Custom Quoting Tool w/ ERP Integration

Published: 19 May 2023
on channel: HubSpot
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Having a CRM that is customizable, flexible and extensible is key to matching your business to your CRM. While HubSpot is a powerful CRM platform with easy to use, out-of-the-box features, sometimes you need a customized experience. Luckily, HubSpot allows you to customize your CRM to meet your enterprise needs.

When you have over 1 million product SKUs, homegrown ERP systems and a long list of other platforms and tools, your team might feel bogged down -- leading to missed opportunities and growth.

In this video, you’ll hear from Geff Harper, Director at Engaging.io, a certified and accredited solutions partner who built a custom quoting tool, integrated with a homegrown ERP system to enable the client’s sales reps to seamlessly find the right SKU, build a personalized quote and send it off to their prospect for review or revisions.

The results?
Full visibility on the sales process
Improved product fulfillment and re-ops conciliation
73% faster to build a quote
Error-free quotes, leading to higher profitability

If you find yourself needing custom solutions built on HubSpot, look no further than our ecosystem of expert partners. And to learn more about Engaging.io, visit their website: https://www.engaging.io/


About HubSpot:
HubSpot is a leading CRM platform that provides education, software, and support to help businesses grow better. The platform includes marketing, sales, service, and website management products that start free and scale to meet our customers’ needs at any stage of growth. Today, thousands of customers around the world use HubSpot’s powerful and easy-to-use tools and integrations to attract, engage, and delight customers.

⚠ Disclaimer:
The videos on our YouTube channel are for informational purposes only, and are not intended as an endorsement for any of the products or services that we feature.


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