I have a question about how we should set up our sales process in Hubspot. For our company there are two Sales processes: selling to the Company and then Onboarding the Contacts at that Company. We currently have our sales process for Companies in hubspot, but we have yet to implement our sales process for Onboarding Contacts in hubspot. Just linking all of the agents to their respective company in hubspot would seemingly clutter up the company record view. It would become impossible to look at the company and differentiate between what activity was for the Company Sale and what activity was for Contact Onboarding. Does anyone have any ideas or insight into how we should navigate this problem? Thank you in advance!
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@LClarke8 Well, it seems like you’re taking your first steps with HubSpot and this idea of having two pipelines - one for sales and another for onboarding, might feel overwhelming. Or it may seem to clutter the company’s views in HubSpot. But let me tell you that it is a common practice to have these two business pipelines.
Maybe all you need is getting used to it and working with your internal team to identify what they need.
On the other hand, there are more alternatives.
1/ You can also create pipelines using tickets, which could be even more appropriate because unlike a deal, a ticket isn’t valued with money.
So typically an onboarding pipeline is defined using tickets and connected with say the sales process. So when a sale ends, an automatic ticket gets created in this other pipeline. This would enhance your process as it separates sales (deals) from onboardings (tickets).
2/ And here’s another alternative for you: creating a custom object! But keep in mind that for this option you’d need the enterprise version. The custom object could literally be called ‘onboarding’ and allows defining its own pipeline too.
You could then define the steps of onboarding as part of this custom object which behaves similar to either tickets or deals once created within the company view – separating deals, tickets and onboardings neatly into three categories.
So these are three levels at which you can register things based on what works best for both yourself and your company.