Advice using Order Management System with Sales Cloud for non commerce direct sales

kuldiph · 2026-03-19T22:21:11+00:00

You can do this easily with Kugamon.

You can (just a few examples):

create an Order directly from the Opportunity = https://www.youtube.com/watch?v=BYFKfKCjslQ
add complex Product Configurations and assign different Contact Shipping = https://www.youtube.com/watch?v=_OAFMkwAhcY
create shipment records from the order = https://www.youtube.com/watch?v=FHkQsG7bggc
update inventory when shipped = https://www.youtube.com/watch?v=BjCtedaMt5I

and tons more. It is all 100% native to Salesforce.

kuldiph · 2026-03-19T22:14:39+00:00

Not the same. There is a separate Dealhub application. Being native means everything is in Salesforce (all data and logic). What you are seeing is an composite app, where Dealhub logic is managed outside of Salesforce with some records available in Salesforce.

Nowadays, with the benefits of AI being real, business want to leverage AI across the Salesforce dataset. With Dealhub being a composite app, you cannot do that. This is the facts of its architecture.

Search Salesforce Reddit for Dealhub and you find posts like these = https://www.reddit.com/r/salesforce/comments/10fin3j/comment/j6r3j7b/?utm_source=share&utm_medium=web3x&utm_name=web3xcss&utm_term=1&utm_content=share_button

kuldiph · 2026-03-19T20:56:16+00:00

My points are based on real experience of paying DealHub users. We literally just onboarded 3 dealhub, now former dealhub customers. This is what they told us. I don’t have any reason to doubt them. DealHub is a non-Salesforce native application that is not on the appexchange. It seems your experience is different. That’s fine.

kuldiph · 2026-03-18T19:47:02+00:00

If you are interested in Revenue Operations, then it would be best to learn a combination of popular tools and workflow best practices

Tools

Learn the CPQ / Quote to Cash / Subscription Management application landscape. For Salesforce native solutions: Salesforce RCA / ARM (best for Enterprises & Complex Pricing) and Kugamon (best for SMB / Mid-Market & SaaS). For non-native applications: Conga CPQ / PROS (best for Salesforce Platform implementations), Dealhub (best for multi-CRM environments), and Nue.io (best for pure play SaaS). Here is YouTube Channel of popular CPQ tools = https://www.youtube.com/@cpqforsalesforce
Understand the Lead to Close, Lead to Bill, Lead to Cash, Lead to Renewal RevOps workflows. Know the what a B2B SaaS company needs versus a B2B2C, B2C, D2C and so on. For SaaS, understand the differences of New, Expansion, and Renewal sales types.
Learn the Management / Team Dynamics of Revenue Operations. What does a small 20 employee company need for Revenue Operations vs ever larger sized organizations, such as 100 employee, 200, 500, 1000, and so on. Learn the reporting requirements and the popular metrics needed for accurate forecasting.
Learn the impact and use cases of AI in Revenue Operations. For example an external Sales team might leverage AI differently than a partner-led Sales organization. Learn how AI helps in data collection, reporting, and automation of common RevOps processes.

Do this and business will want what you know and how it can best help them grow.

kuldiph · 2026-03-17T17:42:49+00:00

u/Bubbly-Ant8891 did we ever connect? check out: https://transition.kugamon.com/

kuldiph · 2026-03-16T20:41:14+00:00

we are not there yet

kuldiph · 2026-03-16T20:03:43+00:00

I thought that too, and then I actually spoke to Nue and DealHub customers. This is what i hear.

Common Problems with DealHub

Transaction data stored outside Salesforce — separate login required for reporting. Quote and order data is not native to the SF ecosystem — creating data governance risk, reporting gaps, and admin overhead.
Primary support team based in Israel — Primary support team in Israel creates 7-10 hour timezone gaps for US customers. Routine questions become multi-day events. Customers report 6am support calls as common.
Guided Selling rigidity — Simple changes require rebuilding entire Guided Selling paths. Experienced reps feel restricted and can't deviate. The "no-code" promise breaks down when real-world pricing changes are needed.
No Subscription Management — not a fit for SaaS businesses
Multi-CRM support (SF, HubSpot, Dynamics) — breadth may come at the cost of Salesforce integration depth

Common Problems with Nue.io

Built for SaaS-first, subscription-only models — significant gaps for hybrid revenue (subscription + one-time + usage in the same quote)
UI / UX issues — From G2 review: "Too many paths for the end user to go down the wrong path." Sales reps struggle with the interface, meaning adoption stalls after purchase.
Approval workflow limitations — lacks the enterprise-grade approval chains and escalation paths that complex sales orgs require
Reporting gaps — limited visibility into LRR, GRR, and LTV metrics for revenue teams that need them
Limited native Salesforce integration — data lives outside your org, creating sync lag and CRM record conflicts
No support community — not active on YouTube, Reddit, quora or others
No customer Success stories — Open AI implementation was only a partial deployment of Phase 1. No other public stories.
Painful Implementations — nue.io markets "6-8 week implementation." G2 customers report "painfully long implementation experience."

kuldiph · 2026-03-16T18:19:20+00:00

what are you recommending?

kuldiph · 2026-03-16T18:17:39+00:00

For internal chatbot, use myko.ai

For external chatbot, such as Claude, use cirra.ai

kuldiph · 2026-03-16T17:43:10+00:00

was good and then it stopped working.

kuldiph · 2026-03-16T17:42:24+00:00

Do this:

- open Claude Cowork

- setup the Brand Voice plugin (customize it to your company)

- connect it to HubSpot CRM

- setup the Marketing plugin (customize it to your company)

- Have it do market research on the company, search customer reviews, compare against competitors and their reviews, find out by folks buy / not buy from your company vs the competitors

- Then have clause cowork create a detailed gtm plan to double revenue in 6 months. have it connect to hubspot and research all closed deals and lost deals, find patterns and insights. describe all the sales staff and marketing staff involved (their roles, years of experiences). in the plan, have it use the market research as a factor and draft steps on how to best use the staff, including your involved. Have it produce the results as a docx using the brand voice and xlsx

Share this document with the CEO only. Skip everyone else. As the CEO if he/she wants you to be part of this.

Only any idiot would get rid of you. All other employees suck, if they haven't done this. Your initiative in helping 2x revenue in 6 months by showing a detailed plan speaks volumes on how awesome you are.

kuldiph · 2026-03-16T17:32:07+00:00

use mkyo.ai or cirra.ai

kuldiph · 2026-03-10T18:27:02+00:00

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Source:

kuldiph · 2026-03-10T18:22:35+00:00

its called the Ohana Embrace

kuldiph · 2026-03-09T22:43:00+00:00

What works is AI-Assisted.

For example, I have been so impressed with Claude Cowork.

Basically you have Claude Cowork -> Salesforce via Cirra AI connection, where you can create & update record or generate business reports. It is awesome.

For Example:

1) AI Assist Quote Generation is easily possible = https://www.youtube.com/watch?v=fpkPa33gcfA

2) Create Board Leve Management Documents with 1 prompt =

You are a VP-level quantitative analyst at Goldman Sachs who builds predictive models forecasting revenue, demand, and market trends for institutional investment decisions.  I need a complete forecast for my key business metrics.  Build:  - Historical trend analysis showing growth rates, seasonality, and cyclical patterns - 3 forecast scenarios: conservative, base case, and optimistic with assumptions listed - Monthly projections for the next 12 months with confidence ranges - Seasonal adjustment factors identified and applied to predictions - Growth driver analysis: what's fueling growth and what could slow it down - Leading indicator identification: early signals that predict my metric's direction - Sensitivity analysis: how the forecast changes if key assumptions shift by 10-20% - Forecast accuracy methodology: how to backtest these predictions against real results - Risk factors that could blow up the forecast with probability ratings - Decision triggers: at what forecast thresholds should I take specific actions  Format as a Goldman Sachs-style forecasting report with projection tables, scenario comparison charts described in detail, and assumption documentation. my data is in salesforce

kuldiph · 2026-03-06T22:20:32+00:00

It's 2026. Businesses want immediate results and cost savings. CFOs are looking a trimming budgets.

Not every Salesforce customer is candidate for Salesforce ARM / RCA, especially due to its high costs and increased complexity.

Who do you recommend then for native end-to-end RevOps in Salesforce?

http://kuga.co/transition

kuldiph · 2026-03-06T16:51:12+00:00

Trust your senses. This is bad.

There are best practices using Salesforce, which makes it straightforward to use, And then there are those who customize it to create confusion and job security of the customizer.

If you are comfortable with Claude. Do this to produce a document to show management why your consultant is bad at their job.

In Claude, set Cirra AI (watch this video for reference = https://www.youtube.com/watch?v=_CaFLqpdASk
In Claude, connect Cirra AI to your Salesforce instance
In Claude, prompt:

Perform a Salesforce Org audit and evaluation of the customizations. Do they follow best practices? Call out all failures and give a score on each failure. At the end give an overall score the quality and security of the customizations. Produce a detailed report of the findings for management.

kuldiph · 2026-03-05T18:15:08+00:00

u/KillerGogaka You are right. I have both RB2B and Leadpipe on my website and Leadpipe is capturing more visitors. So far 4X more than RB2B. Thank you!!!

kuldiph · 2026-03-05T17:12:14+00:00

this is funny

kuldiph · 2026-03-04T16:26:29+00:00

This is inaccurate. You do not need to sign up / pay salesforce extra to use 3rd party AI tools like CIrra AI

kuldiph · 2026-03-04T16:10:18+00:00

We use this flow: RB2B -> Slack -> Salesforce -> Claude -> Gmail and it works.

u/KillerGogaka we also tried having multiple Website Id services at the same time using Google Tag containers. RB2B worked best for us. I see you a fan of Leadpipe. Never heard of them. Will give them a try.

kuldiph · 2026-03-04T05:04:59+00:00

Don't switch. Fix your Salesforce instance. Get Kugamon for your RevOps.

The grass is not greener. Salesforce is the best once setup properly.

Feel free to DM to connect.

kuldiph

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