Thanks,
For us, we have a complex market as we sell to the NHS landscape. In this matrix you have an Integrated Care System (this would be the ‘parent’ company although that isn’t strictly true) and then horizontally you will have several hospital trusts and local authorities (‘child’ organisations). Each of the parents are assigned to a senior member of the team but the children could be assigned to any other member of the team. On a weekly basis I need to pull a list of all of the deals we have in the pipeline to include the parent and the child. This allows me to see where we are really engaging with a parent and also where we may be engaging with a parent but no children. I present this to the senior leadership team and sort by Parent.
Currently, I am pulling the list of opportunities (I can see the parent on my screen but can’t sort by parent) but when I export I can only see the unique identifier number for the parent. This means I have to go back and manually note the Parent.
If Hubspot wants to be a CRM of choice for organsiations such as consultancies (not just transactional businesses) we need this functionality!
Thanks