DealHub 2.0: This upgrade is an easy win

Here is a quick breakdown of our recent Office Hours session on the powerful new features of DealHub 2.0. This effortless upgrade featuring collaboration, organization, and filtering improvements is a no brainer.

Consider making the switch today. Here’s what you need to know.

The Transition: Quick and Painless

• Instant activation: The change happens with the click of a button in the admin console
• No downtime or delays: You won't be waiting for minutes while the system refreshes
• Intuitive interface: Sales teams can adapt quickly with minimal training

The interface is so intuitive that some have successfully rolled out DealHub 2.0 without training sessions – sales reps simply continue working without missing a beat.

Enhanced Navigation and Layout

• Consolidated workspace: No more transitioning across multiple pages to find opportunities or proposals
• Cleaner layout: Information is presented in a more organized, accessible format
• Customizable views: Tailor what information appears and in what order through layout settings

The newly organized proposals page makes a great starting point. Click an opportunity or proposal in progress to get started.

Powerful Filtering Capabilities

Perhaps the most impactful enhancement for day-to-day efficiency is advanced filtering:

• Saved filters: Create and save custom filters for scenarios you frequently encounter, like renewals or high-value opportunities
• Expiration management: Quickly identify deals that are expiring soon to prevent dead links when clients are ready to sign
• Status filtering: Focus on proposals that need immediate attention (rejected, failed to sync, recalled) rather than those already handled
• Personal or team filters: Choose whether your saved filters are just for you or available to everyone in your organization
• Visual customization: Add icons to filters for easy recognition

Sales ops and RevOps teams can pre-build these filters to give their reps instant visibility into what needs action.

Integrated Deal Talk

Don’t let communication bottlenecks slow your deals. DealHub 2.0 embeds messaging in context, right in the proposal:

• Internal collaboration: Converse with teammates without leaving the proposal context
• No more separate emails: Eliminate the need to reference proposal names or customer information in external communications
• Deal-specific conversations: Keep all discussions tied directly to the relevant opportunity

The new interface even shows Deal Talk indicators right in the proposal list view, so you can immediately see which proposals have ongoing internal discussions.

Enhanced Deal Room Experience

Dedicated filters: Similar to the proposal view, you can create and save custom filters specific to Deal Rooms

• Quick signature access: Jump directly to signing from the dashboard without hunting through emails
• Document access: Quickly grab PDFs and other proposal documents when needed
• Clear status indicators: Easily see which stakeholders have viewed or signed documents
• Monitor all your active Deal Rooms with a simplified, consolidated view.

See how expert CPQ services from Thriviti can help you get the most out of DealHub.

Opportunity Status at a Glance

• Clear visibility: Immediately see if an opportunity is open, closed, or in another status
• CRM synchronization: Statuses sync with Salesforce or HubSpot (typically on a daily basis)
• No more guesswork: Quickly identify which deals you can still interact with and which are locked

This eliminates the frustrating experience of trying to determine if a deal was still open for edits or testing.

Customizable Layout Settings

Tailor DealHub 2.0 to the way you work:

• Field visibility: Show or hide fields based on what's important to your organization
• Field ordering: Prioritize the most relevant information by bringing it to the top
• Column width: Adjust how much space each field occupies
• Separate configurations: Customize both the Proposals and Deal Room views independently

For more control and alignment, choose layout settings at the organization level.

Powerful Global Search

• Finding specific proposals is now easier than ever with enhanced global search functionality:
• Comprehensive indexing: Search across proposal IDs, account names, opportunity names, creators, and more
• Rich preview information: Detailed results help you quickly identify the right proposal
• Term searching: Find proposals containing specific keywords (like "renewal" or "copy")

Integrated DealStream

Ditch the browser extension. DealStream is built into DealHub 2.0:

• No installation required: Eliminate the extra step of finding and installing a Chrome extension
• Real-time visibility: See live interactions as prospects engage with your proposals
• Prospect insights: Track who's opening, sharing, and downloading your proposals
• Management visibility: Managers can view DealStream activity for their entire team

This integration provides valuable intelligence about client engagement without any additional setup or tools.

Ready to make the switch?

Here is a quick review:

• This is a low-risk change
• Activation is quick and painless
• Users find the new UI familiar and intuitive
• The productivity benefits are immediate and substantial

DealHub 2.0 delivers on its promise to make quoting easier and faster for your entire team without a lot of training or hassle.

Ready to upgrade your CPQ platform? Contact us to help you activate DealHub 2.0 and start experiencing the benefits of modern sales technology.

This blog post summarizes our Office Hours session on DealHub 2.0. For the complete discussion, including additional tips and insights, watch the full recording in our Resource Center. https://www.thriviti.com/office-hours