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Customers/worldvue white logoIndustrySoftware Development

How WorldVue Replaced Excel Pricing with Governed Playbooks and Scaled Proposal Volume 300%

WorldVue equips hospitality brands including Marriott, IHG, and Independents with in-room entertainment, connectivity, and property technology. When the company expanded from television into network, security, and phone systems, the RevOps team moved pricing out of a single Excel workbook and into DealHub CPQ, encoding brand-governed rules the business owns directly.

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Jump to Customer Voice
G2/Gartner RankingsG2/Gartner Rankings
PROPOSAL VOLUME300% increase

Pricing capacity now scales with demand instead of executive availability

PROPOSAL ACCURACY95% first-pass

Governed Playbooks stop non-compliant quotes before they reach a reviewer

QUOTING CYCLE2 hours

Down from 1 to 3 days, measured from the point a quote enters approval

SummaryChallengeBefore / AfterCustomer VoiceOperational ImpactFAQ
Fast Scan

From Excel Macros to Guided Playbooks

Challenge

Pricing Without Guardrails

Before DealHub, WorldVue's pricing ran through a single, privately held, macro-enabled Excel workbook. A sales rep generated an email from WorldVue's CRM, pulled a generic pricing template, and routed it to two or three members of executive leadership, who reviewed and returned pricing by hand. A quote could take anywhere from a few hours to three days for a complex, multi-product deal. That process worked when WorldVue sold one product line. It could not hold once the company added network, security, and phone offerings on top of television, each carrying its own brand-specific rules.

The questions WorldVue's leadership was asking

1

How do we scale pricing without adding headcount to review every quote?

2

How do we guarantee every proposal meets each hotel brand's compliance requirements, every time, regardless of who writes it?

3

How exposed are we to margin loss when hardware costs shift mid-quarter?

4

Can we grow into new product lines without rebuilding our pricing process each time?

Transformation

Before and after DealHub AI

Before and after DealHub AI
BeforeAfter

Pricing lived in a single macro-enabled Excel workbook.

DealHub CPQ Playbooks owned directly by the RevOps team.

Every deal routed through two to three executive leaders for manual sign-off.

Guided Selling and submit validations enforce brand-mandated requirements structurally.

Quote turnaround ran 1 to 3 days for complex deals.

Quote turnaround from 1 to 3 days down to hours once a quote clears approval.

Brand-compliance requirements depended on institutional memory, not the system.

Component and hardware repricing in about 5 minutes.

No connection between the CRM and the pricing process.

Microsoft Dynamics 365 connected from CRM into quoting.

Solution

Pricing With Guardrails

Guided consumption pricing

RevOps took ownership of pricing through Playbooks

The RevOps team encoded commercial logic directly into DealHub CPQ Playbooks, brand-mandated pricing rules, and submit validations, so a rep cannot submit a non-compliant quote.

Policy-enforced guardrails on every quote
Business-owned configuration
New reps quote complex systems

New reps quote complex systems without hardware expertise

Newer reps quote complex network and head-end systems using plain-language configuration questions, without first becoming hardware specialists.

Lower technical skill required to quote
Consistent output regardless of author
CRM connects to quoting

CRM connects to quoting without manual re-entry

The team carries a single opportunity record from CRM into quoting, without manual re-entry.

One record, end to end
No re-keying between systems
The Customer's Experience

WorldVue's RevOps team took pricing ownership from three executives and grew proposal volume 300%

WorldVue's RevOps team took pricing ownership from three executives and grew proposal volume 300%

“Our pricing was handled exclusively by our executive leadership team… Ultimately, though, that does create some scalability issues. So we took that foundation that had been built and essentially started over and said, “Hey, let’s begin with the end in mind.”

Blake Bolin

Director of Revenue Operations

WorldVue reprices hardware components in about five minutes as manufacturer costs shift

“There is a lot of volatility in the market right now. You have RAM shortages, you are having pricing fluctuations from pretty much every major manufacturer… The ability for us to ensure that our pricing and our cost bases are up to date is crucial.”

Blake Bolin

Director of Revenue Operations

WorldVue's newer reps quote satellite head-end systems without becoming hardware specialists

“Our technology is not simple. You’re dealing with satellite TV and satellite technologies and a head-end system… You’re removing the inherent product knowledge that would have been required to price a deal and empowering your salespeople to move quickly without making a mistake.”

Blake Bolin

Director of Revenue Operations

WorldVue builds every proposal to its hotel brand's standard, not a generic template

“I don’t think we’re doing DealHub justice by just saying, “Hey, it’s a little bit quicker,” because it’s solving a lot more for us than just expediting the quote process. We’re providing more valuable quotes to our properties. We’re giving them more context.”

Blake Bolin

Director of Revenue Operations

WorldVue returns a quote in about two hours, down from one to three days

“Even in a simple scenario where it went from one, two, or three days, they can get a quote back in a couple of hours now, once it’s gone through an approval process for us.”

Blake Bolin

Director of Revenue Operations

DealHub AI gave WorldVue a governed pricing model the RevOps team owns and maintains directly. Previously, every pricing component of every deal routed through two or three executive leaders, so the capacity to quote was capped by their availability rather than by demand. Now pricing authority sits in Playbooks instead of individuals, and proposal volume has grown roughly 300%.

DealHub AI gave WorldVue cost and pricing rules that live inside the quoting process rather than beside it. Previously, manufacturer price changes reached quotes only when someone remembered to carry them across, and the margin exposure from that lag went unmeasured. Now a cost change lands once and applies to every quote after it, with component repricing taking about 5 minutes.

DealHub AI gave WorldVue Playbook questions written in plain language, so the system determines which head-end components a property requires. Previously, a rep could not quote until they had absorbed satellite and head-end architecture, which put the ramp to productivity behind a hardware education. Now a newer rep quotes a multi-component system without becoming a specialist, and first-pass proposal approval runs above 95%.

DealHub AI gave WorldVue brand-mandated requirements enforced by the system rather than recalled by a rep. Previously, a generic pricing template met no single hotel brand's standard precisely, so proposal quality tracked whoever happened to write it. Now each property receives a proposal built to its brand's standard, carrying the reasoning behind the configuration rather than a faster version of a generic quote.

DealHub AI gave WorldVue mandatory Playbook questions and submit validations, so a quote cannot be submitted with its inputs missing. Previously, quoting ran on email and a questionnaire where a question could be skipped or misread, and the gap surfaced later as back-and-forth with the property. Now the information arrives up front, clarification happens on the quote itself through DealTalk, and turnaround has compressed from 1 to 3 days to about 2 hours.

Risk Reduction
Operational impact and time to value

Ownership

RevOps

WorldVue's RevOps team owns and maintains DealHub CPQ Playbooks directly, including every pricing and packaging change, with no external developer dependency.

Governed pricing

Brand-mandated pricing rules and submit validations are encoded once and updated by the business, so a rep cannot submit a non-compliant quote.

Time to value

Time to first value

Live on DealHub CPQ since December 2023. The business led the build internally, with pricing logic maintained in-house from launch.

Seller adoption

Newer reps quote complex network and head-end systems using plain-language Guided Selling questions, without first becoming hardware specialists.

Connected systems

Stack

Native Microsoft Dynamics 365, with a single opportunity record carried from CRM into quoting and no manual re-entry.

Quote turnaround

Standard quotes clear in about 2 hours once they enter approval, down from 1 to 3 days.

Pricing agility

Components and hardware are repriced directly in the system in about 5 minutes.

FAQ

Frequently asked questions

No. At WorldVue, the RevOps team owns and updates Playbooks directly, without developer dependency.
Yes, through mandatory Playbook questions and submit validations that block a non-compliant quote before it ships.
Components can be repriced directly inside the system in minutes rather than days.
See How DealHub AI Keeps Your Pricing Moving
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