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Yotpo Speeds Up Quote Creation with DealHub CPQ

0min
Quote Creation & Processing Time
3 hr
0%
Reduced Time Creating Quotes
50%
0%
Adoption Across SMB Sales Team
Frame 1321314867
Solution they used
CPQ
CRM
they use
Salesforce CRM
Salesforce
CS_0020
Challenge

Outdated CPQ experience and poor UX.

Yotpo previously relied on a legacy CPQ system that was slow, outdated, and not intuitive for users, limiting efficiency and user satisfaction.
Solution

Modern UX and fast performance.

DealHub delivered a modern, intuitive user experience with fast performance, making quoting and configuration more efficient and user-friendly.
Challenge

Complex product catalog and error-prone quoting.

Yotpo’s complex multi-product, multi-region offering created errors and inefficiencies in product selection and quote creation.
Solution

Guided selling to reduce errors.

DealHub’s guided selling minimized mistakes by prompting sellers with relevant questions instead of requiring manual product selection.

It gives a better user experience and minimizes the mistakes dramatically.”

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader
CS_0020
Challenge

Disconnected customer experience and inefficient tool stack.

Separate tools for quoting and e-signature created friction and reduced trust in the customer experience.
Solution

Branded DealRoom and unified process.

DealHub’s DealRoom enabled Yotpo to present a branded, unified buyer experience while eliminating redundant tools like DocuSign.
Challenge

Difficult quote revisions and disconnected approval flows.

Revisions were tedious and legal approvals lacked structure, causing delays and inefficiencies.
Solution

Structured legal input and automation.

DealHub enabled pre-approved legal content and built-in discount guardrails with Slack notifications and approval dashboards.

We created a whole mechanism in the playbook that now we have pre-approved notes that legal approved… we are always trying to improve.”

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader
CS_0020
Challenge

Inability to adapt quickly to pricing and product changes.

Yotpo needed a system to support continuous product launches, pricing updates, and evolving business strategies.
Solution

Fast updates and scalable configuration.

Yotpo can now independently manage updates and product changes quickly with DealHub’s flexibility and APIs.
Challenge

Low adoption and inconsistent processes.

Reps often bypassed quoting systems by manually drafting deals, limiting visibility and standardization.
Solution

Increased adoption and operational alignment.

Adoption increased from partial usage to nearly full adoption across regions and teams, driving consistency and data accuracy.

We are now almost at 100% in SMB, and around 90% overall. We’re about to close this gap and retire DocuSign.”

Jonathan Cohen
Jonathan Cohen
Salesforce & Delivery Team Leader

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.