Account Planning for deals

HubSpot Ideas
1

Hello everybody!

Similar to the “Target Account”-feature, we would love to see a “Deal Planning”-feature in HubSpot.

Imagine having the possibility to put important ingredients of a Blue Sheet into HubSpot. That could be:

  1. Summary of the current state with the customer (Won/Lost deals, current revenues, number of tickets, etc.)
  2. Goal to be achieved with this Plan
  3. Stakeholder Analysis and Matrix (this is partially already implemented in the “Target Account”-Feature)
  4. SWOT-Analysis
  5. Conclusion and concrete actions

Is this already on the Roadmap or is that something new to consider?

Thanks!

Mike

2

Hi @MikeIVX ,

We think in the same way :slightly_smiling_face:

I helped to create the HubSpot Account Planning Template , which is a similar framework to the Blue Sheets. The problem with the template is that it sits outside of the HubSpot account, as a a stand alone document. As you have suggested, a deal or account plan should sit inside HubSpot ideally.

We work with a lot of HubSpot customers who sell to large customers and the two main methods of input for deal plans and account plans are the following:

  • Utilisting snippets (applicable to all users)
  • Using the team view (only available on the Sales Hub Enterprise plan).

We created a video which shows you the two methods and will hopefully help you in the short term :slightly_smiling_face:


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Kind Regards,

Dan Currin

Co-Founder

OrgChartHub Ltd

GeoMapper

OrgChartHub & GeoMapper named in the Top 30 HubSpot Apps