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Case Study

Transforming Sales Processes with CPQ for a Leading Training Organization

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75
%

Reduction in quote approval time

30
%

Faster deal closures

100
%

Discount compliance achieved
OPTIMIZING OPS & QUOTING:
Optimizing Sales Operations and Quoting Efficiency for a Technical Training Provider
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The Client

 

The client, a technical training provider specializing in industrial training solutions, serves customers across various sectors, offering a wide array of training packages, courses, and certifications. Utilizing HubSpot's Sales and Service Hubs, they sought to streamline their sales processes, ensure seamless product bundling, and implement a robust Configure, Price, Quote (CPQ) solution.

The Challenges:

  • Disjointed Quoting Process: Sales teams struggled with manual quoting workflows, leading to errors and delays.
  • Limited Product Bundling Control: Inconsistent bundling of training packages and large discounts resulted in negative margins and missed upsell opportunities
  • Approval Bottlenecks: Protracted approval processes hampered the sales cycle, reducing efficiency.
  • Data Discrepancies Across Systems: Product information and pricing were fragmented across multiple tools, complicating deal closures.
  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

  • Limited_Control

    Limited Control

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The Solution:

  • Implementation of quote-hapily CPQ Tool: Integrated with HubSpot Sales Hub to automate quoting and approvals, aligning product libraries with customer requirements.
  • Pricing & Bundling Rules: Established clear rules within the CPQ system to ensure proper product bundling and appropriate discounts.
  • Approval Workflows: Designed automated workflows for faster quote reviews, with multi-level approvals tailored to deal complexity.
  • Centralized Product Management: Migrated fragmented data into HubSpot’s Product Library, streamlining access to up-to-date product and pricing information.
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The Outcome

Aptitude 8’s expertise in HubSpot and CPQ solutions revolutionized the client’s sales operations. The streamlined quoting process reduced errors and approval times by 75%, enabling the sales team to close deals 30% faster.

By enforcing product bundling rules, the client achieved complete control over their offerings, ensuring every deal aligned with strategic goals. Centralized data management improved the accuracy of quotes, enhancing customer trust and satisfaction.

75%
Reduced Quote Approval Time by 75%
Automated workflows replaced manual reviews, accelerating the approval timeline significantly.
30%
Reduced Deal Closure Time by 30%
Streamlined quoting and product bundling eliminated delays in the sales pipeline.
50+
50+ Sales Packages Streamlined
Organized and categorized in the Product Library, simplifying the quoting process.
100%
100% Discount Compliance Achieved
Ensured compliance with sales strategies by implementing robust bundling and pricing rules.

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The Tech Stack

CPQ - Tech Logos 2 Line Pilot Logo HubSpot Hubs

What the client is saying..

"Aptitude 8’s solutions transformed our sales process. The seamless integration of quote-hapily allowed us to focus on selling instead of fixing errors. Their expertise brought speed, accuracy, and control to our operations." – VP of Sales





About Aptitude 8

Implement. Integrate. Optimize.

Aptitude 8 is a technical consulting firm that helps companies make their business process, and the tools they use to deliver it, a competitive advantage. In today's business environment, the experience your customers have when buying from you is just as important as what you're selling. We build it better.

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