CertifiedWe are trained on itCore system

How LeanScale runs DealHub

Our reference CPQ, and the deepest quote-to-cash playbook in the library.

Talk to the team that runs DealHub dealhub.io ↗

Projects we run on it: 6
Native integrations in our stack: 1
Hub documents: 10

What we build

What we build on DealHub

6 projects from the LeanScale catalogue run on DealHub, each with a typical timeline from our delivery record.

RevOpsPlaybook

CPQ

Guided selling, price rules and approvals, so a quote takes minutes.

4–8 weeksDeal execution

RevOpsPlaybook

Quote to cash

Quote, approval, e-sign and invoice in one flow, with no swivel chair.

4–8 weeksDeal execution

RevOpsBlueprint

Pricing and packaging setup

Products, price books and packaging in the system, so quotes cannot drift.

3–4 weeksDeal execution

FinOpsPlaybook

Order to cash handoff

The outcome of the quote flow you already run, arriving in the ledger in a shape finance can bill from.

2–4 weeksBilling and entitlements

FinOpsBlueprint

Deal desk operations

A named reviewer on a stated turnaround, with every clause priced before anyone signs.

Daily queue, answered on a stated turnaroundDeal desk

FinOpsBlueprint

Terms policy and approval matrix

A one-page terms policy, so "non-standard" becomes a testable statement instead of a feeling.

1 weekDeal desk

Operator’s note

What we see running DealHub

Our reference CPQ because a well-scoped build lands in weeks rather than quarters. Configuration-led rather than code-led is the reason, and it holds up under real pricing complexity.
LeanScale RevOps

Our reference CPQ, with the most developed quote-to-cash playbook in the library

The full Field Report is a Standard benefit.Implementations, effort, AI-nativeness and reach, every quarter. See how a partner earns it

Connected

How DealHub fits the rest of the stack

Headless readiness and native integrations, read off the vendors’ own pages. Nothing here is asserted from memory.

Connects natively with 1 partner we run

Gong

In the stack

The outcomes DealHub helps us deliver

The LeanScale stacks DealHub sits in, and the systems it runs alongside.

CPQ Implementation

RevOps

Quote to Cash

RevOps

E-Signature Implementation

RevOps

From the knowledge hub

What we’ve published on DealHub

2 playbooks · 4 customer stories · 2 docs · 2 podcast episodes

Method Revenue Systems

CPQ vs Revenue Cloud

Half the bad advice online cites the wrong product. "Revenue Cloud" has meant three different things. When someone says "move to Revenue Cloud," they …

13 sections · 7 min read

Method Migration

CRM Migration

Every migration moves through the same four phases. The weight sits in phase one — get the Blueprint right and the other three go smoothly. 1 Blueprin…

43 sections · 29 min read

Method GTM Tech Stack

When To Buy New Systems

What to buy depends on stage. Seed to Series A calls for a CRM and the minimum around it, Series B is where marketing automation and sales engagement …

5 sections · 2 min read

Method System Demos

Dealhub

DealHub is cloud-based quoting and proposal software covering the path from configuration through approval to signature. Its emphasis is guided sellin…

6 sections · 2 min read

Proof CRM Architecture & Migration

Merging two Salesforce orgs into one against a contract-expiry deadline

A software company was paying for two separate Salesforce orgs and had to be out of one before its contract lapsed. We merged roughly 625,000 records …

3 sections · 9 min read

Proof Quote-to-Cash & CPQ

Rebuilding quoting from zero in DealHub after a CRM consolidation took the old CPQ away

A sales-technology company lost its CPQ during a CRM consolidation and could not send contracts at all. LeanScale built the replacement in DealHub — c…

3 sections · 7 min read

Ep. 108He Built a $60K CPQ Inside HubSpot in 2 Days Ep. 35Operate Like You're Already Public

Everything on DealHub

CPQ