With the announcement of the G2 Best Sales Software Products for 2024, DealHub features in the top 10 out of 304 eligible entrants. We’re proud to be the only CPQ software ranked in the top 10! This achievement demonstrates the need for the next generation of CPQ. RevOps leaders are unwilling to live with the tradeoff between usability and scalability.

Our outstanding global CPQ implementation and success team is 1000% committed to every customer’s success and it shows in their reviews on G2. Our customers love our ease of use and give us high marks for contract creation and collaboration, as well as the value of our integrations and APIs.

DealHub features and usability ratings that predict user satisfaction

Source: G2 Best CPQ Software

DealHub’s digital footprint continues as an innovator across several sales software categories, including:

• G2 Momentum Grid Leader for Sales Proposal Software
• G2 Momentum Grid Leader for Salesforce CRM Document Generation
• G2 Momentum Grid Leader for CPQ

DealHub’s credibility as a leading sales technology is supported by its ranking as the #1 Highest-Rated and #1 Easiest-to-Use software in the CPQ category.

About DealHub

DealHub is a complete end-to-end revenue solution that manages every stage of the quote-to-revenue process. The result is an intuitive buyer experience that differentiates and improves every sales team. DealHub’s award-winning CPQ and DealRoom enable sales teams to maintain an engaging and personalized dialogue with their buyers throughout the sales process.

DealHub’s unique no-code platform simplifies complex product configuration and pricing, resulting in quicker implementation and lower costs. Designed for mid-sized and Enterprise companies, DealHub’s integrated Revenue Hub improves efficiency with solutions like CPQ, Contract Lifestyle Management, Billing, and Subscription Management.

DealHub centralizes all deal-related activities within a digital DealRoom, facilitating communication between buyers and sellers. Furthermore, it integrates with popular CRM systems for a streamlined approach, ensuring a faster return on investment and a smoother revenue flow. DealHub is a compelling solution for businesses seeking to boost sales effectiveness and effortlessly adapt to market changes.

About G2

G2 is known for sharing a real-time view of customer voice procured from the vendors’ customers. This data is valuable in product selection because buyers can access current data on the vendors affecting and leading a product category. G2 analyzes over 4 million data points to determine which products and companies are on their top software lists.

“This isn’t a subjective list based on a few peoples’ opinions,” says Godard Abel, G2 CEO.

Why DealHub CPQ?

This recognition confirms that DealHub has disrupted the CPQ market and that there is a need for new ways of doing familiar things, especially when that new way gives you a competitive advantage that increases win rates.

DealHub’s guided sales playbooks fit your sales process. They automate product configuration and quoting and are customizable for complex pricing models. Upgrade, upsell, and cross-sell suggestions are automatically triggered to increase deal size. Automated approval workflows keep deals moving forward. It’s a modern, scalable solution for today’s revenue operations.

When asked about earning a top position among other industry leaders, Chief Revenue Officer, Eyal Orgil commented: “DealHub has changed how sales collaborates with buyers, offering a more insightful, personalized, and frictionless quoting and contracting process. Interestingly, DealHub’s sales platform joins Salesforce Sales Cloud, HubSpot, and Gong in the top-ranked sales software because DealHub integrates with these sales solutions, adding more value to their users.”

We’ll be releasing some pretty exciting product developments in 2024 to make this an outstanding year — more announcements to come!

The post DealHub Ranks in G2’s Top 10 Sales Software for 2024 appeared first on DealHub.

For business application managers searching for a quoting solution for Microsoft Dynamics 365 for Sales, CPQ promises to revolutionize pricing strategies, enhance customer experiences, and boost revenue. However, embarking on a CPQ journey isn’t without its challenges. To help you navigate this transformative process successfully, we’ve compiled a comprehensive guide that outlines the top 10 “Do’s” and “Don’ts” for digital pricing transformations with CPQ. Whether you’re just starting your CPQ implementation or looking to refine your existing strategy, these insights will prove invaluable in aligning your efforts with business goals and avoiding common pitfalls.

The Do’s: Charting a Course for Success

1. Do Align with Business Goals: The first step to a successful digital pricing transformation is ensuring it aligns seamlessly with your organization’s overarching business goals and objectives. Without this alignment, your efforts may go astray, wasting time and resources.

2. Do Involve Key Stakeholders: Engage a diverse range of key stakeholders, including sales, marketing, finance, and IT, right from the outset. Their insights and perspectives are invaluable in crafting a holistic CPQ strategy and ensuring a unified customer journey.

3. Do Prioritize Data Quality and Integration: Data is the backbone of effective CPQ. Prioritize data quality and seamless integration with other business systems to ensure accurate pricing and streamlined processes.

4. Do Take a Customer-Centric Approach: Place your customers at the center of your CPQ strategy. Offer personalized pricing options and a frictionless buying experience to meet their needs effectively.

5. Do Provide Continuous Training: Empower your sales teams with ongoing training and support. This ensures they maximize the use of CPQ tools and optimize pricing strategies effectively.

6. Do Measure and Analyze: Implement key performance indicators (KPIs) and analytics to track the effectiveness of your pricing strategies. Data-driven adjustments are essential for staying ahead in the market.

7. Do Experiment and Iterate: Be open to testing new pricing models and iterating your approach based on feedback and results. Flexibility is key to staying competitive.

8. Do Ensure Legal Compliance: Don’t overlook the importance of legal compliance. Ensure that your pricing strategies adhere to all relevant regulations and industry standards.

9. Do Select CPQ Vendors Wisely: Choose a CPQ vendor that integrates natively with Microsoft Dynamics. Select a vendor that aligns with your business needs and offers scalability for future growth to ensure your long-term success.

10. Do Invest in Change Management: Develop a change management plan to ease the transition and gain buy-in from employees at all levels. A smooth transition is crucial for success.

The Don’ts: Navigating Common Pitfalls

As you embark on your digital pricing transformation with CPQ, it’s essential to be aware of potential stumbling blocks that could hinder your progress. Here are the top 10 “Don’ts” to steer clear of:

1. Don’t Neglect Data Quality: Avoid relying on inaccurate or outdated data for pricing decisions. Without clean, reliable data, your CPQ system’s output may lead to costly errors.

2. Don’t Rush Implementation: Take the time to plan and execute your CPQ transformation thoughtfully. Rushing into deployment can result in overlooked details and suboptimal outcomes.

3. Don’t Overcomplicate: Keep your pricing models as simple as possible to prevent confusion for both customers and internal teams. Overly complex pricing can deter potential buyers and frustrate your staff.

4. Don’t Ignore Customer Feedback: Disregarding customer feedback can lead to pricing strategies that don’t resonate with your target audience. Listen to your customers; they are your best source of insights.

5. Don’t Neglect Training: Failing to provide adequate training can result in underutilization of CPQ tools. Invest in thorough training programs to ensure your team can harness the full potential of your CPQ system.

6. Don’t Set and Forget: Pricing strategies should evolve with changing market conditions and customer preferences. Avoid setting them in stone; regularly review and adjust as necessary.

7. Don’t Skimp on Security: Ensure the security of customer data and sensitive pricing information. A data breach can not only result in financial losses but also damage trust and reputation.

8. Don’t Disregard Legal Compliance: Ignoring legal and regulatory requirements can lead to costly legal issues. Stay informed about the laws and regulations that pertain to your industry and pricing practices.

9. Don’t Forget Scalability: Implement a low-code CPQ solution that can scale with your business’s growth. Failing to consider scalability can result in limitations that hinder your expansion plans.

10. Don’t Silo Departments: Collaboration is key to a successful CPQ transformation. Avoid working in departmental silos and encourage cross-functional collaboration among all relevant teams.

By being mindful of these “Don’ts,” you can navigate the challenges often accompanying digital pricing transformations with CPQ. Combining the “Do’s” and “Don’ts” will provide you with a comprehensive roadmap for success in your CPQ journey.

Deliver one fluid sales motion with a CPQ for Microsoft Dynamics 365 for sales

All business application managers aim to create one fluid sales motion that simplifies the buying and selling experience. Avoid the scenario where sales representatives are juggling various disconnected tools that hinder their ability to close deals efficiently. Engage in open conversations with your sales team to understand their specific needs and ensure that the chosen tech solutions are seamlessly integrated and scalable, capable of handling complex deals without causing frustration.

Moreover, the value of sales professionals’ time cannot be underestimated. Lengthy manual tasks and convoluted sales processes waste valuable time and hinder efficiency and productivity. To enhance your sales team’s quoting speed and accuracy, consider implementing CPQ software. CPQ technology streamlines administrative tasks, empowering sales representatives with greater autonomy and flexibility. With its suite of integrated tools, CPQ adapts to your unique requirements, offering a solution that simplifies your sales processes and enhances productivity and effectiveness.

When choosing technology solutions for your sales team, keep the above recommendations at the forefront of your decision-making process to simplify vendor selection. Following these do’s and don’ts increases the likelihood of a successful implementation while fostering maximum adoption among your sales team. 

The post Business Application managers: Top 10 do’s & don’ts for digital pricing transformations with CPQ appeared first on DealHub.

Both companies and customers are readily embracing the technology. According to Forbes Advisor:

• Over 60% of business owners believe AI will improve customer relationships
• 64% of business owners say that AI will enhance business productivity, and 43% think it will streamline job processes
• 65% of consumers still trust businesses that employ AI technology

So buckle up! In this article, we’ll dive into the exciting world of AI and its game-changing sales applications – specifically in boosting revenue through predictive analytics, automation, and personalization.

The role of AI in growing revenue

AI is more than just a buzzword for modern sales leaders — it’s a competitive advantage. The fusion of automation, data analytics, and predictive capabilities has empowered the most successful businesses to reach unparalleled heights in revenue growth.

With their iterative learning capabilities, AI algorithms can now automate tasks and streamline workflows that used to consume valuable hours, allowing sales and marketing teams to focus on strategic initiatives that move the needle. While AI handles tedious admin, human sales representatives can build and nurture lucrative client relationships.

AI can be leveraged across all aspects of sales and marketing. So, if you’re still looking for ways to integrate AI into your business, start here! We’re laying out four key areas AI helps teams grow revenue – and some examples to show how easily it integrates into your business processes.

Harnessing the power of predictive analytics

Predictive analytics, the art of using historical data to forecast future outcomes, has become a cornerstone of modern revenue generation. In fact, 95% of companies now integrate AI into their marketing strategy for this very purpose. Imagine having a crystal ball that unveils the future behaviors of your customers. That’s AI in a nutshell! By analyzing data patterns and trends, AI algorithms can predict customer preferences, buying behaviors, and even potential churn.

Examples of predictive analytics in revenue generation

Let’s take a closer look at predictive analytics in action. Picture a scenario where you can foresee future actions. Would that change how you market a product or when you offer a discount (and to whom)? With AI, users can use predictive analytics to gain insights into:

1. Customer behavior. Using AI, companies can analyze historical data, such as past purchases, browsing behavior, and engagement patterns, to forecast future actions. This allows organizations to adjust their marketing efforts, offers, and promotions, maximizing the chances of conversions and upsells.
2. Demand forecasting. Predictive analytics can analyze historical sales data, seasonal trends, market conditions, and even external factors like weather patterns to forecast future demand accurately.
3. Churn and customer retention. AI can flag customers who show dissatisfaction or reduced activity by analyzing customer engagement, interactions, and past behaviors to help develop targeted retention strategies.
4. Lead scoring and conversion. Companies can use predictive analytics to assign scores to leads based on customer characteristics, behaviors, and interactions with the brand. This ensures sales teams prioritize leads with the highest potential for conversion.
5. Cross-selling and upselling. By identifying products or services often bought together or complementing a customer’s current selection, businesses can cross-sell, upsell, and present tailored recommendations to enhance the customer’s experience and increase revenue.
   

Streamlining and automating tasks

The sheer volume of repetitive tasks can bog down productivity in sales and marketing. However, more and more businesses (66%) are taking action to automate business practices. AI-powered automation liberates teams from mundane tasks and empowers them to focus on strategic thinking. After all, automation isn’t about replacing the human touch; it’s about amplifying it.

Examples of automation in sales and marketing

AI has made its way into sales and marketing in a variety of ways, including:

1. Email marketing campaigns. With predictive analytics, automation tools can analyze subscriber behavior, preferences, and engagement history to determine the best time to send emails and the content and offers that are most likely to resonate.
2. Customer support chatbots. AI-powered chatbots can provide instant and accurate customer support 24/7. These virtual assistants use natural language processing to understand customer inquiries and provide relevant solutions or direct customers to appropriate resources.
3. Social media management. Automation tools can schedule and publish social media posts, allowing businesses to maintain a consistent online presence without manual intervention. These tools can also monitor social media interactions, providing insights into customer sentiments and engagement trends.
4. Content Distribution: Automating content distribution ensures that relevant content reaches the right audience at the right time. Through AI-driven algorithms, businesses can segment their audience and distribute content via email, social media, and other channels, increasing visibility and engagement.

Unveiling insights from sales and marketing datasets

The digital age has blessed companies with abundant data, and making sense of it all is a challenge. But, thanks to AI, 40% of companies surveyed by Forbes in 2023 use AI for data aggregation. By leveraging AI algorithms, businesses can extract meaningful insights from mountains of data, uncovering insights that can shape their revenue strategy.

Examples of data-driven insights and opportunities

Parsing through large amounts of data quickly and providing actionable insights is a powerful AI feature. After digesting raw sales and marketing information, AI can help a company:

1. Understand customer preferences and trends. By examining purchasing history, browsing behavior, and demographic data, companies can identify patterns that help them tailor their products, services, and marketing strategies to better meet customer needs.
2. Identify market opportunities. By analyzing market trends, consumer behaviors, and competitive landscapes, businesses can identify niches where demand is growing or where gaps exist in the market.
3. Optimize pricing strategies. Data-driven pricing strategies can maximize revenue by analyzing customer behavior, market trends, and competitive pricing. Using AI, businesses can adjust prices dynamically to align with demand and customer willingness to pay.
4. Improving processes and efficiency. Businesses can identify bottlenecks, streamline processes, and allocate resources more effectively by analyzing workflow data.

Implementing personalization

The age of one-size-fits-all marketing is long gone. Modern consumers demand personalized experiences that resonate with their unique preferences. And companies are responding! In fact, 53% of sales leaders expect personalized outreach via AI to significantly impact business. 

Examples of personalization in sales and marketing

AI helps sales and marketing personalize interactions via:

1. Customer segmentation and targeting. Personalization starts with understanding your audience. By segmenting your customer base based on demographics, behavior, preferences, and purchase history, you can tailor marketing messages and offers to specific groups.
2. Dynamic content generation. Dynamic content adapts in real-time based on user interactions, creating a tailored experience for each individual. Websites and emails can display content such as product recommendations, images, and messages that align with the user’s browsing history and preferences.
3. Retargeting and remarketing. Retargeting involves showing personalized ads to users who have previously interacted with your company’s website or products. This keeps your brand in mind and encourages users to return and complete a desired action, such as purchasing or filling out a form.
4. Predictive personalization. Predictive personalization uses AI and machine learning to anticipate user preferences and behaviors. By analyzing historical data, algorithms can predict what products or content a user will likely engage with next.

The future of AI and revenue generation

The AI journey is far from over. As technology advances, so does AI’s potential to revolutionize revenue generation. In the future, expect ever-more advanced AI to offer:

• More sophisticated, increasingly accurate forecasting
• Hyper-personalization down to each individual customer
• Predictive customer service

Explore the transformative potential of AI in revenue generation

AI can unlock continuous value in a world where every click, view, and purchase leaves a digital footprint. As businesses strive for growth and relevance, embracing AI is not just an option—it’s a necessity. The future is bright, and those who harness AI’s power stand poised to reshape revenue generation and redefine what’s possible.

The amalgamation of automation, predictive analytics, data-driven insights, and personalization has helped sales and marketing teams grow more attuned to what a customer really wants. So, whether you’re a startup or an industry titan, embrace the AI advantage and chart a course for revenue growth that knows no bounds.

The post The AI edge in supercharging revenue growth appeared first on DealHub.

This blog post  is pure excitement. We are proud to announce our current funding round, which brings our total investment to $90 million. The latest $60M investment is led by Alpha Wave Ventures, leaders in building large, impactful companies, and familiar global brands like Alibaba Group, SpaceX, and Lyft, to name a few. The funding showcases the faith, trust, and potential that investors see in DealHub’s innovation.

Timing is Everything

During the past two years, as sales teams faced the challenges of remote work in an exceedingly competitive market, the need for speed became clearer than ever. Organizations now understand the urgency to invest in sales tech to drive sales productivity and performance, and reduce sales friction, as they move quickly from creating quotes to closing deals.

In the past year alone, we’ve doubled ARR, reaching stellar customer growth and have doubled our customer base across 195 countries. We’ve also doubled our user base, gaining new satisfied customers daily. All that business means we had to grow our team, as well. And we did. Our global team multiplied by five, across six locations. These all add up to four consecutive years of growth at 250%. And now, with this funding, we will continue to boost an already phenomenal momentum. 

CPQ Evolution 

The need for a robust CPQ isn’t new. In the ‘80s, only briefly after dinosaurs roamed the Earth, organizations used configurators to manage the sales process. Those (should be) extinct creatures ensured customer specifications didn’t conflict with the organization’s resource and capacity planning, but weren’t integrated with CRM systems. Despite inefficiencies and loss of data, configurators thrived to become main elements in interactive sales. 

By the early 2000s, small-medium sized sales organizations needed help with more than just configuration. They needed a quote-to-cash solution. The sales process has become cumbersome and disjointed, so much so, that it was decelerating revenue rather than accelerating it. Configuration, pricing, quotes, contract management, billing, and payments, were like cars of a trackless train: going in the right direction, but on a very bumpy ride, and losing precious cargo- revenue and data- on the way. 

Then came the long awaited consolidated solution: CPQ systems which connected all parts of the sales process and put the train on the right track. They did so with heavy complex code that was hard to implement and maintain. The CPQ train was running more smoothly, but took a long time to reach its destination. How do nine months of implementation sound? Too long. 

The DealHub Disruption 

After decades of slow progress, sales teams were ready for the dawn of a new age: a new breed of CPQ that maximizes revenue, while ensuring compliance, and proactively addressing dynamic buyer behaviors. Compared with legacy systems, DealHub’s No-Code CPQ has all of the advantages and none of the weaknesses. Our next generation hybrid commerce engine delivers the depth and robustness of a custom-coded CPQ solution, with the agility of a business-oriented no-code configured environment, making setup and ongoing changes a breeze.

DealHub.io empowers sales teams to offer a seamless, collaborative, automated buyer experience. It combines many key aspects of the sales process in a single place to deliver One Fluid Sales Motion.

The Future of CPQ

Today’s hyper competitive sales ecosystem craves innovation. Performance challenges posed by legacy CPQ software require intelligent tech solutions in order to leap forward. Now, more than ever, selling is far more than a transaction. It’s a relationship. DealHub’s mission is to redefine CPQ, and transform business outcomes.

Behind this CPQ innovation is a group of extremely talented DealHub people. Thank you, Team DealHub, for your exceptional minds, hard work, and dedication. From building the product to supporting our users; you are the ones who keep us moving forward, fast and steady. 

90 million dollars is no small change. It’s a big one. We intend to use its full potential for accelerated growth, scaling our tech and operations, and building our global presence. This is a major milestone, but it’s only the beginning. Fasten your seatbelts and get ready for takeoff. 

The post DealHub.io Raises a Total of $90M to Scale its New Gen CPQ appeared first on DealHub.

According to research by Salesforce, 86% of employees and executives indicate lack of communication or collaboration to be responsible for workplace failures. It’s no surprise, therefore, that in today’s competitive market, business leaders are constantly searching for ways to improve their internal and external cooperation.

Over the past decade, online collaboration tools have become increasingly important to streamline internal operations and boost communication and collaboration. As employees are becoming more autonomous and the culture of remote working rises, collaboration tools empower teams to work collectively to achieve shared goals, regardless of their geographical location. 

83% of professionals depend on technology for collaboration, and with good reason. Sales collaboration tools and sales engagement platforms are deal-makers. Literally. Working with the right tools can elevate performance on many levels and in a variety of fields: 

• Speed up sales, reduce revenue leakage, and increase the bottom line. 
• Develop more efficient workflows and processes.
• Provide clarity of the sales cycle.
• Enhance internal relationships and team morale.
• Strengthen customer relationships.
• Provide better performance insights.
• Improve project management and organization.

Choosing the right collaboration sales tools is critical. We’ve compiled a list of the top sales team collaboration tools to help you make an educated decision on what your organization needs (in no particular order).

1. Asana

Asana is a work management platform that enables teams to organize, track, and manage anything from individual tasks to team projects. Asana enables teams to stay in sync and work collectively throughout the entire- project, while staying true deadlines and reaching their goals. With the ability to map out the steps of each project, teams can work together while monitoring the status of initiatives and managing individual workloads. Using Asana, teams can collaborate and streamline sales processes by easily monitoring tasks. 

2. DealHub CPQ

Pricing technology is a key enabler for sales reps. It  solves pricing issues and needs, driving better and faster pricing decisions. DealHub’s industry-leading CPQ offers the ability to quickly and efficiently generate accurate quotes, while simultaneously offering a deal acceleration platform with a rich and personalized buyer experience throughout sales processes. Using DealHub, team members can maintain communication throughout the sales process DealHub’s offering and integrations – including several CRM options, DealStream, Document Generation, eSign, and Sales Proposals – streamlines users’ internal operations and company-wide collaborations. This end-to-end sales platform significantly shortens lead-close process and amplifies revenue.

3. Flock

Flock is a team communication and collaboration solution that helps teams accomplish their goals. Using Flock, teams can streamline decision-making and problem-solving, by maintaining an organized platform for your conversations, channels and tasks. By implementing key features like channel messaging, video conferencing, file sharing, to-dos, poll, and reminders, teams are better positioned to hit business objectives. These features can be leveraged to maximize cross-team collaboration and engagement.

4. Microsoft Dynamics 365 CRM

Microsoft Dynamics 365 CRM helps users manage and maintain customer relationships, track leads, marketing, and pipeline, all while gathering actionable data. Microsoft Dynamics 365 CRM works to streamline administrative processes and emphasizes customer relationships. With a centralized and automated CRM system, teams can stay on top of customer interactions and business opportunities. The platform improves the sales process, making it easier to sell by providing customers with a better buying experience and enhancing transparency within the teams.

5. Monday.com

Monday.com is a cloud-based, customizable work management platform. It helps companies streamline their operations by creating a more transparent work culture. The platform has a range of features from tracking and managing projects, to sales pipelines and CRM data capture. By sharing this visibility, organizations can recognize and eliminate bottlenecks quickly and efficiently. As a result, teams can collaborate to overcome obstacles and identify the most efficient manner of completing tasks and collaborating.  

6. Slack

Slack is a workplace messaging program. It leverages diverse features to enable quick and easy team communication. Although this software is primarily used as a text-based communication platform, it also allows users to have video calls, share files, and integrate with other software, like Dropbox, Evernote, Trello, and more. This solution offers great flexibility when setting up workspaces and groups, as well as integrated call and video conferencing tools. These features promote smooth collaboration, both internally and externally. 

7. Todoist

Todoist is a cloud-based platform that allows all your tasks and notes to sync automatically, breaking the barriers between different devices and locations. With features like due-dates, reminders, comments, file attachments, project sharing, and email forwarding, even the most disorganized sales team can keep track of their projects and their progress.  When considering the many features available to users, this platform provides a great solution for teams who struggle with internal collaboration and staying on top of tasks.

8. Visme

Visme helps to create visual brand experiences, even to those who are not professionally trained designers. Using Visme, teams can create visual content including presentations, infographics, and documents. Engaging visual content can transform communication and knowledge-sharing with employees, stakeholders, and customers. Visme can be used individually or collaboratively, and can be published online, embedded into individual sites, or downloaded for offline use. 

9. Wepik

Wepik is a powerful graphic design tool that utilizes artificial intelligence to help you create visually stunning content for your sales and marketing efforts. With an extensive library of templates, images, and elements, Wepik makes it easy for users to design professional-quality visuals that capture attention and drive engagement.

Wepik also offers a wide range of stock photos, icons, and illustrations that you can incorporate into your sales materials, ensuring your marketing assets always feel fresh and engaging. The platform also supports team collaboration, allowing multiple users to work together on projects and share their ideas.

10. Wrike

Wrike is a project management app that streamlines workflows and empowers sales teams to operate efficiently. Using Wrike, team members can keep track of what’s going on through a centralized dashboard. With the ability to create new tasks, track their progress, and mark as completed once finalized, this platform offers an efficient solution to those seeking transparent and organized workflows.  

11. Zoom

Zoom is a communication solution that enables teams to connect and collaborate regardless of geographical locations. Zoom offers video conferencing, chats, phone calls, webinars, and online events. As professional and business models change to include remote or hybrid, Zoom offers an easily adoptable digital tools to answer many communication needs, enhancing collaborations internally and externally.

Summing up

Cross-team collaboration saves precious time, strengthens relationships and trust, improves project management, and organization. Identifying the right collaboration tools is imperative to supporting and executing a successful business strategy. Using tools that enable sales staff to work efficiently, both individually and collectively, are essential, especially as remote working continues to be prominent within most fields. Finding the right tools is often a big challenge for many organizations, but overcoming it offers great ROI.

The post 10 Best Sales Tools for Team Collaboration appeared first on DealHub.

Good workforce management (WFM) not only streamlines the day-to-day operations of management, but also improves employee productivity, engagement and workplace satisfaction. For you to ensure employees are performing at their best, it’s important to invest in tools and technologies that simplify complex work and automate time-consuming tasks.

Given the abundance of workforce management software available on the market today, it can be difficult to find and choose the best solution for your company. 

Here, we dive into 14 of the best workforce management software products, including which industry they’re best suited for and key features and capabilities – so you can determine the best fit for your business needs. Note that this list is in alphabetical order and does not reflect any other sort of ranking. 

What is workforce management software?

Whether your employees are in the office, in a remote location, or out in the field (e.g. in manufacturing or construction), you can use workforce management software to support, automate and digitize day-to-day tasks that are typically performed by HR managers or department managers. 

Here are some of the key features and functionalities you might look for in workforce management software:

• Time and attendance tracking
• Schedule management
• Project management and daily task management
• Communication and collaboration capabilities
• Employee onboarding capabilities
• HR data collection and reporting
• Payroll and benefits management
• State and federal wage and insurance compliance  
• A mobile app

Benefits of workforce management software 

WFM software is designed to organize and simplify the activities Reduce administrative oversight with a guided selling playbook, automated workflow approvals, and sales operations that become easily scalable. of HR managers and department managers, but each tool or platform also provides particular benefits for employees themselves. With the vast range of WFM software choices, you can find the perfect ATS software for your needs and ensure that your employees are getting the most out of their experience.

For example, they can help employees onboard and train more quickly, complete tasks and projects more efficiently, and communicate with colleagues and managers more easily.

By investing in workforce management software, you can increase employee productivity, engagement and satisfaction, and provide them with the technology to be as successful as possible in their roles.

Let’s jump right in and learn more about each solution…

1. ADP

ADP is a powerful platform that assists HR managers with payroll, recruitment and talent management, time tracking, reporting, and analytics. With ADP, administrators can easily schedule employees and track their hours. HR managers can maintain employee contracts, COBRA, and benefit administration – ADP is HIPAA compliant as well. ADP offers mobile access for employees that are not regularly behind a desk and provides top-notch support with live 24/7 support via phone and chat. 

Best for: ADP is a great solution for companies in need of a better way to accurately manage payroll.

2. Anaplan

With Anaplan, HR managers can strategize talent and recruiting operations, optimize workforce planning and management, and maintain compensation documentation and plans. Anaplan provides real-time visibility into your workforce to ensure accurate labor forecasting. Digital collaboration features allow employees to connect and work together so they can accelerate the speed of business decisions. Detailed reporting and analytics provide managers with the ability to close skill gaps, forecast hiring costs, and collect relevant data on employee productivity and performance. Anaplan offers live 24/7 support and reps are also available via chat. 

Best for: Companies that struggle to effectively connect and manage business data from HR, Finance, and third-party sources.

3. Asure

With Asure, HR managers can simplify applicant tracking, digitize employee onboarding, automate benefits enrollment, and streamline payroll and tax processes. Additionally, managers can effortlessly track employee time and attendance, scheduling, and oversee workflows and projects. 

Best for: A good fit for companies that are scaling, want to eliminate IT complications and costs, and require a safe and secure cloud-based software solution.

4. Bamboo HR

Bamboo HR can store employee records and streamline workflows and managerial approvals. With mobile access, even employees who are out in the field or not seated behind a desk have the tools and technology to perform their tasks. HR managers can improve the hiring process with applicant tracking and customized onboarding and offboarding. Bamboo HR also offers time tracking, PTO, and payroll management. Lastly, they supply phone and chat support to their customers.

Best for: Small to medium-sized businesses who want to improve company culture and employee satisfaction. 

5. Ceridian Dayforce

Ceridian Dayforce helps organizations automate daily operational processes to quickly create employee schedules, review timesheets, and payroll approvals. With this software solution, you can reduce labor costs and ensure managers are sticking to approved company budgets and guidelines. Easily track employee productivity with task management and generate accurate labor forecasts based on data and reporting. They also provide mobile access for frontline and deskless employees and are available by phone for live rep support 24/7 or by chat.

Best for: Ceridian Dayforce is an excellent solution for enterprise organizations that are in need of better analytics, reporting, and payroll software. 

6. Gusto

Gusto makes it easier to hire and onboard new employees, track time and attendance, and manage payroll and benefits. Gusto’s all-in-one workforce management solution provides employees with features that improve productivity and allow managers to automate feedback requests and performance tools. In addition, Gusto integrates with Zoom, Slack, QuickBooks, and more to further streamline daily processes. 

Best for: Recommended for small businesses and is known for its ease-of-use, customizability, and mobile access. 

7. Hibob

Bob makes it simple and efficient for HR managers to automate daily manual processes like employee form completion, approval cycles, and onboarding. With Bob, users can digitize employee time and attendance management, send completely customizable and automated workflows and approvals, and generate insight reports to ensure managers are following best practices and employees are as productive as possible. They integrate with several other recruiting and applicant tracking softwares as well. 

Best for: Bob by Hibob, assists HR managers seeking to boost culture and employee engagement. 

8. NICE

Nice uses artificial intelligence to reduce and accurately forecast labor costs and to optimize your workforce and talent. Automate schedule creation, workflows, and time and attendance management. NICE offers users greater oversight and visibility of their workforce and provides employees with mobile access for self-scheduling and improved collaboration and communication. 

Best for: Nice is a software solution with contact centers and agents in mind. 

9. Tanda

Tanda is an Australian-based company that enables users to create rosters and track employee attendance. HR managers can streamline employee onboarding and track the status of every new employee through the process. A GPS-powered time clock, guarantees employees are clocking-in in the right place at the right time. Reduce the amount of time it takes to accurately calculate payroll and benefit compliance with automated payroll and compliance capabilities that handle the complexity of Australian payroll requirements. 

Best for: Tanda is a preferred solution for Australian-based companies because it makes it easy to navigate complex labor laws and payment regulations. 

10. Teamwork

Teamwork is for companies that work with teams, freelancers, or remote workers. This software makes it simple to manage different projects and clients. Admins can easily assign employees projects and tasks, and track task progress to ensure you’re meeting goals and deadlines. Teamwork helps HR managers by providing ready-made onboarding checklist templates to deliver a more effective onboarding experience. In addition, Teamwork integrates with other collaboration tools such as Slack, Xero, Hubspot, Google Drive, and more. 

Best for: Teamwork is a good solution for large teams or companies that frequently require outside services from marketing, creative or podcast agencies as well as freelancers.

11. UKG

UKG is an award-winning software that provides an all-in-one employee time tracking, project management, and HR solution to businesses all around the globe. From a digital employee handbook to tax compliance, UKG offers several features and capabilities that reduce administrative tasks and increase employee productivity. They also offer a workforce management app that can be accessed by employees from any Android or iPhone. 

Best for: UKG is for enterprise organizations that employ a global workforce. They also offer a self-service employee portal that gives employees access to their wages directly on their mobile phones at any time of day. 

12. When I Work

When I Work’s automated employee scheduling, time tracking, and workforce communication software saves HR managers and team leaders valuable time. Managers can easily onboard employees, approve PTO, review and approve shift swapping and more. In-shift attachments let employees know what tasks need to be completed when clocking in. When I Work provides administrators with real-time oversight of projects and helps teams collaborate more efficiently. 

Best for: Small to large businesses with shift-work employees.

13. Workday

Workday is a software platform that optimizes day-to-day manual processes and automates nearly every HR task. Administrators can easily manage scheduling and labor costs, time and attendance, absences, and payroll. Gain real-time employee insights into engagement, productivity, and more. No matter where your employees are, they always have access to the software via a desktop or mobile phone.

Best for: Workday was specially designed with CHROs in mind, providing a more collaborative environment to encourage employee engagement. 

14. greytHR

greytHR helps HR administrators manage employees throughout their entire lifecycle. Efficiently manage payroll to ensure accuracy and compliance, properly manage employee attendance and leave, and store all employee records and information digitally. 

Best for: greytHR is a good solution for small to enterprise-size businesses, particularly those based in India. 

15. OnPay

OnPay is an all-in-one HR management solution that helps businesses stay compliant. It gives businesses everything they need to navigate payroll and benefits, and it’s designed to be accurate in all industries. With Onpay, companies can meet every challenge they come across.

Best For: OnPay is perfect for small to enterprise-level businesses, whether their staff is remote, hybrid, or completely in-office.

Commonly asked questions about workforce management software

1. Why is workforce management important?

Workforce management is important because it increases employee productivity, provides managers with comprehensive oversight of their employees in real-time, and automates time-consuming manual processes. In some cases, it will also facilitate greater employee engagement with collaboration and communication tools.

2. What should I look for in a workforce management tool?

Some features and capabilities that shouldn’t be overlooked when choosing a solution include employee onboarding and training tools, time tracking and attendance management, and a payroll solution or integration. If most of your workforce is deskless, then it’s important to choose a WFM solution that also provides mobile access.  

3. How do I choose workforce management software?

A key factor here is the industry and size of your business. We recommend doing your research and comparing solutions on peer-based review sites such as G2 or Capterra to help determine which software solution fits your business needs. Once you’ve found a solution that could work for you, be sure to speak to a representative and request a live demo of the product.

How the DealHub platform supports workforce management 

DealHub helps sales and revenue leaders manage and empower their teams so they’re able to work more effectively and efficiently, and achieve greater job satisfaction and work-life balance. 

In particular, DealHub enables sales organizations to increase revenue and automate sales processes with the help of Configure Price Quote software, contract management, subscription management, and a digital DealRoom.

Here are some of the ways DealHub helps companies create frictionless work processes:

• Create a single source of truth for all employees by automatically syncing customer and pricing data with your CRM.
• Sales reps can generate accurate price quotes in minutes, without any need for additional coding.
• Improve digital collaboration between buyers and sellers in a single location with a DealRoom.
• Accelerate contract negotiations with automatic document generation and online redlining.
• Reduce administrative oversight with a guided selling playbook, pricing guardrails, and automated workflow approvals. 
• Improve employee satisfaction and improve employee retention rates by providing the tools they need to work effectively and eliminate repetitive, time-consuming manual tasks.

DealHub enables a frictionless work process for sales teams.
Want to learn how?
Talk to us

The post Top 15 Workforce Management Software Tools for 2022 appeared first on DealHub.

The report, which rates 37 CPQ vendors evaluated by real customers on, newly minted unicorn, G2’s software marketplace, ranks DealHub as the ‘Highest Rated CPQ’ with a substantial Market Presence score.

Today G2 raised $157 million in Series D funding at a $1.1 billion valuation to continue to bring transparency and trust to B2B software.

How did DealHub CPQ become the leading CPQ?

Continued support from customers was the primary factor in DealHub’s ranking.

Customers satisfaction attributes include:

• 98% –  Quality of support. CPQ G2 average score is 91%.
• 97% –  Ease of doing business with. CPQ G2 average score is 92%.
• 89% –  Ease of setup. CPQ G2 average score is 84%.
• 94% –  Meets requirements. CPQ G2 average score is 92%.
• 95% –  Ease of use. CPQ G2 average score is 89%.
• 90% –  Ease of admin. CPQ G2 average score is 86%.

“Dealhub achieved Leader ranking in the Summer 2021 G2 Grid® Report for CPQ and maintained the highest customer satisfaction ranking for the entire CPQ category based on real user reviews on G2,” said Tom Pringle, VP of Market Research at G2. “Additionally, over 70% of these customer reviews came from mid-market and enterprise users, indicating strong product adoption from these market segments.”

DealHub also recognized as Leader in four other categories for Summer 2021 by G2

Sales leaders are achieving Revenue Amplification powered by CPQ and CLM. DealHub’s other products, Sales Proposals and Salesforce CRM Document Generation are also listed as Leaders in G2s Grid® Report. Furthermore, DealHub is recognized as a Leader by G2 in its Grid® Report for Sales Engagement and Sales Enablement demonstrating that our platform has brought all of these solutions together into one fluid sales motion.

What really makes our customers happy

We’ve combed through every single one of nearly 300 customer reviews to identify patterns about features and characteristics that actually matter to our customers.

Below are 5 DealHub benefits that we identified from Q2 2021 reviews:   

• Operation teams are impressed by how easy it is to add updates to DealHub without development resources.
• Operation teams love working with an in-house implementation team that are CPQ experts and truly care about their customers.
• Operation teams appreciate that they can enforce guidelines, cutting contract review time.
• Sales teams love that they can increase the average deal size with a better buying experience.
• Sales teams appreciate that contracts get signed faster with a streamlined approval process.

Voice of the customer

Seeing is believing. Below are reviews from happy customers that have recently gone live with DealHub.

• DealHub is “easy for non technical members to make same-day changes and doesn’t require a SFDC admin/developer.” Brantley P, Sales Operations Manager at Hopin
• DealHub “can be as simple or complex as you need and implemented with ease…Our buyers like the DealRoom experience.” Alex M Director Revenue Operations at Sendoso

Listening, learning, growing

DealHub strives to remain a customer-first company on every level. Our Product team leverages customer feedback from G2 reviews to help build our product roadmap. Our C-Suite and Customer Success team monitor customer satisfaction scores to make sure we continue to deliver excellent customer service.

It’s great to be recognized by respected peer review sites such as G2, and even better that we can help our customers do their jobs better. To see more reviews check out G2.

About G2

G2 is the definitive online destination to discover, review, and manage the technology that businesses need to reach their potential. The platform is set to reach 60 million software buyers annually, with 100,000+ software and services companies in 2,000+ categories and over 1.3 million trusted user reviews.

The post DealHub Recognized as Leader by G2 in Grid® Report for CPQ appeared first on DealHub.

Creating a seamless end-to-end pipeline that can accomplish this requires reviewing your sales tech stack, as well as your internal processes. When you can integrate your contract proposal software with a next-generation revenue enablement solution, you can take advantage of their full impact.

The Top Contract Proposal Software

Below, we look at some of the best contract proposal software for you to review as you implement new strategies to increase the efficiency and effectiveness of your sales team.

DealHub is an end-to-end revenue amplification solution that combines contract proposal software with advanced CPQ, guided selling playbooks, contract lifecycle management (CLM), real-time stakeholder notifications, advanced analytics, and more.

DealHub’s contract management combines with the rest of its quote-to-close solution to integrate with your CRM data, ensure accuracy and compliance in your terms, and automate simultaneous stakeholder notifications during the redline process.

DealHub also provides real-time notifications of buyer interactions, so you can act quickly when your buyer is most interested. Our interactive virtual DealRoom also lets you deliver customized content during negotiations, and create a long-term data set you can use to continuously improve your sales strategy. And when you are ready to close the deal, our DocuSign integration makes it easy to sign on the virtual dotted line.

Our end-to-end solution empowers sales and revenue leaders to achieve maximum impact from their sales proposals and the opportunities in their revenue pipeline.

PandaDoc offers an all-in-one automated proposal, contract, and quote service for teams of any size. Businesses can use this all-in-one tool to create a more efficient process from the proposal to the closing stage of a sale.

Its free plan allows unlimited uploads of documents and e-signatures. PandaDoc also permits you to accept payment through credit card, PayPal or ACH once a document is signed. Best of all, you can control the entire document process from PandaDoc’s mobile app.

Upgrading to an Essentials plan gives you access to additional features like 450+ document templates and a drag-and-drop editor, making it easier to use media files like videos in your documents. The Essentials package also includes pricing tables for creating quotes quickly and document insights which help you monitor how well the forms you create fare with prospects.

More importantly, PandaDoc integrates with tools like Salesforce, HubSpot, Canva, Zoho, Zendesk, Google Drive, Stripe, and many more.

If you opt for its paid Essentials plan, you will pay $19 per user monthly, and this also comes with an initial 14-day trial.

Creating sales documentation with Proposify is easy with its content library that provides you with pre-approved templates for proposals, contracts, and quotes. Then, its design editor brings these templates to life as it allows you to easily embed rich media files and make other creative changes according to your business’s unique style.

After a document is sent to a prospect, the tool can also keep an audit trail so that you know when it was sent, viewed, received a comment, or signed. Proposify also enables you to keep track of any sections that a potential customer did not consider. In this way, you can make changes to this section so that other prospects do view it.

Plans start at $19 per user monthly, and it also provides integrations with tools like Asana, Basecamp, Zapier, FreshBooks, Monday.com, and more.

RFPIO’s sales automation software allows you to speed up and improve the accuracy of proposals created through knowledge sharing and collaboration. This AI-enabled tool provides users with a library of responses from other users for making the best proposals.

Teams can also take advantage of its auto-suggest functionality to ensure that they have included all necessary sections in their proposal. In this way, your business can ensure that your proposal has all the information required to get a prospective client on board.

Besides, its user-friendly project dashboard makes it easy to view any deadlines and progress made and reviewer summaries for proposals, all in one place. You can also import and export draft documents from your device into a template of your choice using RFPIO.

The tool also offers integrations with Salesforce, Jira, OneDrive, Slack, Pipedrive, and more. If you are interested in its pricing plans, you can find out about them by contacting its sales team through its website.

Loopio’s all-in-one sales platform gives businesses more time to tailor responses for each prospective customer. Rather than wasting time asking other team members for proposal information, Loopio allows companies to store all of their content in a custom-built searchable answer library with tags and categories.

Features like content detection, freshness scores, and automated review cycles also mean that your proposal content is never out of date. Loopio’s automated tool also allows you to start new proposals without copying and pasting from previous documents within the system.

Rather than answering the same questions again, this tool will suggest and find the correct answers for you. Its collaborative workspace means that you can see how and where data is being used by your team and have access to detailed change logs so you can track proposal updates. You can also leave comments for team members when you require their assistance with proposals.

Furthermore, Loopio allows integrations with other software like SharePoint, Chrome, GoogleDrive, Slack, and Salesforce, among others. To discover how much it costs, you will need to request this information through its website.

Qwilr allows you to send out beautiful, interactive, mobile-responsive documents to clients quickly. Businesses can develop a personalized experience for a prospective customer with templates depending on the type of team or company.

Its drag-and-drop simple editor enables you to create professional documents with ease, without any design skills. This tool also comes with an interactive quote feature meaning that prospects can easily choose, e-sign, and pay for the option they need, without back-and-forth exchanges.

You can use its page analytics feature to gather insights into how prospects are interacting with your document so that you can follow up at the right time.

Integrations with your favorite tools like Xero, Hubspot, Stripe, FreshBooks, and more are also possible. Pricing starts at $75 monthly for three users. You can try this option for free for 14 days before you buy.

As DocSend can integrate with tools you use every day like Zapier, Dropbox, Gmail, and Outlook, you can easily store, track and share important documents with ease. Rather than sending attachments to prospects, DocSend takes security to a new level by allowing you to send documents within links.

You can protect these links with passcodes that are only given to the recipient. Businesses can also track links meaning that if it was sent to another party, you could turn off access to the documents. You can also watermark PDF documents to prevent sharing with unknown parties.

Moreover, using its Spaces feature allows you to share multiple documents securely with one link. DocSend also offers a one-click NDA feature so prospective clients can spend less time on this aspect of the process and more on discussing critical details of your proposal.

All of its pricing plans come with a 14-day trial offer, and you can save money on each payment option if you opt to pay yearly. Individuals who want to share documents securely can start with a plan at $10 a month per user, while businesses can begin with a $45 monthly fee per user.

GetAccept’s tool enables you to close more deals and build trust with your prospects through increased engagement and personalization. After using its pre-approved templates to create a proposal, you can increase engagement by adding a live chat option, pictures, reviews, and introduction videos to tailor it to prospects.

This tool can also help you simplify your internal and external contract workflow through customized signing fields as well as contract reminders and reports. You could also opt for real-time insights detailing when prospects are ready to talk and allow potential clients to sign contracts at any time with e-signatures.

Best of all, GetAccept can be used in collaboration with tools like Azure, Slack, Zapier, LinkedIn Sales Navigator, Facebook For Business, and more. Pricing starts at $25 per month with a maximum of 4 users. You can also opt for a 14-day trial before signing up for this paid plan.

RFP360 can help businesses who issue requests for proposal (RFP) documentation make the best purchasing decisions. It can also assist companies who need to reply to requests to achieve more growth.

It does this through its holistic cloud-based software that allows you to create a RFP, a Request For Information (RFI), a Due Diligence Questionnaire (DDQ), and a security questionnaire based on its templates within its knowledge library.

This tool also allows you to set tasks and deadlines for all team members and generates insights for each proposal so you can monitor its progress. Lastly, it helps you collate all scores and responses to your request in one place.

Alternatively, RFP360 enables you to reply to requests as it offers a centralized knowledge library that contains its best proposal content in one place. You can also use its AI feature to automate tasks.

Moreover, its workflow and reporting features can be used to communicate across teams and track various metrics like time spent on tasks. You can also integrate tools like Firefox, Excel, Chrome, and Salesforce into your sales process with RFP360.

Its pricing plans are not available on its website as you have to use the contact form on its website to find out more.

The Conga Document Generation service makes your sales process more agile and strategic. Its Conga Composer feature can help you create various personalized documents such as proposals and quotes. Once sent to a future client, these documents can be tracked and signed with an e-signature.

Businesses can also share large files with one link through its collaboration feature. It can also automate the delivery of specific files to make the sales process more manageable. Conga can also be integrated with tools like Salesforce, Slack, and Microsoft Teams, amongst others. For example, in collaboration with Salesforce, you could merge data stored in Salesforce into a Composer template.

And that’s not all. Conga also has a suite of other tools like Conga Digital Commerce, which can continue automating sales processes across multiple channels. In this way, the purchasing process is always easy for a customer. For further pricing information, you will need to contact Conga for a demo of the product.

Achieve More Revenue with Proposal Management Software + End-to-end Revenue Solution

Proposal management software allows you to create, manipulate, and catalogue all your sales proposals. However, to achieve maximum revenue impact, you must integrate it into an end-to-end revenue achievement solution.

Teams that aren’t able to capitalize on their sales proposals with CRM integrations, personalized content delivery, and advanced data analytics will not be able to differentiate themselves from the competition.

DealHub empowers sales and revenue teams to maximize the value of the deals in their revenue pipeline. To learn more about how our advanced technology can help you achieve more revenue than ever before, click here.

The post Top Contract Proposal Software 2021 appeared first on DealHub.

By leading digital transformation campaigns, visionary leaders can eliminate the problems caused by manual or inefficient processes, serve customers with increased speed and accuracy, and take advantage of their full revenue opportunity.

Onboarding next-generation sales technology is the best way to jumpstart your digital transformation. But to achieve maximum revenue impact, all of your systems must evolve to do better and meet the new need.

Below, we give you a handful of the best platforms for you to review as you plan your digital transformation.

• • E2Open
  • MuleSoft
  • Appian
  • Mendix
  • The Hackett Group
  • WSO2
  • LifeRay
  • BPM-D
  • KPI Digital

E2Open keeps everything in one place on the cloud, including inventory, logistics, and production. Your company’s digital transformation is complete with E2Open’s data-driven solutions, application, and world-class enterprise network. Simplify and upgrade your supply chain with infrastructure that is scalable and creates an end-to-end orchestration. With channel shaping, global trade management, and simplified transportation and logistics, you can unify operations and improve user experience. E2Open provides:

• Unified analytics
• Connected AI-driven applications
• Synchronized decision-grade data
• Connections to internal and external data sources
• E2Open offers Harmony, a tool for a unified user experience

E2Open Website

Its DealRoom deal acceleration platform offers sales proposal generation with integrated e-signature, contract management redlining and workflow approvals, and engagement tracking that informs sales reps when prospects engage with proposals.

DealHub requires zero coding to onboard, and can be fully integrated in just three weeks.

To learn more about it’s SalesForce integration, click here.

Mule Soft is an integrated API platform that integrates data from multiple sources for a variety of projects with MuleSoft’s Anypoint Platform. Business customers see dramatically improved efficiency with automated workflows and SaaS Integration. Gartner has named MuleSoft as a leader in API and business PaaS. This solution provides a four-step map for creating and implementing an API system. MuleSoft upgrades your strategy for the ecosystem, mobile, and Saas. MuleSoft is easy to implement and can connect your business with just a few clicks or a code.

• AnyPoint Platform provides integration and API Platform solutions.
• Saas Integration
• Magic Quadrant Leader
• Four Stage Blueprint
• Free Trial

MuleSoft Website

Appian’s digital transformation platform uses the newest business platforms for more efficient operations and customer applications. The secret to competing in the modern marketplace is to unify application and eliminate inefficient out of date methods. The result is an improvement in operations, a reduction of risk, and enhanced customer experience. Appian unifies operations for a seamless customer experience and takes the guesswork and delays out of complex regulatory compliance. Appian leads the way with a Business Product Management engine that automates workflows. The system adapts to new regulations, so there is no time wasted dealing with compliance.

• Business Product Management System
• Global Governance, Risk and Regulatory Compliance
• Easy to build and deploy business applications
• Reduced time-to-market
• Speed up Incident Response

Appian Website

Mendix is the right solution to reduce time to market, fully integrate applications, and to make collaboration easier. When IT is at the helm of the application development process, there is less room for error and a complete transition to full digital transformation. Incorporating new technologies without interfering with current operations is achievable. Mendix allows quick integration, provides total control, and eases the deployment of apps to the cloud. All disparate elements are pulled together into Mendix’s Developer Portal and API. Teams collaborate in creating data systems and complex processes. Deploy apps with a single click to Mendix cloud architecture that runs on Cloud Foundry.

• Common Data Model & Repository
• Real-time collaboration
• Full application lifecycle support
• Governance control
• Free Trial

Mendix Website

The Hackett Group’s Oracle Digital Transformation Platform (DTP) leverages more than 100 applications for a complete digital transformation.  DTP is a SaaS solution that combines The Hackett Group’s cutting edge data with best practices to help businesses pinpoint gaps in performance and find ways to alleviate delays and improve efficiency. The Hackett Group’s DTP creates a roadmap to expand value, coordinate applications, allow collaboration, and create a seamless user experience. The Hackett Group is a leader in intellectual property-based strategic consulting and provides enterprise cloud solutions. Its DTP offers unique features:

• Assessment of performance data according to Hackett benchmark metrics
• Best Practices Prioritization
• Accelerated implementation
• Cloud technology deployment
• Configuration Guidance

The Hackett Group Website

• WSO2 has a collection of tools that facilitate digital transformation. API Manager is an open-source hybrid API platform for cloud and on-premises architecture. The API Manager improves visibility to internal and external consumers and provides control over APIs’ entire lifecycle. Create and implement a variety of digital assets and generate valuable business insights. WSO2 API Manager allows the implementation of best practices, including end-to-end security and analytics. Deployment is simple through a variety of hardware and software infrastructures. The API Manager provides access to the complete codebase and community support.
  • Open standards and best practices
  • Works on-premise, hybrid, and cloud architecture
  • Supports both VM and Cloud platforms
  • Elastic scalability with no SPOF
  • Easy to set up on a wide range of hardware and software

  WSO2 Website

• LifeRay works with your current system to integrate new ones and create a unified digital platform for all operations. Every customer will have a unique experience, thanks to LifeRay’s customization features that make every customer journey different. Create a flexible platform that is scalable and will adjust to future needs. LifeRay provides individual employees with tools that will help them work more efficiently. Customers will interact with your company in a way that will provide the most value and foster customer loyalty. This solution creates platforms for customers and partners to improve communication and build a working relationship. Integrate all systems into a unified platform.
  • Connect systems in a single view
  • Create personalized customer experiences
  • Intranets connect employees for collaboration
  • Personalized websites reach a range of customer segments
  • Integration platforms bring existing and new systems in one place

  LifeRay Website

The BPM-D is a cloud-based tool that facilitates prioritization and alignment of strategies with processes that improve efficiency. The application is a simpler alternative to managing systems across various platforms and enhances transparency. The tool creates an effective digital transformation plan aligned with business strategy. The BPM-D works on the cloud through multiple platforms and requires no installation. The tool can be used right away without a complicated set-up. It allows a thorough analysis of business strategy and integration of best practices and industry standards. Its straightforward interface allows easy prioritization and milestone achievement.

• Aligned business and IT teams
• Efficient strategy execution
• Standardized portfolio management
• Can be accessed by multiple platforms on any browser
• Advanced collaboration features

BPM-D Website

Improving customer experience expands your business and fosters brand loyalty. KPI offers a holistic approach to making campaigns successful by refining multichannel strategies. KPI collects customer metrics and provides actionable insights to improve business and marketing strategy. This solution leverages social media and the omnichannel to create a seamless customer experience and expand brand awareness. Digital capabilities create, maximize, and implement successful strategies. Focused inventory brings the right product to the right customer every time.

• Campaign automation
• Real-time personalization
• Cloud-based content management system
• Seamless eCommerce solution across multiple platforms
• AI-powered recommendations to improve customer engagement

KPI Digital Website

The post Top Digital Transformation Platforms 2021 appeared first on DealHub.

Guided selling is that future!

Guided selling explained

Up until today, moving an opportunity from quote to close entangled sales reps in a web of administrative tasks. Pricing models needed to be approved, discounts needed to be signed off on, and supporting departments (legal) needed to be consulted. And that’s without even mentioning the ten versions of a deal, spread across five employee computers, that needed to be reconciled before signing.

The end result was a large amount of wasted resources and delays in responding to opportunities.

Guided selling uses technology to build internal workflows that automate away administrative tasks while still eliminating all the pain of inaccurate pricing, unauthorized discounting, cross-departmental approvals, and multiple versions of a contract. Sales reps are transformed from the end of a linear process into the central node of a collaborative human effort.

How guided selling produces accurate quotes

Let’s lift the hood on guided selling to see how it produces accurate quotes.

Guided selling in Configure, Price, Quote (CPQ) software uses a set of predefined rules, logic, and recommendations to guide sales teams through the configuration and pricing of complex products or services. Here’s how this essential CPQ feature contributes to the production of accurate quotes and why it’s crucial for sales teams:

Product configuration

Customization: Guided selling helps salespeople customize configurable products or services based on customer needs and preferences. It ensures that the configured solutions are feasible and meet both the customer’s requirements and the company’s capabilities.

Elimination of errors: By following predefined rules, guided selling reduces the likelihood of errors in product configuration. This results in accurate quotes that reflect the chosen features and options.

Pricing accuracy

Dynamic pricing: Guided selling tools often integrate dynamic pricing models. This means that the software considers various factors such as pricing rules, customer history, volume discounts, or promotions to generate accurate and competitive prices for each quote.

Consistency: By automating the pricing process, guided selling ensures consistency across quotes. This consistency helps build trust with customers and avoids confusion.

Cross-selling and upselling

Recommendations: Guided selling prompts sales representatives with intelligent recommendations for additional products or services that complement the customer’s choices. This can lead to increased sales by encouraging upselling and cross-selling opportunities.

Revenue optimization: By suggesting relevant add-ons, upgrades, or optional features, guided selling not only enhances the customer experience but also maximizes revenue potential for the sales team.

Sales efficiency

Speed and automation: Guided selling accelerates the quote generation process by automating repetitive tasks. Salespeople can quickly navigate through product configurations and pricing options, saving time and enabling them to focus on building relationships with customers.

Reduced training time: Guided selling simplifies the quoting process, making it easier for new sales representatives to quickly understand and use the CPQ software effectively.

Enhanced customer experience

Personalization: By tailoring quotes to individual customer needs, guided selling contributes to a more personalized and engaging customer experience. It also ensures the quote accurately reflects the customer’s needs. This can strengthen customer relationships and increase the likelihood of successful deals.

At DealHub, we’ve built the next generation of CPQ technology that simplifies the quoting process for 100% accurate quotes.

DealHub’s guided selling CPQ for accurate quoting

DealHub CPQ’s guided selling works by leading your sales reps through a series of predefined drop-down menu questions about their opportunity. Depending on how they respond, DealHub will automatically find the pricing strategy information that your leadership team has inputted into the system as appropriate for the rep’s responses and then generate the quote accordingly.

DealHub automates all the work of building the quote in the background. The leadership team sets the strategy once and then lets DealHub do the calculations to know what that looks like for each individual opportunity identified by the reps. Instead of wading through email chains and waiting on approvals, all the rep sees is a quote that meets their prospect’s needs and is a 100% accurate reflection of the current pricing strategy.

Generating a quote the old way takes an average of 90 minutes. DealHub’s CPQ does it in seven. That’s a 90% increase in speed and a 100% decrease in busy work.

Ramping up your revenues with DealHub CPQ guided selling

DealHub CPQ lets reps focus on selling and leadership focus on building winning strategies by automating the sales process. It’s the kind of synthesis between humans and technology that will win the future.

Revenue increases are the result. At the end of the day, DealHub CPQ increases your revenues by empowering your teams to sell smarter:

• Generate accurate pricing. By automatically executing on predefined pricing strategies, you can make sure that quotes accurately reflect the complex interactions between subscriptions, leases, add-ons, bundling, and more.
• Eliminate administrative work. Instead of working across endless email chains, spending time waiting for approvals, and reconciling contract versions, you can automatically generate the proper quote and maintain a single source of truth for your contract provisions.
• Let your sales reps sell. Remember the 83 minutes you saved by automating your quotes? That’s time your sales reps can now spend on their core competency–building the relationships that make your brand stand out instead of being a glorified administrator.
• Quote faster than the competition. Research shows that speed is the most significant determining factor in winning a deal. The rep who gets a quote into the hands of a prospect first wins the deal 50% of the time. With DealHub, your competition has just 7 minutes to act before you grab that advantage for yourself.

A CPQ Sales will actually use, and Dev will never even know exists

Can you visualize the impact of guided selling functionality without user adoption? Probably not. The same goes for your CPQ.

DealHub’s GUI is completely reimagined to work the way salespeople think. They can add customized content when they sense an opportunity to move a deal forward with the right message, avoid the workflow bottlenecks that get in the way of their closing, and present an accurate contract the moment a prospect is ready to sign.

Simplification and ease of use quickly win internal converts, so ROI isn’t undermined by a lack of use. Instead of executive-level technology dictates that reps actively work to avoid, salespeople believe the CPQ system adds value and quickly adopt it.

Onboarding takes weeks, not months (or even years), and always delivers the functionality you expect. Operations can change quickly without every pivot requiring months of coding projects. At a time of so much change, DealHub’s code-free mandate is lithe, allowing you to remain agile in how you change your guiding selling strategies to respond to shifting conditions.

DealHub CPQ has been ranked in the Top-10 Sales Tools of 2024 by G2 and recognized as a leader in the CPQ Momentum Grid. We have innovated the next generation of CPQ to empower teams to connect their tech and their teams to send their revenues to new heights today and in the future.

The post [Technology] + [Humanity] = 100% Accurate Quotes in 7 Minutes appeared first on DealHub.