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


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

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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.
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.
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.
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.
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.
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.
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.
Everything you need to know about moving your quote-to-revenue process onto DealHub AI. Can't find your answer? Talk to our team.
DealHub is ISO 27001, ISO 27701, ISO 22301, and ISO 42001 certified, holds SOC 1 Type II and SOC 2 Type II attestations, and is GDPR and CCPA compliant, alongside additional security, privacy, and compliance frameworks.









