"Wait, when was that account taken away from me? Why wasn’t I notified? Why is she reaching out to my lead?"
If you or your team "own" records, leads, clients, companies, projects in any capacity in the HubSpot CRM, you’re familiar with how tricky ownership transitions can be. Especially in sales, where ownership is often directly tied to compensation. Not being notified that you don’t own a lead/account anymore can engender unnecessary tension.
Just ask the Dunder-Mifflin sales team, who went through hell transitioning clients when (spoiler alert!) Dwight Shrute quit his job in Season 3 of The Office. Even for non-sales roles, these ownership transitions can be vague and frustrating.
With workflows, you can easily and transparently notify both old and new owners when a transition occurs. In hundreds of thousands of companies across the world, lead/record ownership transitions take up an unholy amount of time and resources. HubSpot’s tools are built to help you drastically simplify these unnecessarily time-consuming systems and get back to focusing on your business.
One HubSpot customer, regional wireless provider Viaero, was facing this exact issue in their day-to-day operations. Owners for records changed frequently everyday, and this outpaced even the most organized sales rep’s ability to keep track. Obviously, each rep was interested in being compensated fairly, and their managers wanted to accomplish this without having to painfully sift through hundreds of records every week.
Here we suggest an elegant workflow to address this and saved them hours of time.This workflows-based approach solves for:
Here’s what that workflow looks like:
Now that you’re all prepared, let’s build the workflow! We’re including written instructions here, but you can also view the video below for a walkthrough.
There you are! The workflow is ready to go.
If your organization has account managers, consultants, customer success representatives, or other owners apart from sales, this approach could be used to make ownership transitions easier for them to manage. The idea of copying and storing old values in a separate property can be used profitably to solve other problems as well.
If you’re interested in working with HubSpot’s Premier Consulting team on marketing, sales, or enablement strategy, check out our service offerings, or simply reach out to your HubSpot point of contact.
Written by Aditya Shah and Kevin O’Dea