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Mar 1, 2022 4:41 AM
We are a SaaS business using HubSpot (Enterprise) for Sales, Marketing, and Customer Service. I'm looking for input on best practice for documenting special agreements and discounts in HubSpot.
For example: a customer is paying list price for their subscription; they contact Customer Service due to an issue, and are offered a 50% discount on the next 2 months of their subscription. Or, a new customer has in their agreement that the first 12 months of their subscription are 50% discounted. We want to get an easy overview of all active discounts, as well as report on historic "lost revenue" due to the various reasons for discounts. Any ideas?
Some solutions I am considering:
Appreciate any experiences others can share, or good ideas for how you would approach our scenario!
Mar 2, 2022 7:18 PM
Sorry for the short post – we just set up Recurring Revenue Pipeline for another customer, sounds like it's a good fit for you.
Please send me a message if you'd like to discuss it.
Gotta run
Mike
Mar 2, 2022 6:03 AM
Further to this, here are ideas to structure each discount:
Mar 2, 2022 5:55 AM
I see a lot of merit in either of your approaches.
I suggest standardising your discounts to begin with - so that you have a unique code for each discount, as a drop-down on the ticket or custom object when used.
Then you have a unique code to help you with:
I know this is not the total engineered solution for you, as you must still create relevant workflows and reports - but I wanted to plant the seed of thought to standardise your discounts using discount-codes, then the rest of the setup for this will be structured for control and reporting.
Hope that helps!
cheers Pete.
Mar 2, 2022 5:32 AM
Thank you for reaching out.
I want to tag some of our experts on this - @Josh @Mike_Eastwood @HubDoPete do you have any advice for @CGoodwinOlsen on this?
Thank you!
Best
Tiphaine
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