We will move quoting to Kinetic from Salesforce CPQ. We shifted our CRM from Salesforce to HubSpot and I’m in the early stages of using Automation Studio to synchronize customer, contact, deal, and quote information between Kinetic and HubSpot.
Our typical quotes in Salesforce are grouped. We modify shipping containers so we usually have at least three assemblies in the group for each single-container structure: the container assembly, the floor plan assembly, and the exterior paint assembly. Our Salesforce quotes only provide a price for the structure/group to the customer.
When I create a Kinetic quote I can create a POTF assembly and add the container, floor plan, and exterior paint assemblies as subassemblies. Unfortunately, the top level assembly doesn’t inherit the prices from the subassemblies. I’m leaning towards creating a BPM to calculate the price of the top level assembly from its subassemblies.
It feels somewhat like a sales kit but I don’t want to have an endless number of sales kit parts for every permutation of containers, floor plans, and paint.
Is anyone aware of an approach I can use to create groups in a quote that keep the prices at the group level only? I do want to show the first level subassemblies along with the group name.
Thanks,
John McAlonan
Hi John,
I am actually working on a HubSpot project as we speak. Our business is a little different, but this is what I’m doing and maybe it might give you an idea.
For us, a HubSpot deal may have a few quoting variations. But let’s put that aside for now and focus on one quote. I have one function that grabs open deals and assigns a UD field to the Kinetic Quote. I’m working on the function that will trigger on Quoted and it will do a summary of the quote by Product Group. Those records will be added as Lines in the Deal to update the Deal amount.
To handle the multiple Kinetic Quotes, I’m relying on the marketing department to set the probability to let them weight the various options so the HubSpot deal isn’t overstated.
Hopefully, that spurs some thoughts for you.
Mark W.
Thanks Mark. One of the challenges I’m dealing with this morning is my HS object that ties to the Kinetic Quote. A HS Deal doesn’t have an equivalent object in Kinetic. The HS Quote object is for its own quoting engine. So I created a custom HS object called ERPQuote. I wanted to have the salesperson create a new ERPQuote object as a child of the HS Deal. That can work but I don’t have any unique key to tie the HS ERPQuote to a Kinetic Quote. So I am leaning towards having sales jump into Kinetic to create a Quote and then, when they have a Quote Number, enter that number into a new HS ERPQuote record. I can use that index in Automation Studio to get the rest of the information from Kinetic into HS.
I’m going the other way. Since every object in HubSpot has a unique ID, I have a UD Field in the Kinetic Quote that stores the Deal ID. It will use that Deal ID to post updates from Kinetic when the Quote is “Quoted”.
This is my prototype page. The HubSpot Deal ID will be a dropdown that the reps can use to assign it within Kinetic.
Later, I will do the same with Customer and put the HubSpot customer ID in the Kinetic ID. I’m sure you can do the same with Automation Studio. As long as I’m always updating HS from Kinetic, I don’t have the problem of needing a local agent to update Kinetic. I don’t sync, I link. With the Share record feature in Kinetic, I can construct a URL in HS to open up the linked items in Kinetic via the browser. I had to put this aside for the 2024.1 upgrade, but it’s front and center now.
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