fbpx
Glossary » CPQ for HubSpot

CPQ for HubSpot

What is CPQ for HubSpot?

CPQ for HubSpot is a configure, price, and quote tool that allows businesses to create sales quotes quickly and easily without manually entering data or creating complex pricing formulas.

CPQ can help companies to save time and money by automating the quote creation process, and it can also help sales teams close deals faster by providing accurate pricing information.

There is a basic quote tool inside HubSpot. However, several CPQ solutions integrate with HubSpot to expand the functionality and extend the value of your HubSpot CRM. If you use complex pricing or sell configurable products, it is recommended that you add an advanced CPQ solution to HubSpot.

Benefits of Integrating a CPQ with HubSpot

If you’re looking for a way to streamline your sales process and make it more efficient, consider integrating a CPQ (configure, price, quote) solution with your HubSpot CRM. There are several benefits of HubSpot CPQ integration, including:

Reduced errors and mistakes: With CPQ integration, the CPQ tool automates price quote generation to ensure pricing is accurate and quotes are error-free before they are sent to customers. This reduces mistakes and quote revisions, improving the overall efficiency of your sales process.

Increased visibility into the sales process: By integrating CPQ with CRM, you can better understand how your sales team is performing and what areas may need improvement. This can help you make necessary changes to improve your sales process.

Improved customer experience: With CPQ integration, your customers can get accurate quotes quickly and easily. Being able to respond quickly to requests for quotes enhances customer experience and accelerates revenue.

When to Consider a CPQ for Your HubSpot CRM

If you’re using HubSpot for Sales to manage your sales process, you may wonder if you need a CPQ (configure, price, quote) solution. CPQ can be a valuable tool for sales teams to easily create quotes in HubSpot, providing a way to streamline the quoting process and ensure accuracy. It can also help with pricing strategy by allowing you to create different pricing models and compare them easily.

However, CPQ is not right for every organization. If you’re not sure whether a CPQ would be beneficial for your team, here are a few things to consider:

The size of your sales team: If you have a small sales team, a CPQ may not be necessary. On the other hand, if you have a large sales team, a CPQ can help save time and ensure accuracy by automating the quoting process.

The complexity of your products: If you sell simple products that don’t require much customization, a CPQ may not be worth the investment. However, if you sell complex products that require a lot of customization, a CPQ can help you streamline the quoting process and ensure accuracy.

The pricing model you use: If you use a simple pricing model, a CPQ may not be necessary. However, if you use a complex pricing model like subscription pricing, usage-based pricing, or asset-based pricing, a CPQ can automate quote generation and boost your sales team’s efficiency.

What to Look for in a CPQ Solution for HubSpot

If you’re considering integrating CPQ with HubSpot CRM, there are several things to keep in mind to ensure you select the right CPQ software for your business:

The features you need: Make sure the CPQ solution you choose has all of the features you need to streamline your sales process, including guided selling, a product library, customizable pricing models, document generation, contract management, and eSign.

The price: CPQ solutions can vary widely in price, so be sure to compare different options to find one that fits your budget.

Ease of implementation: CPQ implementation can take anywhere from weeks to months. Select a no-code CPQ solution that is easy to set up, integrates seamlessly with HubSpot, and requires minimal sales team onboarding and training. 

Customization: No two companies’ pricing models and products are the same. Choose a CPQ that is easy to customize out of the box. 

Ongoing support: A CPQ vendor should provide support during and after implementation to ensure your team can manage and use the software.

Scales with your business: Your CPQ software should be able to grow with your business and change as your business needs change.

Integrating CPQ with HubSpot CRM can offer many benefits for your business. Doing so can improve your sales process and make it more efficient. Additionally, you can provide a better experience for your customers and get a better understanding of your sales team’s performance. Be sure to do your due diligence in selecting the right CPQ vendor to get the best results from this powerful sales tool.

HubSpot DealHub CPQ Integration

HubSpot’s integration with DealHub CPQ allows sales reps to manage their deals and quotes in one place. HubSpot users can get even more out of their deal management by using DealHub’s quoting and proposal capabilities within HubSpot. Additionally, integrating DealHub CPQ with your Hubspot CRM enhances your HubSpot experience and helps sales teams close deals faster, improves productivity, and streamlines the sales process

Sales reps are often forced to juggle between multiple tools that don’t talk to each other. This wastes valuable time and creates opportunities for errors. With DealHub, you’ll no longer have to worry about how quotes, contracts, and invoices sync up because it connects every aspect of the deal lifecycle.

DealHub automates the process of setting up deals and quoting prices. With DealHub, you’ll be able to enforce pricing strategies and best practices while helping reps generate accurate, personalized quotes aligned with organizations’ pricing policies and processes.

DealHub CPQ uses guided selling to help sales reps off customers the right product configuration at the right price, even for complex price quotes. This helps sales teams focus on what matters most – generating accurate quotes that align with organizational pricing strategies and processes.

DealHub provides real-time visibility into key metrics like contract status, pricing history, and customer activity. You can easily track progress and manage everything from start to finish. And since it integrates with CRMs and ERPs, you won’t ever lose another sale again.

Synonyms

  • CPQ integration with HubSpot
  • HubSpot CPQ
  • HubSpot quoting tool

People Also Ask

How does HubSpot integration work?

One way to integrate is through the use of HubSpot Connect. HubSpot Connect is a tool that enables you to connect your HubSpot account with other business applications. This tool makes it easy to sync data automatically between HubSpot and other business tools, making it easy to keep track of all your customer information in one place.

Another way to ensure a seamless integration is through the HubSpot API. The HubSpot API allows you to access their HubSpot data and information from within other applications. You can also build custom integrations that connect your HubSpot data with the rest of your business tools.

Finally, you can also use Zapier to integrate your HubSpot account with other business applications. Zapier is a tool that enables businesses to connect their data and applications without any code.

How do you integrate CPQ?

You can integrate CPQ with HubSpot in a few different ways.
One way is to use the HubSpot Sales CRM integration. This will allow you to manage your quotes and sales processes within HubSpot, while using CPQ for quote generation.

Another way to integrate CPQ with HubSpot is to use the HubSpot API. This will allow you to connect your CPQ system directly with your HubSpot account, allowing you to sync data and automate processes between the two platforms.

Finally, you can also use Zapier to connect CPQ with HubSpot. This method is less direct than the other two, but can still be effective in getting the two systems to work together.

Why do you need HubSpot CPQ?

If you’re looking for a way to eliminate sales friction and streamline your sales process, you should consider using a CPQ for HubSpot. A CPQ connected to HubSpot helps sales teams generate quotes quickly and easily. It can also help with pricing by automatically calculating discounts and pricing based on your rules.

HubSpot CPQ can help you close deals faster by automating the quote and pricing process. It can also help you win more business by making it easy to create unique quotes that address your customer’s specific needs.