How can I record and track the services that a customer buys off me?
Is this done via deals, or using ‘products’, or some other means?
Seeking a relatively easy way to do this without having to add extra contact properties.
By way of example, I have a large number of business customers who buy an annual service (tax and accounting), and a number of these customers also purchase a quarterly business activity reporting service. I am also looking to add on more services that can be sold.
Currently on free version. Happy to upgrade subscription if need be.
No contact properties would be needed here, although you might want to create custom properties for deals to accomodate all of your requirements. (If you upgrade to Sales Hub Starter subscription, property limits will go up substantially.)
Using your example, you would first create products for tax and account, quarterly business activity reporting service and so on. Whenever you identify the opportunity that a customer or prospect wants to purchase this, you would create a deal, add the product to the deal and use the deal to track the progress of this sales opportunity through your deal stages.