Avoid losing 10–15% of revenue
How to make your quote-to-cash process efficient

Did you know that companies lose an average of 10-15% of their turnover due to inefficient quote-to-cash processes? Unbelievable - and yet it happens every day. Quotations that are delayed. Invoices that are only sent weeks later. Teams running behind instead of the money flowing. And customers who become impatient because processes are not running smoothly.

If you're thinking about the last few weeks in your sales or finance team, you probably know exactly what we're talking about. Delays, manual errors, a lack of transparency - all of this not only costs time, but also money.

What is the problem?

Quote-to-cash processes seem simple at first glance: create a quote, sign a contract, send an invoice, receive payment. But in reality, it is a complex interplay of sales, finance, customer service and IT.

The biggest stumbling blocks:

Manual approvals and processes: Every delay adds up.

Lack of transparency: Who knows exactly what status each offer is in?

Fragmented systems: CRM, ERP and payment processes are often not integrated.

The result: sales are lost, teams work harder, customers wait - and no one has a complete overview.

The solution lies in integrated CRM

This is where HubSpot Commerce Hub comes into play. It allows you to create quotes, process orders and invoices digitally and manage the entire process through to payment. At the same time, all relevant teams - such as customer service - can view the current status of quotes, orders or invoices at any time, so that communication remains transparent and delays are avoided.

And for more complex requirements, supplementary programs such as ERP systems or payment providers can be integrated directly - all in one central location.

This transforms a fragmented, error-prone process into a fluid, efficient quote-to-cash cycle that increases both sales and customer satisfaction.

Experience it live: PeakSpot LAB Berlin

Numbers and theory are one thing - seeing, testing and understanding is another. This is exactly why we have developed the PeakSpot LAB: Quote-to-Cash in CRM - with and around HubSpot.

When: Thursday, February 26, 2026, 1-6 p.m.

Where: HubSpot Office Berlin

Program highlights:

• Practical example CaterMatch: Insights into the company's own sales and billing processes. CaterMatch shares experiences, learnings and considerations for the further development of quote-to-cash structures.
• Practical example DTAD: DTAD shows the strategic importance of quote-to-cash for the company and how the customer journey is significantly optimized through an integrated process in HubSpot.
• Live demo HubSpot: We show how you can efficiently map Quote-to-Cash, automate approvals and implement reporting in real time.
• Discussion of supplementary programs: When do ERP connections or other tools make sense? We provide guidance for different company sizes and requirements.

Why you should take part

Imagine 15% of your turnover is not lost somewhere, but flows directly, efficiently and transparently into your company. With HubSpot and the right processes, this is possible - and you can experience it live at the PeakSpot LAB.

Don't miss the chance to take your quote-to-cash processes to the next level. Register now free of charge: PeakSpot LAB: Quote-to-Cash in CRM