Sales Hub Onboarding

Selj_Dan
Participant

Should I use deals or products to log client project details?

SOLVE

I work in the A/E/C industry--our pipeline is a more of a proposal pipeline in which we respond to RFPs. Once a deal is won, it becomes a project--a single built piece of work. I want the ability to track a deal from lead submission all the way to completion. 

 

For example, we go after Building A. The RFP for Building A is a Deal that goes through the pipeline. From what I can tell, I have two options:

 

  • leave the "Building A RFP" deal in a Closed-Won state and update it with new information as the project nears completion (description of the project, programmatic elements, subcontractor partners, images, etc.)
  • create a product called "Building A" that holds all the project info and affiliate that product with the deal called "Building A RFP". 

The latter makes more sense to me in terms of how Hubspot is configured, but doesn't really reflect the fact that we don't actually sell buildings on an individual basis but hours of design time (though I suppose in a lump sum contract, it effectively is the same thing).

 

My ultimate goal would be to look at a company/contact record and see all the deals we have pursued with them, as well as the projects that ultimately got designed/built. What would be best practice in this scenario to achieve this goal? 

0 Upvotes
1 Accepted solution
Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Should I use deals or products to log client project details?

SOLVE

@PamCotton happy to jump in to share insight!

@Selj_Dan for your use case, the best option would be to use Sales Enterprise* so you can have custom objects to manage the projects and associate them to the deal. This is a fairly large jump in price from the Free tools, so completely understand if that isn't feasible, but with the complexity of what you're trying to achieve, I just want to clarify that any other solution (like the two you've mentioned) would be a workaround compared to the ideal solution that you could implement with custom objects.

 

*Custom objects are included with Enterprise tier for any Hub, it wouldn't have to be Sales Enterprise if there are other features you want to leverage or to take advantage of a lower priced Hub.

 

Hope this helps!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

View solution in original post

6 Replies 6
PamCotton
Community Manager
Community Manager

Should I use deals or products to log client project details?

SOLVE

Hello @Selj_Dan thank you for posting in our Community!

I believe the first option would be the best to achieve your goal, this will give you more options to have more data and options to create workflows with deals.  

I want to invite our top experts to this conversation, @Jnix284 @johnelmer and @SNigam

Do you have any suggestions for @Selj_Dan matter?

 

 

Kindly,

Pam

 

Você sabia que a Comunidade está disponível em outros idiomas?
Participe de conversas regionais, alterando suas configurações de idioma !


Did you know that the Community is available in other languages?
Join regional conversations by changing your language settings !




Jnix284
Solution
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Should I use deals or products to log client project details?

SOLVE

@PamCotton happy to jump in to share insight!

@Selj_Dan for your use case, the best option would be to use Sales Enterprise* so you can have custom objects to manage the projects and associate them to the deal. This is a fairly large jump in price from the Free tools, so completely understand if that isn't feasible, but with the complexity of what you're trying to achieve, I just want to clarify that any other solution (like the two you've mentioned) would be a workaround compared to the ideal solution that you could implement with custom objects.

 

*Custom objects are included with Enterprise tier for any Hub, it wouldn't have to be Sales Enterprise if there are other features you want to leverage or to take advantage of a lower priced Hub.

 

Hope this helps!

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

Selj_Dan
Participant

Should I use deals or products to log client project details?

SOLVE

@Jnix284  @PamCotton Thank you both! I was worried about that--I held a role recently at a much larger global firm that leveraged custom objects and enterprise software...my current role is as a team of one for a local specialized boutique firm of about 30-50 people.  I anticipate when we move to a paid option it will likely be at the starter or professional level simply due to scale. Understanding the limitations of these work-around solutions is very helpful though so I very much appreciate the responses!

Jnix284
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Should I use deals or products to log client project details?

SOLVE

@Selj_Dan completely understand the challenge of being a team of one and making HubSpot work for you.

 

I have a background in architecture and homebuilding - so quite a bit of familiarity with A/E/C and the RFP process if you ever need a second opinion on how your building something out.

 

I think building out the Product Library as a workaround would let you create custom properties to contain all of the info and make it easy to associate the product to the deal without having to update closed deals.

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

Selj_Dan
Participant

Should I use deals or products to log client project details?

SOLVE

Awesome, thank you. I'm deep in a RFP as we speak but I've got a meeting with a Hubspot Growth Specialist on Monday and will have some time to wrap my head around my specific use-case a little more thoroughly then--I'm hopeful it's a fit. 😊

Jnix284
Most Valuable Member | Diamond Partner
Most Valuable Member | Diamond Partner

Should I use deals or products to log client project details?

SOLVE

You're welcome @Selj_Dan, best of luck with the RFP...and also your meeting with HubSpot! 🤞

 


If my reply answered your question please mark it as a solution to make it easier for others to find.



Jennifer Nixon - Director of Revenue Operations at WORQFLOW

connect with Jen on Linkedin

0 Upvotes