How OrderGroove Transformed Sales Efficiency with DealHub

4mo
DealHub Implementation Time
4 mos
30min
Onboarding Support Response
3 hr
0
Dev Hours Required
no code
Solution they used
CPQ
CLM
CRM
they use
Salesforce CRM
Salesforce
John Switzer

Lack of CPQ and CLM systems.

OrderGroove used spreadsheets and Word documents for quoting and contracts, which led to manual errors, data inaccuracies, and delays in generating order forms. Their sales process lacked standardization and automation, causing inefficiencies.

Automated quoting with guided selling.

DealHub introduced a user-friendly guided selling playbook that automates quote creation and standardizes order forms. Sales reps could now create quotes quickly and accurately without errors.

Complex onboarding expectations.

OrderGroove anticipated a challenging and time-consuming CPQ onboarding process, expecting significant coding needs and lengthy deployment timelines.

Easy onboarding with expert guidance.

DealHub delivered a smooth, fast onboarding experience. The clicks-not-code approach allowed rapid adjustments without technical overhead, and expert guidance ensured a future-proof setup.

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
John Switzer

Time-consuming manual processes.

Creating quotes required AEs to perform manual calculations and input data into separate tools like Google, Word, and Salesforce, wasting time and increasing the chance of errors.

Simplified and automated workflows.

With conditional form fields and guided playbooks, DealHub eliminated manual calculations and minimized unnecessary steps in quoting. Dynamic fields ensured repssaw only relevant information, streamlining the process.

Slow iterations and lack of agility.

Making changes to workflows or playbooks required engineering support and lengthy roadmaps, delaying sales efficiency improvements.

Rapid, code-free adjustments.

DealHub’s clicks-not-code approach allowed OrderGroove to iterate quickly based on team feedback, making updates in days rather than waiting for sprint cycles.

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
John Switzer

Inconsistent approvals and legal processes.

Legal and compliance teams spent significant time reviewing manually created order forms, which often included non-standardized language or details.

Standardized approvals and compliance.

DealHub’s guided playbooks ensured order forms followed predefined, pre-approved standards, minimizing legal reviews and improving compliance.

Scaling operations efficiently.

OrderGroove needed a scalable CPQ solution to support future growth while maintaining agility and adaptability for evolving sales strategies.

Scalable, agile CPQ for growth.

DealHub’s adaptable system allowed OrderGroove to scale operations and explore advanced features, like dynamic pricing strategies, to meet future needs.

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

OrderGroove
John Switzer
VP of Sales 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.