Hello, and welcome to the world where CRM and CPQ integration works like a charm! This is where technology changes the way we work in unique ways. In today’s highly digital world, the right connections between software systems can make work much faster and more efficient. The powerful HubSpot CRM and DealHub are excellent examples of how connections can work. Connecting these two tech giants can change how you sell, improve your relationships with customers, and eventually lead to more sales. Fasten your seat belts and get ready to learn about the fantastic tech partnership that is changing the way people sell.
The power of technology that works together in CRM and CPQ integration
In a world where technology is a big part of our daily lives, the word “connection” has evolved into something completely different. It’s wild to think that your phone and smartwatch can talk, your car can connect to your calendar, and even your fridge can tell you to buy milk. The way people meet is also changing the way business software is made. We’re not talking about separate tools anymore; we’re talking about solutions that work together to make us more productive and change how we do things.
The link between business tools and your phone should be as smooth as that between your watch and phone. Companies can improve their business and give customers a smooth buying experience by combining different tech solutions, such as Customer Relationship Management (CRM) and Configure, Price, Quote (CPQ).
From a business point of view, connecting tools means:
Efficiency was increased. Imagine it was easy for your sales, marketing, and customer success teams to share information, ideas, and new information. No more barriers or doing the same work twice; just a smooth flow of information that moves your business forward.
Unleash Your Productivity. Automation makes routine jobs easier, alerts people to important events, and even reminds sales reps when it’s time to follow up. Since the easy tasks are now taken care of, salespeople can do more important things, like getting to know clients better.
Better teamwork. Connected technologies help people in different parts of the world work together even though they are not physically in the same place. As if they were in the same room, your coworkers can collaborate on projects, share real-time reports, and develop new ideas without problems.
Ideas based on data. You can see a big picture of the health of your business when your CRM talks to your analytics platform, and your CPQ and billing platform talks to your forecasts tools. With this data-driven view, you can confidently change your strategy, make intelligent choices, and spot trends.
You are adapting quickly. The business world changes quickly, so you need to be able to adapt. When your tech is linked, adjusting to new situations is easy. Your linked systems can quickly and easily change in response to changing market trends, new rules, or sudden problems in the industry.
Growth on a scale. There are more moving parts in your business as it grows. Scaling is possible thanks to tools that are connected. Whether entering new markets, adding new product lines, or getting more users, your integrated systems can easily handle the extra work.
Why do CRM and CPQ integration work so well together?
You can change the game regarding sales by combining your CRM and CPQ. Putting them together and getting a bigger picture of your sales and marketing work can help you make more sales. When you connect CPQ and CRM, you get:
1. Better sales performance
Imagine that your sales team can access all your customers’ information, keep track of their interactions, and handle quotes from one place. You won’t have to switch between platforms or get lost in a sea of tabs or lengthy email threads anymore. It’s like having all your sales tools in one place and easy to get to.
2. Prices and information about products in real time
You no longer have to look through files or play phone tag with your product team. When you connect CRM and CPQ, you can see real-time information about prices and available products, which helps your sales reps immediately make correct quotes.
3. Quotes that make sense
Integration ensures that the quotes’ numbers and terms are the same as your business and customers have done.
4. Better results from sales
When you streamline processes, your sales leaders have more time to do what they do best: sell. With less manual office work, you can spend more time getting to know people and finishing deals.
5. Chances to cross-sell and up-sell
When your CRM and CPQ work together, they’re like the best tag team for finding chances to cross-sell and upsell. The information can help salespeople develop other options that meet clients’ wants, solve their problems, and make the company more money.
Workflows that are automated in CRM and CPQ integration
No one likes doing tedious data entry by hand. Also, mistakes made by people are more likely to happen. By automating workflows, integration gets rid of the tedious and error-prone work of manual inputs. This ensures that every lead gets a follow-up and that no job is left unfinished.
7. Better predictions of sales
Take the mystery out of predicting the weather! With data moving smoothly, thanks to CRM and CPQ integration, you can better see what’s coming up and make better predictions.
8. Better experience for customers
Think about giving your people a level of personalization that makes them feel like you “get it.” When you connect CRM and CPQ, sales can see all of a client’s interactions with your product or service, including purchases they’ve made in the past. This lets your sales reps make more accurate quotes and offer honest answers to the problems your clients are having.
9. Analysis and ideas from data
Numbers tell stories, and integrating them gives you a lot of data insights. If you execute CRM and CPQ integration, you’ll see what works, what doesn’t, and where the untapped possibilities are.
10. Made it more accessible to notify and follow the rules
Say goodbye to the days when you struggled with spreadsheets to make reports. Integration makes reporting more accessible, so you’re always up to date and following the rules.
