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← Kommunalverlag | Media sales in HubSpot
CRM Project Publishing

Kommunalverlag | Media sales in HubSpot · HubSpot Subscriptions

Advertising sales do not fit a standard CRM. A deal is not one amount, it is a set of positions booked into specific issues of specific titles, each consuming limited physical or online capacity on a fixed publication date. This project models that in HubSpot and runs the whole order process on it, replacing MediaSuite and the spreadsheets around it.

Duration 7 months
Tasks 282
Meetings 41

What was built

Advertising sales do not fit a standard CRM. A deal is not one amount, it is a set of positions booked into specific issues of specific titles, each consuming limited physical or online capacity on a fixed publication date. This project models that in HubSpot and runs the whole order process on it, replacing MediaSuite and the spreadsheets around it.

Area Description
Object model Custom objects for Medien (2-203030315), Erscheinungstermine (2-203030324), Kapazität (2-203030335), Beleg/Ausgabe (2-203030342), Auftragspositionen (2-146319671), and BMD-Rechnungen (2-255131908)
Capacity generator (kv-admin) Web UI (kv.metawork.studio) that turns a new Erscheinungstermin into its capacity records, associations, and MobileForce Inventory__c records
Coded quote templates Five templates on a custom HubSpot child theme covering Angebot, Auftrag, Storno, Verschiebung, and Teil-Gutschrift, driven by kv_aktion on the deal
Storno & Verschiebung Cancellations and postponements of already-invoiced positions become separate Gutschrift/Storno flows with automatic capacity release and BMD XML handover
Invoicing (BMD 2.0) Order and subscription data pushed onward into BMD via SharePoint XML (to-BMD) and reconciled back onto kv_bmd_rechnung (from-BMD)
MediaSuite migration Objects, products, publication dates, capacities, historical deals, and subscriptions imported and reconciled against MediaSuite
MobileForce CPQ Real-time product, pricebook (AT/DE, 2026/2027), tax/Werbeabgabe, and capacity inventory integration

Tech stack

Technology Role
HubSpot Custom objects, coded quote templates, 13 core workflows, deals
MobileForce CPQ Quote configuration, AT/DE pricebooks, tax & Werbeabgabe rules, capacity reservation
kv-admin / MetaClaw Admin UI (kv.metawork.studio), capacity & ET generator, MBF sync, BMD XML gateway
BMD NTCS Accounting system receiving order XMLs and returning invoice XMLs + PDFs via SharePoint
Shopware Article & subscription sync

Documentation & Handover (Phase 9)

  • System Documentation (Data Model, Workflows, MobileForce CPQ & Product Guide): specs/KV_Systemdokumentation_Datenmodell_Workflows_MBF.md (KHBSRO-58, KHBSRO-60)
  • E2E CPQ & Lifecycle Test Plan: specs/KHBSRO-57_E2E_CPQ_Test_Plan.md (KHBSRO-57, KHBSRO-279)
  • Architecture & Domain Specs:
    • specs/KV - Soll-Design.md
    • specs/KV - Status-Field Model (KHBSRO-152).md.md)
    • specs/KV - Storno Verschiebung Statusmodell.md
    • specs/KHBSRO-50-beleg-delivery.md
    • specs/KHBSRO-233-mbf-reopen-lock.md
    • quote-templates/ARCHITECTURE.md
  • Google Drive

Recently touched

  • 2026-10-31 BMD-Integration · Anzeigen-Rechnung (Order 2.0 XML) In Progress
  • 2026-10-31 Order 2.0 outbound — build + push (kv_aktion=abrechnen) In Progress
  • 2026-10-30 Abo recurring invoicing (per billing cycle, next-billing-date driven) In Progress
  • 2026-10-30 EXTRAPAID · 2027 setup & self-service tooling (separate invoice) Open
  • 2026-10-30 Final MediaSuite migration: full dump, cent-exact check of the Jan-15 import, delta import, straighten pre-15.01 stock In Progress

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