SYSPRO sells Enterprise Resource Planning software to manufacturers and distributors in most major regions of the world. Its sales teams ran five different quoting processes, on spreadsheets and legacy systems, with every revenue breakdown typed into the CRM by hand. DealHub AI replaced all five with one guided process running inside HubSpot CRM. SysPro's sales operations function now changes that process itself and publishes the new version in minutes.
Quote data writes itself into HubSpot instead of being re-keyed by reps.
Every region quotes from one process instead of its own spreadsheets and systems.
Sales ops edits the playbook and publishes a new version without a developer.
SysPro had grown five separate ways of quoting, one per geography, each on its own spreadsheets and its own legacy systems. Consolidating them meant a person typing the revenue breakdown for every deal into the CRM by hand, property by property, before anyone could report on it. Aligning five regional sales processes into one was not a realistic ask. At the same time the Americas team was being migrated into SysPro's global CRM environment, and the quoting capability it already had was not coming with it.
We quote five different ways across the globe and somebody re-types every revenue breakdown into the CRM. How much of our reporting is really just manual data entry?
Our Americas team is moving into the global CRM and loses its quoting tool on the way. What do they sell with on day one?
Our pricing runs to modules, bundles and customer-specific conditions. Who changes a price when it is wrong, and how long does that take?
A quote from the Americas and a quote from Africa look like two different companies wrote them. What does that cost us in front of a buyer?
| Before | After |
|---|---|
Reps built quotes in spreadsheets and email, and pulled in finance to get one out. | A rep opens the deal in HubSpot, answers the playbook questions and the quote comes back complete. |
A pricing or rule change waited on development capacity. | Sales ops edits the playbook and publishes a new version within five minutes of someone raising the problem. |
Complex module, bundle and customer-specific pricing lived in nobody's system of record. | Pricing logic sits in the playbook as one set of rules, and every region gets the update the same day it is agreed. |
A new region meant a new way of working and a slowdown while it bedded in. | The Americas went live on a minimum viable quote and each region joined the same process behind it. |
Quote documents were built by hand and looked different in every market. | Every region issues the same document from the same system, with no manual quotes going to customers. |
“We had five different ways of working across the globe, and we had to standardize on one process… you concentrate on what you wanna quote. The system will populate all the figures and the different revenue breakdowns automatically.”
Christopher Altmann
Sales Operations Executive
DealHub AI gave SysPro one quoting process for every region. Previously five geographies worked off different spreadsheets, different systems and different processes, and consolidating them meant re-typing each deal's revenue breakdown into the CRM by hand. Now a rep picks what to quote and the system builds the figures behind it.
SysPro's sales operations function. One person was given the evaluation, assembled a core team to run it, and then implemented the platform into each region and business area.
Business-owned configuration with a single dedicated administrator. Quoting and pricing logic live in the playbook rather than in code, and the administrator versions and republishes it.
The Americas market went live first on a deliberately narrow build, a quote for core system software only, after the first full-scope attempt proved too broad to roll out. The platform has been built out continuously since.
Region by region behind the Americas. Africa already ran a working quoting tool of its own, so it adopted only after being shown the value side by side.
HubSpot (CRM), natively integrated. SYSPRO's own ERP, read live through DealHub AI's own API layer. A partner relationship management system is planned and not yet connected.
Low and carried by one person. The administrator self-serves about nine changes in ten and escalates the rest to a dedicated customer success manager.
One Process, Every Market SysPro Sells In
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.
Eliminate the
Friction between Quote-to-Revenue
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