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Pre-sales representatives are often responsible for managing requests for proposals (RFPs) and two tools can help them in this mission:
a Jira Service Management portal to easily create RFP tickets and collaborate with their team members through the proposal lifecycle.
Hubspot CRM, popular tool used by sales teams to manage customer data, including contact information, communication history, and associated deals.
However, pre-sales teams face a significant challenge when centralizing the information and ensuring that all necessary information on the lead is included in the proposal.
Without a seamless integration between Hubspot CRM and JSM, pre-sales representatives must manually search for and retrieve the necessary information to add it to RFPs.
This process is time-consuming and prone to errors, as they may miss important details or enter incorrect information. Furthermore, manually copying and pasting information from one system to another is not an efficient use of time, and can delay the RFP process.
The app for Jira, Elements Connect, can allow pre-sales teams to access Hubspot CRM data directly from their request for proposal in just a few clicks.
Elements Connect fields, directly integrated into the request form, can auto-populate drop down fields with options coming straight from HubSpot. Pre-sales representatives then only have to select the relevant options from Hubspot (e.g. lead contact, company & associated deals), ensuring that all necessary information is included in the request.
By providing a seamless integration between JSM and Hubspot CRM, Elements Connect enables pre-sales teams to retrieve and add important data with ease, saving time and improving accuracy. They can focus on crafting a winning proposal rather than spending time on searching for the necessary information, ultimately improving their efficiency.
Learn how to integrate Jira and HubSpot with Elements Connect to populate a select list with customer stored in the CRM tool. It’s ideal to provide support or pre-sales teams with customer information stored in HubSpot, such as contact details, associated deals, etc.
Go to tutorial and retrieve Hubspot CRM data >