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How LifeRaft Replaced Salesforce CPQ and Transformed RevOps

Liferaft delivers OSINT solutions that help organizations make informed decisions with real-time data. Founded by experts in intelligence, tech, and data analysis, we transform how businesses and security teams access and use publicly available information.

SaaS

100+

Increase in Average Selling Price

Aligned Sales & Finance Data

Alignment between sales and finance data

Fewer Calls Using DealRoom

Solution they used

CPQ

DealRoom

CRM
they use

Salesforce

Challenge

Rigid and outdated Salesforce CPQ experience.

LifeRaft's Salesforce CPQ setup created serious challenges for revenue reporting. ARR fields failed to sync, requiring manual updates in Salesforce and creating misalignment across teams. The legacy system couldn’t support accurate, scalable processes.

Solution

Unified CPQ platform for scalable quoting.

DealHub replaced Salesforce CPQ with a unified, automated quoting platform. The switch eliminated manual reporting work, aligned revenue data, and laid the foundation for scalable quoting operations.

Challenge

Disjointed and confusing quote experience.

LifeRaft’s quotes were hard for buyers to understand and time-consuming for reps to explain. Outdated formats caused unnecessary back-and-forth, slowing deals and limiting upsell opportunities.

Solution

Clear, professional quotes that close faster.

DealRoom made quotes easy to navigate and self-explanatory. Buyers quickly grasped their options, reducing the need for clarification calls and helping reps close deals faster.

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

Colin Tanner

Revenue Operations Manager

Challenge

Overwhelming and error-prone quoting experience.

Reps were overloaded by Salesforce CPQ’s cluttered interface and hundreds of required fields. This led to missed information, approval delays, and inaccurate pricing that stalled deals.

Solution

Guided Selling streamlined quoting.

DealHub made the quoting process easy and intuitive. Guided selling ensured reps didn’t overlook key inputs, helping them create accurate quotes faster and with greater confidence.

Challenge

Lack of admin autonomy in Salesforce CPQ.

Making even simple changes in Salesforce CPQ like editing logos required consultants, slowing progress and increasing costs.

Solution

Enabling RevOps to manage configuration independently.

DealHub gave the team the ability to update pricing, structure, and branding internally, without relying on consultants or developer support.

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

Revenue Operations Manager

Challenge

Broken revenue reporting and recognition.

LifeRaft’s sales and finance teams couldn’t rely on revenue data. ARR fields failed to sync, reporting was inconsistent, and manual fixes introduced revenue blind spots and increased business risk.

Solution

Real-time revenue reporting and automation.

DealHub automated ARR field updates and synchronized data across teams. Revenue and recognition reporting became accurate, consistent, and fully auditable—eliminating hours of manual work and reducing risk.

Challenge

Inaccurate and manual renewal process.

LifeRaft treated renewals like new business, building quotes from scratch or cloning old ones. Expansions and midyear changes were often missed, leading to underbilling and comped items.

Solution

Automated renewals powered by subscription data.

DealHub automatically generates renewal quotes based on each customer’s subscription activity, so reps never miss expansions and finance has full visibility from quote to invoice.

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

Colin Tanner

Revenue Operations Manager