I recently implemented using Line Items for our sales team in order to solve an issue that we had related to selling services (vs actual products). I wanted to outline our use case and submit ideas that would allow us to get the full value from the feature.
I’m also open to any ideas that anyone has about working around our outstanding issues.
Problem:
Our company sells services (we complete assessments for other companies). Our services/assessments are variably prived based a number of factors that would not allow us to put a base price into HubSpot. We work with around 160 different services/assessments. We could never use the Product feature that HubSpot has natively as again we don’t have set prices - every assessment could cost something different for each deal.
The other problem is that the deals we sell could be comprised of a few of these services/assessments. We previously used a custom property to tag deals with each service/assessment component but were unable to track how much of each deal was from each service/assessment.
Solution:
Our sales team now uses Line Items to better capture deal data. I added in all of our service/assessment as Line Items with SKUs. After a deal is created, the Line Items are added along with the cost specific to the deal and line item.
Requests:
-I would like to use the SKU as any other property. Such as when filtering deals or pulling reports. I believe that I can pull the data in a custom report, but I need to be able to use it in the normal deal view.
-I would like to be able to use the SKU as a personalization token in workflow emails. An email get sent out for every closed deal, and I would like to be able to indicate the SKU (or Line Item name) for the deal.
-When the deal is initially created, on the Create Deal stage, you are only able to enter the quantity of each Line Item that you add. I would like to be able to enter the price as well. You also can’t search for the associated SKU (which you can do on the Line Item page).