HubDo Podcast: Do More On HubSpot.

Scaling Sales Agreements with Contractbook + HubSpot

Episode Summary

Michael Canty, head of Revenue Operations, explains how far HubSpot takes an early-stage company and the point where adding Contractbook scales the business to do more.

Episode Notes

In this episode, Pete interviews Michael Canty, head of Revenue Operations at Contractbook, based in Connecticut USA., exploring how you can do more on HubSpot with Contractbook.

The HubDo Podcast is all about how to Do More On HubSpot. We talk with Software Vendors, Subject Matter Specialists and End Users who share real stories of how to do more on HubSpot.

This episode is called “Scaling Sales Agreements with Contractbook + Hubspot”

First, we explore what kind of business is an ideal fit for Contractbook, for example, SaaS businesses which have reached the 51 to 250 employee range. This is where scaling processes before, during and post-sale become critical to the business to reach its goals.

We discuss some of the signals which indicate where HubSpot begins to reach its limits and Contractbook is required - for example, especially when contracts and no longer linked out to standard terms because per-contract terms must be managed at scale.

Using Contractbook as their own best case study, Michael explains how the Revenue Operations role uses Contractbook to reduce friction fom the post-sales process. Simple tasks that occupy valuable sales rep time and cause delays, such as collecting project owner names and billing contacts.

Highlights:

  1. 2:37 What kind of business is perfect for Contractbook
  2. 5:22 Cold turkey is NOT required, start with repetitive agreements
  3. 9:05 How far HubSpot native features can take you
  4. 10:00 A big difference between linked terms, versus managed content
  5. 10:48 Pushing HubSpot as far as you can, then add integrations
  6. 13:10 Real examples, saving post-signature sales rep time
  7. 13:58 Going beyond just the deal sync. Team owners etc
  8. 18:56 Time Value Exercise, cost of the Account Executives’ time

Explore Contractbook on HubDo Marketplace

https://marketplace.hubdo.com/en-US/apps/390570/contractbook

Connect with Contractbook and Michael Canty:

https://www.linkedin.com/in/mecanty91/

 

Your host Pete Nicholls is the Founder of HubDo, HubSpot Certified Trainer and Foundation Certified in Bidding and Proposals by the APMP.

Connect with Pete at:

LinkedIn: https://www.linkedin.com/in/penichol/

Email: pete@hubdo.com

Meet: www.bookachatwithpete.com

 

For questions about this episode, email podcast@hubdo.com

 

The HubDo Podcast is a production of HubDo ApS Denmark.

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