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SourceScrub Uses Buyer Engagement Data & Close Deals Faster

Sourcescrub is the market-leading Deal Sourcing Platform for investment and M&A teams who need the most complete, accurate and connected view of private markets.

FinServ

900+

Reduction in Time to Quote

Reduction in Time to Revise Quotes

Sales Team Adoption

Solution they used

CPQ

DealRoom

CLM

Subscription Management

CRM
they use

Salesforce

Challenge

Time-consuming and disconnected tools.

SourceScrub’s quote creation process took 8 minutes and involved multiple tools, including Salesforce, SDOC, and DocuSign, leading to inefficiencies and distractions for Account Executives (AEs).

Solution

Unified and efficient quoting process.

DealHub eliminated the need for separate tools, consolidating quote generation, contract creation, and e-signatures into one platform, and drastically reducing the quote turnaround time.

Previously, quotes took 8 minutes and involved tedious manual processes. Now, with DealHub, quotes are done in just 30 seconds.”

Michael Nguyen

Manager, Sales Ops

Challenge

Simplifying adoption for AEs.

SourceScrub needed a solution that was intuitive and easy for AEs to adopt, with minimal training and resistance.

Solution

Intuitive Guided Selling.

DealHub’s simplicity and guided selling features enabled 100% adoption by AEs, ensuring seamless integration into their daily workflows.

Our sales team loves DealHub—it’s simple, intuitive, and saves them time, allowing more focus on selling.”

Michael Nguyen

Manager, Sales Ops

Challenge

Lack of buyer-side visibility.

AEs struggled to understand buyer engagement and prioritize deals due to limited visibility after sending proposals.

Solution

Real-time engagement data.

DealStream data provides real-time insights into buyer behavior, such as who opened or forwarded proposals, enabling AEs to follow up strategically and close deals faster.

With DealRoom, we can track who opened and forwarded proposals, providing us the insights to engage buyers at the right time.”

Michael Nguyen

Manager, Sales Ops

Challenge

Redundant and costly tools.

SourceScrub relied on multiple disconnected tools like SDOC and DocuSign, which added complexity and costs to their sales process.

Solution

One fluid sales motion.

DealHub replaced Salesforce quotes, SDOC, and DocuSign, creating a unified platform that saved $4,000 annually on redundant tools and reduced admin time.

DealHub creates one fluid sales motion, eliminating multiple tools and steps while increasing efficiency and productivity.”

Michael Nguyen

Manager, Sales Ops

Challenge

Long sales cycles.

The time-intensive quote revision process and lack of automation extended sales cycles, delaying deal closures.

Solution

Accelerated sales cycles.

Quotes and revisions that once took 8 minutes are now completed in 30 seconds, enabling AEs to close deals faster and spend more time on revenue-generating activities.

DealHub saves time, money, and drives productivity by simplifying quote creation and shortening sales cycles.”

Michael Nguyen

Manager, Sales Ops