Products & Quotes functionality for Manufacturing Companies
I work for a manufacturer and like every new feature launched at HubSpot there is a bit of rethinking needed to make it work for a manufacturing/ distribution model. Please let the forum know if you want any of the features or others with your comments and by upvoting!
- Make custom properties available in products
- Helpful to cover some of the manufacturing specific fields
- Useful for saving information the Sales team should see but not their customers like a nick name for the product or internal inventory management system part numbers.
- A simple toggle between products and services.
- Even service providers have 1 time onboarding/setup fees.
- We offer 2 product lines with product focused sales teams. Listing all products clutters their workspace. This functionality was added to contacts and has helped immensely.
- Our sales team also quotes different prices based on the type of contact/customer. Allowing products (even under slightly different names) to be saved with applicable prices per HubSpot User/ sales person would be helpful
- The only workaround that has been suggested is the approvals feature but that requires human interaction (aka lag time) and HubSpot is all about atomization.
- like sub folders for sets of products. This feature is available in files and lists
- Example: a way to group products or services into smaller catalogs to keep things organized.
- Needed if users start adding custom fields