Reduce errors, accelerate sales flows, and close more deals with the Mobileforce CPQ and HubSpot integration

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Give your sales teams the tools they need to save time on repetitive tasks and focus on closing more deals.

Sales teams are full of master multitaskers. There’s more than enough ambition to go around, and companies are buoyed by sales teams that are hungry to win. They excel in personalized conversations, and they can use their next-level people skills to increase deal size and generate more revenue for your company.

But without the right sales tools, and a great CRM, sales agents can get bogged down with repetitive tasks, hunting down contact info, screen-switching, and spending way too much time generating complicated quotes.

The Mobileforce intelligent configure, price, and quoting (CPQ) software is the easiest CPQ app to add to the HubSpot CRM, making the proposal process even more streamlined. Using the Mobileforce integration with the HubSpot CRM, customer-facing teams can draft customized quotes using HubSpot data in minutes.

Here’s how to combine smart proposal technology with your customer database insights to grow revenue and accelerate the sales process.


Benefits of the Mobileforce and HubSpot integration

Using an integrated CPQ and CRM system means that every piece of information you collect from contacts can be incorporated into proposals and quotes — and it will always be up to date.

By generating quotes using intelligent software that integrates with your CRM, your team can benefit by:

  1. Transforming cumbersome proposal and quote creation processes into automated, efficient workflows with rules and triggers to better target prospects.
  2. Automatically bringing in company, deal, contact, inventory, and customer action data from all of your systems in real-time while building quotes. No more manual data errors or outdated contact information.
  3. Incorporating eSignature tools like DocuSign to further speed up the proposal approval process and start your new customer relationship ASAP. Then, save signed documents in HubSpot for organized document management.


3 ways to use the HubSpot Mobileforce CPQ integration to accelerate the sales process and generate more revenue

        1. Improve ROI and close more deals by increasing efficiency

The HubSpot and Mobileforce integration allows sales teams to save a significant amount of time on generating quotes and proposals, and it makes the process of obtaining approvals quicker and easier as well.

Sales agents can simply start from a HubSpot contact page, add any relevant product and service line items, incorporate discounts, and quickly generate proposals using pre-configured customizable templates. The proposal looks professional and on-brand, and provides only the clear information the client needs.

Sales agents can also take advantage of automatic approval routing to significantly speed up quote-to-close times.

Example: A sales agent at a new SaaS company has strong interest from a small business owner who has decided to buy her product to use in his store. He’d downloaded a few info packets before, but finally responded to an outreach email saying he’s ready to buy. The sales agent opens HubSpot, which is already where she spends most of her day, adds the product the lead is interested in, adds a discount for a sale that’s ending later this week, and generates a clean, professional proposal for him. She routes it to her approver who gives the green light, and sends it over to the customer and to the billing department.

      2. Find opportunities to upsell and cross-sell with ease

Increasing deal size is one of the easiest ways for sales teams to generate more revenue for the company. It’s much easier to add on a few products and bonus features to an existing deal than it is to close an entirely new deal with a new prospect.

With HubSpot and Mobileforce, sales teams have the ability to add additional features on the fly while on a call or an email chain with a lead that’s in the buying mood.

Flexible upsell and cross-sell workflows can prompt a sales agent working in HubSpot to instantly add additional features, products, and services in real-time, all without leaving the HubSpot CRM environment. Mobileforce also supports configurable products and can offer a recommendation and validation engine to ensure correct products and services are added — no more accidentally adding on a feature that’s only available on a different product suite, or that they already have and pay for. Use HubSpot data to find engaged segments and companies who are growing to optimize upselling and cross-selling efforts.

Example: A sales agent at an internet provider is working with a customer that’s very excited to take advantage of a limited-time offer on new phones for her family. The agent opens up HubSpot, sees the customer is eligible for the limited time offer, and gets prompted to add on a warranty, discounted phone cases, and extended long-distance data coverage. Because he’s able to provide access to discounts that feel bespoke and exclusive, while also tacking on additional paid features, he increases his deal size significantly.

      3. Generate complex quotes with confidence

With built-in support for multiple product configurations, dependencies, and price discount scenarios, Mobileforce enables HubSpot users to quickly and easily generate quotes with confidence.

This integration ensures every quote is made by taking account of all the information available in HubSpot. Not only does this reduce time of configuring and cross-checking, but it also eliminates potential errors when dealing with complicated quote configurations, which can lead to frustration and lost deals.

Example: A sales agent at a kitchen furnishings company is getting ready to put together a proposal for a full-scale renovation for a large mansion’s kitchen. She’s collected the information and pricing for the stove, oven, gas hookups, sinks and finishings, countertops, cabinets, drawers, and more. Throughout the proposal process, Mobileforce and HubSpot’s integration have been ensuring that none of the products are incompatible with one another, and that every applicable discount and upsell have been included. The deal goes through quicker than ever because there were no errors to correct on the very first proposal, and the customer and sales agent were both satisfied.

Close more deals and decrease tedious and complex sales tasks with Mobileforce and HubSpot

Teams who use Mobileforce with HubSpot are saving upwards of 30 minutes per proposal and have been able to grow their sales teams due to the more efficient workflows. Better tools have the potential to improve your team’s productivity, outcomes, and satisfaction, so it’s worth it to invest in products that make sense for both daily activities and long-term revenue goals.

“[The Mobileforce integration with the HubSpot CRM] is a great solution that saves about 30-45 minutes per proposal per sales person and we can confidently continue to grow our sales team with a software built to guide salespeople as to what options are available. Highly recommend their software,” says Kimberly Parker, Strategic Growth, Seedless Clothing.

Don’t leave complex proposals to chance. Learn more about how your sales team can benefit from integrating Mobileforce with HubSpot, and help them close more deals, quicker than ever.

Heading to HubSpot INBOUND September 7-9? If so, the Mobileforce team would love to meet up!

 

Book an in-person meeting:
Feel free to grab an open calendar slot.

Join our in-person deep dive session:
How to Quote Fast, Close Faster with HubSpot

Date/Time/Location:
Thursday, Sept 8 @ 2:30pm, Deep Dive 1 – Room 153

 

Author: Katherine Boyarsky

Katherine is the co-founder and CMO of CXD Studio, a creative content marketing agency. She is also a registered nurse and resides in the Boston area.

 

 

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