Background:
Unific is a leading technology solutions provider specializing in customized software development for e-commerce. With a growing customer base and expanding product offerings, Unific recognized the need to streamline their sales processes to improve efficiency and boost sales performance.
Their most recent innovation is a CPQ product named Quotific CPQ, designed to aid Wholesale and B2B commerce focused companies streamline their draft order creation and align their sales and CRM’s.
Challenges:
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Manual Draft Order Creation: The sales team at Client A struggled with manually creating draft orders inside of Shopify from existing deals in their CRM system, HubSpot, leading to inefficiencies and potential errors like order duplication or lack of timely follow ups. On top of this, draft orders created in Shopify did not reflect back in Hubspot, which means both systems were disconnected causing further issues.
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Limited Sales Performance Visibility: Limited visibility into sales performance metrics hindered the ability to identify areas for improvement and make informed strategic decisions. It was hard to determine which sales had created more draft orders and closed them, as following the journey of any of this objects was a challenge.
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Inconsistent Follow-Up Processes: Inconsistent follow-up processes resulted in missed opportunities and a lower close rate on potential deals. Duplication and confusion plagued the team as each system worked on its own and did not update each other.
Solution:
Quotific CPQ, a cutting-edge CPQ (Configure, Price, Quote) software, was used to address Client A's challenges and optimize their sales processes. Quotific CPQ seamlessly integrates with HubSpot, providing a comprehensive solution to streamline sales operations.
Implementation Process:
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Integration with HubSpot: Quotific CPQ was seamlessly integrated with Client A’s existing HubSpot portal, allowing for easy access to deal information and simplifying the process of creating draft orders.
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Training and Onboarding: The sales team underwent comprehensive training and onboarding sessions to familiarize themselves with Quotific CPQ’s features and functionalities.
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Customization and Configuration: Quotific CPQ was customized to align with Client A’s specific sales workflows and requirements, ensuring a tailored solution that met their unique needs. From cancellation workflows automated with each sales agent signatures, to deal management through tags, moving the deals to the correct pipeline and reducing the chance of duplication.
Results:
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Efficient Draft Order Creation: By leveraging Quotific CPQ’s integration with HubSpot, Client A's sales team experienced a significant reduction in the time and effort required to create draft orders from existing deals, leading to increased productivity and accuracy.
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Enhanced Sales Performance Visibility: HubSpot’s robust reporting tools enabled Client A to gain valuable insights into their sales performance metrics, empowering them to track progress, identify trends, and make data-driven decisions to drive business growth.
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Improved Close Rates: HubSpot’s automated follow-up capabilities alongside Quotific CPQ draft order data, enabled Client A to implement consistent and timely follow-up processes based on quote status, resulting in improved engagement with prospects and ultimately higher close rates on potential deals.
Conclusion:
By implementing Quotific CPQ software, Client A
was able to streamline their sales processes, improve sales performance visibility, and increase close rates. Quotific's seamless integration with HubSpot and advanced features have positioned Unific for continued success and growth in their competitive market.
For more information about Quotific CPQ and how it can transform your sales operations, please visit Quotific CPQ's website.
