Deploying commercial bundles - HubSpot deals

Smart CRM & Sales Hub CRM
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Hi All,

So far we’ve used to sell products “à la carte” to our customers.

They could buy: product A, product B, product C.

For each product sales would create a separate deal, with the corresponding unit price and quantity.

We’re adopting a new commercial approach now:

X is created as a SaaS offering and it’s a monthly fee. X offers a bundle of product A, product B, product C.

Most of the accounts are still being sold product A, B and C separately, but we have some cases coming up when the bundle X will be sold.

How to represent this in HubSpot? Finance team still needs to have reporting based on product breakdown.

Thanks

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Happy Monday @Edyta7510!

Let’s connect this conversation with our top experts!

Hi @Josh @Bryantworks, do you have any thoughts on this?

Thank you,

Pam

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Hi @Edyta7510 , I hope you received your response. If you have any remaining questions or require assistance, I would be delighted to connect you with my staff.
Have a wonderful day!

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Hi @pankajGRZ,

Thank you for the offer!

Do you have any suggestions for @Edyta7510 on how to set up this commercial approach in HubSpot?

Thank you!

Best,

Kristen

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Were you able to solve for this?