All too often, customer-facing teams have to wrangle between multiple applications to complete their job. Not only does this negatively affect your teams (adding undue complexity to their jobs), but that complexity is then passed on to your customers in the form of inefficient processes and a less-than-optimal customer experience.
A whopping 46% of companies have made improving their customer experience a top priority for 2022. For many of these companies, increasing customer-centricity doesn’t have to be complicated. It could be as simple as taking inventory of the powerful integrations available in your CRM.
HubSpot recently released their CRM predictions for 2022, which included enriching customer data, two-way syncs to decrease data silos, incorporating the “social” CRM, and connecting your social media channels, among others. The big theme? Making your CRM the one-and-only tool for your customer-facing teams to work in.
And now, Maxio’s native HubSpot integration just makes this process even more efficient. We’re excited to announce our new bidirectional integration with HubSpot CRM. This seamless integration will allow for B2B SaaS companies to leverage a one-stop-shop for their customer-facing teams to manage subscriptions, review invoice and payment activity, and gain accessibility to real product catalogs that support multi-currency.
Maxio’s Hubspot Integration Maximizes Your Customer-Centric Approach
Gone are the days when your sales team and finance department had to manually enter newly-sold subscription information in their billing system to close a deal. With the Maxio + HubSpot integration, your sales team can manage subscriptions right there in Hubspot, utilizing HubSpot deal objects.
New subscriptions, upgrades, downgrades, you name it, are all a seamless move within HubSpot. Any actions your sales team performs on HubSpot deals will automatically sync with Maxio. Not only can your sales team leverage HubSpot deals and quotes to sell and manage subscriptions, the pricing and product catalog will always be up to date, showing what’s currently available in Maxio. It’s a win-win situation for your sales and FinOps teams.
Can it get better for sales teams? Actually, it can.
Your sales managers can also access Deal Pipelines beyond the “Sales” Pipeline. If your sales teams are grouped by geo, deal size, etc., you may currently be managing separate Pipelines within HubSpot. This native integration allows for this flexibility, allowing you to leverage your various Pipelines seamlessly.
Selling on a global scale?
The Maxio + HubSpot integration can handle that. Maxio’s out-of-the-box multi-currency functionality can be leveraged within HubSpot. You can enable any HubSpot-supported currency, thus mirroring your Maxio setup. Each deal is configurable with any of the enabled currencies, and currency conversion is handled per the configuration settings in Maxio.
What other teams benefit from this powerful integration?
It might come as a surprise, but your marketing team can also benefit. They can leverage the bi-directional data streamed and maintained in HubSpot to segment and filter based on subscription activity, plans, and more. They can use this data to drive marketing campaigns via email, ads, or any other channels supported natively within HubSpot.
The more obvious customer serving teams to benefit are your customer success and support cohorts. With the Maxio + HubSpot integration, these customer-facing teams get a 360-degree view of a customer’s billing and relationship management all within the HubSpot UI. Timeline Events within HubSpot are updated in real-time, so your team never misses a beat on what’s going on with your customers’ subscription(s).
Meet Your Customer-Facing Teams Where They Work & Play Everyday
The Maxio + HubSpot integration was built to maximize efficiencies for all of your customer-facing teams that use HubSpot everyday to sell, manage, and service your recurring customers. With more than 80% of B2B buyers expecting the same buying experience as B2C, providing a customer-centric approach in everything you do in your B2B SaaS organization will be a key driver for growing and maintaining your recurring revenue.
Keeping your customer-service teams happy starts with providing a reliable and easy-to-use tech stack. By integrating your Maxio environment with HubSpot, you’re eliminating an extra tool, enabling your sales, customer success, and support teams to help your customers get happy and stay happy.
Try the HubSpot integration today by turning it on within your Maxio account or heading over to the HubSpot app marketplace to download the installation. If you want to learn more about our HubSpot integration, click here.
Not a Maxio customer? Talk to a B2B SaaS Expert at Maxio to learn how we can help you streamline your billing operations. Maxio offers the only billing solution built for B2B SaaS businesses, and we are ready to show you just how much we can do for you.