topic Re: Best organization method - Products & Services? in Sales Hub Tools

Best organization method - Products & Services?

TSaunders — Wed, 02 Feb 2022 16:42:55 GMT

I work with a company that offers multiple services that within carry multiple products in each one. I am curious as to how others in this situation has organized their sales Hub?

My team & I have thought of deal or product properties to be searched by or even having a pipeline per service - all have been found to operate rather clunkily or merge together. Sometimes we service a customer in more than one way in a single deal which makes the seperate pipelines potentially not ideal (if we use the quote feature in HubSpot)

Re: Best organization method - Products & Services?

PamCotton — Thu, 03 Feb 2022 22:14:51 GMT

Hello @TSaunders!

I would like to add some top experts to this matter to share their thoughts @Mike_Eastwood @HubSpotMaster @ndwilliams3 any recommendations to @TSaunders?

Thank you,

Pam

Re: Best organization method - Products & Services?

ndwilliams3 — Fri, 04 Feb 2022 14:29:27 GMT

Without more detail into the stages of the sales process and reporting, it's tough to say which way would be ideal.

I would probably avoid separate service pipelines if the stages in sales process are mostly the same and use a single pipeline with a multi-select property for services.

If the process is competely different , a pipline for each service.

If they have common initial steps, transition between pipelines at the point of divergence

Pipeline 1 (initial sales process) stages: 1, 2, 3
Pipeline 2 (service A) stages: 4A, 5A, 6A
Pipeline 3 (service B) stages: 4B, 5B, 6B
Pipeline 4 (multiple services) stages: 4C, 5C, 6C + multi-select property with services.

If each service is sold independently or there is opportunity for an exisiting customer to buy service A now and then service B later down the road, you might want to consider a single pipeline with a separate deal for each service and use a dropdown property to identify the specific service.

Re: Best organization method - Products & Services?

Mike_Eastwood — Fri, 04 Feb 2022 03:24:35 GMT

Hi @TSaunders

We've productised most of our services into programmes or packages. Now it's easy to sort, filter and report.

If you are quoting hourly rates – for service work – you could add a line item for hourly rate, then a multiplier to calculate a price (in quotes or deals).

Feel free to share some more specific examples if you'd like some more detailed answers.

Cheers

Mike