How Built In Replaced Salesforce CPQ and Cut Quote Time to Just Minutes

0 Days
From Kickoff to Live CPQ Deals
3 wks
0
Slack Tickets Post-Launch
no code
0%
No Reliance on Consultants
Group 1321314377
Solution they used
CPQ
CRM
they use
Salesforce CRM
Salesforce
Ali Andrew

Manual Quoting & Endless Workarounds

Built In’s legacy CPQ (Salesforce SteelBrick) was slow, rigid, and expensive to maintain. Every product update or pricing change required a third-party consultant. RevOps had to manually intervene in nearly every quote just to get it out the door.

Self-Service, No-Code CPQ

DealHub empowered the RevOps team to fully own and manage the quoting process. No more external vendors, no more band-aid workflows. Now, updates take minutes—not weeks—and reps can send quotes without needing help.

Leadership Had No Visibility Into Quotes

Approval processes happened after quotes were already sent to customers, leaving leadership out of the loop and unable to influence deal structure until it was too late.

Approvals Before Send, Not After

DealHub’s guided workflows and approval logic gave leadership visibility before deals went out—enabling smarter pricing decisions, strategic deal structuring, and a more collaborative sales process.

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
Ali Andrew

Complex Revenue Models Were Breaking Forecasts

Built In’s dual revenue streams—SaaS + content syndication—made financial forecasting painful. ARR, MRR, GRR, and NRR all had to be manually calculated and synced to NetSuite.

Automated Financial Calculations

DealHub let Built In codify financial logic directly in the platform, pushing clean data into Salesforce and NetSuite. No more spreadsheet backflips. Just fast, accurate forecasting.

Sales Reps Ignored CPQ and Used Spreadsheets

Reps resisted the old CPQ. They relied on spreadsheets for pricing, then copied numbers manually into the system—introducing errors, wasting time, and requiring RevOps cleanup.

Sales-Friendly Guided Selling

DealHub recreated the familiar spreadsheet experience within the platform, showing reps real-time pricing logic and calculations—while ensuring clean data behind the scenes.

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
Ali Andrew

CPQ Updates Took Months (and Consultants)

Adding a new product or pricing change used to take weeks, multiple systems, and risky code changes. It created bottlenecks in go-to-market execution.

Agile Product Launches in Under an Hour

With DealHub, Built In can launch new products across all price books in under 60 minutes—without a dev team or outside help.

CPQ Blocked Go-To-Market Innovation

RevOps used to say "no" to new strategies, because the CPQ couldn’t keep up. Every idea came with a 6-month delay.

CPQ That Scales With the Business

DealHub’s flexibility made RevOps a strategic enabler. Now, the team confidently says yes to change—and launches new initiatives in weeks, not quarters.

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

Pains We Solved

Enterprise Security Compliance

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