How can i insert a service product with multiple factors

Smart CRM & Sales Hub CRM
1

Hi to all,

I need to insert instead of a product a transportation service price table based on km_zone / cluster weight / price which after i can choose to increase with a % and all the sales team to have acces to this changed data base. Is it possible ?

2

Hello @ADumitrescu ,
Yes, it’s possible to create a dynamic pricing system for your transportation service in HubSpot, though it may require some creative use of HubSpot’s tools. Here’s how you can approach this:
1. Create Custom Properties

  • km_zone: (Dropdown or Single Select) - Define your km_zone options (e.g., Zone 1, Zone 2, Zone 3).
  • cluster_weight: (Number) - Create a property to capture the weight of the shipment.
  • base_price: (Number) - Create a property to store the base price for each km_zone.

2. Create a Calculation Property (for Total Price)

  • Name: “Calculated_Price”

  • Type: Calculation

  • Formula: This formula will dynamically calculate the price based on km_zone, cluster_weight, and base_price.

    • Example (Simplified):
      • IF(km_zone = “Zone 1”, base_price * cluster_weight * 1.0, IF(km_zone = “Zone 2”, base_price * cluster_weight * 1.1, IF(km_zone = “Zone 3”, base_price * cluster_weight * 1.2, 0)))
      • This example assumes a 10% increase in price for Zone 2 and a 20% increase for Zone 3. Adjust the multipliers as needed.

3. Create a “Service” in HubSpot

  • Name: “Transportation Service”
  • Type: Service
  • Description: Briefly describe the service (e.g., “Transportation Services based on Zone and Weight”)

4. Utilize the Properties in Deals

  • When creating a deal, associate the “Transportation Service.”
  • Fill in the “km_zone,” “cluster_weight,” and “base_price” properties for that specific deal.
  • The “Calculated_Price” property will automatically populate based on the formula.

5. Apply a Global Discount (Optional)

  • If you need to apply a global price increase, you can:
    • Create a company-wide property (e.g., “Price Adjustment Percentage”).
    • Modify the “Calculated_Price” formula to include this property.
      • Example: Calculated_Price * (1 + (Price Adjustment Percentage / 100))

6. Sales Team Access

  • All users with access to the deal records will be able to view the calculated price.
  • You can control user permissions within HubSpot to ensure only authorized users can edit the price adjustment percentage or other relevant properties.

Note - Insure data stays up-to-date and accessible, and the sales team is trained to use HubSpot or integrated solutions. For complex pricing, consider consulting a HubSpot partner or developer.
Please let me know if you have any questions. If this information helped solve your problem, feel free to mark it as a solution.