For individuals who missed the stay occasion or would get pleasure from a recap, a video recording is embedded beneath.
Key Insights from the Webinar
The Evolution of B2B Gross sales Technique
At this time’s B2B sellers face a rising problem: ship advanced, error-free proposals whereas sustaining velocity and precision throughout each interplay. In our latest 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 Development 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 best way B2B organizations function inside the HubSpot ecosystem.
HubSpot + AI: Supporting the Full Gross sales Lifecycle
Wendt Companions makes a speciality of 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 scale back friction, eradicate redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM knowledge entry and e mail communications, utilizing AI to unlock useful time for gross sales professionals. From real-time post-call summaries to totally customized follow-up emails — full with related attachments — CustomerIQ allows sellers to remain targeted on the deal somewhat than the admin.
CustomerIQ integrates instantly with HubSpot, Gmail, and Outlook to generate well timed, structured outputs from unstructured conversations. Fields are mechanically populated. Key knowledge 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. In contrast to conventional quoting instruments that require exterior logins or steep studying curves, Quote Fortunately lives instantly inside HubSpot — offering a seamless consumer expertise from quote creation to approval.
Key highlights included:
- Rule-based configurations: Automate required fields, approvals, templates, and line objects.
- Superior worth books: Ship granular management throughout SKUs, geographies, or purchaser segments.
- Dynamic bundles: Construct advanced 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 knowledge, reductions, and customized pricing primarily based on deal parameters.
- Quote Fortunately provides gross sales reps the ability to generate refined, compliant quotes in fewer clicks — whereas guaranteeing 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. Which means:
- No further logins.
- No duplicative knowledge entry.
- No advanced sync points.
As an alternative, gross sales groups get automation, intelligence, and consistency — proper the place they already work.
Last Takeaways
The dialog closed with a strong message: B2B promoting at the moment requires extra intelligence, however much less complexity.
With the appropriate technique and the appropriate instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, gives the best basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments provide help to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Wish to study extra about how HubSpot and AI can drive income for your enterprise? Our crew is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover the perfect methods to optimize your advertising and gross sales with AI-powered options.
For individuals who missed the stay occasion or would get pleasure from a recap, a video recording is embedded beneath.
Key Insights from the Webinar
The Evolution of B2B Gross sales Technique
At this time’s B2B sellers face a rising problem: ship advanced, error-free proposals whereas sustaining velocity and precision throughout each interplay. In our latest 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 Development 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 best way B2B organizations function inside the HubSpot ecosystem.
HubSpot + AI: Supporting the Full Gross sales Lifecycle
Wendt Companions makes a speciality of 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 scale back friction, eradicate redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM knowledge entry and e mail communications, utilizing AI to unlock useful time for gross sales professionals. From real-time post-call summaries to totally customized follow-up emails — full with related attachments — CustomerIQ allows sellers to remain targeted on the deal somewhat than the admin.
CustomerIQ integrates instantly with HubSpot, Gmail, and Outlook to generate well timed, structured outputs from unstructured conversations. Fields are mechanically populated. Key knowledge 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. In contrast to conventional quoting instruments that require exterior logins or steep studying curves, Quote Fortunately lives instantly inside HubSpot — offering a seamless consumer expertise from quote creation to approval.
Key highlights included:
- Rule-based configurations: Automate required fields, approvals, templates, and line objects.
- Superior worth books: Ship granular management throughout SKUs, geographies, or purchaser segments.
- Dynamic bundles: Construct advanced 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 knowledge, reductions, and customized pricing primarily based on deal parameters.
- Quote Fortunately provides gross sales reps the ability to generate refined, compliant quotes in fewer clicks — whereas guaranteeing 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. Which means:
- No further logins.
- No duplicative knowledge entry.
- No advanced sync points.
As an alternative, gross sales groups get automation, intelligence, and consistency — proper the place they already work.
Last Takeaways
The dialog closed with a strong message: B2B promoting at the moment requires extra intelligence, however much less complexity.
With the appropriate technique and the appropriate instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, gives the best basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments provide help to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Wish to study extra about how HubSpot and AI can drive income for your enterprise? Our crew is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover the perfect methods to optimize your advertising and gross sales with AI-powered options.
For individuals who missed the stay occasion or would get pleasure from a recap, a video recording is embedded beneath.
Key Insights from the Webinar
The Evolution of B2B Gross sales Technique
At this time’s B2B sellers face a rising problem: ship advanced, error-free proposals whereas sustaining velocity and precision throughout each interplay. In our latest 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 Development 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 best way B2B organizations function inside the HubSpot ecosystem.
HubSpot + AI: Supporting the Full Gross sales Lifecycle
Wendt Companions makes a speciality of 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 scale back friction, eradicate redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM knowledge entry and e mail communications, utilizing AI to unlock useful time for gross sales professionals. From real-time post-call summaries to totally customized follow-up emails — full with related attachments — CustomerIQ allows sellers to remain targeted on the deal somewhat than the admin.
CustomerIQ integrates instantly with HubSpot, Gmail, and Outlook to generate well timed, structured outputs from unstructured conversations. Fields are mechanically populated. Key knowledge 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. In contrast to conventional quoting instruments that require exterior logins or steep studying curves, Quote Fortunately lives instantly inside HubSpot — offering a seamless consumer expertise from quote creation to approval.
Key highlights included:
- Rule-based configurations: Automate required fields, approvals, templates, and line objects.
- Superior worth books: Ship granular management throughout SKUs, geographies, or purchaser segments.
- Dynamic bundles: Construct advanced 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 knowledge, reductions, and customized pricing primarily based on deal parameters.
- Quote Fortunately provides gross sales reps the ability to generate refined, compliant quotes in fewer clicks — whereas guaranteeing 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. Which means:
- No further logins.
- No duplicative knowledge entry.
- No advanced sync points.
As an alternative, gross sales groups get automation, intelligence, and consistency — proper the place they already work.
Last Takeaways
The dialog closed with a strong message: B2B promoting at the moment requires extra intelligence, however much less complexity.
With the appropriate technique and the appropriate instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, gives the best basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments provide help to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Wish to study extra about how HubSpot and AI can drive income for your enterprise? Our crew is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover the perfect methods to optimize your advertising and gross sales with AI-powered options.
For individuals who missed the stay occasion or would get pleasure from a recap, a video recording is embedded beneath.
Key Insights from the Webinar
The Evolution of B2B Gross sales Technique
At this time’s B2B sellers face a rising problem: ship advanced, error-free proposals whereas sustaining velocity and precision throughout each interplay. In our latest 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 Development 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 best way B2B organizations function inside the HubSpot ecosystem.
HubSpot + AI: Supporting the Full Gross sales Lifecycle
Wendt Companions makes a speciality of 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 scale back friction, eradicate redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM knowledge entry and e mail communications, utilizing AI to unlock useful time for gross sales professionals. From real-time post-call summaries to totally customized follow-up emails — full with related attachments — CustomerIQ allows sellers to remain targeted on the deal somewhat than the admin.
CustomerIQ integrates instantly with HubSpot, Gmail, and Outlook to generate well timed, structured outputs from unstructured conversations. Fields are mechanically populated. Key knowledge 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. In contrast to conventional quoting instruments that require exterior logins or steep studying curves, Quote Fortunately lives instantly inside HubSpot — offering a seamless consumer expertise from quote creation to approval.
Key highlights included:
- Rule-based configurations: Automate required fields, approvals, templates, and line objects.
- Superior worth books: Ship granular management throughout SKUs, geographies, or purchaser segments.
- Dynamic bundles: Construct advanced 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 knowledge, reductions, and customized pricing primarily based on deal parameters.
- Quote Fortunately provides gross sales reps the ability to generate refined, compliant quotes in fewer clicks — whereas guaranteeing 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. Which means:
- No further logins.
- No duplicative knowledge entry.
- No advanced sync points.
As an alternative, gross sales groups get automation, intelligence, and consistency — proper the place they already work.
Last Takeaways
The dialog closed with a strong message: B2B promoting at the moment requires extra intelligence, however much less complexity.
With the appropriate technique and the appropriate instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, gives the best basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments provide help to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Wish to study extra about how HubSpot and AI can drive income for your enterprise? Our crew is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover the perfect methods to optimize your advertising and gross sales with AI-powered options.
