How Commerce-Powered CRM Automation Can Streamline Sales and Payments Instantly

Sales and payment processes can often become inefficient, slowing your team down and creating friction for your buyers. However, by deploying a commerce-powered solution directly within your CRM, you can centralize operations, automate key tasks, and provide a smoother experience for both your team and your customers.

Let’s explore how deploying CommercePro within your HubSpot CRM can help you streamline your sales and payment processes, improving operational efficiency and driving growth.

Ready to streamline your sales and payment workflows? See how CommercePro can help with a personalized demo.

Centralize Your Sales and Payment Data

Managing sales and payment data across multiple systems is a headache. When information is siloed, it takes longer for your team to access critical details, slowing response times and increasing errors. By deploying CommercePro natively within HubSpot, you centralize all your sales, payment, and customer data into a single platform.

This can have a significant impact on efficiency: research shows that 40% of finance managers estimate their companies lose around 5% of revenue each month due to payment processing inefficiencies . Centralizing data helps eliminate these losses and makes it easier for teams to focus on building relationships and closing deals.

Automate Manual Tasks

Manually processing quotes, sending invoices, and following up on payments can be time-consuming and prone to error. Automating these tasks allows your team to work smarter, not harder. With CommercePro, you can automate workflows directly within HubSpot to manage tasks like quote generation and payment tracking.

Businesses that automate payment processes experience faster payment cycles and fewer errors. Automation can reduce the time it takes to process payments and invoices by up to 50%, while also improving cash flow”. With CommercePro, you can streamline these tasks seamlessly within your CRM.

Offer Seamless Payment Options

Today’s B2B buyers expect the same convenience in payments that they experience in their personal shopping. Offering multiple, seamless payment options—such as credit cards, ACH, or other digital methods—reduces friction in the buying process.

The global B2B payments volume is now more than $120 trillion annually, yet 70% of invoicing globally is still done manually . By deploying CommercePro within HubSpot, you can integrate Stripe’s modern payment capabilities, offering faster payment options while improving accuracy and reconciliation. Businesses using Stripe-hosted invoices, for example, get paid three times faster than those using traditional methods .

Gain Real-Time Insights with Centralized Reporting

Without real-time data, it’s difficult to make informed decisions or keep track of payment statuses. By deploying CommercePro within HubSpot, you can leverage built-in reporting tools to monitor sales performance, track outstanding payments, and assess overall financial health—all from a single dashboard.

Access to real-time data allows businesses to track payment status in real time, improving visibility and helping businesses to avoid late fees or missed payments’ . This increased visibility also ensures timely follow-ups and enhances customer satisfaction by giving them access to the latest updates.

Shorten the Sales Cycle

A long and cumbersome sales process can deter buyers. Self-service and automation, however, can speed things up. CommercePro allows your buyers to get instant quotes, review real-time pricing, and complete their orders directly within HubSpot—all without waiting for back-and-forth communication from your sales team.

The ability to offer self-service payment options is critical in modern commerce, with 70% of B2B decision-makers willing to make self-service purchases over $50,000 . By providing this convenience, you shorten the sales cycle and increase the likelihood of closing deals faster.