Tips, Tricks & Best Practices

CCamargo824
Member

Adding & Organizing Client Data in the Right Spot

Hello Everyone. I'm look for some advice on where to add customer data that we'd like to store, organize and run reports on. Our company leases and rents office copiers and printers to other businesses. Our customers have between 1 and 30 units. The assets have specific data associated with them like, model and serial numbers, meters, lease #, cost, and other data.

 

We don't know where to add this data. Should we add property fields under company properties, or under deals, or somewhere else.

 

My concern is organizing data for our big clients with multiple copiers and printers. With each asset having it's own set of data described earlier.

 

Any suggestions would be welcomed and appreciated.
Thank you.

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5 Replies 5
JakeKnight
Participant

Adding & Organizing Client Data in the Right Spot

Oh small correction.... Objects are attached to Deals the same way Contacts are attached to Deals. They would show up in a panel on the right side of your Deal, not on the left side with the properties. So one Deal can have many Printers, for example. Each printer could have it's own stage and set of properties. 

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CCamargo824
Member

Adding & Organizing Client Data in the Right Spot

Thank you. I really appreciate your insight. So, if I understand correctly, both of the suggestions would add the data under a Deal as Properties values - I like the idea of adding the values as Custom Objects if I upgrade to include that in my Subscription. 

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JakeKnight
Participant

Adding & Organizing Client Data in the Right Spot

There's two really good approaches to this... 

 

1. Create a deal for each asset. If each asset has it's own terms and all of those values, then you would create those values as Deal properties and each asset would have a deal. 

2. The other option requires access to Custom Objects. These objects could be set up as Assets with the corresponding properties. Then each Asset could be added to a Deal. This works well if each deal may have one or more assets. 

I think your post indicates that you are using Hubspot Starter... so like option 1 would work well. 

For clarity: 
Company 1
- Deal 1: "Company 1 - Printer 1"
- Deal 2: "Company 1 - Printer 2"

or
Company 1
- Deal 1
- - Custom Object: Printer 1
- - Custom Object: Printer 2
- - Custom Object: Printer 3
- Deal 2
- - Custom Object: Printer 4

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CCamargo824
Member

Adding & Organizing Client Data in the Right Spot

Thank you. I really appreciate your insight. So, if I understand correctly, both of the suggestions would add the data under a Deal as Properties values - I like the idea of adding the values as Custom Objects if I upgrade to include that in my Subscription. 

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JakeKnight
Participant

Adding & Organizing Client Data in the Right Spot

I'd agree that the custom objects would be the way to go if you can handle the upgrade. 

One other thing to note is that Custom Objects has pipeline stages similar to deals. You may or may not find that beneficial for the items. But I could see something were the Objects themselve has product life cycle stages (Ordered, Delivered, Operational, Needs Service, End of Life, etc). 

That could help support your operations side. You can also have support tickets assigned to the objects as well. 

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