Austin/Boston, September 7th – DealHub.io, the leading Quote-to-Revenue Hub, today officially announced the launch of its Digital DealRoom for HubSpot CRM at the annual HubSpot INBOUND 2023 conference. DealRoom is a collaborative workspace where buyers and sellers seamlessly engage, streamline communications, and accelerate the deal process and buyer journey, all within the HubSpot ecosystem.

DealRoom enables sellers to orchestrate a comprehensive and strategic narrative that delivers buyers the most relevant, contextual content, at each stage of the buying journey. DealRoom enriches sales engagements, guides buyers to the next-best action, and enables the optimal self-serve ‘check-out’ experience.

“DealRoom has redefined and modernized the B2B buyer experience with a single source of truth, containing all the information needed to reach multi-stakeholder consensus,” stated Eyal Elbahary, CEO of DealHub. “Together with its ability to uncover previously unattainable Deal Insights and Buyer Intent, DealRoom has proven to take buyer-seller engagements and win-rates to an entirely new level.”

Fresh off the announcement of inclusion in Hubspot’s 20 Essential Apps for Sales, the launch of DealRoom for HubSpot is another indication of DealHub’s commitment to empowering HubSpot users with a frictionless quote-to-revenue process. 

Here’s how DealHub unifies the sales experience:

• Enhanced Engagement: Dynamic and interactive multimedia content, with the ability for buyers and sellers to chat, ensuring a real-time interactive experience.
• Collaborative Alignment: Mutual Action Plans facilitate the alignment of goals and real-time communication, ensuring a transparent and dynamic sales process.
• Centralized Content Repository: Integrated DealBox provides a single source of truth for all deal-related content and materials, streamlining operations and increasing clarity.
• Predictive Buyer Intent: DealStream delivers real-time buyer insights on deal progress and buyer sentiment, keeping all stakeholders informed and aligned.
• Unified Self-Checkout: Selectable quote options, Payment Gateways, online forms, and integrated eSignature, optimizing the complete deal closing process.
• Next Best Buyer Actions: Proactive Buyer recommendations on optimal next steps facilitate faster decision-making and more insightful buying decisions. 

DealHub will be demonstrating the advanced capabilities of DealRoom in its booth at the INBOUND 2023 conference in Boston, Sept 6 to 8, 2023.

Interested in hearing more? Schedule a demo with our team of experts.

The post DealHub Introduces DealRoom for HubSpot CRM to Get Buyers and Sellers on the Same Page appeared first on DealHub.

Through this collaboration, DealHub enhances the HubSpot Customer Relationship Management (CRM) platform, extending its product value and helping businesses scale seamlessly. Offering an intelligent and integrated end-to-end revenue solution, DealHub goes beyond traditional CPQ offerings. It holds the title of G2‘s #1-rated CPQ solution, setting itself apart with a unique low-code commerce engine that masterfully combines customizability with business agility. 

Furthermore, with its native integration with Sales Hub, DealHub equips mid-market and enterprise leaders with tools to streamline team coordination, accelerate contract negotiations, and effectively shape predictable pipelines.

Globally recognized and favored by industry front-runners in areas like SaaS, hardware, manufacturing, and services, DealHub stands as a beacon for businesses aiming to bolster revenue growth and elevate operational efficiency.

“Our customers want to achieve great results fast, and we’re always looking to provide solutions and tools that will help them do their jobs quickly and streamline operations,” said Scott Brinker, VP of platform ecosystem at HubSpot. “DealHub’s offering is a great option for achieving that efficiency, and we’re excited that they’re a part of the Hubspot Essential App.”

HubSpot’s App Partner Program is an ecosystem of valuable third-party integrations. Certified integrations demonstrate an investment in product quality and customer experience.

“We are deeply honored to be acknowledged by HubSpot as one of the top twenty essential apps for sales. This recognition solidifies the belief that the integration of tools like DealHub with the HubSpot CRM platform can significantly amplify results for marketers and sales professionals,” says Eyal Elbahary, DealHub CEO. “At DealHub, we’ve always prioritized creating robust solutions that complement and elevate the tools our partners provide. This accolade is not just a testament to our commitment but also emphasizes the evolving needs of the modern sales and marketing landscape. We look forward to continuing our collaboration with HubSpot and driving unparalleled success for our shared clientele.”

Interested in hearing more? Schedule a demo with our team of experts.

The post DealHub named HubSpot Essential App for Sales in 2023 appeared first on DealHub.

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:

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.

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!

The post The power of connection: CRM and CPQ integration appeared first on DealHub.

A tremendous need exists to streamline business processes – according to Siftery, top companies use an average of 37 different tools or platforms to run their day-to-day operations. And over 80% of business operations leaders say data integration is critical to ongoing operations.

This is where CRM integrations come into the picture. They’re an important tool for sales organizations that are looking to leverage automation and other technological capabilities to improve collaboration, accelerate time to revenue, increase sales productivity, and eliminate time-consuming, error-prone manual processes.

The value of HubSpot CRM integrations

HubSpot is one of the most popular CRM solutions for sales and marketing teams, and like other leading CRMs, it’s able to connect with hundreds of different third-party software applications – thus expanding its usability and versatility as a central business tool.

More and more sales teams are choosing software that easily integrates with their HubSpot CRM so they can improve productivity, streamline operations and communications, ensure data hygiene within their CRM, and reduce administrative overhead. This also enables them to gain the most value out of their existing CRM investment.

With more than 400 HubSpot integrations available on their App Marketplace, we’ve compiled a list of 11 popular sales tools so you can easily identify some tried-and-true solutions that will help you achieve a more frictionless sales experience. So without further ado, here they are in alphabetical order…

1. Chili Piper

Chili Piper is a Meeting Lifecycle Automation platform that helps revenue teams connect with buyers faster and convert more revenue. It works with HubSpot Forms by collecting and moving booking data in real time and syncing meeting data with the contact’s information, while automatically updating your HubSpot CRM.

Some key benefits of this integration include:

• Increasing conversion of inbound leads
• Eliminating lead-routing spreadsheets
• Eliminating manual data entry

If you’re looking to configure lead routing and improve scheduling functionality to convert inbound leads into qualified meetings, this is a worthwhile integration for your organization.

2. DealHub

DealHub offers a unified platform for price quotes, contracts and subscription management. Among other things, sales teams can use DealHub’s CPQ integration with HubSpot to generate price quotes and proposals. Having this quote tool in HubSpot makes it easy for sales reps to sell according to a predetermined sales strategy (using an intuitive sales playbook), send sales proposals in record time, and carry out a smooth and quick sales process.

DealHub’s configure-price-quote functionality also enables anyone – from sales reps to account managers to customer success managers – to easily generate renewal, upsell and cross-sell opportunities from within HubSpot CRM. This ensures a more frictionless sales process, and ensures data is kept accurate and up-to-date in a single location, easily accessible across the organization.

Some key benefits of integrating DealHub CPQ with HubSpot CRM:

• Accelerate selling with an intuitive guided-selling playbook
• Easily configure complex price quotes
• Generate accurate and professional proposals in seconds
• Ensure compliance and remove bottlenecks with automated approval workflows
• No-code configuration environment for easy CPQ maintenance

If you’re searching for the most complete and connected revenue workflow that sets your sales team up for success, DealHub is the highest-rated CPQ on the market – and it now integrates with HubSpot CRM.

3. DocuSign

DocuSign’s platform helps you manage electronic agreements and provides a suite of applications for automating and connecting the entirety of your agreement processes. It replaces printing, faxing, scanning and overnighting paper documents to transact business, by allowing companies to send, sign and manage agreements anytime, anywhere, from any device. This enables organizations to make every agreement fully digital to keep business moving forward. By integrating DocuSign with HubSpot CRM, you can create, customize, send and track DocuSign envelopes (a container for documents that need to be sent and signed.)

Iterating DocuSign with HubSpot CRM enables you to:

• Send DocuSign envelopes directly from HubSpot
• Track envelope status without leaving HubSpot
• Trigger contract automation via DocuSign
• Apply HubSpot Custom Fields in DocuSign

If you experience friction or delays in your agreement processes, this integration may be a valuable and even critical solution for not only your sales department, but your entire organization.

4. Drift

Drift’s platform helps companies grow revenue and increase customer lifetime value by combining conversational marketing with conversational sales. Their solution automates sales communications by adding live chat windows to websites, enabling customers to converse with businesses at any time, on their own terms. Integrating Drift and HubSpot CRM enables your company to transfer data directly from your Drift conversations to HubSpot.

By integrating Drift and HubSpot CPQ, you’ll be able to:

• Deliver personalized online customer experiences
• Automatically create and nurture leads in HubSpot
• Make sure email responses get the right follow-up

This is a great solution for companies looking to initiate conversations and campaigns in real time with website visitors.

5. Gong

Gong’s platform captures buyer/seller interactions, understands what was said, and delivers insights to sales teams. By integrating Gong and HubSpot CRM, you gain visibility into how your sales reps are interacting with your customers, and what’s going on in their accounts. In turn, this can enable you to replicate the behavior of your top performers. 

Integrating Gong with HubSpot CRM provides you with benefits such as:

• Gaining visibility into conversations with customers
• HubSpot dialer call analytics
• Shared data between platforms

If you’re looking to gain visibility into your customer conversations, and gather data about what works best and what practices that can be improved, this can be a valuable integration for your organization.

6. LinkedIn Sales Navigator

LinkedIn Sales Navigator helps businesses target and engage with the right buyer persona, and track key leads and company changes. By integrating it with HubSpot CPQ, you can view LinkedIn insights right in your HubSpot contact and company records, and send InMails (personal messages over LinkedI) directly from HubSpot.

Some benefits of this integration include the ability to:

• View LinkedIn data within HubSpot
• Send InMails directly from contact and company records
• Manage LinkedIn Sales Navigator tasks on mobile

If your organization is focused on optimizing targeting and engagement of leads on LinkedIn, this is a great integration option.

7. Outreach

Outreach is an email engagement and intelligence platform that enables teams to connect with prospects and customers in meaningful ways by providing detailed analytics about email outreach campaigns. As a result, you can determine the right approach to target your email outreach and boost communication with outbound sales prospects. By integrating it with HubSpot CRM, you can sync data between the two platforms to gain insights surrounding prospects and accounts. 

Integrating Outreach and HubSpot CRM allows you to:

• Sync Outreach and HubSpot data
• Configure default field mappings
• Sync only the data you want

This integration can be a powerful solution for organizations looking to improve the way they communicate and engage with customers, and track and optimize those activities.

8. Postal.io

Postal.io is a sales and marketing platform that enables customer engagement by helping companies personalize, automate and scale the delivery of direct mail, events, branded company swag, and corporate gifts. Integration with HubSpot CRM makes it easier for companies to drive brand loyalty, increase conversions, boost overall employee happiness, and improve customer health.

Key features of this integration include:

• Workflows to automate the sending of gifts and direct mail
• Creating, designing and sending postcards, note cards and brochures
• Personalizing swag items

If you’re looking to introduce personalization and automation to your gifting and event campaigns, this may be a great solution for you.

9. Salesforce

Salesforce is a wide-ranging platform that enables companies of all sizes to manage contacts and customer relationships, track and pursue sales opportunities, facilitate and manage deals, and much more. By integrating it with HubSpot CPQ, you can achieve consistency between your marketing and sales teams and processes.

Integration features include:

• Share valuable lead intelligence with your sales team
• Prioritize leads by sending lead scores from HubSpot to Salesforce
• Close the information gap between marketing and sales

If you’re already using Salesforce in your organization, integrating it with your HubSpot CRM is practically a no-brainer.

10. Salesloft

Salesloft is a sales engagement platform that provides sales teams with a single resource to execute many of their digital selling tasks, communicate with buyers, understand next steps, and get the coaching and insights they need to win deals. By integrating Salesloft with HubSpot CRM, you’ll be able to sync your contacts and accounts quickly and easily. 

Some key features of this integration include:

• Two-way data sync between the platforms
• Default and custom field mapping
• Sync only the data you want 

If you’re looking for a sales engagement system that helps you manage your digital selling process and that easily syncs with your HubSpot CRM, this may be a great choice for you.

11. Stripe

Stripe builds economic infrastructure to make it easy for businesses to start collecting credit cards online immediately – no merchant account or gateway necessary. By syncing Stripe with HubSpot CRM, you can create a smoother quoting and payment process. 

Some key integration features include:

• Create trackable quotes that can be sent to prospects
• Quick and easy payment right from  price quotes
• Automatic addition of new contacts and subscriptions to your CRM

If your organization encounters credit-card payment hurdles, integrating Stripe with HubSpot CRM may indeed be the solution you’re looking for.

Wrapping up

Now more than ever, sales teams depend on innovative tools and platforms that enable them to initiate, track, manage and close deals. This means that smooth integrations between those tools, and ensuring consistency of data across them, is paramount.

By using sales tools that are able to integrate with your HubSpot CRM, you can automate key parts of the sales process, reduce errors and inaccuracies that result from manual data entry, and facilitate greater collaboration, communication and strategy across your organization.

The post Top 11 Sales Integrations for HubSpot appeared first on DealHub.

So how did we get to this point? One of the key factors behind a high-friction sales process is the complexity of pricing and product requirements. B2B deals are often composed of a multitude of products, services, and dependencies. And when teams are relying on tools that don’t communicate with one another, it becomes difficult for sales teams to do their job effectively and close deals smoothly. Such tools include things like their CRM, price and product books, Configure Price Quote software (CPQ), and more.

Your operations team may be doing a diligent job of managing and maintaining your Hubspot CRM. But there are certain sales processes that can be added, improved or automated within your HubSpot experience in order to reduce the administrative burden and better manage pricing and quoting processes.

By integrating a CPQ (Configure Price Quote) tool with your Hubspot CRM, your sales organization will improve efficiency and experience a more frictionless sales process. In this article, we address common points of friction experienced by sales teams, and reveal four ways DealHub’s HubSpot CPQ solution enables you to deliver one fluid sales motion. 

Common points of friction in the B2B sales process

According to one survey, 47% of sales reps do not report selling as their main activity during their workweek. With that number being so high, it’s important to understand what’s holding them back from spending more time actively selling. 

Some of the most common friction points faced by sales teams on a regular basis include:

1. Taking a long time to respond to customers. Sales reps should be able to generate proposals quickly and efficiently to respond to customer requests and needs. This helps to ensure there’s no loss in sales momentum and the opportunity for your buyer to go with the competition. 

2. Inefficient back-and-forth communication draw out the negotiation process and creates opportunities for miscommunication – which can prove costly. For example, it can be a tedious process for sales reps to follow-up with lengthy and complex email threads.

3. Tools that do not communicate with one other, which forces sales reps to shift between tools throughout the course of their work. This kind of context-switching reduces efficiency and productivity, and is a barrier to obtaining holistic sales insights.

4. Lengthy approval cycles on both the buyer and seller side. This can be a major source of friction for deals that are high in value, scope or complexity.

5. Lack of a strategic framework around pricing, products, and other sales processes, which makes it even more difficult for sales reps to sell. 

Why HubSpot users experience sales friction

HubSpot is a robust CRM for sales professionals, but you may want tools that are purpose-built for certain functions. When these tools don’t communicate seamlessly with your CRM it causes issues and wastes time. By choosing the right tools and leveraging automation in your sales process, sales reps can save up to 5 hours every week. 

You can have the best of both worlds and get the most of your HubSpot investment. And by improving and automating certain processes you can provide your sales team with a frictionless sales process. 

How DealHub’s HubSpot CPQ solution enables frictionless selling

Integrating a CPQ tool with your HubSpot CRM helps organizations to continue using the tools they love while enhancing their capabilities so sales reps can become more efficient. We’ve put together four important DealHub HubSpot CPQ capabilities to help you achieve a frictionless selling process. 

1. A sales playbook to guide reps through the quoting process 

Sales leaders can add guided questions using rule-based logic to ensure sales reps are making the best selling decisions possible, which helps to reduce administrative oversight. In addition, guided selling ensures consistency, speed, and fewer errors. Because sales reps must follow pricing strategies set by sales leaders they cannot discount customers out of predefined margins. 

2. Document generation to deliver sales proposals in less time

With DealHub, sales reps can generate specific documents in minutes. This includes pricing quotes, business proposals, order forms, contracts, and agreements (MSA, EULA, NDA, Terms, Privacy, etc.). Documents can be generated and populated based on pre-built templates, dynamic content, CRM-based integrated data, and information inputted during the guided-selling process.

DealHub automates the document generation process so sales reps can save time and effort, avoid costly errors, and send personalized and professionally branded documents in just a few clicks. This also has the benefit of standardizing documentation across their entire sales organization.

3. CRM synchronization to eliminate repetitive manual tasks

Sales teams spend a lot of time with manual data entry, such as coping over deal information, and product and pricing information. Not only is this time-consuming, but it helps sales reps avoid costly errors and inaccuracies that can slow deals down. Having real-time sync between your DealHub CPQ and HubSpot CRM ensures your CRM remains a single source of truth, with accurate and up-to-date information that is readily available to anyone within the organization.  

Research from our 2021 Benchmark Report for Revenue Leaders shows that sales teams using DealHub CPQ can create accurate quotes in just eight minutes. Additionally, 52% of SMB companies and 32% of enterprise organizations are able to send a proposal in less than 30 minutes when using DealHub’s CPQ.

4. Automated approval workflows to accelerate deal-closing

Approval is another key stage of the sales process where deals often get bogged down. With automated approval workflows, you can accelerate approvals, eliminate unnecessary back-and-forth communication, and shorten time to revenue.

How does it work? For each deal, you can easily configure a customized workflow that establishes who needs to provide approval, in what order, and at what stage of the deal. Approvals can happen in parallel, and documents will automatically be re-sent for approval if any revisions are made. This way, sales reps can achieve simultaneous approvals from different parties, automatically reroute approvals as necessary, and dramatically accelerate the deal-closing process.

Deliver one fluid sales motion with DealHub CPQ and HubSpot CRM

Sales teams using HubSpot need CPQ to spend more time selling and less time struggling with software and tools that do not connect well. By integrating your HubSpot CRM with DealHub CPQ, sales leaders can boost sales productivity, generate professional and branded proposals in minutes, create a thorough and robust product library, and have all their tools in one location. 

Using DealHub CPQ software with HubSpot CRM ensures your sales reps carry out each step in the quoting process according to a predefined sales strategy. This level of efficiency speeds up the sales cycle and eliminates laborious administrative processes so reps can focus on what they do best: selling. 

With DealHub CPQ, you can keep using the CRM platform you love, but with extra capabilities that help you go from quote to close in a fraction of the time. 

Learn how DealHub CPQ can work seamlessly with HubSpot CRM
Get a demo

The post Eliminate Sales Friction with a Powerful CPQ Solution for HubSpot appeared first on DealHub.

Unfortunately, there are key parts of the sales process that can’t be effectively conducted through a CRM alone. Pricing is a key part of the sales process, and most companies need a modern CPQ (configure price quote) solution to configure product or service offerings, establish pricing rules and discounting guidelines, generate error-free quotes, and create professional proposals that are personalized to customers’ needs.

With a powerful CPQ software solution, businesses can streamline their sales process and reduce time-consuming administrative tasks for sales and operations teams. 

In this article, we discuss how 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. We also provide some guidelines and considerations on when your company should consider implementing CPQ software. 

A CPQ in HubSpot helps make the most out of your HubSpot investment

You’ve already invested a lot into your HubSpot CRM, and DealHub helps you get even more out of it by integrating your HubSpot CRM with DealHub’s CPQ solution. 

DealHub is the #1-rated CPQ and it can be deployed in a matter of weeks – whereas other CPQ solutions take 9-12 months to implement and have a 35% failure rate. And thanks to our no-code configuration environment, you can configure and maintain pricing models without any additional developer resources.

Benefits of connecting DealHub CPQ with your Hubspot CRM

DealHub CPQ streamlines the selling process and also reduces administrative oversight. Some of the benefits you will experience from implementing and adopting DealHub’s CPQ software include: 

Accelerate the speed at which deals are closed

With a CPQ, sales teams can improve response time and how quickly they produce proposals. DealHub’s 2021 Benchmark Report concluded that 52% of SMBs that have adopted a CPQ are able to send proposals within 30 minutes while 90% of enterprise organizations are able to send out personalized proposals in less than four hours.

Generate personalized and error-free quotes quickly and efficiently 

Automatically synced with your CRM, DealHub makes it easy for sales reps to create professional quotes in a matter of minutes. No need for complicated calculations, sales reps can input changes in quantity or discounts with changes immediately reflected in both systems. 

Automate lengthy manual tasks and key parts of the sales process

With automated workflow approvals, sales reps can move quickly through the deal process without endless back-and-forth communication. Sales leaders can set pricing and discounting thresholds that are either automatically approved or rerouted for manual review.

Enforce pricing strategies and best practices with guided selling

Pricing and sales strategies only need to be set once in the sales playbook. After they’re inputted, DealHub’s CPQ will take reps through guided questions about the deal to assist them in creating accurate quotes that ensure reps are in-line with organizational pricing strategies and best practices. 

Bring all of your sales tools together into one centralized platform 

Sales reps often find themselves juggling between tools that do not connect with each other, wasting valuable time and creating the opportunity for errors. DealHub is a unified CPQ, CLM (contract management), and Subscription Management platform that allows reps to handle deals efficiently from quote to close. 

Requires no coding and is quick to implement and easy to maintain

DealHub’s no-code CPQ doesn’t require any backend configuration changes. With the right permissions, sales leaders can make modifications to your product library, making it easy to maintain. 

When to consider a CPQ for your HubSpot CRM

With a CPQ, you are committing to a new tech solution and making changes to the way your team and other departments work. How do you know when you’ve reached a point when you need to invest in a CPQ to improve sales rep performance and processes? Typically it is a matter of deal and product complexity and quantity, and the need to scale up your sales operations. Below are four indications that the time has come to implement and adopt DealHub CPQ with your HubSpot CRM.

1. Accelerate the quoting process

With a CPQ you can reduce the amount of time it takes sales reps to respond to customers with accurate pricing and generate standardized and professional quotes and proposals. Guided selling eliminates time-consuming administrative tasks, ensures that no inappropriate discounting decisions are being made by sales reps and that they’re following best practices for quote creation set by the leadership.

2. Configure pricing and products with accuracy

Eliminate quoting errors and inaccuracies, whether due to a sales rep mistake or pricing that is out-of-date. In addition, all quotes and deal data are synced to your HubSpot CRM creating a single source of truth regarding products and pricing for your sales team.

3. Manage subscriptions and automate renewals

DealHub makes it easy to automate time-consuming manual tasks. For example, configure pricing strategies to make it easy for sales reps to manage renewals and expansions. 

4. Speed up approval processes

Approvals are a significant barrier to deals. It is often the case that details need to be sent back and forth, which can delay communication and slow down the sales process. This can be solved with advanced quote approval workflows that ensure adherence to the sales strategy, pricing guidelines, and legal policies. 

Enable frictionless sales by connecting DealHub CPQ with HubSpot CRM

It’s critical to your sales team’s success to offer them a frictionless selling process by investing in tools that connect with each other. By having tools that communicate and synchronize with each other, you can achieve one fluid sales motion. 

DealHub CPQ for HubSpot CRM allows you to automate manual work, eliminate costly errors and inaccuracies in pricing and proposals, and importantly, provide a better sales experience for your sales team. 

Learn more about the DealHub CPQ + HubSpot CRM integration

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