Intuit, the platform behind QuickBooks, TurboTax, Credit Karma and Mailchimp, launched Intuit Enterprise Suite for mid-market and enterprise. The product was ready before its operations, and every proposal was built by hand in a Google spreadsheet and routed through Deal Desk. DealHub AI replaced it with a catalog, pricing and approval guardrails on Salesforce, live in eight weeks. Account managers now send their own proposals, and Deal Desk sets the rules.
Every mid-market account manager builds their proposals in DealHub CPQ.
Intuit's own team changes pricing and approval rules without a consultant.
Down from seven days, with sellers sending their own proposals.
Intuit had a few months to take Intuit Enterprise Suite to market and the product was ready before the operations behind it were. Every proposal was built by hand in a Google spreadsheet and routed through the Deal Desk, and approvals lived in Slack threads and email chains that somebody had to chase. At a few dozen account managers that was survivable. At the hundreds of deals a week the launch was planned for, the spreadsheet was the thing that would stop it.
Our product is ready and our lead-to-cash process is a spreadsheet. How do we stand up an enterprise-ready quoting motion before the launch date?
IT wants us on the CPQ we already have and finance wants us on theirs, and the shortest implementation either can offer is nine months. Why would we accept a date that misses our launch?
Every proposal goes through the Deal Desk today. What happens to deal cycles when we go from a few dozen account managers to two hundred?
Approval status lives in Slack threads and email chains. Why is the Deal Desk chasing each approver by hand?
| Before | After |
|---|---|
IT proposed the CPQ module on the CRM Intuit already ran and finance proposed the one on its ERP, and the shortest implementation on offer was nine months against a three-month launch window. | Intuit chose DealHub AI and went live in eight weeks, inside the window, with the launch date intact. |
Sellers waited on the Deal Desk to build every proposal, and turnaround ran about seven days. | Account managers build and send their own proposals, and turnaround runs 48 hours. |
Approval status lived in Slack threads and email chains, and the Deal Desk chased each approver by hand. | Sellers open DealRoom and see which approver holds the deal and how long that step usually takes. |
A packaging or pricing change meant an IT consultant, a cost and a wait. | Intuit's own team changed packaging across the product line in about ten days. |
A few dozen account managers, with no quoting motion that could absorb hundreds more. | Close to 200 sellers quote daily on the same guided flow, at 100% adoption in mid-market account management. |
“The speed was amazing for us and that’s what we really needed with a very, very quick turnaround to launch something to market in only a few months that was enterprise ready… Previously we were using a Google spreadsheet to do our proposals… as we started to think about scaling and potentially doing hundreds if not thousands of deals per quarter or per year, we needed a solution that scaled with us.”
Thomas Horton
VP of Global Commercial Operations
DealHub AI replaced the spreadsheet Intuit's lead-to-cash process ran on, inside the launch window. Previously, proposals, approvals and pricing were held by hand in a Google sheet that worked at a few dozen deals and not at hundreds. Now the catalog, the guardrails and the approval chain are one system the Deal Desk owns.
Intuit's GTM operations function, with the DealHub AI team on site building alongside them.
Encoded guardrails on pricing, packaging and proposal approvals, with the Deal Desk owning the rules and sellers working inside them.
Eight weeks from start to go-live, against a three-month deadline.
Scaled from a few dozen account managers to close to 200 sellers quoting daily, at 100% adoption in mid-market account management.
Salesforce CRM. Quoting, approvals and proposal delivery run on DealHub AI on top of it.
No IT consultants and no engineering engaged for pricing, packaging or approval changes after go-live.
DealHub is ISO 27001, ISO 27701, ISO 22301, and ISO 42001 certified, holds SOC 1 Type II and SOC 2 Type II attestations, and is GDPR and CCPA compliant, alongside additional security, privacy, and compliance frameworks.
Eliminate the
Friction between Quote-to-Revenue
Stay up to date with the latest news and events
