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Accelerating Quote-to-Cash and Operational Agility with DealHub + HubSpot

Factorial HR is a fast-growing provider of HRIS solutions for SMBs, empowering organizations to automate HR processes, boost productivity, and deliver a seamless employee experience. With a commitment to simplicity and speed, Factorial HR has become a trusted platform for companies looking to optimize their people operations and focus on what matters most: their people.

SaaS

1,500+

0%+

Faster Quote Generation

0%+

Reduction in Annual CPQ Spend

Faster Global Pricing Updates

Solution they used

CPQ

CRM
they use

HubSpot

Challenge

Manual, slow, and inconsistent processes

Manual, Slow, and Inconsistent Processes Factorial HR’s growth outpaced its manual quoting workflows, leading to delays and inconsistent customer experiences.

Solution

Seamless CPQ integration with HubSpot

DealHub CPQ Integrated with HubSpot DealHub provided robust workflows, intuitive quoting processes, and seamless HubSpot integration, eliminating manual inefficiencies.

Challenge

Quoting complexity burdened internal teams

Operational inefficiencies impacted internal teams, making quoting cumbersome for sales and complicated for finance and legal teams.

Solution

Guided workflows simplified internal collaboration

DealHub’s guided quoting process simplified the internal quoting experience, significantly reducing the time sales, finance, and legal teams spent on approvals.

There’s this sort of questionnaire that you go through when you’re building out the quote, which is very intuitive—it’s almost like Q&A. This really helps the sales team to go through it quickly and smoothly.”

Elias Gisin

Head of Sales Strategy & Operations

Challenge

Data silos slowed sales and operations

Disconnected systems created data inconsistency and slowed response times.

Solution

Unified CRM integration for real time accuracy

Seamless integration with HubSpot automated data flow, boosting accuracy and response speed.

Challenge

Manual approvals created bottlenecks

Internal communication around approvals was cumbersome and time-consuming, hindering productivity.

Solution

Automated workflows triggered by quote parameters

DealHub streamlined internal workflows by triggering automated notifications and specific workflows based on quote parameters, dramatically reducing internal communication needs.

The approval processes really stood out for us. DealHub lets you trigger notifications and workflows based on quote parameters, saving a lot of internal communication time.”

Elias Gisin

Head of Sales Strategy & Operations