Engineering the sales cycle within HubSpot. Trying to reduce the spreadsheets and steps required to close a deal from contracts, invoicing, order entry and deal tracking.
@Lankester For the supplier list, add a property "primary contact" with a "YES/NO". Then you can use a contact filter for primary contact to get th...read more
It does appear random. At the very least, I would like some form of "I don't care about this deal from the top-level company/contact page" Additi...read more
The idea here is, we have the agreed potential from a customer say $100000. But the agreements are setup that they are billed say quarterly. It's possible the contract is lost at any point in between based on exception criteria. The current system i read more
This is all around deals. The purpose of having a "contact champion" or designated "champions" allows the team to know who the key deal players a...read more
The idea here is, we have the agreed potential from a customer say $100000. But the agreements are setup that they are billed say quarterly. It's possible the contract is lost at any point in between based on exception criteria. The current system i read more