CRM

DChaloux
Participant

Ideas on how to filter companies by active time-based deal?

SOLVE

We're an enterprise-level SaaS company that offers annual deals. We have it set up so renewals are a new deal. There is a "status" property in deals that says "active" when their license is valid and "expired" when their license has ended, automated through a workflow.

 

Ideally I want to set it up so our Customer Success Managers can view companies via Contacts > Companies and filter for companies with "active" deals. 

 

The problem: If a company has more than one deal, it becomes difficult to sync the correct property into the contact card, especially in the (rare) example that there are overlapping deals for different departments within one company.

 

Ideal Solution: Ideally what I want is to filter if one of the associated deals with the company has "active" as the status, regardless of the other possible deals associated with the company.

 

Any idea on how to tackle this? 

2 Accepted solutions
LPaladino
Solution
Participant | Diamond Partner
Participant | Diamond Partner

Ideas on how to filter companies by active time-based deal?

SOLVE

Dear @DChaloux! I hope you are well.

 

Nice to meet you, Lucas from HAL Company, HubSpot Diamond Partner.

 

I understand that you're looking for ways to filter companies with active time-based deals in HubSpot. There are several ways to achieve this in the platform, and one possible solution is to add an additional stage to your sales pipeline, called "Active". 

 

This stage would be for deals that have been won and whose licenses are active. Then, through a workflow based on companies, you can set up a property called "Active deals count" that each time a deal is won and enters the "Active" stage of the pipeline, the workflow will increase the value of the "Active deals count" property for the corresponding company by 1. Similarly, when a deal is closed as "Won" but "Inactive", the value of the property will decrease by 1.

 

Once you have set up these properties and workflows, you can easily filter companies with active deals by going to the "Companies" section in HubSpot, selecting the "Active deals count" filter, and configuring the range to show companies with at least one active deal.

 

I hope this solution helps! If you have any other questions or need more details, please don't hesitate to ask. I'm here to help!

 

thumbnail_image001.png

 

Lucas Martín Paladino

Technical Implementation Specialist

HAL Company

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DChaloux
Solution
Participant

Ideas on how to filter companies by active time-based deal?

SOLVE

Thanks Lucas! This is a great suggestion. I made one tweak because the company couldn't be enrolled again in the workflow without some property changing.

 

What I did to get around this is to clear the deal property I created ("Number of active deals") when a license moves to expired. This retriggers the workflow you suggested because I added the trigger "Number of actives deals is unknown". Then I made the company workflow only calculate the number of active deals using the increase value by 1 idea. To avoid negative numbers, I decided to not have a calculation for expired deals.

 

I didn't need to create a new stage in the deal pipeline since I had a separate "license status" deal property and could join that with the "Closed won" pipeline status.

View solution in original post

0 Upvotes
2 Replies 2
LPaladino
Solution
Participant | Diamond Partner
Participant | Diamond Partner

Ideas on how to filter companies by active time-based deal?

SOLVE

Dear @DChaloux! I hope you are well.

 

Nice to meet you, Lucas from HAL Company, HubSpot Diamond Partner.

 

I understand that you're looking for ways to filter companies with active time-based deals in HubSpot. There are several ways to achieve this in the platform, and one possible solution is to add an additional stage to your sales pipeline, called "Active". 

 

This stage would be for deals that have been won and whose licenses are active. Then, through a workflow based on companies, you can set up a property called "Active deals count" that each time a deal is won and enters the "Active" stage of the pipeline, the workflow will increase the value of the "Active deals count" property for the corresponding company by 1. Similarly, when a deal is closed as "Won" but "Inactive", the value of the property will decrease by 1.

 

Once you have set up these properties and workflows, you can easily filter companies with active deals by going to the "Companies" section in HubSpot, selecting the "Active deals count" filter, and configuring the range to show companies with at least one active deal.

 

I hope this solution helps! If you have any other questions or need more details, please don't hesitate to ask. I'm here to help!

 

thumbnail_image001.png

 

Lucas Martín Paladino

Technical Implementation Specialist

HAL Company

DChaloux
Solution
Participant

Ideas on how to filter companies by active time-based deal?

SOLVE

Thanks Lucas! This is a great suggestion. I made one tweak because the company couldn't be enrolled again in the workflow without some property changing.

 

What I did to get around this is to clear the deal property I created ("Number of active deals") when a license moves to expired. This retriggers the workflow you suggested because I added the trigger "Number of actives deals is unknown". Then I made the company workflow only calculate the number of active deals using the increase value by 1 idea. To avoid negative numbers, I decided to not have a calculation for expired deals.

 

I didn't need to create a new stage in the deal pipeline since I had a separate "license status" deal property and could join that with the "Closed won" pipeline status.

0 Upvotes