B2B SaaSReducing Quote Turnaround Time in HubSpot for a B2B Software Company
An up-and-coming B2B software company was experiencing a problem with preparing quotes in HubSpot. All the quotes were required to be done manually by their sales team. This proved to be very long and sometimes it led to some slight errors. Quotes were given to customers as a result and further, it slowed down the sales process and in some instances, it lost sales.
Dean Infotech has dealt with this problem by embedding AutoQuote into its HubSpot. We associated it with deal and product information. This made it possible to make changes automatically and with this, a quote is now created automatically whenever a trade is executed. In addition, we also provided easy templates and cost requirements so that all estimates would be correct and consistent without additional work.
Now that AutoQuote is in place, the company is able to create much faster and error-free quotes. Their sales department is less involved in manual work and more involved in closing a deal and engaging in communication with the customers.
MetricTime to create a quoteQuote delivery timePricing mistakesSales productivityQuotes per month
OutcomeReduced from 45-60 minutes to under 10 minutesReduced from 2–3 days to the same dayReduced by 65%Increased by 47%Increased by 3.2x