The Partner Clients Object has been a game changer for us as a solutions partner. We have valuable access to our client’s usage of HubSpot and account info.
Additional properties that would help us as partners would be;
- HubSpot Renewal Date
- This could allow our sales team to navigate renewals when the time comes
- HubSpot billing cycle (monthly, quarterly, annually)
- Next Billing Date
- Sales Seats Assigned
- Sales Seats Available
- Sales Seats Limits
- Service Seats Assigned
- Service Seats Available
- Service Seats Limits
- View-only seats Assigned
- Splitting up the HubSpot Contract Manager, Sales Owner, and Success Owner Name properties into first and last names.
- This would help with better personalization tokens and CRM data.
- Number of Active Betas
- Payment past due (Yes- if a HubSpot payment is past due)
- This could help us remind the clients of payments
- Portal sent to Collections (Yes- if a portal is sent to collections)
Other helpful but tricky information to add as a property would be the information in the middle column about unified usage score (including scores for each hub), product usage, and outcomes. Having this information at the property level where we could build lists, reports, or workflows (for sequences or email drip campaigns) would help us, as partners, know what content to share with clients to help them get full usage and value out of their HubSpot account reducing the risk of churn.
I’m sure this list will grow; these are just some ideas.