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How SecurityMetrics Transformed Enterprise Quoting with DealHub

SecurityMetrics provides PCI, HIPAA, and HITRUST compliance solutions for enterprise and SMB clients. Their enterprise team uses Salesforce to manage large-scale professional services and quoting workflows.

SaaS

300+

Faster Quote Turnaround

100%

Consistent Quoting Across Reps

3mo

Go-Live Time

Solution they used

CPQ

DealRoom

CRM
they use

Salesforce

Challenge

Quotes were stuck in PDF land

Before DealHub, SecurityMetrics relied on Conga templates, emails, and Microsoft Word to build and send quotes. The process was slow, manual, and inconsistent—with reps entering the same data multiple times and legal handling contracts in Word.

Solution

Streamlined digital quotes with Dealroom

DealHub eliminated manual quoting by introducing guided selling, branded DealRooms, and automated proposal generation—all synced with Salesforce. Quotes became faster, more consistent, and easier to manage.

Challenge

Sales reps were doing whatever they wanted

Salespeople had too much freedom—adding whatever products or line items they wanted. There was no standardization across quotes, and no rules guiding the sales process.

Solution

Guardrails without friction

DealHub enabled guided selling logic, rules-based configuration, and quote standardization—while still giving reps the flexibility they needed. The result? Speed, consistency, and control.

It was the Wild West… DealHub let us put gentle parameters in place without taking away flexibility. That’s been a huge uplift for us.”

Sidnie Anderson

Salesforce Administrator

Challenge

Salesforce CPQ was too expensive & rigid

Salesforce CPQ was too costly, too complex, and required full buy-in across the org. And SecurityMetrics didn’t want to get locked into a solution they couldn’t support themselves.

Solution

Flexible, affordable, admin-friendly CPQ

DealHub offered a lower cost of ownership, faster implementation, and no need for a dedicated CPQ admin. Even a small team could configure, launch, and support the platform independently.

Challenge

Implementation needed to move fast

SecurityMetrics had limited CPQ experience, a lean admin team, and unique needs (not just subscriptions). A bloated 12-month rollout wasn’t an option.

Solution

Live in 3–6 months, custom from day one

The internal team, with light-touch support from DealHub, launched the system in under 6 months—tailored to their hybrid services model and with immediate value from go-live.

We were live in about three months… we started from a barren place, but we were already seeing results from the moment we deployed.”

Sidnie Anderson

Salesforce Administrator

Challenge

Visibility into customer activity was missing

Sales reps couldn’t see when a customer had opened, read, or engaged with a quote—making follow-up guesswork and redlines unpredictable.

Solution

DealStream engagement insights

With DealStream, reps now get real-time alerts on views, engagement, and time-on-page—so they can time follow-ups perfectly and close faster.

Challenge

Growing pains in scaling quoting to other teams

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

Solution

Scalable infrastructure with cross-team vision

Now, the Salesforce + DealHub stack is being extended across other business units, with plans to API into legacy systems—unlocking modern guided selling for the entire org.

We’ve shown great improvement with our enterprise team, and now we’re building guided selling for our channel and SMB teams too. One day, we want DealHub powering all pricing across the org.”

Sidnie Anderson

Salesforce Administrator