
Director, Sales Operations

We needed a solution flexible for the Indian market yet robust enough to handle growing complexities.”

Ishan Gauri
Ishan Gauri
Sr. Revenue Operations Specialist

Overcoming sales process challenges

Julie DeNicola
Julie DeNicola
Director of Sales Operations

The automation of opportunity products and reporting on discounts was a huge win for us.”

Katie Zinman avatar
Katie Zinman
Director, Global Deal Desk

We sped up time-to-quote by 50 to 90%. Reps now generate quotes themselves, and we’re no longer the last to respond, we’re one of the first in front of customers.”

Kellen McGuar - avatar
Kellen McGuar
Business Applications Leader & Salesforce Architect

Strategic flexibility for the future

Amie Weizer
Amie Weizer
Director of Global Operational Excellence

It wasn’t a single breaking point. It was a slow degradation, every update added more complexity. When we saw DealHub, it checked all the boxes we were looking for.”

Kellen McGuar - avatar
Kellen McGuar
Business Applications Leader & Salesforce Architect

It’s a good feeling to know that you’re not going to be a blocker. In a company like ours that’s so experimental, RevOps has to be able to achieve whatever the business needs to. DealHub’s no-code, logic-based engine allows me to feel empowered to do what I need to do quickly, and that confidence is the most exciting and impactful part of the transformation.”

Dyan Meahl
Revenue Operations Manager

Approvals Took a Week

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Courtney Jones
Global Deal Desk Manager

The onboarding experience was exceptional. I learned to be a DealHub admin as we built it. Now we have full control.”

Ryan McDermott
Ryan McDermott
Senior Director of Sales Ops

Our July renewal season is massive with 900 to 1,200 quotes in a single month. We needed to be live in 60 days, and DealHub was the only team that said, ‘Yes, we can make it work.’ They delivered, and the process was both fast and supportive.”

Mercedes Befus
Mercedes Befus
Customer Success Operations Manager

Goodbye chaos. Hello clarity.

Albert Hurtado
Albert Hurtado
CPQ & CRM Administrator

The team built a demo in hours that did everything we thought would take months. It’s clear they know CPQ inside and out.”

Janna Asquith
Janna Asquith
Head of Revenue Operations

Trying to do volumetric pricing without volumetric systems was a big challenge.”

Justin Fogel-Conception
Justin Fogel-Conception
Global Director of Revenue Operations & Programs

Easy guided selling for accurate quotes every time

Marc Sansome
Marc Sansome
Director, Sales Operations

Our sellers found DealHub intuitive and described it as ‘cool’ and easy to use.”

Tripleseat
Julie DeNicola
Director of Sales Operations

Our go-live involved side-by-side systems, which was challenging, but DealHub made it seamless.”

Justin Fogel-Conception
Justin Fogel-Conception
Global Director of Revenue Operations & Programs

The right-sized CPQ

Sidnie Anderson
Sidnie Anderson
Salesforce Administrator

With a complete system of record, we now have a strategic building block for future audit compliance.”

Ishan Gauri
Ishan Gauri
Sr. Revenue Operations Specialist

With the old CPQ, I’d need six months. With DealHub? Two weeks. I’m a yes person now.”

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Ali Andrew
VP of Ops

Simplifying complex sales structures

Julie DeNicola
Julie DeNicola
Director of Sales Operations

Every year we’ve gone in and fine-tuned the estimator. It’s helped us get tighter from bookings to revenue, and each cycle we get closer.”

Heather Taylor
Heather Taylor
Director of Global Sales Operations

The DealHub customer team is super flexible and responsive.”

Ishan Gauri
Ishan Gauri
Sr. Revenue Operations Specialist

How Zapier Cut GTM Deployment by 50%

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Dyan Meahl
Revenue Operations Manager

The ROI on a tool like DealHub is huge, it speeds up your sales process, efficiency, and accuracy.”

Katie Zinman avatar
Katie Zinman
Director, Global Deal Desk

Launching new packages and bundles in DealHub is simple. What once took significant effort now takes just days, and new offerings can be created in just a few clicks.”

Omer Goldman
Omer Goldman
Senior Business Operations Manager

Pricing model execution owned by RevOps

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Colin Gerber
VP, Revenue Operations & Strategy

Previously, quotes took 8 minutes and involved tedious manual processes. Now, with DealHub, quotes are done in just 30 seconds.”

Michael Nguyen
Michael Nguyen
Manager, Sales Ops

We’ve shown great improvement with our enterprise team, and now we’re building guided selling for our channel and SMB teams too. One day, we want DealHub powering all pricing across the org.”

Sidnie Anderson
Sidnie Anderson
Salesforce Administrator

Key wins with DealHub implementation

John Switzer
John Switzer
VP of Sales Ops

We created a whole mechanism in the playbook that now we have pre-approved notes that legal approved… we are always trying to improve.”

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

The CPQ gave us the guardrails to scale… Every contract we send now is something we can stand behind.”

Sam Swansen
Sam Swansen
Chief of Staff

Agile subscription management and automated renewals

Janna Asquith
Janna Asquith
Head of Revenue Operations

We’ve seen huge benefits just in the usability and the ability to jump into the tool on day one and get help from peers and get help from the content and training and collateral that we’ve put together internally.”

Phoenix Moowmaw
Phoenix Moomaw
Director, GTM Systems and Data Operations

We’ve had eight or nine pilots now, testing new pricing and onboarding models. DealHub lets us turn them on or off for specific sales teams, capture feedback, and roll them out globally when they work. It’s great to have that flexibility.”

Heather Taylor
Heather Taylor
Director of Global Sales Operations

Visibility & Flexibility: The Agility to Win

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Heather Taylor
Director of Global Sales Operations

Eden was incredibly responsive and every time we reached out, he connected with the right people and had answers quickly. And with Nisan’s configuration support, we were fully enabled without ever needing a dedicated IT resource.”

Kavish Shah
Kavish Shah
Commercial Lead

Whether you get a quote from America or Africa, it now looks and feels the same. That’s the kind of professionalism our brand needs.”

Christopher Altmann
Christopher Altmann
Sales Operation Executive

Fast updates and scalable configuration

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

DealHub brought a level of transparency we simply didn’t have before. Forecasts are more reliable, approvals are standardized, and our GTM teams have full visibility into each step of the deal process.”

Kavish Shah
Kavish Shah
Commercial Lead

Reps tell us this is the best quoting tool they’ve used. With guided selling, they answer questions and get the right products instantly.”

Ryan McDermott
Ryan McDermott
Senior Director of Sales Ops

Balance between flexibility and control

Phoenix Moomaw
Phoenix Moomaw
Director, GTM Systems and Data Operations

Changes are no longer a burden. We can iterate rapidly and deliver improvements to our sales teams in real time.”

OrderGroove
John Switzer
VP of Sales Ops

The level of transparency allows us to understand our business much better… it improved our business reviews and revenue performance.”

Boaz Zilberman
Chief Operating Officer
Boaz Zilberman
Chief Operating Officer

Seamless integrations and reliability

Shantanu Shenkhar
Shantanu Shekhar
Senior Director, GTM Operations

The DealHub Guided Selling Flow is self-explanatory for new salespeople.”

Ishan Gauri
Ishan Gauri
Sr. Revenue Operations Specialist

The quoting process is much easier with DealHub. The user flow is far more intuitive compared to our previous CPQ.”

Eran Zeevi
Eran Zeevi
Head of Cloud Transformation Program

From Friction to Flow

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Kristan Escobar
Director, Revenue Strategy and Enablement

Having it all in the system with a clear audit trail was just a huge win.”

Katie Zinman avatar
Katie Zinman
Director, Global Deal Desk

We didn’t make the move to DealHub out of obligation. We wanted something that empowered our reps, streamlined document creation, and gave our executive team full visibility into every deal.”

Kellen McGuar - avatar
Kellen McGuar
Business Applications Leader & Salesforce Architect

Real-time insights and data visibility

Janna Asquith
Janna Asquith
Head of Revenue Operations

It gives a better user experience and minimizes the mistakes dramatically.”

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

Adding a question to an opportunity field in CRM can take three months; in DealHub, I can do it in two minutes. That’s the difference.”

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Albert Hurtado
CPQ & CRM Administrator

DealHub unlocked strategic Deal Desk capacity

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Lucy Anne
Deal Desk Manager

Every time we faced a challenge, DealHub acted like a true partner. We had two major projects including the initial implementation and the lift-and-shift migration.”

Eran Zeevi
Eran Zeevi
Head of Cloud Transformation Program

With DealRoom, we can track who opened and forwarded proposals, providing us the insights to engage buyers at the right time.”

Michael Nguyen
Michael Nguyen
Manager, Sales Ops

DealHub – Built To Scale With Us

Boaz Zilberman
Boaz Zilberman
Chief Operating Officer

I used to wake up to Slack messages from accounting questioning booked deals. Now DealHub enforces SKU level accuracy within the system, so invoicing is consistent and predictable.”

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Courtney Jones
Global Deal Desk Manager

The biggest challenge wasn’t the tool; it was changing behavior. Reps were used to spreadsheets, so we rolled out DealHub in phases, built trust early, and refined the playbook.”

Manohar Nandigam
Manohar Nandigam
Senior Director – Sales Enablement & Deal Desk

Supporting CRM and CPQ transition with confidence

Eran Zeevi
Eran Zeevi
Head of Cloud Transformation Program

When considering different vendors, we were looking for one that could handle CPQ and billing together. DealHub was the only one that could manage the complexity of six countries, six languages, and product bundles sold to both digital and non-digital customers.”

Giovanni Zonta 
Strategy & Operations Manager
Giovanni Zonta
Strategy & Operations Manager

You don’t need full catalog knowledge to start quoting. DealHub guides you smoothly, minimizing feedback from your manager or deal desk, so you quickly reach the right conclusion.”

Phoenix Moowmaw
Phoenix Moomaw
Director, GTM Systems and Data Operations

Business continuity across platforms

Eran Zeevi
Eran Zeevi
Head of Cloud Transformation Program

DealHub gives us a pricing source of truth while allowing necessary adjustments.”

Zensai
Amie Weizer
Director of Global Operational Excellence

We are now almost at 100% in SMB, and around 90% overall. We’re about to close this gap and retire DocuSign.”

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

Personalized customer use cases. One playbook.

Evan Morgan
Evan Morgan
Director, Go-to-Market Strategy and Operations

Our experience with the DealHub customer success team has been great from day one… and any issues we’ve had were resolved quickly.”

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Albert Hurtado
CPQ & CRM Administrator

There’s this sort of questionnaire that you go through when you’re building out the quote, which is very intuitive—it’s almost like Q&A. This really helps the sales team to go through it quickly and smoothly.”

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Elias Gisin
Head of Sales Strategy & Operations

Professionalism Matters

Elias Gisin
Elias Gisin
Head of Sales Strategy & Operations

A ramp deal with different discounts and complex configurations was completed seamlessly without errors in DealHub.”

Justin Fogel-Conception
Justin Fogel-Conception
Global Director of Revenue Operations & Programs

No dev hours are required for process changes, which saves significant time and costs.”

Ishan Gauri
Ishan Gauri
Sr. Revenue Operations Specialist

Update CPQ logic fast with no IT lift

Marc Sansome
Marc Sansome
Director, Sales Operations

Deal Desk is able to answer a larger share of those questions and be that middle point that they’re supposed to be between a lot of those different teams without having to get other teams directly involved.”

Phoenix Moowmaw
Phoenix Moomaw
Director, GTM Systems and Data Operations

Forecasting has become tighter. And since we are a consumption-based business, the way we book is very important with how we actually monitor our customer’s time to revenue…”

Colin Gerber
Colin Gerber
VP, Revenue Operations & Strategy

With DealHub, approvals are clear before we even publish the quote. Most SLAs are within 24 hours, and even the small things like delegating when a director is on vacation, keeps deals from getting stuck.”

Omer Goldman
Omer Goldman
Senior Business Operations Manager

It’s actually really cool and easy to use, and the polished proposals have improved our customer interactions.”

Tripleseat
Julie DeNicola
Director of Sales Operations

The Modern DealRoom: From Friction to Flow

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Heather Taylor
Director of Global Sales Operations

DealHub automates the entire process from quote to onboarding, eliminating much of the manual work and allowing us to move faster.”

Omer Goldman
Omer Goldman
Senior Business Operations Manager

DealHub helped us ditch the manual work and speed up sales.”

Sarah Fiqua
Sarah Fiqua
Business Analyst

DealHub creates one fluid sales motion, eliminating multiple tools and steps while increasing efficiency and productivity.”

Michael Nguyen
Michael Nguyen
Manager, Sales Ops

DealHub is a future-proof solution that evolves with our business.”

OrderGroove
John Switzer
VP of Sales Ops

Seamless Migration, Uninterrupted Business

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Giovanni Zonta
Strategy & Operations Manager

For companies using Microsoft Dynamics, flexibility and ease of maintenance are key. I was surprised how simple the Dynamics integration and ongoing configuration are with DealHub.”

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Albert Hurtado
CPQ & CRM Administrator

Now sellers can see within their DealRoom exactly where approvals sit, improving SLAs and reducing friction.”

Lucy Anne
Lucy Anne
Deal Desk Manager

You can configure complex pricing and workflows in a tool that is by no means complex.”

Katie Zinman avatar
Katie Zinman
Director, Global Deal Desk

The biggest unlock was finally having reliable data. Before, everything depended on reps entering it correctly, making audits a nightmare. Now, every quote captures the exact data we need, letting us quickly search HubSpot to see how many deals include a component. That clean data foundation powers confident growth.”

Dyan Meahl
Revenue Operations Manager

Unified best practices and implementation partnership

Amie Weizer
Amie Weizer
Director of Global Operational Excellence

We made massive changes to our packaging in December and we did it within about 10 days. Any other solution would’ve taken months.”

Thomas Horton
Thomas Horton
VP of Global Commercial Operations

I can make a change, publish it, and fix a problem within five minutes of someone raising it. That level of adaptability is a game changer.”

Christopher Altmann
Christopher Altmann
Sales Operation Executive

Within a couple of weeks, they all saw the value, and seller adoption became seamless.”

Boaz Zilberman
Chief Operating Officer
Boaz Zilberman
Chief Operating Officer

Just in terms of turnaround time of quotes, DealHub has made a huge difference, especially at quarter-end.”

Shantanu Shenkhar
Shantanu Shekhar
Senior Director, GTM Operations

Standardizing processes, reducing errors with DealHub

Christopher Altmann
Christopher Altmann
Sales Operation Executive

It’s really easy to use for users and system administrators alike.”

Katie Zinman avatar
Katie Zinman
Director, Global Deal Desk

DealHub saves time, money, and drives productivity by simplifying quote creation and shortening sales cycles.”

Michael Nguyen
Michael Nguyen
Manager, Sales Ops

The support team at DealHub is so incredible. If we have an issue, they will jump right into our instance and help walk us through it. Having that level of support gives us full confidence that we can manage the system and solve any challenges that come up.”

Dyan Meahl
Revenue Operations Manager

Making changes with Salesforce CPQ, like updating pricing or swapping out a logo on a PDF, was a nightmare. Even simple updates took forever, and that lack of flexibility became a major issue for us.”

Colin Tanner
Colin Tanner
Revenue Operations Manager

Revolutionizing go-to-market execution

Christopher Altmann
Christopher Altmann
Sales Operation Executive

Our sales teams initially resisted any new tool, but reps using DealHub now give it very positive feedback. They can create quotes quickly and easily.”

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Albert Hurtado
CPQ & CRM Administrator

DealHub’s flexibility has been incredible. We’ve scaled a lot over the last few years, and we’ve been able to grow with it.”

Shantanu Shenkhar
Shantanu Shekhar
Senior Director, GTM Operations

To generate accurate renewal quotes, we needed a tool that could factor in expansions throughout the year.”

Colin Tanner
Colin Tanner
Revenue Operations Manager

Everything the reps enter in DealHub maps into Salesforce. We’ve eliminated hours of admin work.”

Janna Asquith
Janna Asquith
Head of Revenue Operations

Operational efficiency as a competitive advantage

Phoenix Moomaw
Phoenix Moomaw
Director, GTM Systems and Data Operations

Once I was ramped up, configuring pricing rules and updates was easy. At HP we change prices and products weekly, and I can push updates in under an hour. That speed surprised me.”

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Albert Hurtado
CPQ & CRM Administrator

…our quotes are under take under 10 minutes to fully submit and go through approval processes. So it is very fast when the reps are going within DealHub and creating their quotes.”

Jaida Galeas
Jaida Galeas
Senior Sales Operations Specialist

DealHub has conquered the CPQ world.”

Sarah Fiqua
Sarah Fiqua
Business Analyst

We launched a new retail product fast and it was the first time no one could mess up the quote.”

Marc Sansome
Marc Sansome
Director, Sales Operations

Real-time updates to support GTM

Ryan McDermott
Ryan McDermott
Senior Director of Sales Ops

Everything they loved about the spreadsheet—the visibility, the calculations—it’s all in DealHub now. We had a deal close on day one of go-live.”

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Ali Andrew
VP of Ops

We capture details like number of locations automatically with no manual entry and everything synced to Salesforce.”

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Mary Wike
Vice President Sales Operations

We were live in about three months… we started from a barren place, but we were already seeing results from the moment we deployed.”

Sidnie Anderson
Sidnie Anderson
Salesforce Administrator

When they onboard, they always say that it is one of the easiest CPQ tools they have used in their careers.”

Jaida Galeas
Jaida Galeas
Senior Sales Operations Specialist

Scale Without the Bottlenecks

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Courtney Jones
Global Deal Desk Manager

It was the Wild West… DealHub let us put gentle parameters in place without taking away flexibility. That’s been a huge uplift for us.”

Sidnie Anderson
Sidnie Anderson
Salesforce Administrator

Because I can make the changes myself, DealHub has given us a lot more flexibility. Having that control within our own department is huge, we don’t have to wait on other teams anymore.”

Heather Taylor
Heather Taylor
Director of Global Sales Operations

This has been one of the greatest achievements for our Revenue Operations team.”

Ishan Gauri
Ishan Gauri
Sr. Revenue Operations Specialist

The integration with Salesforce ensures data consistency and streamlines the sales process.”

Tripleseat
Julie DeNicola
Director of Sales Operations

Complete Visibility Into Every Deal

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Ayelet Germanski
VP Revenue Operations, PlexTrac

After spending $750K and two years failing to connect Salesforce CPQ, Conga, and DocuSign, we switched to DealHub. Everything works seamlessly in one place, and we went live in 6 weeks.”

Bruce Harris
Bruce Harris
Director IT and Enterprise Business Applications

When we run a PMI, we need to combine multiple products into a single price book quickly and accurately. DealHub makes that process fast, clear, and easy for sales.”

Omer Goldman
Omer Goldman
Senior Business Operations Manager

The connection to HubSpot is so seamless that it gives us a foundation to do whatever we need to do. It’s simple for our admins to take that reliable data and build off of it, whether that’s creating more complex workflows within DealHub itself or using Zapier to trigger automations in other systems. That extensibility is what allows our processes to adapt and evolve as the business grows.”

Dyan Meahl
Revenue Operations Manager

Our legal and finance teams are saving time and getting more accurate information. It’s a lot more user-friendly than the old process.”

mark sansone avatar
Elias Gisin
Head of Sales Strategy & Operations

No-code control. Admin independence.

Eran Zeevi
Eran Zeevi
Head of Cloud Transformation Program

This was a true GTM transformation for us. DealHub reduced ramp time by 85%, reps are fully quoting in weeks, not months.”

Bruce Harris
Bruce Harris
Director IT and Enterprise Business Applications

Our sales team loves DealHub—it’s simple, intuitive, and saves them time, allowing more focus on selling.”

Michael Nguyen
Michael Nguyen
Manager, Sales Ops

We threw everything at DealHub including tiered, flat-rate, one-off, renewal, new business, and it calculated everything correctly. The backend handles the complexity, while our reps and CSMs have a simple, consistent experience.”

Madelyn Betts
Madelyn Betts
Sales Operations Specialist

They don’t think about the opportunity. They just quote. I get what I need.”

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Mary Wike
Vice President Sales Operations

From 15 minutes to 4 clicks

Kellen McGuar
Kellen McGuar
Business Applications Leader & Salesforce Architect

This was the easiest system I’ve implemented. I became a DealHub super admin and could self-serve 90% of the time.”

Christopher Altmann
Christopher Altmann
Sales Operation Executive

Onboarding was smoother and faster than we anticipated. DealHub’s guidance ensured we stayed on track and built a scalable solution.”

OrderGroove
John Switzer
VP of Sales Ops

We used to pull pricing and product details from ten different sources. Now, everything lives in one place. Having a single, standardized catalog sets every rep up for success.”

Kristan Escobar avatar
Kristan Escobar
Director, Revenue Strategy and Enablement

We now have indexes for various industries and discounts, making it easy to maintain standards while being flexible.”

Zensai
Amie Weizer
Director of Global Operational Excellence

Business-led changes without waiting on IT.

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Lucy Anne
Deal Desk Manager

DealHub replaced our manual quoting process with clear pricing and standardized approvals, enabling our reps to create quotes 40% faster.”

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Ayelet Germanski
VP Revenue Operations, PlexTrac

Our approvals ran on a 100-node Zapier flow I built myself. It worked but wasn’t scalable. When a teammate said, “If you leave, I’m stuck,” we moved to DealHub. Now it’s easy to change and share.”

Dyan Meahl
Revenue Operations Manager

With DealHub, approvers now see margin details in real-time, significantly improving decision-making.”

Justin Fogel-Conception
Justin Fogel-Conception
Global Director of Revenue Operations & Programs

DealRoom is our default. Knowing who’s viewing or sharing a deal tells us when to follow up and helps us close faster, while product usage insights enable FP&A to compare what we sell with what customers actually use.”

Omer Goldman
Omer Goldman
Senior Business Operations Manager

When your CPQ feels like a money pit

Ali Andrew
Ali Andrew
VP of Ops

The approval processes really stood out for us. DealHub lets you trigger notifications and workflows based on quote parameters, saving a lot of internal communication time.”

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Elias Gisin
Head of Sales Strategy & Operations

Over the past 24 months, we’ve gone through many changes… and through all of that, ops has really been able to manage everything relatively autonomously internally and manage it through DealHub.”

Evan Morgan
Evan Morgan
Director, Go-to-Market Strategy and Operations

DealHub bridges the gap between teams by providing transparency and alignment across the revenue lifecycle.”

Justin Fogel-Conception
Justin Fogel-Conception
Global Director of Revenue Operations & Programs

With DealHub, we finally have a pricing engine that mirrors the full depth of our capability model but keeps it easy for sellers. Rules that once required developer intervention are now handled through configuration.”

Kavish Shah
Kavish Shah
Commercial Lead

Benefits of Guided Selling motion in DealHub

Colin Tanner
Colin Tanner
Revenue Operations Manager

Impact on sales & customer experience

Julie DeNicola
Julie DeNicola
Director of Sales Operations

The Simplest HubSpot Integration We’ve Ever Done

Sam Swansen
Sam Swansen
Chief of Staff

We Saved 160 Hours on Quoting in a Single Month

Mercedes Befus
Mercedes Befus
Customer Success Operations Manager

Integration Without Friction

Elias Gisin
Elias Gisin
Head of Sales Strategy & Operations

9 Weeks to Full Deployment

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Ayelet Germanski
VP Revenue Operations, PlexTrac

From guesswork to real-time visibility

Sidnie Anderson
Sidnie Anderson
Salesforce Administrator

One platform replaced spreadsheets and workarounds

Ryan McDermott
Ryan McDermott
Senior Director of Sales Ops

Align deals with buyer intent

Evan Morgan
Evan Morgan
Director, Go-to-Market Strategy and Operations

Governance Without Slowing Down

Boaz Zilberman
Boaz Zilberman
Chief Operating Officer

Renewals Without Spreadsheets

Jaida Galeas
Jaida Galeas
Senior Sales Operations Specialist

Fast product rollouts

Ali Andrew
Ali Andrew
VP of Ops

Solving Tech Sprawl for Sales Reps

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Dyan Meahl
Revenue Operations Manager

Agility with zero IT dependency

Marc Sansome
Marc Sansome
Director, Sales Operations

Governed Execution = No More Rogue Quote Edits

Jaida Galeas
Jaida Galeas
Senior Sales Operations Specialist

Guided Selling Cuts Reviews, Ensures Forecast Accuracy

Jaida Galeas
Jaida Galeas
Senior Sales Operations Specialist

Automated Approval Efficiency

Elias Gisin
Elias Gisin
Head of Sales Strategy & Operations

How to Drive 100% Seller Adoption

Kavish Shah
Kavish Shah
Commercial Lead

We Built a Quoting Process That Grows With Us

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Madelyn Betts
Sales Operations Specialist

Standardized approvals and compliance

John Switzer
John Switzer
VP of Sales Ops

Automated quoting with guided selling

John Switzer
John Switzer
VP of Sales Ops

So easy, even new team members master it fast.

Mary Wike
Mary Wike
Vice President Sales Operations

All the answers Salesforce CPQ couldn’t give.

Mary Wike
Mary Wike
Vice President Sales Operations

CPQ that aligns everyone

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Colin Gerber
VP, Revenue Operations & Strategy

One Platform, Complete Revenue Visibility

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Giovanni Zonta
Strategy & Operations Manager

Faster consensus, smoother customer experience

Kellen McGuar
Kellen McGuar
Business Applications Leader & Salesforce Architect

Powerful, not painful.

Mary Wike
Mary Wike
Vice President Sales Operations

Reporting nightmares? Solved.

Ali Andrew
Ali Andrew
VP of Ops

The Playbook for Commercial Success

Kavish Shah
Kavish Shah
Commercial Lead

Seamless order processing and automation

Amie Weizer
Amie Weizer
Director of Global Operational Excellence

New SKU’s Go-Live in Hours

Manohar Nandigam
Manohar Nandigam
Senior Director – Sales Enablement & Deal Desk

Fast, seamless implementation

Shantanu Shenkhar
Shantanu Shekhar
Senior Director, GTM Operations

When legacy systems hold You back

Phoenix Moomaw
Phoenix Moomaw
Director, GTM Systems and Data Operations

Aligning sales and finance with accurate revenue data

Colin Tanner
Colin Tanner
Revenue Operations Manager

Flexibility for Changing Needs

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Ayelet Germanski
VP Revenue Operations, PlexTrac

Modern UX and fast performance

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

Deal Desk Owns CPQ

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Courtney Jones
Global Deal Desk Manager

Strategic Partnership in Action

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Kristan Escobar
Director, Revenue Strategy and Enablement

Turning Legal Friction into Buyer Trust

Sam Swansen
Sam Swansen
Chief of Staff

Faster Approvals, Smarter Decisions

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Kristan Escobar
Director, Revenue Strategy and Enablement

Supporting new GTM motions with built-in flexibility.

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Lucy Anne
Deal Desk Manager

From PDFs to DealRooms

Sidnie Anderson
Sidnie Anderson
Salesforce Administrator

From Global Complexity to One Seamless DealRoom

Manohar Nandigam
Manohar Nandigam
Senior Director – Sales Enablement & Deal Desk

Enterprise Security Compliance

DealHub is ISO 27701:2019, ISO 27001 and ISO 22301:2019 certified
and SOC 1, SOC 2, GDPR, and CCPA compliant.