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Bayard Bradford helps logistics companies with CPQ, supply chain visibility, and technical implementation & support for field & office teams to streamline operations, improve customer outcomes, and drive productivity using HubSpot.
Configure, Price, Quote:
Use HubSpot for document generation of dynamic quotes validated by external shipping costs, freight costs & other variables.
Easily build multiple variations of custom quotes based on the unique needs of each customer directly in the CRM.
Apply dynamic quoting rules, approval limits and line item validation.
Field Sales & Service:
Visualize routes for field sales to visit site locations, regional offices, and events.
Enable the field sales & customer service teams to easily enter notes via the mobile app or desktop, review previous conversations, check past orders and process new quotes.
Provide a tailored training experience to field sales & service with a mobile-first approach.
Customer 360 - Supply Chain Visibility:
Report on the entire customer lifecycle, not just once the customer is ready to buy.
Save sales and service time with visibility on supply chain, shipments, orders, and more.
Achieve connectivity with ERP systems such as SAP, Netsuite, Business Central, and Sage to pull in Pricing, Orders, Products, Inventory Data and more.
Do you want to connect with us?
Our consulting team will create a statement of work based on the project needs of each organization including timeline, cost, deliverables, expected time from the client, roles and expectations.