Q2 is an integrated marketing and sales automation system created specifically for businesses in the office technology and managed services industry.
Marketing & Sales Collaboration
Keep your teams aligned and working toward shared objectives with unified dashboards and shared data.
Automated Pipeline Tracking
Monitors deals from initiation to closure, reducing missed opportunities and ensuring a consistent sales process.
Enhanced Data Accuracy
Utilizes tools like ZoomInfo to enrich CRM data, reducing manual errors and providing a comprehensive view of customer information.
Built-In Quoting Tool
Incorporates Keypoint Intelligence's quote iQ — a robust CPQ tool to manage configuration, pricing, and quoting from a single source.
Persistent Follow-Up Tools
Processes for consistent engagement with prospects and customers so no deal ever falls through the cracks.
Data Hygiene Automation
Automated cleanup and enrichment of contacts, companies, and deals to keep your CRM reliable and actionable.
Our plug-and-play system enables us to set up your portal and train your team in two months or less.
SYSTEMIZE
your sales, marketing, and onboarding processes
OPTIMIZE
using insights gained from reports and dashboards
AUTOMATE
best practices and hold teams accountable
Q2 CRM
Competing CRM #1
Competing CRM #2
Active Lists and Dashboard Reporting
Included — pre-built lists & dashboards ready day one
CRM Setup with Buyer Persona and Lifecycle Stages
Included — fully configured for office technology
Contact Data Cleaning & Enrichment
Included — automated via ZoomInfo integration
Automated Sales Pipeline Tracking
Included — automated deal stage progression & alerts
Quoting, E-Signature, and Payment Features
Included — Keypoint Intelligence quote iQ built in
Persistent Follow-Up Tools
Included — sequences, tasks, and reminders automated
- ✓ Data Hygiene
- ✓ Customer Cross-Selling
- ✓ Prospecting
- ✓ Equipment Info
- ✓ Deal Info
- ✓ Custom Objects
- ✓ Website Traffic Dashboard
- ✓ Sales Performance Dashboard
- ✓ Marketing Performance Dashboard
- ✓ Pipeline Overview Dashboard
- ✓ Database Engagement Dashboard
- ✓ Dashboard+
- ✓ Contact Views by Persona
- ✓ Contact Views by Lifecycle Stage
- ✓ Company Views by Segment
- ✓ Company Views by Territory
- ✓ Deal Views by Stage
- ✓ Deal Views by Rep
- ✓ Ticket Views by Priority
- ✓ Ticket Views by Status
- ✓ Email Sequences
- ✓ Nurture Campaigns
- ✓ Lead Routing
- ✓ Lifecycle Automation
- ✓ Data Hygiene Automation
- ✓ Persona Assignment
- ✓ Contract Expiration Alerts
- ✓ Quarterly Business Review (QBR)
- ✓ Contact Us Form
- ✓ Ebook Download Form
- ✓ Prospect Call Form
"Our experience has been wonderful. Quantum is a well-run company from top to bottom. They are very detailed and organized when it comes to keeping us on track."
Blatchford, J.
Image 2000
"Quantum Business Solutions transformed our use of ZoomInfo. We went from just scratching the surface to fully leveraging its capabilities, driving significant growth in our lead generation efforts."
Sarah M.
Director of Marketing
"Thanks to Quantum's guidance, we now fully capitalize on our ZoomInfo investment. Their strategic approach to data analysis and lead generation has been instrumental in our success."
Mark T.
CEO
FAQ
What is Q2 and who is it for?
Q2 is an integrated sales and marketing automation system built specifically for businesses in the office technology and managed services industry. It combines HubSpot CRM, ZoomInfo data, ConnectAndSell dialing, and Keypoint Intelligence's quote iQ into one unified platform.
How does Q2 compare to using HubSpot alone?
HubSpot alone is a powerful CRM, but Q2 adds industry-specific configurations, pre-built workflows, ZoomInfo data enrichment, ConnectAndSell integration, and a built-in CPQ tool (quote iQ) — all pre-configured for office technology sales processes.
What does Q2 integrate with?
Q2 integrates with EAutomate, CEO Juice, ZoomInfo, ConnectAndSell, ConnectWise, and leasing providers (coming soon). These integrations create a unified view of your entire sales and service operation.
How long does it take to implement Q2?
Our plug-and-play system enables us to set up your portal and train your team in two months or less. The three-phase approach — Systemize, Optimize, Automate — ensures rapid time-to-value.
What results can I expect from Q2?
Clients typically see improved marketing-to-sales alignment, faster deal cycles, higher CRM adoption, and reduced time spent on quoting and admin tasks.
