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Why Quote to Cash Integration?

 

You're losing revenue, time and customer trust because your sales and finance teams aren't on the same page.

 Quotes live in your CRM. Orders and payments live in your ERP.

Sales has no idea what’s been invoiced. Finance doesn’t know what was promised. Customers get confused or worse, frustrated.

Imagine sales reps knowing exactly what's in stock, which engineer is available, what's been invoiced and when payments land - all without switching systems or relying on manual updates!

Big Business Agency: Our Approach to Project Management and Change Projects
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The Solution:

Commercient SYNC + HubSpot = Total Visibility

Commercient SYNC integrates HubSpot with your ERP in a powerful, code-free way. You get real-time data sync that keeps sales and finance perfectly aligned—automatically.

With Commercient, you can:

  • Sync quotes, deals, and orders from HubSpot directly into your ERP.

  • Bring ERP data (inventory, invoices, payments) into HubSpot Quoting CPQ

  • Bring Field Service data (Service technicians' capacity, competency and availability, Routing schedules and time to site) into HubSpot Quoting and CPQ
  • Eliminate double data entry and costly mistakes.

  • Shorten your Quote-to-Cash cycle dramatically.

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Projects fail when there’s no structure, no accountability, and no clear path forward.

Without a proven framework, you're left juggling unclear roles, scope creep, miscommunication, and delayed deliverables. It’s chaotic, expensive, and avoidable.

What if your projects ran with the same precision as world-class enterprises?

Imagine launching with a process that’s been tested, trusted, and engineered to deliver—from kickoff to closeout.

Here at Big Business Agency Ltd we don’t improvise. we follow a PRINCE2-based delivery model—a globally recognised project management methodology designed for clarity, control, and consistency.

We have listed the seven key elements to bring this to life and the results are

  • Projects are delivered on time, in scope, and fully aligned with business goals.
  • Teams are empowered. Systems are integrated. Clients are impressed.
  • And best of all, success is repeatable.

When project delivery follows a proven path, outcomes become predictable and exceptional.

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Why integrate your quote to cash process? 

If you're feeling the Strain of disconnected Systems, integrating Q2C could be the key to streamlining your operations and boosting revenue.

You’re juggling spreadsheets, patching workflows with manual fixes and hoping nothing slips through the cracks. It’s inefficient. It’s frustrating. And it’s not sustainable.

The Real Problem? Your systems don’t talk to each other. Sales is in one silo. Customer service is in another. Everyone’s working harder just to keep up when they should be working smarter.

The Fix: Smarter Integration That Actually Works  Whether you need a full-scale system overhaul or just a quick, clean implementation, we’re here to align your operations and free your team to focus on what matters.

What you get:

Streamlined tools that actually work together
A single source of truth across teams
Less manual work, fewer errors and more time to grow.

Why It Works: Because we make integration practical, scalable and focused on your real needs not a bloated tech stack.

No pressure. No jargon. Just a friendly conversation to explore how we can fix the disconnect for good.

Our PRINCE2 Project Management Plan Addresses Seven Key Elements

1. How will internal expectations be managed?

Setting, managing and delivering on the expectations of multiple users, managers, and executive stakeholders is critical. Mismanagement of expectations is the #1 reason why projects are considered a failure.

Implementing business change requires input from P&L Owners, Sales, Finance, Operations, Customer Service, Legal, IT, Marketing, Field Services, Warehousing & Supply Chain.

Project Management Plans include Stakeholder Management and Communication Planning.

2. How will the project be delivered on time?

Late delivery is the number two reason for project failures. Business needs constantly change, and while this is neither good nor bad for a project, its impact must be proactively managed. A mutually agreed-upon Change Request Process achieves this balance.

Project Management Plans define the Change Request Process, its operation, and its methodology to avoid late delivery.

3, Who does what?- Define responsibilities

In addition to internal stakeholders such as users, managers, and executives, external stakeholders usually include key customers, major suppliers, consultants, software, cybersecurity and infrastructure vendors. Clarity on who is responsible for each task and element of the solution is needed.

To avoid this issue entirely, Project Management Plans  include defining a project Roles and Responsibilities Matrix.

4. Data migration and/or cleansing?

Data cleansing is an extremely resource-intensive exercise that needs to be scoped and managed to avoid time and cost overruns.

Project Management Plans include a data migration scope, assumptions, and dependencies documented, and a defined change request process.

5. How are project risks managed and mitigated?

Risk Management is managing the balance between Risks, Assumptions and Dependencies. Project Assumptions that don’t hold become risks, and dependencies that are not met also become risks.

To avoid poorly managing risks, Project Management Plans include assumptions and dependencies in risk analysis and mitigations.

6. How will the implementation delivery be managed?

Implementation projects can be delivered and contracted in wide-ranging ways. Contracts are either `Fixed Price' or 'Time & Materials’ (T&M). If it's not a Fixed-Price contract, then it has to be T&M - the grey types of delivery in between never work, including 'best effort' budgeting.

The deliverables under either contract can be based on either elapsed time or on a milestone basis. It is critical to clearly define the deliverables and what constitutes their 'delivery' of handover. Timely sign-offs after User Acceptance testing ensure stakeholders' expectations are met.

7. Subsequent phases and change management?

Given that training typically occurs through the implementation, when it comes time to use the system in anger, many stakeholders benefit from additional assistance and support.

During the provision of this post, 'Go Live' support, many users and stakeholders discovered new features and changes they wanted to drive further adoption. Managing and delivering these changes is critical to the ongoing success, visibility, insights and forecast accuracy.

Read more about project plans here. 


Integration with WMS/ Inventory

Integrate your WMS seamlessly with HubSpot, unlocking a whole new level of efficiency for your business. Experience the power of automation as you streamline your quote-to-cash process like never before.

Say goodbye to manual data, reconciliations and running up and down the stairs to check on stock.

Integration with Field Services

HubSpot Integration with Field Service solutions connects to Field directly to the Customer.

Customers can make and schedule real-time bookings for tests, services, calibrations or maintenance.

Workflow automation seamlessly routes requests across systems to answer customer needs in seconds, not hours.

Integration with CPQ & eCommerce

B2B eCommerce Webshops can be implemented fully inside the Customer Portal or integrated with a Shopify solution.

Sophisticated Service Catalogues are housed in the customer portal, eliminating data timing and efficacy issues while delivering real time CPQ, Inventory, Field Services schedules and support ticketing.


 

Let's come up with a robust integration plan

 

Reach out and let's build a Project Management Plan to deliver a sreamlined and automated Quote to Cash process!

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FAQs - your questions answered