Case Study: MedixSafe cuts month-end close from 20 hours to 2 with DealHub CPQ and Subscriptions

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Preview of the MedixSafe Case Study

MedixSafe's Operations Team Cuts Month-End Close From 20 Hours to 2

MedixSafe, a provider of intelligent narcotics safes and inventory management solutions, faced a challenge scaling its commercial operations. After moving its CRM from Salesforce to HubSpot, its lean operations team was burdened with manually validating pricing, renewals, and amendments. This process, which included re-deriving complex proration math by hand for every subscription change, was a significant bottleneck and limited scalability.

By implementing DealHub's CPQ and Subscriptions solutions on top of HubSpot, MedixSafe automated its subscription lifecycle. DealHub governed pricing logic, amendments, and proration automatically. This resulted in a month-end close process that was reduced from 20 hours to just 2 hours and made renewal quoting 50% faster for the sales team.


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