How CPQ and Automation are Shaping the Fashionable Gross sales Course of

On December 10, 2025, business leaders Doug Wendt and Dustin Anglen hosted an insightful internet occasion centered on how CPQ and automation are shaping the fashionable gross sales course of. The session addressed the rising want for gross sales organizations to maneuver sooner, cut back complexity, and align extra carefully with finance and operations.

For many who have been unable to attend the stay occasion, a full video recording is obtainable beneath for on-demand viewing.

For many who missed the stay occasion, a video recording is embedded beneath.

Throughout the webinar, the audio system explored how CPQ, automation, and monetary intelligence will be embedded straight into HubSpot, reworking it from a standard CRM right into a centralized platform for actionable insights, operational alignment, and scalable development. By integrating pricing, unit economics, and automatic workflows into gross sales execution, groups can enhance accuracy, shield margins, and make data-driven choices in actual time.

Key Takeaways

1. CPQ Is No Longer Non-compulsory for Fashionable Gross sales Groups

As pricing fashions develop extra advanced, CPQ has grow to be important for making certain accuracy, consistency, and velocity. By standardizing product configurations and pricing logic, CPQ reduces errors, shortens gross sales cycles, and protects margins—particularly in high-growth or multi-product organizations.

2. Automation Turns the CRM into an Execution Engine

Automation strikes gross sales groups past guide workflows and reactive decision-making. When embedded straight into HubSpot, automated approvals, alerts, and workflows enable groups to behave on insights in actual time, bettering effectivity and scalability with out including headcount.

3. Monetary Intelligence Should Reside Contained in the Gross sales Course of

Monetary information is most respected when it’s accessible on the level of determination. Integrating metrics like CAC, LTV, churn, and unit economics straight into gross sales workflows ensures that offers align with profitability targets—not simply income targets.

4. Unit Economics Create Alignment Throughout Groups

Metrics reminiscent of CAC relative to lifetime gross revenue present a shared framework for gross sales, finance, and management. This alignment ensures development initiatives are sustainable and that gross sales efforts contribute meaningfully to long-term enterprise worth.

5. HubSpot Can Function a Unified Income Platform

With CPQ, automation, and monetary information embedded, HubSpot evolves from a standard CRM right into a centralized income platform. Gross sales, finance, and operations groups can collaborate utilizing a single supply of fact, enabling sooner choices and stronger execution.

6. Scalable Progress Requires Techniques, Not Spreadsheets

Probably the most profitable organizations change guide instruments and disconnected programs with built-in platforms. CPQ and automation present the muse for predictable, scalable development by decreasing friction, rising visibility, and enabling constant execution throughout the gross sales lifecycle.

Attendees gained sensible insights into how trendy gross sales groups use CPQ and automation to streamline quoting, get rid of guide processes, and create a unified income engine throughout gross sales, finance, and operations.

For many who have been unable to attend the stay occasion, a full video recording is obtainable beneath to look at on demand.