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Doug Wendt is a co-founder and senior partner with Wendt Partners.
In a recent web event hosted by Doug Wendt, Chief Growth Officer of Wendt Partners, and Eyal Orgil, Co-Founder and Chief Revenue Officer at DealHub, participants delved into the intricacies of the Configure, Price, Quote (CPQ) process and its integration with HubSpot CRM. The session promised insights into the rapidly evolving landscape of B2B sales, specifically focusing on the challenges and solutions presented by DealHub and HubSpot. Read on for some key takeaways!
Challenges in Complex B2B Sales
Balancing technically accurate proposals with a positive buyer experience in complex B2B sales can be difficult. The need for innovative solutions to address this challenge set the stage for the exploration of DealHub's role in revolutionizing the CPQ process.
DealHub's Mission and Features
DealHub's mission is to simplify the intricate proposal creation process, making it easy for salespeople while ensuring accuracy and a positive customer experience. Attendees gained insights into DealHub's playbook process, which guides sales reps through structured questions to create proposals, automatically adjusting configurations based on inputs.
Customization, Collaboration, and Dynamic Approvals
DealHub's approach to customization within the CPQ process allows flexibility for sales reps while implementing guardrails to prevent errors. Integration with HubSpot creates a seamless transition between the two platforms and enhances the quoting process. Dynamic approvals, collaboration features, and guided selling are also key components of DealHub's offerings.
Discounting, Metrics, and Data Flow
Allowing sales reps to manipulate prices, apply discounts, and protect margins through logical adjustments, DealHub has the capability to capture detailed data points at the line level for analysis, syncing metrics back to the CRM. The two-way data flow between HubSpot and DealHub offers a significant advantage for sales reps, providing a comprehensive toolkit for deal creation and analytics.
Deal Hub Integration, CRM Extension Cards, and Data Flow
DealHub and HubSpot feature CRM extension cards summarizing information, acting as hyperlinks to individual quote records and presenting a unified hub for sales operations. The seamless data flow between the two platforms, along with the strategic and technical commitment to a completely closed-loop process, enhances the user experience by providing a more streamlined and efficient sales operation.
Proposal Creation, Document Generation, and Content Customization
DealHub seamlessly integrates with HubSpot, spotlighting features such as streamlined proposal creation, customizable approval workflows, and dynamic document generation. Sales reps not only have the ability to tailor content such as cover pages, discounts, and subtotals, but can also include legal considerations, and automated terms and conditions – and transition to dynamic digital deal rooms to share, review, and collaborate on documents in real-time.
Innovative Features and a Look at DealHub’s 2024 Roadmap
A cutting-edge sales enablement and CPQ solution, DealHub boasts key features like guided selling, deal rooms, electronic signature support, and document management.The platform is adaptable to a wide range of industries, providing seamless integration with different CRMs and the ability to connect with various systems through APIs. Its user-friendly, no-code configuration approach ensures quick adaptation to changes without the need for coding.
Looking forward to 2024, DealHub’s focus will include customer-driven option selection, enhancements in contract lifecycle management, and expanded billing capabilities.
Are you Ready for the Future of CPQ?
As you consider the transformative power of DealHub and HubSpot to reshape your CPQ processes, we invite you to reach out and discover how Wendt Partners harnesses this dynamic duo for optimized growth. To delve deeper into best in class CPQ and CRM integration and explore how these solutions can elevate your B2B sales strategies, contact Wendt Partners today.
