💡 Best Practice Tip: Run a Quarterly “Rep Walkthrough” to Keep Your Deal Workflow Smooth

One of the simplest ways to maintain a clean, efficient quoting process is to do a quick “rep walkthrough” every quarter. This helps you catch friction points early and ensure your DealHub setup still matches your current GTM strategy.
 

How to run it:

• Invite one rep from each segment (SMB, MM, ENT) to build a real quote from scratch.
• Watch for moments of hesitation or confusion—these usually highlight configuration gaps or unclear logic.
• Verify that required fields, pricing logic, and approval flows are still aligned with how your teams actually sell today.
• Make small improvements like updating tooltips, field labels, or validations to remove friction.

This 30–45 minute exercise consistently leads to fewer errors, cleaner data, faster approvals, and a better quoting experience for everyone.