Post sales product management
We are a subscription software company that has a base product and various modules and customizations. We manage the accounting and renewals in a separate system. We need a way to manage products so that various teams can see what is happening post sales (closed won).
We've been using Sugar and Quoted Line Items, which then generates a customized Product Summary Report with dates and stages: Closed Won, Ordered, Implemented/Delivered, Not in Use, or Cancelled. We're in the process of migrating from Sugar to HS, and this is a sticking point.
HS Quotes works great for pre sales, but what are you doing for the workflow that follows? We could create another pipeline "Post Sales" but all the products would need to be entered individually? That could be 10+ per subscription with all the line items.
If we create a series of Product Properties (100+) that could have stages, would it be best to use checkboxes or dropdown? And how could we connect this to the Deal Products?
Or what do you recommend? How are others managing products and post-sales workflows?
Any suggestions will be greatly appreciated!