At Flowbird, we excel at simplifying complex business processes. Recently, we partnered with a leading waste management company to design and implement a bespoke Configure Price Quote (CPQ) solution integrated with HubSpot. The project aimed to create a seamless and user-friendly interface, enabling sales teams to generate detailed, accurate quotes directly within their CRM system.
The Challenge: Inefficient Quotation Processes
The client faced challenges with their existing quoting system, which required manual input and lacked integration with their CRM. This resulted in inefficiencies, errors, and missed opportunities. Additionally, their reliance on costly add-on documentation software made the process cumbersome and expensive. They needed a streamlined solution to handle their industry-specific requirements whilst integrating seamlessly with their HubSpot environment.
The Solution: Tailored CPQ Functionality
We developed a CPQ system specifically designed to meet the client’s needs. Key features of the solution include:
- Integrated Interface
The CPQ system is embedded within HubSpot, offering users the option to create either standard or fully customisable quotes. Quotes can be initiated directly from a HubSpot deal, improving productivity and reducing the need to switch between systems. - Dynamic Data Mapping
The integration synchronises data between the CPQ system and HubSpot. Mandatory fields ensure data integrity, and any updates in the CPQ system are automatically reflected in the CRM. - Automatic Price Calculation
Using predefined parameters such as service type and location, the system dynamically retrieves pricing details. This reduces errors and accelerates the quoting process. - Retention of Quotes in HubSpot
By removing the need for costly additional documentation software, all quotes are now retained directly within HubSpot deals. This improvement enhances the accuracy of deal conversion statistics, providing actionable insights for sales managers. - Ease of Use and Adoption
The streamlined process is easy for sales team members to use and simplifies training for new team members, ensuring quick adoption and consistent performance across the team.
How It Works
- User Interface: Sales representatives start by selecting the type of quote they wish to create through an intuitive interface embedded within HubSpot.
- Dynamic Quote Options: Users can add specific quote line items based on predefined or customised parameters, with dynamic adjustments ensuring accurate pricing.
- Automated Data Flow: The system pulls the deal ID from HubSpot to ensure every quote is linked to the correct deal. Once completed, quotes are pushed back into HubSpot, including detailed line items and sender information.
Results: Efficiency and Accuracy Redefined
The implemented solution transformed the client’s quoting process, delivering:
- Improved Efficiency: A streamlined interface reduced the time spent on creating quotes.
- Enhanced Accuracy: Automated pricing and mandatory fields ensured data integrity.
- Cost Savings: By removing the need for additional software, the client reduced costs without compromising functionality.
- Improved Reporting: Retaining all quotes in HubSpot deals allowed for more accurate deal conversion statistics, empowering better sales management and forecasting.
- Greater Flexibility: Customisable quotes empowered the sales team to meet diverse customer requirements.
- Ease of Use: The solution’s simplicity made it easy to use for existing team members and straightforward to train new hires.
Adaptable for Businesses with CPQ Needs
While this solution was built specifically for the waste management sector, its flexible architecture means it can be formulated for businesses across various industries with CPQ requirements. Whether you need detailed pricing based on industry-specific parameters or customisable quoting options, the framework can be tailored to meet your needs.
Let’s Solve Your CPQ Challenges
Are you facing challenges with your CPQ process? Whether you’re in waste management or another industry, we’re here to help. Talk to us today to explore how we can tailor a solution for your business and streamline your operations with HubSpot and Flowbird CPQ integration.