We have many locations for our business. We are a warehouse company. When a lead comes in we ask them what location they are interested in, and want them to choose more than one location if more than one location might work for them. The problem is that, if they choose 10 locations, they now appear as 10 leads. It’s 1 lead, that is only going to choose one location in the end. This leads to lead inflation and poor reporting. Is there a way to fractionalize a lead if they choose more than one potential location? or some other idea to handle this?
Hi @GLangston,
Could you share more context about your setup? Out of the box, HubSpot does not do what you’re describing. Contacts are automatically being deduplicated and it’s in fact hard to achieve this behavior. It’s not easy to create multiple contacts ( = leads) for the same person.
Just to confirm, are you working with the HubSpot CRM?
Are you maybe referring to deals and not contacts? If so, I’d assume that you have a workflow for each location and each of those workflow creates a deal - regardless of whether other deals are being created in parallel. The solution here would be to consolidate those workflows into one so that one deal is created that documents all locations instead of multiple deals that each document one location. How exactl this would be set up depends on what your current workflows look like.
Best regards!
Thanks Karsten. We are using Sales HUB Professional and Marketing HUB Professional.
I’m happy to give you more detail. I’m going to err on the side of too much detail.
We are a warehouse marketplace. Like AirBnb, but for warehouse space. We have hundreds of warehouses around the country, and in many cities like Houston, we have a dozen warehouses. We will market that we have warehouses in Houston, and a lead is driven to a Hubspot (HS) Form where we ask for information.
That form will show all 12 Houston warehouses, some of which are in suburbs…and because we want to be aware if a lead would be willing to accept more than 1 location we allow them to choose as many locations as they might be willing to use. They often choose all 12 or some number more than 1. For the sake of our example, let’s say they choose all 12.
When I run a report to count Contacts per Location, I now see that all 12 locations have a Contact. And if I look at all my locations, and then add up the number of Contacts…I get a vastly inflated number of Contacts. In this case, I’m counting 12 where I really only have one.
What you say is true. When that Contact finally chooses a single warehouse to tour and pursue a contract with…a Deal is made. That Deal now eliminates the other 11 locations, and the Deal count is true.
But prior to the Deal my Contact counts for each location are so wrong as to mislead the marketing and sales team.
My assumed solution would be to give a single Contact partial credit when they choose more than one location. In our example, each of the Houston locations would show a .08 Contact count, instead of a count of 1.
I’m open to other ideas, certainly. But as the business grows this is getting to be a bigger and bigger problem.
Thanks
Grant
Hi @GLangston,
Thank you for the context, understood. In the background, it’s still just one contact. It’s just the way that HubSpot displays this contact in a report.
The question is: If you have a report of contacts by location, how exactly the report to behave when contacts select multiple locations? Adding it up inflates the report. Not adding it up means you’re not seeing the exact number of times a location was selected.
My recommendation would be that you create one report that shows contacts over time, for example, not broken down by location. If you want to see the performance of each location, you could then create a separate report for each one.
It’s a contradiction that one report can’t resolve. If contacts select different numbers of locations and you want to see exact number of locations selected, you cannot at the same time deduplicate those numbers by contact.
Best regards!