Streamlined sales process for international expansion
We delivered a sales process with quote, customer-specific purchase terms and a seamless handover to Customer Success.
We developed and implemented a scalable sales process in HubSpot Sales Hub, fully integrated with the customer’s product database. The process includes automatic handling of customer-specific price lists, multilingual quote templates. Each quote includes product descriptions and terms & conditions in the customer’s language.
The solution also includes an approval flow for quotes that deviate from standard business rules, as well as a structured handover process to Customer Success after a deal is closed.
The solution also includes an approval flow for quotes that deviate from standard business rules, as well as a structured handover process to Customer Success after a deal is closed.
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Customer challenges
- Lack of structure and overview of products and pricing
- Manual handling of price lists and purchase terms per customer
- Difficulty scaling quotes across multiple languages and markets
- The transition from Sales to Customer Success involved friction and inconsistent information flow
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Actions taken
- Designed a unified and scalable sales process in HubSpot, including approval for non-standard deals
- Built a seamless handover process from Sales to Customer Success – all within HubSpot
- Automated multilingual quote templates with dynamic product descriptions and terms & conditions based on the customer’s language
- Integrated the product database with HubSpot to automatically fetch customer-specific prices and terms
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Results
- Shorter time from first contact to signed deal
- More high-quality quotes delivered, faster
- Higher conversion rates through more tailored and professional communication
- A smoother customer experience from first interaction to onboarding
- Greater control and flexibility in handling complex sales agreements