How Redis Accelerated Quoting and Scaled CPQ Management with DealHub

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Faster Quote Generation
Faster quote generation
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Faster Deployment of Pricing Rules
Faster deployment of pricing rules
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Adoption of Guided Playbooks
Adoption of guided selling playbooks
Solution they used
CPQ
CLM
DealRoom
Subscription Management
Billing
CRM
they use
Salesforce CRM
Salesforce
Phoenix Moomaw

Slow, Manual Quoting

Legacy CPQ caused quoting delays and manual workarounds. Clunky UI and slow performance led deal desk to revert to spreadsheets and ad-hoc channels (Slack, email), introducing error-prone processes and delays.

Fast, Rep-Friendly Quoting

DealHub CPQ provided a user-friendly, step-by-step quoting interface with instant load times and built-in validations, eliminating manual inefficiencies and enabling reps to quote independently.

Steep Learning Curve

New reps needed to ramp quickly and navigate quoting confidently without constant hand-holding from operations.

Day-One Usability

DealHub’s intuitive UI and rich internal training resources enabled immediate usability from Day 1.

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
Phoenix Moomaw

Rigid Backend Processes

Redis’s complex backend architecture made it slow and difficult to iterate on approval processes or launch new pricing logic without IT support.

Agile Iteration Engine

DealHub enabled Redis to codify and iterate pricing and approval workflows with speed, using dynamic rule builders and versioning that aligned Sales Ops and IT.

No Visibility into Deal Conversations

Disparate channels for deal discussions made it impossible to track approvals or revisit past decisions.

Real-Time Collaboration + Audit Trail

DealTalk embedded chat directly within the quote, enabling real-time collaboration between reps, managers, finance, and deal desk—capturing every insight and decision in one place.

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
Phoenix Moomaw

Risky Rep Flexibility

Redis needed to balance user autonomy in quoting with strict controls over pricing integrity and policy compliance.

Controlled Governance at Scale

DealHub’s flexible rule engine allowed Redis to apply conditional validation, layered approvals, and tailored exception handling.

Reps Depended Too Heavily on Deal Desk

New reps often needed help navigating complex product and pricing logic. This slowed deals and created operational bottlenecks.

Step-by-Step Guided Selling

DealHub’s dynamic playbooks guided reps through the quoting process, surfacing the right information and products at the right time—without requiring deep product knowledge or constant support.

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

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.