For many 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
As we speak’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 more durable.
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 remodeling the way in which B2B organizations function throughout 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 typically serve twin roles as engineers, consultants, and answer designers. These groups want CRM instruments that scale back friction, get rid of redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM information entry and electronic mail communications, utilizing AI to unencumber precious 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 reasonably 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. In contrast to 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 objects.
- Superior worth 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 primarily based on deal parameters.
- Quote Fortunately offers 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 typically, organizations undertake instruments that combine in idea — however in apply, 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 an alternative, 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 at present requires extra intelligence, however much less complexity.
With the suitable technique and the suitable instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, supplies the perfect basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments assist you to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Need to be taught extra about how HubSpot and AI can drive income for what you are promoting? Our staff is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover one of the best methods to optimize your advertising and marketing and gross sales with AI-powered options.
For many 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
As we speak’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 more durable.
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 remodeling the way in which B2B organizations function throughout 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 typically serve twin roles as engineers, consultants, and answer designers. These groups want CRM instruments that scale back friction, get rid of redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM information entry and electronic mail communications, utilizing AI to unencumber precious 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 reasonably 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. In contrast to 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 objects.
- Superior worth 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 primarily based on deal parameters.
- Quote Fortunately offers 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 typically, organizations undertake instruments that combine in idea — however in apply, 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 an alternative, 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 at present requires extra intelligence, however much less complexity.
With the suitable technique and the suitable instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, supplies the perfect basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments assist you to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Need to be taught extra about how HubSpot and AI can drive income for what you are promoting? Our staff is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover one of the best methods to optimize your advertising and marketing and gross sales with AI-powered options.
For many 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
As we speak’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 more durable.
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 remodeling the way in which B2B organizations function throughout 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 typically serve twin roles as engineers, consultants, and answer designers. These groups want CRM instruments that scale back friction, get rid of redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM information entry and electronic mail communications, utilizing AI to unencumber precious 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 reasonably 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. In contrast to 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 objects.
- Superior worth 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 primarily based on deal parameters.
- Quote Fortunately offers 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 typically, organizations undertake instruments that combine in idea — however in apply, 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 an alternative, 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 at present requires extra intelligence, however much less complexity.
With the suitable technique and the suitable instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, supplies the perfect basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments assist you to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Need to be taught extra about how HubSpot and AI can drive income for what you are promoting? Our staff is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover one of the best methods to optimize your advertising and marketing and gross sales with AI-powered options.
For many 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
As we speak’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 more durable.
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 remodeling the way in which B2B organizations function throughout 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 typically serve twin roles as engineers, consultants, and answer designers. These groups want CRM instruments that scale back friction, get rid of redundant clicks, and enhance each accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM information entry and electronic mail communications, utilizing AI to unencumber precious 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 reasonably 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. In contrast to 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 objects.
- Superior worth 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 primarily based on deal parameters.
- Quote Fortunately offers 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 typically, organizations undertake instruments that combine in idea — however in apply, 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 an alternative, 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 at present requires extra intelligence, however much less complexity.
With the suitable technique and the suitable instruments, organizations can simplify their processes whereas increasing their capabilities — and HubSpot, paired with options like CustomerIQ and Quote Fortunately, supplies the perfect basis.
“You may’t afford to make errors — however you can also’t afford to decelerate. These instruments assist you to do extra with much less, and do it higher.”
– Doug Wendt
Have Questions? Let’s Join!
Need to be taught extra about how HubSpot and AI can drive income for what you are promoting? Our staff is right here to assist! Attain out to us at develop@wendtpartners.com and let’s discover one of the best methods to optimize your advertising and marketing and gross sales with AI-powered options.
