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Customers/SpotOnIndustrySoftware Development

How SpotOn Made 250 Products Quotable for Reps Who Had Never Used Salesforce

SpotOn made 250 products quotable with guided selling, and sales ops ships flow changes weekly without engineers.

250+ productsGUIDED CATALOG200+ hardware and 50 software products, quoted by answering questions, not picking from a list.
60% fewerQUOTE ERRORSUnderwriting now receives quotes built only from valid product combinations.
0 engineersCPQ ADMIN TEAMSales ops builds every flow in configuration and ships changes every week.
Compare Your Setup
Jump to Customer Voice
Marc Sansome
spoton
“We probably have in the region of over two hundred pieces of hardware and maybe fifty pieces of software. And the option to do that in Salesforce... would be just clicking the button to add the products individually... it's really, really difficult to know what products go with what.”
Marc SansomeDirector of Sales Operations
250+ productsGUIDED CATALOG200+ hardware and 50 software products, quoted by answering questions, not picking from a list.
60% fewerQUOTE ERRORSUnderwriting now receives quotes built only from valid product combinations.
0 engineersCPQ ADMIN TEAMSales ops builds every flow in configuration and ships changes every week.
SummaryChallengeBefore / AfterCustomer VoiceOperational ImpactFAQ
Fast Scan

Sales Ops Now Owns the Bundle Rules

  1. 01

    The Sales Ops Lead

    SpotOn's Director of Sales Operations, himself new to the company, rolling out Salesforce to a sales team mostly new to it, with a catalog of 250+ products sold in near-endless bundles.

  2. 02

    Questions, Not a List

    DealHub CPQ replaced click-by-click product entry with guided selling. Reps answer questions, and the bundle, the price and the approval path follow. Quote PDFs keep SpotOn's brand standards.

  3. 03

    The Weekly Release

    Underwriting reports far fewer quote mistakes. Sales ops ships promotions, approval changes and new products weekly, and set a whole new retail product live quickly.

Challenge

A Catalog No New Hire Could Memorize

SpotOn sells more than 200 pieces of hardware and about 50 pieces of software, and the price of one item can change depending on what it is sold with. In a standard Salesforce environment the only way to build a quote was to click a button and add each product individually, which left the rep to know which products went together. Most of SpotOn's sales team had never used Salesforce, and the director leading the rollout was new to the company himself. A quote then went on to underwriting before the customer went live, so a wrong combination travelled downstream. For the Salesforce rollout to succeed, sales operations needed those bundle rules held as encoded commercial logic, so the right products at the right price became the easy path for every account executive.

What SpotOn's sales operations team was asking:

  1. 01

    We sell over 200 pieces of hardware and 50 of software, in countless combinations. How is a rep who has never used Salesforce meant to know which products go together?

  2. 02

    Every quote goes to underwriting before the customer goes live. Why are we catching product mistakes there instead of where the rep builds the quote?

  3. 03

    Our marketing and brand teams have strict guidelines for anything a customer sees. How do we keep every quote PDF on brand without checking each one?

  4. 04

    We add products, run promotions and change approvals all the time. Why should each of those changes wait on engineers we do not have?

Transformation

Before and after DealHub AI

Before

  • Quote mistakes surfaced at underwriting, after the rep had already sent the deal on

  • Approvals ran through a complicated process that lived in the CRM

  • A code-heavy CPQ would have needed engineers SpotOn did not have

  • Each new product added combinations reps had to learn and could get wrong

  • Brand teams held strict rules for every customer-facing document

After

  • Guided flows offer only valid combinations, and underwriting reports far fewer mistakes

  • Approvals route to the rep's manager inside DealHub CPQ and come back quickly

  • Sales ops built every flow in configuration and trained a second admin in two months

  • A whole new retail product went live quickly with its combinations built into the flow

  • Quote PDFs come out of DealHub CPQ looking exactly as SpotOn's templates did before

Solution

Each Answer Narrows the Configuration

  • Reps answer questions and the flow adds only the products that go together
  • Price follows the combination, so hardware sold with software gets its own price
  • Two playbooks serve SpotOn's two sales teams, each with its own flow
  • A rep can no longer assemble a bundle the flow does not allow
  • Approvals go to the manager straight away and come back quickly
  • Built-in calculators set how many installers each install needs
  • Promotions, approval changes and new products ship in a weekly release
  • A flow that blocks a sale can be fixed and set live within minutes
  • A second admin was making changes across the environment two months in
The Customer's Experience
Marc Sansome

SpotOn adopted guided selling because its catalog was too big for a product list

“We probably have in the region of over two hundred pieces of hardware and maybe fifty pieces of software. And the option to do that in Salesforce… would be just clicking the button to add the products individually… it’s really, really difficult to know what products go with what.”

Marc Sansome

Director of Sales Operations

SpotOn's sales ops team ships promotions, approval changes and new products every week

“We can now do deployments once a week where we’re saying, okay. Here’s a load of really, really cool new stuff that we built, or whether it’s maybe we’re doing a special promotion, or we’re changing the way that we do approvals, or we are adding brand new products.”

Marc Sansome

Director of Sales Operations

SpotOn runs its CPQ without dedicated engineers because every flow is built in configuration

“Salesforce CPQ requires a ton of code… and you need engineers to actually work on that. We actually don’t have dedicated engineers, and we built everything within configuration… You can make a change and you can set it live within minutes, which we really like.”

Marc Sansome

Director of Sales Operations

01 / 03

DealHub AI gave SpotOn's sales operations team a way to sell a catalog no rep could hold in their head. Previously a rep in Salesforce clicked each product onto the quote one at a time and had to know which items belonged together. Now guided selling asks the questions and builds the combination.

DealHub AI made SpotOn's selling flow something sales operations changes on its own schedule. Previously every new product added combinations reps had to learn and could get wrong. Now changes ship in a weekly release, and a whole new retail product went live quickly with its rules already in the flow.

DealHub AI let SpotOn's sales operations team own its CPQ without an engineering bench. Previously, in the director's experience at earlier companies, a CPQ change meant code, cost and engineers. Now SpotOn builds in configuration, a second admin was making changes two months in, and a fix goes live within minutes.

Risk Reduction
Operational impact and time to value

Ownership

Rollout owner

SpotOn's Director of Sales Operations led the rollout with one of his sales process managers. They built the first flows from scratch in a three-day working session in Denver with DealHub AI's customer success manager, extended by a fourth day.

Governance model

Reps configure every quote through guided selling flows that only allow valid combinations. Approvals route to the rep's manager inside DealHub CPQ, and each quote then passes SpotOn's underwriting team before the customer goes live.

Time to value

Time to first value

About three months. SpotOn's onboarding channel opened in late January 2022 and DealHub CPQ went live for the sales team on 27 April 2022, with fixes shipped several times a day in the first weeks.

Adoption pattern

Most of the sales team had never used Salesforce, so every rep quoted through guided selling from day one. Reps who already knew Salesforce called it a no-brainer the first time they saw it.

Systems and Lift

Connected system categories

Salesforce, where every quote starts on the opportunity. Quote PDFs are generated from SpotOn's own brand templates, and finished quotes pass to the underwriting team.

Internal lift

No dedicated engineers. SpotOn built everything in configuration, and a second sales operations admin was making changes across the full environment two months after training.

FAQ

Frequently asked questions

Everything you need to know about moving your quote-to-revenue process onto DealHub AI. Can't find your answer? Talk to our team.

At SpotOn it was built for exactly that. The catalog runs to more than 200 pieces of hardware and about 50 pieces of software, and most of the sales team was new to Salesforce. DealHub CPQ replaced clicking products from a list with guided selling, so a rep answers questions about the merchant and the flow assembles only valid combinations at the right price.
SpotOn's sales operations team does, with no dedicated engineers. Everything is built in configuration, so promotions, approval changes and new products ship in a weekly release, and a flow that blocks a sale can be fixed and set live within minutes. A second admin was making changes across the full environment two months after training.
SpotOn's Director of Sales Operations had worked with Salesforce CPQ at previous companies, and his view on the record is that it requires a ton of code, is expensive, and needs engineers to change. SpotOn went from adding products by hand in standard Salesforce straight to DealHub CPQ, and runs it within stated configuration boundaries with no engineering team behind it.
SpotOn Ships Its Selling Flow Every Week
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