CRM

NoritomoNishi
Participante

契約期間の管理方法 How to manage contract duration

resolver

 

Hubspotでの契約管理方法についてのご相談になります。

 

皆様、どのように契約期間を管理しているでしょうか。

2ヶ月、半年、1年の契約など様々あると思うのですが良い管理方法を伺いたいです。

 

今、検討している選択肢

・商品の棚で作った商品に期間というプロパティがあるのでそれを利用する

 

This is about how to manage contract period.

 

There are various contracts that the period is 2months, 6months, one year...

 

Is there any solution about it?

I'm considering using the property of term(months) on the line-items property.

0 Me gusta
1 Soluciones aceptada
Jonno_Price
Solución
Guía | Partner nivel Platinum
Guía | Partner nivel Platinum

契約期間の管理方法 How to manage contract duration

resolver

Hello @NoritomoNishi - personally I think line items is the best solution here to get accurate reporting on revenue with different contract length. If you can introduce line items and insist that all deals use/have them, this would be the best way to manage things. You could also have a custom "Contract End Date" property on the deal level (and make this required for any deal marked Closed Won) that could then be used in a workflow to trigger renewal related outreach / follow up. 

Hope that helps!


Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

Did my post help answer your query? Please help the community by marking it as a solution.

Ver la solución en mensaje original publicado

5 Respuestas 5
Jonno_Price
Solución
Guía | Partner nivel Platinum
Guía | Partner nivel Platinum

契約期間の管理方法 How to manage contract duration

resolver

Hello @NoritomoNishi - personally I think line items is the best solution here to get accurate reporting on revenue with different contract length. If you can introduce line items and insist that all deals use/have them, this would be the best way to manage things. You could also have a custom "Contract End Date" property on the deal level (and make this required for any deal marked Closed Won) that could then be used in a workflow to trigger renewal related outreach / follow up. 

Hope that helps!


Jonno Price
Growth London Ltd.
Platinum Hubspot Solutions Partner

Did my post help answer your query? Please help the community by marking it as a solution.

NoritomoNishi
Participante

契約期間の管理方法 How to manage contract duration

resolver

Hello, @Jonno_Price 

 

I'm so sorry for the late reply, I watched another language's community and I couldn't find your reply.

 

I really appreciate to teach me how to manage.

I will try to build in line-items and deal property.

 

Thank you so much.

 

Noritomo

MiaSrebrnjak
Administrador de la comunidad
Administrador de la comunidad

契約期間の管理方法 How to manage contract duration

resolver

Hi @NoritomoNishi,

 

thank you for reaching out to the Community! 

 

I wanted to share these 2 Community articles where @AdamLPW@Jonno_Price, and @Josh have shared a couple of tips for contract/renewal management in HubSpot: 

 

I hope this helps! 

 

Cheers
Mia, Community Team




Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings


NoritomoNishi
Participante

契約期間の管理方法 How to manage contract duration

resolver

Hello, @MiaSrebrnjak 

 

I'm so sorry for the late reply, I watched another language's community and I couldn't find your reply.

 

I really appreciate teaching me those articles.

I will read them!

 

Thank you so much.

 

Noritomo

MiaSrebrnjak
Administrador de la comunidad
Administrador de la comunidad

契約期間の管理方法 How to manage contract duration

resolver

Of course, glad that I could help. 

 

Have a great day

Mia, Community team 




Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, indem du deine Spracheinstellungen änderst


Did you know that the Community is available in other languages?
Join regional conversations by
changing your language settings


0 Me gusta