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The power of connection: CRM and CPQ integration

Welcome to the realm of seamless connections, where technology weaves its magic to revolutionize the way we work! In today’s hyper-digital world, the right connections, particularly between software platforms, can supercharge productivity and redefine efficiency. A compelling testament to this power of connection is the dynamic duo of HubSpot CRM and DealHub. These two tech titans, when linked, can transform your sales processes, enhancing customer relationships and ultimately driving revenue growth. So, buckle up and join us as we delve into the marvel of this tech alliance and how it’s redefining the art of selling.

The power of connection: CRM and CPQ integration

The power of connected technology

In a landscape where our lives are intricately woven into the fabric of technology, the concept of “connection” has taken on a whole new dimension. Think about it: your smartphone syncs seamlessly with your smartwatch, your car connects to your calendar, and even your fridge can remind you to buy milk. This very essence of connection is also revolutionizing the world of business software. We’re no longer talking about isolated tools but about integrated solutions that sing in harmony to amplify productivity and redefine how we operate.

Business software should offer just as seamless a connection as you have between your watch and phone. When companies weave together different technological solutions, like CRM (Customer Relationship Management) and CPQ (Configure, Price, Quote), they can optimize the way they operate and create a seamless buyer’s journey for customers.

Connecting technologies from a business perspective means:

Amplified efficiency. Imagine your sales, marketing, and customer success teams sharing data, insights, and updates effortlessly. No more silos, no more duplicated efforts – just a fluid exchange of information that propels your business forward.

Unleashed Productivity. Automation streamlines routine tasks, flags essential events, and even nudges sales representatives when it’s time to follow up. With the grunt work taken care of, sales can spend time on more high-value activities – such as building client relationships.

Enhanced collaboration. In a world where remote work and virtual teams are the norm, connected technologies bridge geographical gaps. Your colleagues can collaborate seamlessly on projects, share real-time updates, and brainstorm ideas as if they were in the same room.

Data-driven insights. When your CRM talks to your analytics platform and your CPQ and billing platform feeds into your forecasting tools, you gain a panoramic view of your business’s health. This data-driven perspective enables you to make informed decisions, spot trends, and confidently pivot your strategy.

Agile adaptation. Business landscapes evolve rapidly, and flexibility is essential. When your technologies are connected, adapting to change becomes a breeze. Whether it’s shifting market trends, regulatory adjustments, or sudden industry disruptions, your interconnected systems can pivot and adjust without causing chaos.

Scalable growth. As your business grows, so do its complexities. Connected technologies lay the foundation for scaling. Whether expanding into new markets, launching additional product lines, or onboarding more customers, your integrated systems can handle the increased load gracefully.

The power of integration: CRM and CPQ

Integrating your CRM and CPQ can be a particularly effective game-changer from a sales perspective. In fact, combining the two and being able to see a more holistic view of your marketing and sales efforts can be a catalyst for sales success. A CPQ CRM integration provides:

Harnessing integration for elevated business operations

1. Enhanced sales efficiency

Picture this: your sales team can seamlessly access customer data, track interactions, and manage quotes, all within a single interface. No more toggling between different platforms or drowning in a sea of tabs or long email threads. It’s like having your entire sales toolkit neatly organized at your fingertips.

2. Real-time pricing and product information

Gone are the days of scouring spreadsheets or playing phone tag with your product team. With CRM and CPQ integration, you’ll have real-time pricing and product availability insights to ensure sales representatives can whip up accurate quotes on the fly.

3. Consistency in quotes

Integration ensures that the numbers and terms on your quotes align perfectly with your customer’s history and your business’s policies.

4. Increased sales effectiveness

Streamlined processes mean your sales superstars can spend more time doing what they do best – selling! Less manual admin work equals more time building relationships and closing deals.

5. Cross-sell and upsell opportunities

When your CRM and CPQ join forces, they become the ultimate tag team for spotting cross-selling and upselling opportunities. Sales representatives can use the insights to propose other options that speak to a client’s needs and solve their problems while ensuring the company generates more revenue.

6. Automated workflows

Tedious manual data entry isn’t enjoyable for anyone. There’s also a higher likelihood of human error. Integration removes the gruntwork and inaccuracy of manual inputs by automating workflows, ensuring every lead gets a follow-up, and no task is left unfinished.

7. Improved sales forecasting

Take the guesswork out of forecasting! With data flowing seamlessly between CRM and CPQ, your ability to predict the future becomes sharper, giving you a clearer view of what lies ahead.

8. Enhanced customer experience

Imagine delivering a level of personalization to your customers that makes them feel like you “get it.” Integrating CRM and CPQ allows sales to see the full scope of client interactions with your product or service – including past purchases – to enable your sales representatives to tailor quotes and offer meaningful solutions to their pain points.

9. Data insights and analytics

Numbers tell stories, and integration provides a rich buffet of data insights. By merging CRM and CPQ, you’ll know what’s working, what’s not, and where the untapped opportunities lie.

10. Simplified reporting and compliance

Bid farewell to the days of struggling through spreadsheets to generate reports. Integration simplifies the reporting process, ensuring you’re always compliant and in the know.

The power of optimization: HubSpot CRM + DealHub

Now, let’s zoom in on the main act: the powerhouse partnership of HubSpot CRM and DealHub. This isn’t just about integration but optimization at its finest.

The power of optimization: HubSpot CRM + DealHub

When these two tech solutions team up, something magical happens. HubSpot CRM brings its A-game with intuitive contact management, deal tracking, and pipeline visibility. Pair that with DealHub’s CPQ prowess – including generating accurate quotes, orchestrating approvals, and streamlining the entire sales cycle – and you’ve got a match made in sales heaven.

But it doesn’t stop there. The real beauty lies in how this connection supercharges your sales process. CPQ for HubSpot allows businesses to:

Optimize sales processes:

  • Effortlessly sync data. Customer data, deal progress, communication history – everything flows effortlessly between the two platforms.
  • Streamline quoting. DealHub’s CPQ capabilities seamlessly integrate with HubSpot CRM, allowing your sales team to create accurate, customized quotes..
  • Get faster approvals. The integration ensures that quotes move seamlessly through your approval workflow. No more chasing down signatures or waiting for emails – everything happens within the integrated ecosystem.

Enhance the customer experience:

  • Personalize engagement. Armed with a unified view of customer interactions, your sales team can deliver highly personalized experiences.
  • Provide seamless communication. Quotes, proposals, and follow-ups can be sent directly from the CRM to ensure consistent and timely interactions.
  • Responsive problem-solving. With a holistic view of customer data, your team can quickly identify pain points and provide solutions.

Unlock revenue opportunities:

  • Upsell and cross-sell. Access to real-time product and pricing information allows your sales team to quickly identify cross-selling and upselling opportunities.
  • Perform data-driven decision-making. Teams can analyze which quotes are converting, which products are gaining traction, and which customer base segments are most profitable to fine-tune sales tactics.
  • Build efficient sales forecasting. The integration provides a clear view of your pipeline to anticipate future revenue and make informed business decisions.

A DealHub + HubSpot CRM case study: Edgio

Want to see the power of optimization in action? Look no further than Edgio’s Case Study, which showcases how a HubSpot CRM + DealHub work together seamlessly.

Edgio used HubSpot CRM but required a CPQ solution that seamlessly integrated with their existing system. However, given the complexity of their pricing and bundling, they needed something scalable and robust so that sales representatives could generate accurate quotes directly from their CRM. They also wanted a user-friendly solution that could be implemented fast and scale well.

Edgio’s integration of DealHub’s Agile CPQ with HubSpot CRM streamlined their lead-to-cash process, facilitated rapid and accurate quote generation, and provided the flexibility needed to adapt to changing business requirements. This transition to a modern CPQ solution contributed to shorter deal cycles, efficient pipeline management, and overall business success.

Listen in on Edgio’s experience with DealHub’s integration into HubSpot CRM here:

A powerful alliance

When it comes to sales, where every interaction counts, the HubSpot CRM + DealHub connection makes sure your company stands above the competition. The efficiency, accuracy, and growth achieved can kickstart your sales. It can also uncover new revenue opportunities, and build closer relationships with customers.

So, if you’re ready to elevate your sales game, streamline your processes, and forge stronger customer relationships, it’s time to take a closer look at the power of this dynamic duo. When CRM and CPQ unite, your sales success will be unstoppable!



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The power of connection: CRM and CPQ integration

The power of connection: CRM and CPQ integration