Lately there were some challenges that we had to deal with. We would like to have an overview of all the products that we sell to our clients, including the amount of hours that they have the contract for. We would like to see this on a company level instead of a contact level.
I did build in the ‘products using’ feature on the company level but this is not exactly what we would like to see. In this case we cannot add the amount of hours that they take. To make it clear, our clients choose for example different aspects of marketing with a different amount of hours for each aspect. We would like to track the different products including the hours so we can uppsell whenever this is the case.
Our contact at Hubspot recommended to ask for a report feature that will look at products and companies so we can easily see what products are used by a company.