How Revvy streamlined and automated Building Champions' CPQ process by redesigning proposals and integrating HubSpot with PandaDoc to sync customer data and enhance the proposal creation process.
Overview of Building Champions
Building Champions helps leaders, teams and organizations thrive by providing one-on-one executive coaching and leadership development. Learn more at buildingchampions.com.
Industry: Professional Coaching
The Challenge
Enhance and automate CPQ process Building Champions needed a technical partner building a Configure-Price-Quote (CPQ) process for the sales teams. Their previous process was manual, time consuming, and required working across multiple tools.
Integrate and sync HubSpot x PandaDoc Building Champions was using both HubSpot and PandaDoc but did not know how to properly set up the integration and optimize the features and automation between the tools.
Outdated and copy-heavy proposal Building Champions was eager to upgrade the design of their proposals and incorporate more value-add assets with images and videos to help personalize and proactively address frequently asked questions that slowed the purchasing process.
The Solution
Proposal redesign Revvy redesigned Building Champion’s proposal and worked with the team to strategize and create value-add assets in the proposal, which were specific to each proposal type.
HubSpot x PandaDoc integration Revvy integrated HubSpot and PandaDoc and enabled the tools to automatically sync customer data upon the creation of a proposal.
Implemented and optimized CPQ process Revvy worked with the Building Champions sales teams to create smart contract templates in PandaDoc that synced with HubSpot. This enabled sales teams to accurately automate the creation of customized quotes for each prospective customer.
Optimized HubSpot x PandaDoc payment processing To provide customers with a more seamless purchasing process and reduce friction to buy, Revvy configured payment processing within the proposals that integrated with HubSpot and Quickbooks. This also provided Building Champions with the ability to attribute payments to specific deals in their pipeline and improve their reporting.
Hear from Building Champions
"Revvy was a great partner for us as we looked to maximize our use of HubSpot and PandaDocs. Revvy was professional, fun, and excellent with their work product and communication. We will use Revvy again on future projects and hope you consider them as well."
