Differentiate between a Customers

Smart CRM & Sales Hub CRM
1

Hi

We have three types of customers

We have customers that purchase through our online shop for merchandise this can be the public, customer or a dealer

We have customers that have bought our products (machinery) via our dealer network - in our old CRM they were Customers

We then have Dealers, (in our old CRM were called Dealers) which are Companies with their own staff. The Customers are linked to the Dealer (Association)

What needs to be achieved is to clearly tag the difference between these records. So that when we conduct a marketing campaign, we can send an email to all out Delaerships and their staff.

We also need to market all customers (not shop or dealers) etc

We also need to market all those that have purchased merchandise through the shop (shop is linked back to hubspot)

At the moment we have no idea how to split these in to groups. ANother example is I wanted to create a dynamic list of all our Dealers which I could in our old CRM system, in Hubspot I cannot see how to do it. So I can create a list with filters, that includes all Dealers that are Active, and not to include those that are closed. Otherwise I would have to manually add them and remove them all the time, I prefer this as an automated process using Tags and Filters

Finally, the staff, how do i identify those that are staff and not a customer?

Is this at all possible - thank you in advance

My company is back on the Free version, we have signed a contract for Enterprise, just waiting for the licences to come through

2

Hi @JGray30 ,

One of the easy ways you can use is by simply creating a custom property, one on the Company object and one on the Contact object. This way, on the Company object you can have a custom property called “Type of company” with a dropdown select with options “Dealer”, “Customer” and “Public”. For the Contact object, you can have a property called “Type of contact” with options “Staff” and “Customer”.

This way, you can easily create active lists, views, reports, etc. with all companies with “Type of company” = “Dealer”. This way, you will have a list of all of them. Or, you can have a view or active list with all contacts for which “Type of contact” equals “Staff” and link those people like that.

You can create automation whereby, if a company is created with “Type of company” = “Dealer” then all contacts associated with the company will be updated for “Type of contact” to be “Staff”. This way, you just need to make sure that the company information is correct and then you can update the contact properties accordingly.

You said you would have Enterprise subscription, so you can use even a Custom object for the Dealers and then have even further segmentation.

I hope that helps,

Eli :slightly_smiling_face:

3

It does help and I did look at that, because I am on the free version I cannot select the type of field. I need it to be multiple choice