Track an orignal deal to a new customer

Smart CRM & Sales Hub CRM
1

Hi

I have a machine deal that was sold to Brown & Company for example. That deal is associated to the company and its contact. Brown & Company has subsequently sold that machine to their customer (essentially becoming second hand).

What is the best way to show that machine was sold to Brown & Company originally and then on to A B C Strand Ltd . All deals are unique using the serial number, and therefore I cannot use that number twice. I guess its downstream selling?
Thank you in advance

2

Hi @JGray30

Few clarifying question to better understand your setup/business…

  • How do you know a customer of yours sold the machine to someone else?
  • How often does that happen?
  • How many machines are you selling a month/quarter/year
  • What’s the total machine volumen sold the last 5 years

I ultimately think a machine is the equivalent of a product/line item that you sell, but you can not really manage inventory through that. So, the next logical step would be a custom object that represents a machine, exists once as a data entry (is therefore unique) but can then be associated to multiple deals, companies or contacts.

3
  • How do you know a customer of yours sold the machine to someone else? (transfer of ownership (like a car registration when it is sold)
  • How often does that happen? Often
  • How many machines are you selling a month/quarter/year not sure if this matters?
  • What’s the total machine volumen sold the last 5 years irrelevant

If it makes any more sense, it is just tracing the machine, as opposed to value. :slightly_smiling_face:

4

Hi @JGray30

The total volumes matter because if these are low, there is no need to come up with a complex fully automated custom object setup. I am not asking this because I’m nosy, but because I want to understand the scale of the problem and make a recommendation that is appropriate to the scale of the problem you are facing…

5

Hi

We only use Hubspot for Markting purposes, and not sales. However, after a bit of thought I have created a label “resale” and when a machine has been sold to a third part. I add the third party to the deal and apply the label. So that deal appears in both Company Records. But thank you for your help