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<\/figure>\n\n\n\nOfficially launched last month, Q2 harnesses sales, marketing and quoting to ultimately drive more sales, which can be a time-intensive process. Sci collaborated with Novatech to devise the quoting tool that leverages Keypoint Intelligence\u2019s configurator. Novatech\u2019s account representatives had been spending up to three hours to create an enterprise deal, which was entirely too time-consuming.<\/p>\n\n\n\n
\u201cWith other CRMs, account reps need to go through three or four different portals to find out where client machines are located, the machines\u2019 service history and leasing information,\u201d Sci noted. \u201cAll that information is automatically in the first tab of the quoting system. Once you build a quote, you can clone it and edit for different parts and accessories on subsequent deals, which cuts down on time tremendously.\u201d<\/p>\n\n\n\n
The quoting system allows the user to add variables such as service, solutions, managed IT, buyouts\u2014anything needed to help formulate a deal. It\u2019s all factored into the proposal template and can allow for an approval process before the quote goes out to the customer.<\/p>\n\n\n\n
Keypoint Intelligence is a HubSpot client, and Sci confessed he never leveraged the full value of the CRM. \u201cIt was a great education for us on how powerful HubSpot can be,\u201d he added. \u201cIt can really help from a revenue perspective\u2014you can do marketing drip campaigns, web pages and web design through HubSpot. There are so many different modules you can get that will truly help your dealership.\u201d<\/p>\n\n\n\n
Sci credits Peterson with highlighting how blending HubSpot and ZoomInfo as a sales enablement tool to drive leads makes Q2 more valuable than the sum of its parts. \u201cA lot of people know the individual pieces, but Quantum does a good job of pulling them all together to make a powerful tool,\u201d he noted.<\/p>\n\n\n\n
In the end, Sci notes its incumbent upon the dealers to make the most of the data and tools provided by Q2. HubSpot is an effective conduit that transforms the ZoomInfo data into an actionable game plan.<\/p>\n\n\n\n
\u201cWhat you do with that information is the key,\u201d he said. \u201cOnce you have the information from ZoomInfo, the question becomes \u2018How do I get my clients engaged?\u2019 That\u2019s where HubSpot comes in. It\u2019s really good at doing campaigns based around information about key decision-makers who dealers might be targeting in a specific vertical or organization. To have all that tied together, many dealerships don\u2019t know how to do that or struggle with doing that. And I think that\u2019s where Quantum and Keypoint come in. We can sit down and consult on the best approach\u2014sales\/marketing, your CRM and your quoting\u2014all together as a strategy, not just a tool. The overall sales and marketing strategy is really important because it\u2019s not just a tool to record information.\u201d <\/p>\n\n\n\n
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