For those who missed the live event or would enjoy a recap, a video recording is embedded below.
Key Insights from the Webinar
The Evolution of B2B Sales Strategy
Today’s B2B sellers face a growing challenge: deliver complex, error-free proposals while maintaining speed and precision across every interaction. In our recent web event, From CPQ to AI – The Future of B2B Selling in HubSpot, we explored how native HubSpot integrations are solving this challenge by empowering sales teams to work smarter — not harder.
Doug Wendt, Chief Growth Officer at Wendt Partners, was joined by Dax Miller, CEO of Happily, and Sean Steigerwald, CEO of CustomerIQ, for a practical discussion on how AI and advanced CPQ tools are transforming the way B2B organizations operate within the HubSpot ecosystem.
HubSpot + AI: Supporting the Complete Sales Lifecycle
Wendt Partners specializes in supporting technical, industrial, and complex B2B organizations — where sales teams often serve dual roles as engineers, consultants, and solution designers. These teams need CRM tools that reduce friction, eliminate redundant clicks, and increase both accuracy and velocity.
Sean Steigerwald shared how CustomerIQ automates CRM data entry and email communications, using AI to free up valuable time for sales professionals. From real-time post-call summaries to fully personalized follow-up emails — complete with relevant attachments — CustomerIQ enables sellers to stay focused on the deal rather than the admin.
CustomerIQ integrates directly with HubSpot, Gmail, and Outlook to generate timely, structured outputs from unstructured conversations. Fields are automatically populated. Key data points are extracted. Tasks are intelligently created. Follow-up emails are drafted within minutes. And most importantly, all of this happens behind the scenes.
CPQ, Natively in HubSpot
Dax Miller introduced Quote Happily, a native CPQ solution built specifically for HubSpot. Unlike traditional quoting tools that require external logins or steep learning curves, Quote Happily lives directly within HubSpot — providing a seamless user experience from quote creation to approval.
Key highlights included:
- Rule-based configurations: Automate required fields, approvals, templates, and line items.
- Advanced price books: Deliver granular control across SKUs, geographies, or buyer segments.
- Dynamic bundles: Build complex products or service packages with modular add-ons.
- Workflow-based approvals: Route approvals using HubSpot’s native workflows — complete with backup approvers and vacation coverage.
- Quote automation: Pre-fill product data, discounts, and custom pricing based on deal parameters.
- Quote Happily gives sales reps the power to generate sophisticated, compliant quotes in fewer clicks — while ensuring RevOps has full control over pricing logic and deal integrity.
Why Native Integration Matters
A recurring theme throughout the session was the value of building with HubSpot, not just connecting to it. Too often, organizations adopt tools that integrate in theory — but in practice, fragment workflows and increase friction.
Both Happily and CustomerIQ have committed to delivering solutions inside HubSpot, giving teams powerful capabilities without switching platforms. That means:
- No additional logins.
- No duplicative data entry.
- No complex sync issues.
Instead, sales teams get automation, intelligence, and consistency — right where they already work.
Final Takeaways
The conversation closed with a powerful message: B2B selling today requires more intelligence, but less complexity.
With the right strategy and the right tools, organizations can simplify their processes while expanding their capabilities — and HubSpot, paired with solutions like CustomerIQ and Quote Happily, provides the ideal foundation.
“You can’t afford to make mistakes — but you also can’t afford to slow down. These tools help you do more with less, and do it better.”
– Doug Wendt
Have Questions? Let’s Connect!
Want to learn more about how HubSpot and AI can drive revenue for your business? Our team is here to help! Reach out to us at grow@wendtpartners.com and let’s explore the best strategies to optimize your marketing and sales with AI-powered solutions.
