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RevOps Deal Desk & CPQ

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App

RevOps Deal Desk & CPQ

HubSpot-certifierad app

The Modern, Scalable Deal Desk Platform for HubSpot CRM

Byggd av
RevOps
Installationer
200+ installationer
Betyg

5(7)

Logga in för att installeraKräver prenumeration på RevOps Deal Desk & CPQ

Krav

HubSpot-plan
Behörigheter för HubSpot-konto
Visa de obligatoriska kontobehörigheterna
RevOps Deal Desk & CPQ prenumeration
Basic, Pro, Enterprise, eller Freemium planer

Översikt

RevOps CPQ & Deal Desk enables HubSpot Sales Hub users to build a modern, scalable deal desk with templated agreements, approval workflows, pricing guardrails, and total data integrity. With our natively integrated Deal Desk & CPQ, there's no need for reps to go back and forth between systems.


RevOps CPQ & Deal Desk includes:


A new way to configure, price, quote, and automate!

A CPQ solution shouldn't take months to implement, require six-figure implementation budgets, and low internal adoption. RevOps Deal Desk & CPQ Integration is a true modern CPQ solution that is natively integrated with HubSpot.

  • Interfaces the salesperson is familiar with.

  • Automatic tracking of changes between standard terms and deviations

  • A simple operations platform to maintain rules and configurations for complex pricing, terms, and workflows.


Truly Native CPQ Experiences
  • With the RevOps Agreements Card, users can seamlessly create and edit agreements without ever leaving HubSpot.

  • Effortlessly view contract and agreement information at a glance.

  • One-click to instantly create standardized agreements.


Flexible Approvals With Operational Controls

Create deals collaboratively, without the back and forth emails and Slack messages.

  • Automated Approval Rules

  • Granular Approval Sections

  • Alert Approvers When Approval is Required

Robust Contract Management

Generate NDAs, MSAs, agreements, quotes and other documents in a variety of formats (e.g. Word, PDF and HTML)

  • NDAs, MSAs, Order Form, Contracts, and More

  • Redlining and DocX Generation

  • Attach Other Agreements to RevOps Quotes

Collaborate, Price, Quote

Create deals collaboratively, without the back and forth emails and Slack messages.

  • Contextual deal-making

  • @-Mention Stakeholders

  • Audit Trail of Comments and Changes to a Deal

  • Slack and email notifications for keeping everyone on track

  • HubSpot Deal timeline events are published automatically when customers interact with your Deal

Take The Complexity Out of Complex Pricing

Create agreements based on non-standard pricing models such as usage-based, ramping, bucket pricing, volume discounts, and more

  • Usage-Based and Metered Pricing

  • Ramp schedules, true-ups, and minimum commitments

  • Upsells, cross-sells, and co-terming

Egenskaper

Native CPQ for HubSpot

RevOps CPQ & Deal Desk enables HubSpot Sales Hub users to build a modern, scalable deal desk with templated agreements, approval workflows, pricing guardrails, and total data integrity. With our natively integrated Deal Desk & CPQ, there's no need for reps to go back and forth between systems.

Pre-Approved Templates for Reps to Customize

RevOps lets you build any sales agreement with your HubSpot CRM data, create custom templates, and sync the data from your agreements to HubSpot. - Native deal data sync between HubSpot and RevOps - Support for any kind of sales agreement - Pre-approved SKU and term blocks for reps to add to deals

Rules-Based Automated Approvals Engine

Define custom rules for approvals for specific deals based on discounts, price, term language, and more. Automate approvals for deals that meet set rules. - Custom "if this, then that" workflows for approval requests - Route approvals to individuals or groups based on set rules - Approval blocks for individual sections of a deal

Flexible Pricing Model Support

Create agreements based on non-standard pricing models such as usage-based, ramping, bucket pricing, volume discounts, and more - Usage-Based and Metered Pricing - Ramp schedules, true-ups, and minimum commitments - Upsells, cross-sells, and co-terming

Collaborative Deal Creation

Forget back and forth emails and slack messages about revisions to an agreement. RevOps enables a truly collaborative Deal Desk so that deals close faster with fewer errors. - Contextual deal-making - @-Mention Stakeholders - Audit Trail of Comments and Changes

Appfunktionalitet

Delade data
Datakälla
Synkroniseringsriktning
I HubSpot
I HubSpot

Contact

Kontakter

Kontakter

Deal

Affärer

Affärer

Deal

Företag

Företag

Deal

Tidslinje

Tidslinje

SKU

Produkter

Produkter

Mer information om delade data

The RevOps integration for HubSpot supports Custom Mappings to give you full control over the data you would like to synchronize to HubSpot. RevOps data is automatically synchronized each time the deal is saved. Any field property on the deal, sku, term, or account is available for enriching HubSpot. The HubSpot field you select for mapping must be marked as writeable for data synchronization.

Recensioner

Genomsnittligt betyg

5,0

Baserat på 7 omdömen


Totalt antal granskningar

7

Antal recensioner totalt


5
100 % slutfört
100 %
4
0 % slutfört
0 %
3
0 % slutfört
0 %
2
0 % slutfört
0 %
1
0 % slutfört
0 %

Genomsnittligt betyg

5,0

Baserat på 7 omdömen

Totalt antal granskningar

7

Antal recensioner totalt

5
100 % slutfört
100 %
4
0 % slutfört
0 %
3
0 % slutfört
0 %
2
0 % slutfört
0 %
1
0 % slutfört
0 %

Filtrera omdömen:

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5 / 5
    19 dec 2024

Super App with great HS integration!

RevOps Deal Desk & CPQ has helped us to streamline our revenue/sales operations. Sync with HubSpot is working great, together with deal desk for quote approvals!

  • Gogitidze, V.


5 / 5
    17 dec 2024

Great partners, leading innovators.

Revops has been a great partner for us here at Lavu. They made it seamless to get our deals created and integrated through HubSpot. Now they've gone even farther and developed an integration with our payment and subscription management platform Chargebee which lets us collect payment DURING the signature process and forces payment for the contract to be signed. What does that mean for us? Zero sales team members spending valuable time chasing cards when they could be focused on closing sales. It's been a dramatic improvement to our business

Vad är det du tycker om?

They integrate payments, they integrate with our CRM. Their standard templates allow us to launch self-serve purchase packages which, in a boutique sale space, is HUGE. And the team is incredibly responsive to questions, problems or needs. Late nights, weekends, the times when everything goes wrong, these guys are attentive and responding, making sure we're comfortable with the program.

Vad är det du inte tycker om?

They iterate too fast!! Sounds like a fake complaint but in truth it can lead to features that require us to reach out as the documentation is either not built or not fully fleshed out quite yet. Additionally we'll see every now and again that the rapid new features and updates can lead to an occasional unintended consequence.

  • Carroll, N.


Den här appen kräver en av följande prenumerationsplaner för RevOps Deal Desk & CPQ.

Basic

29 US$

/månad

For go-to-market team sizes under 10

  • Up to 10 licensed users

  • 2 free collaborators

  • Unlimited developers

  • Taskbox

  • Collaboration

  • Roles & Permissions

  • Unlimited Teams

  • Up to 10 Templates

  • Dynamic Pricing

  • Automated Renewals

  • Expansion Support

  • Up to 10 Approval Workflows

  • Sequential Approvals

  • Unlimited RevOps E-Signature

  • DocuSign Integration

  • One Business Profiles

  • Email Support

per user

Basic

29 US$

/månad

For go-to-market team sizes under 10

  • Up to 10 licensed users

  • 2 free collaborators

  • Unlimited developers

  • Taskbox

  • Collaboration

  • Roles & Permissions

  • Unlimited Teams

  • Up to 10 Templates

  • Dynamic Pricing

  • Automated Renewals

  • Expansion Support

  • Up to 10 Approval Workflows

  • Sequential Approvals

  • Unlimited RevOps E-Signature

  • DocuSign Integration

  • One Business Profiles

  • Email Support

per user

*Priserna här är endast avsedda som exempel. I priserna ingår inte skatter, incitament, rabatter eller andra prisvariabler. Ta kontakt med partnern för den senaste och mest uppdaterade prisinformationen. HubSpot har inget ansvar för den här prisinformationen, vilken tillhandahålls av våra partner. Priserna uppdaterades senast: 2024-10-24

Mer information

Byggd av
RevOps
Installationer
200+ installationer
Kategorier
Språk som denna app finns på
Engelska

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