At DeMomentSomTres, we know that digital transformation does not stop when summer arrives. Although many companies enter a more relaxed dynamic, digital inquiries and needs continue to emerge. And precisely in recent weeks, we received a very specific question about HubSpot that perfectly illustrates how each organization experiences digital tools in its own way.
A client explained to us that, for years, they have been working with a very clear quote format: first the quoted system, and directly below it, all the complementary details. This structure allows the end client to have a global overview of what is being proposed and, at the same time, easily review the characteristics of each line item.
However, when transitioning to HubSpot, they encountered a significant limitation. The CRM generates quotes in a standard format: all product lines appear on the first page, and additional comments or details are added on a second page. When the quote is lengthy, this can lead to confusion, as the client constantly has to switch between products and explanations.
The query was very clear: can quote templates in HubSpot be customized to revert to our previous way of working?
The answer is not singular, and this is where our expertise comes into play. Depending on the version of
This seemingly simple inquiry highlights three important points:
– Each company has its own way of communicating with its clients, and tools must be flexible to respect this.
– A CRM like HubSpot provides significant value, but only when configured and adapted to the business’s reality.
– Partnering with someone who understands the tool saves time and brings clarity to processes that directly impact the end client’s experience.
Therefore, at DeMomentSomTres, we not only implement HubSpot but also help companies maximize its benefits. From initial configuration to customizing processes like this one, our goal is for technology to adapt to the business, not the other way around.
If your organization also encounters limitations in HubSpot or wishes to improve how it presents its quotes, contact us. In summer, winter, or whenever needed: we are here to help you make digital tools work for your business.
