We’re excited to announce the launch of Buying Groups onto Public BETA for all Sales Hub Enterprise customers, link here to connect to the BETA.
Here is a short demo to help you get up and running:
Buying Groups bring powerful context right into HubSpot, making it easier than ever for your team to understand and influence every decision-maker involved in a sale.
The Buying Group functionality allows Sales teams to get a clear visual of the key stakeholders they are prospecting and selling to.
Once you connect to the BETA, you can then input the Buying Groups card onto Company, Contact and Deal profiles, here is a quick loom showing you how to do that:
Great update @Dan1!
Thanks to our Product Team for launching Buying Groups in Public BETA.
Sales Hub Enterprise users can now easily visualize and manage key decision-makers within their deals.
For anyone participating, be sure to check out the demo and Loom guide for setup tips.
If you have feedback or questions as you try out this feature, please share them in this thread.
Thanks and have a lovely day!
Bérangère
Ya this seams unfair .. and our use case is more hyperfocused on Customer Support. We want to map our customers org charts for post-sale engagement, and here HubSpot is locking us into user seats for our entire CS team because this feature has been rolled into Enterprise. Seams short-sighted and mis-placed.
Hi @MStefan4 and @VitorSoares,
I’d like to thank you for sharing your valuable feedback! This means a lot to us.
I have shared it internally to bring more visibility to it.
Please let me know if there is anything else I can help with. I’ll be delighted to do so!
Thanks,
Bérangère
Hi @MStefan4 , appreciate the feedback and totally understand. We will take it on board and I will send you a DM as I would love to jump on a zoom call with you.
Hi @VitorSoares , the Public BETA is available to Sales Hub Enterprise customers only at the moment. If that changes I will be sure to put in an update on this thread.
Hi @benesch_e , thanks for the message, % all your current OrgChartHub work will be in place for the Buying Groups BETA when you opt into it. Once you have the Buying group cards in place (short loom here on how to do that), you can then remove the OrgChartHub App.
Such a cool and powerful feature. I’m sure others share the same sentiment too - hope it is rolled out for Sales Hub Pro as well at some point, it feels a bit limiting that it is only available for Sales Hub Enterprise.
This is a really important capability, especially for complex B2B sales cycles where multiple stakeholders are involved and mapping roles and influence is critical. Any chance there is a roadmap or timeline for Pro availability?
Hi @yuvrajsharma , appreciate the kind words and feedback, we hear you. We should be able to share a little more of the roadmap and plans in the next few months. I will make sure to post back hear as soon as we can.
We loved the idea here and would like to start mapping our current accounts and have tasked our CSMs with it, however I realised a sales seat is required to access this feature. Is there a plan to roll-out to service seat users as well in the near future?
We totally agree that the Buying Groups functionality should be available to Customer Success teams as well. Staying Multi-threaded is just as important for renewals and expansion.
In January we opened up the Public BETA further so that Service Hub Enterprise users could also get full interactive access.
We also have a private BETA coming out today for Sales Hub Pro and Service Hub Pro customers
I will drop you a DM so that we can figure out the best path for you and the team.
Does anyone know what the limits are for the Automatic Chart Build function is? Some of our companies has the auto chart uilder available and some don’t.
The AI auto builder will work with up to 100 contacts. If you have over 100 contacts I would suggest taking a look at the template functionality. Using the templates you can map out the most important roles and key stakeholders based on your typical buying group and it will work with companies that have more than 100 contacts associated to it. Quick loom for you detailing the template functionality:
Is there a way to create a similar chart but for companies and not the contacts. We have several buisnesses that have umbrella organizations and multiple businesses underneath it. We would like to see the parent company, then each company below that, and posbily able to click in further to then see the contact of each individual company.
