CPQ and revenue-workflow platform, cited by Anthony as an alternative to Salesforce CPQ when a company outgrows manual, spreadsheet-based quoting.
How LeanScale runs delivery where DealHub is involved.
Half the bad advice online cites the wrong product. "Revenue Cloud" has meant three different things. When someone says "move to Revenue Cloud," they …
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…
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 …
DealHub is cloud-based quoting and proposal software covering the path from configuration through approval to signature. Its emphasis is guided sellin…
Real engagements involving DealHub.
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 …
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…
A B2B software company needed off Salesforce CPQ before it retired, with no clean handling for ramped or multi-year deals. LeanScale implemented DealH…
A late-stage AI company was hiring an enterprise sales organization from close to zero while committing constrained physical capacity to customers it …
Conversation, not measurement.
Derek Mogar on quote-to-cash in the AI era: the four-step build, the guardrails, and why trust in the data is where most projects fall short
Stephanie Ucko on taking RevOps from a pre-IPO startup to a public company — SOX, quote-to-cash, and building to a post-IPO standard