Product Catalog best Practices? -- SaaS

ortizmyers
ortizmyers Member Posts: 9
Second Anniversary Name Dropper First Comment Photogenic
in Sales CRM #1

We are a SaaS company that offers both annual and monthly subscriptions as well as add-on's to our software.

Does anyone have an info on best practices for product catalog in PD? Curious if we should be using variations or have each item be its own SKU etc.

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  • Pedro Manuel Gonçalves Franco
    Pedro Manuel Gonçalves Franco Posts: 46
    25 Likes Second Anniversary 10 Comments Name Dropper
    #2

    Hi @ortizmyers !

    Pedro from Pipedrive, we are finishing research about the ability of adding recurring/subscription products to a given deal.

    In the meantime workarounds I have seen is to have a variation where each variation of the product has a mention of the recurrence (monthly, annual), or have it included in the product name to mention the recurrence and to be able to search by it.

    Do you want to leave some feedback about product subscription needs?

  • ortizmyers
    ortizmyers Member Posts: 9
    Second Anniversary Name Dropper First Comment Photogenic
    #3

    Thanks @Pedro Manuel Gonçalves Franco


    I've given yall extensive feedback from the beginning over your epic mistakes on Rev Rec rules for subscriptions. Such that I'm a bit burned out.

    As a saas business we have Annual and Monthly plans and 4 tiers. The options are to have Annual Product with the tiers be the variation. or to have each tier be a product with the subscription terms be the variation.

    Do you know what works best with QBO or subscription management solutions like chargebee?

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