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ChannelOnline serves IT VARs and MSPs looking to increase their efficiency in sales and procurement. Our customers include the one-man operation all the way up to the enterprise business.
Midsize & enterprise companies.
Easy to copy quotes, make changes, look up, overall easy. It is nice to be able to copy quotes and save the original for reference.
I learned early on to hit the save button constantly or risk losing changes that I just made, but these latest issues just happen suddenly for no reason at all.
It is a terrific starter package for a young company.
I noticed its difficult to change a worded description in a customers product list. When I emailed for assistance, I had a difficult time getting a response that helped.
Easy to quote, intuitive screens, quotes look nice.
Why do quotes expire after a limited timeframe and then become utterly useless thereafter. If you guys can change this annoying habit, it would be a great timesaver.
I've used ChannelOnline for 15 years, it's a great product.
I've been waiting 7 months to fix the Autotask integration. There is no follow-up, but they take my payment anyway.
Great team and customer support - they are proactive at getting you the help you need to get yourself up and running - and most importantly you can self maintenance.
Bugs: there can sometimes be bugs, or moments when deal hub is down. This can sometimes be at bad times (end of month).
Time is money - Dealhub saves me time. It is amazing how much I can save with the templates for proposals and I can track what prospects are paying attention too.
Dealhub's backend is very multifaceted that's why detecting errors and troubleshooting can be very tricky. Also, errors often appear here and there.
DealHub is very easy to configure in most scenarios. The Customer Success Manager and Customer Support services are fantastic and always willing to help.
The backend/admin management of Dealhub can be a bit confusing at times, however I feel this will be the same with any CPQ type software.
DealHub has a great CS and responsive support team. The product is good and requires a lot of thought and effort during the design and implementation stage, as is the case for all CPQ solutions.
The implementation is a heavy lift. By comparison, it is easier and quicker than other tools in the industry... but it is no small task.
Jamie C.: My name is Jamie, I work at View Technologies Corporation. We're a virtual production studio and technologies company, I work in sales and business development, and I've been using DealHub for about two months, and so far I'd give it about a five out of five. Prior to using DealHub we were using HubSpot and PandaDoc, and that integration for sending out estimates and contracts. There was a couple things that made it clunky, so it was nice to integrate over to DealHub because they had some solutions that our prior software did not. So some of the main factors that led us to go with DealHub over our prior technology was I really liked the logic questioning for the user experience on my end, did the client want this, then that, this, then that, and it would auto-populate. The pricing table, which was great, and then we really just like the presentation to the client. So it's a very nice presentation, when we send a contractor or an estimate over to them, and not only does it represent our brand well, but it clearly communicates the scope of the pricing. The onboarding was not necessarily super easy. There was a lot of time that did have to go into it, setting it up. Not to say that it's not worth it, and not to say that's something that is as complex as pricing structure and scope of work, I mean all that is very complex. So it was a heavy lift for people on our team to get it up and going, but now that it's up, it's great, and it's relatively easy to maintain and change things. Recommendations for anyone considering DealHub is to be very communicative to the sales rep at DealHub of how you're going to be using it and the nuances of your business. Every business is very different. I think in hindsight we would've been a little bit more specific on how we would be using it immediately, and that probably would've guided and directed our onboarding and our training a little bit more. So yeah, just have lots of examples and samples of how you're going to be using it so that the DealHub representatives can best know how to get you up and going quickly.
ChannelOnline
DealHub
Top FeaturesChannelOnline
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DealHub
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