Define max. discount rate per sales rep/team

ChristianRieck · ‎Oct 22, 2020

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


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JessicaH · ‎Oct 23, 2020

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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StefaniUAT · ‎Oct 23, 2020

Hi @ChristianRieck,

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

Best,
Stefani Johnson
Defect and Database Administrator
University of Advancing Technology
uat.edu I Earn Tech Respect

Josh · ‎Oct 23, 2020

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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HubSpot support and inbound marketing for OEMs, contract manufacturers, and industrial suppliers.

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JessicaH · ‎Oct 23, 2020

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 !

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