How do I handle free users vs paying customers in the CRM?
07-13-2017 04:35 - last edited on 07-13-2017 05:17 by roisinkirby
We offer a SaaS product and have until now sold it with a free trial. That means our funnel is straightforward: Lead -> MQL -> SQL - > Opp -> Customer
Now we're introducing a free-forever simplified version of our product and that raises the question of how to handle this in Hubspot.
We can either treat a signup as a customer with zero revenue or as an MQL, since the free product is ultimately for leadgen.
The key, I guess, is to be able to separate free from paying customers, so we can communicate separately to them.
I guess others must be dealing with the same setup - how have you solved it?