My appologies if this is the wrong place for this question, but I hope someone can point me to the correct place if it is not. We are a software company that has built some add-ons for an enterprise analytics tool. We have been approached by a few of the sales reps in the enterprise tool with the question if it would be possible to bundle our offerings together and go to the market. Since the prime problem we solve in the market requires both of our products, and since they have 20 reps nationally I was considering running campaigns and then sending leads to the reps to close. As I said, if they sell they will need both our products or they need me to conduct the actual services. So I was wondering if there was a good way to extend hubspot when a lead is found. Would I basically need to get licenses for the reps if we went that route? Are there any case studies folks mich suggest?
Hi @BPayne,
Thank you for reaching out to the Community!
If I understand correctly, you would like to use HubSpot to manage both leads and channel partners/reps?
That is definitely possible! You can choose the license depending on how you wish to manage your leads - if you wish to assign leads to reps manually, you can start with the free CRM & Sales and add the reps to your HubSpot account. You can adjust permissions for every user in your HubSpot account and select which leads and data they have access to. Automating lead assignment would require a premium version of HubSpot.
We have customer case studies available here. I hope this helps!
Cheers,
Mia, Community Team
Hi @BPayne,
Makes a lot of sense! Introw is a HubSpot app allowing you to easily share HubSpot data with partners.
- Select what object you want to share (in the video contact)
- Select with which partner you want to share this
- The partner will receive a branded e-mail with all the required context to start working on this
- You can now collaborate with the partner on this contact without giving the partner HubSpot access.
If you want to go next level, you can even allow the partner to make changes to the contact in the partner portal. 2-way synced with HubSpot.
Here’s a video showing you around:
https://www.youtube.com/watch?v=0_3RkzGwgT4
Introw is a PRM (partner relationship management) that deeply integrates with HubSpot. Allowing partners to register deals, collaborate on deals (and any other HubSpot objects), access documents and more. All without needing to give HubSpot access to your partners.
**
Andreas Geamanu**
CEO @ Introw | 1 Partner Portal on top of HubSpot
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