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Define max. discount rate per sales rep/team

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ChristianRieck
Contributor | Gold Partner
Contributor | Gold Partner

‎Oct 22, 2020 1:19 AM

Dear Community, 

 

does someone know, if we are able to set a maximal discount rate a sales rep or member of a certain sales team can give? I know that there is an approval process but we just found to turn it on an off. We would like to have it more individual. E.g. Team A is able to dicounts up tp 10 %. 

If not, probably something HubSpot could think of as a new functionality for the "User & Roles" feature.....

 

Thanks

Christian Rieck

Hubspot, Inbound Marketing,

CRM, Sales Enablement

christian@mark-lotse.com
www.mark-lotse.com
linkedin
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Professional
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1 Accepted solution

Accepted Solutions
JessicaH
Solution
HubSpot Alumni
HubSpot Alumni

‎Oct 23, 2020 4:16 AM

Hi @ChristianRieck,

 

Thanks for reaching out.

Currently, there is no out-of-the-box solution for this.

However, I'd like to tag in some thought leaders to see if they have any suggestions.

Hi @Josh @StefaniUAT @rikkilear, do you have any thoughts on this?

 

Thanks!

Jess  


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3 Replies 3
JessicaH
Solution
HubSpot Alumni
HubSpot Alumni

‎Oct 23, 2020 4:16 AM

Hi @ChristianRieck,

 

Thanks for reaching out.

Currently, there is no out-of-the-box solution for this.

However, I'd like to tag in some thought leaders to see if they have any suggestions.

Hi @Josh @StefaniUAT @rikkilear, do you have any thoughts on this?

 

Thanks!

Jess  


Wusstest du, dass es auch eine DACH-Community gibt?
Nimm an regionalen Unterhaltungen teil, in dem du deine Spracheinstellungen änderst !

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

View solution in original post

0 Upvotes
Josh
Recognized Expert | Platinum Partner
Recognized Expert | Platinum Partner

‎Oct 23, 2020 8:10 AM

Hi @ChristianRieck,

 

As @JessicaH mentioned, nothing out of the box here. I understand the need and the value of this, but I think in this scenario you'll have to rely on consistent training and accountability of the sales reps...at least on the HubSpot platform for now.

 

Josh 




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Josh Curcio

HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.
HubSpot Platinum Partner & HubSpot Certified Trainer

StefaniUAT
Key Advisor

‎Oct 23, 2020 12:02 PM

Hi @ChristianRieck,

Can you tell me what your teams are using to signify/track the discount? IE: Properties or Products?

Define max. discount rate per sales rep/team
Hi @ChristianRieck,   Thanks for reaching out. Currently, there is no out-of-the-box solution for this. However, I'd like to tag in some thought leaders to see if they have any sugg...
Hi @ChristianRieck,   Thanks for reaching out. Currently, there is no out-of-the-box solution for this. However, I'd like to tag in some thought leaders to see if they have any sugg...
Sales
Oct 23, 2020