Customers >

How Unit4 Replaced Salesforce CPQ to Transform their Enterprise Sales Process

Unit4’s next-gen ERP empowers mid-market organizations by unifying Financials, Procurement, Project Management, HR, and FP&A. It delivers real-time data and actionable insights to help teams collaborate better, make informed decisions, and drive efficiency.

SaaS

3500+

Faster Quote Generation

0%+

Faster Onboarding for New Sellers

Improvement in Quoting Usability

Solution they used

CPQ

CLM

DealRoom

CRM
they use

Microsoft Dynamics

Challenge

Salesforce CPQ blocked agility and scale.

Unit4’s legacy CPQ couldn’t keep up with how the business needed to operate. The system was rigid, overly complex, and required consultants for even minor updates. As Unit4 prepared to transition from Salesforce to Microsoft Dynamics 365 Sales, Salesforce CPQ became a liability, slowing operations and threatening overall transformation momentum.

Solution

CRM transition without disruption

DealHub CPQ gave Unit4 a flexible CPQ foundation that worked across both Salesforce and Dynamics, ensuring uninterrupted quoting through every stage of CRM migration. No retraining, no downtime, just continuity, control, and a scalable path forward.

Challenge

Complexity and poor usability in Salesforce CPQ.

Unit4’s legacy CPQ system was difficult to navigate, slow to adopt, and heavily dependent on external support. Sales reps struggled to quote accurately, onboarding lagged, and operational agility suffered. CPQ was no longer supporting growth, it was holding it back.

Solution

Faster ramp. Simpler selling experience.

DealHub CPQ delivered an intuitive, guided selling experience that reps could use confidently from day one. With shorter ramp times and better quote accuracy, Unit4 enabled faster deal velocity and higher adoption across teams.

One of the most impressive pieces of feedback we got about DealHub was how quickly new salespeople were able to onboard and start using the platform.”

Eran Zeevi

Head of Cloud Transformation Program

Challenge

Difficulty maintaining and updating CPQ.

Even basic changes to Salesforce CPQ required outside consultants. It was expensive, time-consuming, and disconnected from how fast Unit4 needed to move.

Solution

No-code control. Admin independence.

With DealHub CPQ, Unit4’s business teams own the platform. CPQ updates are made quickly and in-house, without developer involvement, restoring agility and control to revenue operations.

Challenge

Slow quoting and clunky sales process.

Salesforce CPQ’s quoting workflows were time-intensive and error-prone. Reps needed a faster, more accurate way to configure deals and respond to buyers.

Solution

Guided flows. Quotes in minutes.

DealHub’s guided selling dramatically reduced time-to-quote. Reps now generate accurate, professional quotes in minutes, accelerating the path from pricing to proposal.

The quoting process is much easier with DealHub. The user flow is far more intuitive compared to our previous CPQ.”

Eran Zeevi

Head of Cloud Transformation Program

Challenge

CRM migration risked quoting continuity.

In parallel, Unit4 was transitioning from Salesforce to Microsoft Dynamics 365 Sales. Salesforce CPQ couldn’t carry over without being rebuilt, introducing risk and disruption to the sales process.

Solution

CRM-agnostic. Continuity without compromise.

DealHub’s CRM-agnostic architecture enabled uninterrupted quoting across both Salesforce and Dynamics. No retraining, no disruption, just a seamless transition and total business continuity.

Challenge

Lack of support during critical transitions.

Unit4 needed more than a tool. With simultaneous CPQ transformation and CRM migration underway, they needed a responsive, proactive partner.

Solution

True partnership and exceptional support.

DealHub partnered closely with Unit4, embedding support throughout implementation and rollout. The lift-and-shift migration was delivered on time, with confidence and clarity at every step.

Every time we faced a challenge, DealHub acted like a true partner. We had two major projects including the initial implementation and the lift-and-shift migration.”

Eran Zeevi

Head of Cloud Transformation Program