For individuals who missed the dwell occasion or would take pleasure in a recap, a video recording is embedded under.
Key Insights from the Webinar
The Evolution of B2B Gross sales Technique
Right this moment’s B2B sellers face a rising problem: ship complicated, error-free proposals whereas sustaining velocity and precision throughout each interplay. In our current internet occasion, From CPQ to AI – The Way forward for B2B Promoting in HubSpot, we explored how native HubSpot integrations are fixing this problem by empowering gross sales groups to work smarter — not tougher.
Doug Wendt, Chief Progress Officer at Wendt Companions, was joined by Dax Miller, CEO of Fortunately, and Sean Steigerwald, CEO of CustomerIQ, for a sensible dialogue on how AI and superior CPQ instruments are reworking the way in which B2B organizations function inside the HubSpot ecosystem.
HubSpot + AI: Supporting the Full Gross sales Lifecycle
Wendt Companions focuses on supporting technical, industrial, and sophisticated B2B organizations — the place gross sales groups usually serve twin roles as engineers, consultants, and answer designers. These groups want CRM instruments that cut back friction, remove redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM information entry and electronic mail communications, utilizing AI to unlock beneficial time for gross sales professionals. From real-time post-call summaries to totally personalised follow-up emails — full with related attachments — CustomerIQ permits sellers to remain targeted on the deal slightly than the admin.
CustomerIQ integrates instantly with HubSpot, Gmail, and Outlook to generate well timed, structured outputs from unstructured conversations. Fields are routinely populated. Key information factors are extracted. Duties are intelligently created. Observe-up emails are drafted inside minutes. And most significantly, all of this occurs behind the scenes.
CPQ, Natively in HubSpot
Dax Miller launched Quote Fortunately, a local CPQ answer constructed particularly for HubSpot. Not like conventional quoting instruments that require exterior logins or steep studying curves, Quote Fortunately lives instantly inside HubSpot — offering a seamless person expertise from quote creation to approval.
Key highlights included:
- Rule-based configurations: Automate required fields, approvals, templates, and line gadgets.
- Superior value books: Ship granular management throughout SKUs, geographies, or purchaser segments.
- Dynamic bundles: Construct complicated merchandise or service packages with modular add-ons.
- Workflow-based approvals: Route approvals utilizing HubSpot’s native workflows — full with backup approvers and trip protection.
- Quote automation: Pre-fill product information, reductions, and customized pricing based mostly on deal parameters.
- Quote Fortunately provides gross sales reps the facility to generate refined, compliant quotes in fewer clicks — whereas making certain RevOps has full management over pricing logic and deal integrity.
Why Native Integration Issues
A recurring theme all through the session was the worth of constructing with HubSpot, not simply connecting to it. Too usually, organizations undertake instruments that combine in idea — however in follow, fragment workflows and enhance friction.
Each Fortunately and CustomerIQ have dedicated to delivering options inside HubSpot, giving groups highly effective capabilities with out switching platforms. Meaning:
- No extra logins.
- No duplicative information entry.
- No complicated sync points.
As a substitute, gross sales groups get automation, intelligence, and consistency — proper the place they already work.
Remaining Takeaways
The dialog closed with a strong message: B2B promoting right this moment requires extra intelligence, however much less complexity.
With the correct technique and the correct instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, offers the perfect basis.
“You’ll be able to’t afford to make errors — however you can also’t afford to decelerate. These instruments assist you do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Wish to be taught extra about how HubSpot and AI can drive income for your online business? Our workforce is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover the most effective methods to optimize your advertising and gross sales with AI-powered options.
