Boost Shopify Draft Order Close Rates with Quotific CPQ + HubSpot
Streamline sales process for sales reps, and make salespeople and managers happy with HubSpot's powerful sales reporting.
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- Prevent errors caused by manually copying a Shopify Draft Order as a Deal into HubSpot
- Automatically close deals by sending reminders of open Draft Orders with sales sequences in HubSpot
- Use Draft Order Invoice URLs to send prospects directly to Shopify Checkout
- Keep track of Draft Order Ids, Draft Order Name, and Draft Order Statuses inside HubSpot and use properties for automation and personalization
- Create draft orders from abandoned carts easily without switching between Shopify and HubSpot
- Reps can seamlessly move between Shopify and HubSpot with Unific's CRM cards that let sales reps navigate directly to the customer in Shopify
- Automatically Move Deals to Closed Won
- Track revenue generation company-wide or by account executive and by date
- Customize which HubSpot deal pipeline the draft order deals get organized in
- Automate Draft Order follow up with Workflows
- Enroll contacts into sequences that nurture and remind customers of open draft orders
- Track email opens and clicks with HubSpot
- Automatically notify sales reps to follow up at key touchpoints
| Without Quotific + HubSpot | With Quotific + Hubspot |
|---|---|
| Shopify Admin shows a long list of draft orders with paging. | Quotific uploads draft orders into HubSpot into the appropriate deal pipeline and deal stage |
| Older draft orders go to the next page and get forgotten and just sit in place. Can't automatically nurture stale draft orders. | Older draft orders stay in the pipeline for sales managers to track and/or automated nurturing can be triggered when draft orders get stale. |
| Salespeople have to spend mental energy remembering older opportunities and lose concentration on current opportunities. | Salespeople can rely on automation to remind them of older opportunities and have a greater focus on current opportunities. |
Quotific creates draft orders as deals in any HubSpot sales pipeline allowing the sales rep to be assigned to the deal automatically or manually. Sales reps can be assigned tasks automatically to follow up if any draft order deal gets stale.
Quotific lets Sales reps manage and nurture Draft orders with HubSpot, while sending invoices to customers via Shopify.
This allows customers to checkout directly through Shopify, with transactions and payments integrated with Quickbooks, accounting software, inventory, and all other required Shopify apps.
Shipping methods from Shopify are available to select and can be estimated during draft order creation.
- Configure which Deal Pipeline and Deal Stage the Shopify Draft Orders or completed orders land into.
- Change the Deal Stage and Pipeline manually and the deal will only move to the pre-configured state if the draft order status changes!
Accurate reporting on close rates with a single transaction for draft order and completed order.
If the draft order closes, Quotific will convert that draft deal order into a completed order deal and best of all, lets sales managers create clear reports.
