How one client needed help managing pricing, catalogues & discounts to customers.
The Situation
Our client needed to streamline their sales process by allowing discounts to unique customers and/or price lists and catalogues. The Sales team was struggling to stay up-to-date with the ever changing pricing across 500+ products and they were taking too long to produce Quotes. Often the pricing was incorrect, so customer satisfaction was falling. They needed help to improve efficiency and streamline their catalogue pricing to customers with discount and pricing agreements.
The Implications
There was too much friction in their sales process because:
- The Sales Reps wasted time finding and correcting prices and discounts on every order
- Reps delayed sending the quote as they were unsure correct pricing was applied
- Overcharging frustrated customers, who pointed out pricing errors
- Credit Notes caused more wasted time and friction for customers, reps and the accounts team.
- Managers struggled to keep prices up to date and ensure correct pricing was used by all.
The Solution
HubDo created DoPricer CPQ to enable optional settings for each Company listed in our clients HubSpot account. These settings included:
- Individual Product Discount(s) %
- Product Category Discount(s) %
- Default Discount % on all remaining products
- Custom Price List and Currency
Every time a salesperson added a new Line Item to a Deal, DoPricer identified the Company associated with the deal and set the Discount % to:
- The agreed discount % for this product. Or if blank…
- The agreed discount % for all products in this category, or if blank…
- The agreed default discount % if any. Or if blank…
- No discount.
And if this Company has a Custom Price List, DoPricer will also:
- Set the Line Item price to the Custom Price, if any. OR if blank…
- Leave the Price as the Standard price for this item.
Testimonial
“We have had DoPricer configured for a few months now. It has led to far greater efficiency, fewer questions and higher customer satisfaction.” Martin Saunders, Rivertrace.
External resources
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See DoPricer on the HubSpot Marketplace
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