必要な条件
HubSpotエディション HubSpotアカウント権限 - 必要なアカウント権限を表示
Symbeの契約内容 - プラン:Pro / per user、またはEnterprise / per user
概要

1/5 - Create deal-winning business cases in seconds.
Symbe lets you create deal-winning business cases in seconds. Applied across all stages of the sales cycle, Symbe business cases help sales teams deliver value-selling at scale.
Qualification: They help qualify faster and more accurately by using them as a 'value hypothesis' during qualification.
Discovery: They serve as a step-by-step visual guide to talk through the buyer’s: Challenges & pain points and the key outcomes that are important to them.
Presentation: During your demo, the business case is used to connect the business value to the different product features presented.
Stakeholder buy-in: The business case is configured in collaboration with your prospect, it then becomes their own decision-making tool -enabling them to sell your solution internally with your outcomes.
Contract Sent: The business case provides reassurance during this final stage of the buyer decision-making process, where buyer risk is most heightened.
Deals that use a Symbe business case as early as qualification have a 61% win-rate.
Create or Modify a Business Case
You can create and modify each prospect's business case directly from your HubSpot deal record.
Collaborate with your Prospects
Invite and collaborate with your prospects on the business case, enabling you to align on the outcomes that matter most to them and help showcase maximum value from your solution.
Customize the Business Case for each Deal
Intuitively customize each business case to support Discovery. From your prospect's branding to specific outcomes, each business case adapts to each one of your prospects.
機能

Intelligent Business Case Creator
Build deal-winning business cases in seconds, directly from your HubSpot deal record. - Build a value hypothesis to qualify a prospect - Establish the key value drivers for each deal - Connect the value outcomes to your demo - Collaborate with your buyer on the business case - Equip your buyer with the business case to secure buy-in

Sync Business Cases from your HubSpot Deal
Switch between your HubSpot deal and Symbe business cases. - Update your outcomes as you build your deal - Select and connect a business case with any deal in your HubSpot deals pipeline - Brand your business case for each prospect
アプリ機能
共有されるデータ
Business Cases | ||
Business Cases | ||
Users |
確認
- 2025年3月25日
ROI主導の販売に変革をもたらす
Symbeチームとは初期の頃から一緒に仕事をしており、彼らのプラットフォームを最初に採用した企業の1つです。Symbeのおかげで、私たちやクライアントは、一般的なベネフィットを超えて、明確で定量化可能な成果を得ることができるようになりました。これは、複雑な利害関係者グループへの営業や、より長い営業サイクルをこなす場合に特に価値があります。今では、CRMトランスフォーメーションやマルチサービスリテーナーのような戦略的イニシアチブを位置づける際の重要な要素となっています。
HubSpotとの統合はシームレスで、インターフェイスはすっきりとしていて直感的。また、テンプレートも優れており、強力な出発点となる一方で、カスタマイズも可能です。
Earnden, P.
- 2025年3月24日
使いやすいAIツールで営業担当者に大きな付加価値を与える
設定が簡単。営業担当者が素早くビジネスケースを作成できる点が気に入っています。
Floitgraf, K.
価格
Pro / per user
£75
/月For sales teams seeking to deliver high volume value-selling.
Unlimited custom business case templates
AI business case narrative builder
Customer sharing and collaboration tools
Custom content and outcomes library
Fully configurable variables naming
Slide importer
PDF generator
Unlimited customer branding
Currency adaptor
Admin and team training
1:1 team onboarding sessions
Business case usage analytics
Pro / per user
£75
/月For sales teams seeking to deliver high volume value-selling.
Unlimited custom business case templates
AI business case narrative builder
Customer sharing and collaboration tools
Custom content and outcomes library
Fully configurable variables naming
Slide importer
PDF generator
Unlimited customer branding
Currency adaptor
Admin and team training
1:1 team onboarding sessions
Business case usage analytics
* こちらの価格は参考表示価格です。どの価格にも税、インセンティブ、値引など、価格に関する変動要素は含まれていません。価格に関する正確な最新情報については、この提供元パートナーまでお問い合わせください。HubSpotは、パートナー各社が提供する価格情報について一切の責任を負わないものとします。価格の最終更新:2025/06/12
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