Brock USA engineers the shock pads and organic infill that sit under synthetic turf fields, and as it added playground and landscape systems, every quote turned into a logistics calculation of trim, pallet rounding and truckload capacity. Its customer happiness team ran that arithmetic by hand in Excel templates saved on shared drives, then saved a PDF, emailed it and uploaded it to HubSpot. DealHub AI moved the quantity logic into a guided playbook and the quote itself into HubSpot. The same team now turns a request around a third faster, and rebuilds a revised quote in seconds.
Down from the manual Excel workflow it replaced
Down from five to ten minutes rebuilding each quote by hand
Spreadsheet, PDF, email and CRM upload now happen in HubSpot
Brock USA builds systems that make synthetic turf fields safer and more sustainable, and for years its shock pads quoted cleanly from one Excel template. Adding organic infill and playground systems changed the arithmetic. Every product carried its own trim allowance, its own pallet rounding and its own limit on what fits on a truck, so the customer happiness team was calculating three sets of quantities by hand on a shared drive while the sales team waited on the answer. A slip in that arithmetic did not surface until the customer already had the number.
Our customer happiness team does trim and pallet math by hand on every quote. What happens to that when the catalog doubles again?
Our reps have requested quotes the same way for years. Why should a new quoting system make them relearn any of it?
Our pricing safeguards are warnings a rep can send straight past. What actually stops an unapproved discount reaching a customer?
| Before | After |
|---|---|
The customer happiness team calculated trim, pallet rounding and truckload capacity by hand for every product | The playbook returns the quantities and the team checks the output instead of producing it |
Quotes lived as Excel files on shared drives, saved to PDF, emailed, then uploaded to HubSpot by hand | The team generates every quote from the HubSpot deal record, and the CRM holds the only copy |
A revision meant rebuilding the quote from the annual template by hand | The team duplicates the live quote and changes only what moved |
Pricing safeguards were warnings a rep could send straight past | Leadership approval is a gate the quote cannot pass until it is granted |
“So there’s really no chance of human error. When we initially created the playbook, we built in a rounding function. Once we enter the trim, it will automatically round up to the nearest full pallet quantity.”
Danny Hiller
Sales and Operations Manager
DealHub AI holds Brock USA's trim allowance, pallet rounding and truckload logic inside the quoting playbook. Previously the customer happiness team ran that arithmetic by hand in Excel, and a slip surfaced only after the customer had the number. Now the playbook rounds every pallet quantity and the team checks the output instead of producing it.
Brock USA's sales and operations manager, working with a DealHub AI implementation specialist who built the playbook and a solutions contact who still supports changes.
Business-owned configuration. The customer happiness team built the rounding and truckload rules into the playbook itself.
About three months. Contract signed February 2023, implementation started late February, a fully functioning quote live by the end of April.
No change to how the sales team requests a quote. Adoption sat entirely with the customer happiness team.
HubSpot (CRM, native quote generation from the deal record).
Low, and it stayed with one person. A completely new product line takes about an hour on a call, an additional pad product about thirty minutes.
DealHub is ISO 27001, ISO 27701, ISO 22301, and ISO 42001 certified, holds SOC 1 Type II and SOC 2 Type II attestations, and is GDPR and CCPA compliant, alongside additional security, privacy, and compliance frameworks.
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