How far away is Hubspot from allowing multiple companies to be assigned to deals?
For example, in the field of Architecture and Construction, there is a prospective client (a company) who wants a new building. Pursuing this project opportunity (a deal) involves forming a complete team, including an architect (a company) and many consultants (other companies). See what I mean?
We are using as well Distibutors in all countries which have responsibility for the deals in their area/country. But a deal needs to be associated to the Customer (in our case mainly hospitals and medical centers). To make control of Distributor activities easier it would be necessary to assign a deal as well to the Distributor level. Even if we do not directly use the "parent-child" configuration as described by @oliviav, it's the same need we have!
Agreed - just need ability to make an association to multiple companies (as you can associate communications to multiple people, multiple companies within the company and contact areas); don't need formal parent/child relationships.
This is also very challenging for companies with a channel sales or reseller model. Our deals are with our channel partners but we have end-user companies in our instances too that we want to be able to indicate are part of the deal.
Our company is a B2B bespoke manufacturer that can involve several companies in a single deal. At the moment, only one company can be assigned to each deal, therefor when we go into a particular company's profile, it can't display all of the deals associated with each company. It seems quite a simple feature that's not been created. Is this something HubSpot is working on developing, or is there a way around this issue?
One company per deal is very limiting. I've added my up-vote but there must be many Hubspot users who haven't bothered or have just given up on HS. So much else about HS is right on. I'm surprised that this option isn't available.
We need this as well. We're working on team building for companies, and it's really frequent that we have an events agency pitching in / presenting a final client. We want to be able to follow the agency + the final client in the same deal. Quotes are raised differently from events agency to events agency but for stats / reports/ follow up, this information is crucial.
Customer has multiple companies bidding for the same deal, and would benefit from being able to associate multiple companies to the same deal, instead of creating the same deal for each company and separately creating the same quote on each deal.
You can achieve this in other CRM systems without any problems.
It is a reasonable request for anyone working in the construction industry or other high value capital product sectors with multiple organisations collaborating on a project/deal.
I also think this would help us. Our use case is that we would like to associate a Deal with an end customer company as well as a Partner company when an oppportunity has come to us via the Partner. We contract directly with the end customer so we associate the deal with that company, but also want to be able to log the deal against the Partner company so that we can report on how successful a Partner is over time within Hubspot, rather than manually in external systems/spreadsheets.