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SpotOn Replaces Salesforce CPQ to Transform Price Quote Complexity and Scale Faster

0%+
Rep Onboarding Success
Rep onboarding
0x
Faster Quoting Updates
Faster quoting
0%
Fewer Quote Errors
quote errors
Solution they used
CPQ
CRM
they use
Salesforce CRM
Salesforce
CS_0010
Challenge

Salesforce CPQ could not scale with product complexity.

SpotOn's catalog includes over 200 hardware and 50 software products with infinite bundle combinations. In Salesforce CPQ, reps had to manually click through long lists of products, leading to confusion, errors, and lengthy onboarding.
Solution

Easy guided selling for accurate quotes every time.

DealHub’s guided selling let SpotOn reps build error free quotes by simply answering questions. New products, bundles, and pricing logic are managed in house, making changes fast and scalable.
Challenge

Reps struggled to master Salesforce CPQ.

Clicking products manually in Salesforce CPQ caused reps to select the wrong combinations. Underwriting teams spent extra hours correcting these errors, delaying approvals and frustrating reps.
Solution

Quoting that’s accurate by design.

With DealHub, quotes are automatically validated as reps configure deals. Underwriting teams reported a major drop in errors, enabling faster processing and more trust in submitted deals.

Our quotes are so much better. Underwriting told me they see way fewer mistakes now.”

Marc Sansome
Marc Sansome
Director, Sales Operations
CS_0010
Challenge

Salesforce CPQ was expensive and inflexible.

SpotOn’s lean team didn’t have engineers to maintain a code heavy CPQ. Making changes in Salesforce was costly and slow.
Solution

No code configuration built for business users.

With DealHub, the team built and maintained the CPQ entirely through configuration. No developers or consultants required.
Challenge

New products couldn’t launch fast enough.

Releasing new offerings in Salesforce CPQ meant manual quoting or waiting on engineering, slowing time to market.
Solution

Fast product rollouts with zero quoting risk.

With DealHub, SpotOn launched new products quickly with preconfigured bundles, approvals, and logic to avoid quote errors.

We launched a new retail product fast and it was the first time no one could mess up the quote.”

Marc Sansome
Marc Sansome
Director, Sales Operations
CS_0010
Challenge

Salesforce CPQ updates couldn’t keep up with sales motion.

Salesforce CPQ didn’t support fast iteration. SpotOn needed the ability to adjust logic and release changes quickly.
Solution

Update CPQ logic fast with no IT lift.

With DealHub, SpotOn deploys updates weekly including promotions, approval logic, and new products with full confidence and zero developer lift.
Challenge

Maintaining brand consistency in customer facing quotes.

Marketing and brand teams required quotes to match strict formatting and visual standards, but Salesforce lacked flexibility.
Solution

Custom branded PDFs with centralized control.

DealHub allows SpotOn to control the look and structure of quote PDFs to meet branding guidelines across all teams and templates.

DealHub made our quote PDFs look exactly like what our marketing team approved every time.”

Marc Sansome
Marc Sansome
Director, Sales 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.