Deal breakdown into multiple Products #Pricebook
Hi, I'm a Director of Business Development with a multi-media company and have used HubSpot across a couple different business industries now. As a paying customer, it would be incredibly useful in Sales to have a product list in HubSpot that associates with Deals. In the current set up, I cannot track where specifically our revenues are coming from. How often is a "Deal" just ONE product, service, or offering? Almost never.
Example 1: When I was in IT sales, a single deal/sale would have at least a dozen line items. Salesforce unfortunately took the cake with this becasue we could create custom fields.
Example 2: Now in media, a single Deal easily contains a few advertisements, events passes, and special program materials. There is no way to track which products we are selling in a B2B or even B2C sale. Plus only knowing the grand total is vaguely useful.
Lastly, take a look at PandaDoc, they have a great "click and drag" feature for multiple stored line items when creating proposals and contracts.
Would love to see something like this happen ASAP. I know it's been mentioned before, but that is the only thing holding us back from making a full transition to HubSpot and the biggest pain point for our company.