I am looking for a solid process for partner relationship management. This would include account and POC information, potential revenue tracking and relationship notes. Have you used it like this before, or what is your PRM process?
Hey @alexiswilloughby,
Welcome to the community!
Thanks for raising this. To start, Custom objects could help model partner-specific records and associations. You could also potentially solve all of your other requirements with Custom Properties within the newly create Partner object.
That said, this may be best answered by someone who might’ve had first hand experience with this. Tagging a few folks from the community to see if they’ve come across this before.
Hey @Crystal_Hopper, @EugeneAtKiwi, @UlianaV – do you have any suggestions for @alexiswilloughby on this?
Thanks!
Sam, Community Manager
@alexiswilloughby, hello! Welcome to the community!
Question, what level of subscription do you have? If Enterprise, I would suggest a custom object to capture your “Partner” and all things associated to them as you suggest.
If Pro or Starter, you can still do this by creating a label for the Contact or Company record and then customizing your screen layout show properties and cards only when the “Partner” label is applied to a record.
Fundamentally, I think HubSpot does exactly what you’re looking for already. The challenge to solve is how you will identify these records and set them aside to look/feel different than other types of Contacts or Companies in your CRM.
Thank you!
Hi @Crystal_Hopper ! Thank you so much. Yes, we have sales enterprise. Will there be capabilities to pull reports on partner account info?
Thank you so much!
Yes, you can report on a custom object and all of its details and how it is associated to other objects/records in HubSpot.