Linking products to organizations
Firstly let me saying having played around with Dynamics365. Salesforce, and Hubspot, Pipedrive is **chef's kiss**. So kudos on making a fantastic product that gets to the point without all of the learning debt, while still keeping it incredibly feature-rich.
My question is, is anyone using Pipedrive to drive any kind of competitive analysis where they are:
- Adding competitors to their Organizations list?
- Linking products to organizations (both competitors and potential customers) in order to quickly track and look up which competing / comparable product offerings are either used by a prospective customer or are offered by a competitor?
It looks like we can associate Products with other things in one of two ways:
- In Deals
- To Participants, which just point back to deals
So it kind of looks like the "right" way to do this would be to create a dummy "deal" for each organization you're tracking like that, to maintain that data. Does this seem like the right approach? We're a pretty data centric organization so I am not keen on the idea of creating a custom field with multiple options unless it's absolutely necessary.
Of course the ideal scenario would be if Product could be a custom field on Organizations, as a multi-select, but that doesn't appear to be an option... or is it?
Thanks in advance,