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MLegardez
Member

I have 2 very different customer types

SOLVE

Hi everyone 😉

 

In our business we have 2 differents customers:

1) companies or merchant, that will buy or saas solution => easy to understand and set up for us

2) contributors that will create content (hundreds), these ones have very different properties and are/will never be linked to the 1)

 

my question: should I create 2 hubspot account ? or can I use 1 hubspot account and in that case what should i do ?

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2 Accepted solutions
Bryantworks
Solution
Key Advisor

I have 2 very different customer types

SOLVE

Hey @MLegardez,

 

You should just be under one HubSpot account but create a custom property to differentiate the two of them.  Something like "Customer Type" with the options of "Merchant" and "Contributors" that way you can easily segment by the two.

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I have 2 very different customer types

SOLVE

Hi @MLegardez,

 

If you want to be able to easily access this property, custom or not, the best way to do so is via the contact record sidebar. This sidebar can be customized to prominently feature this field: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Additionally, you could make this a required property when someone creates a new contact: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

Best regard!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


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View solution in original post

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

I have 2 very different customer types

SOLVE

Hi @MLegardez,

 

If you want to be able to easily access this property, custom or not, the best way to do so is via the contact record sidebar. This sidebar can be customized to prominently feature this field: https://knowledge.hubspot.com/crm-setup/customize-record-sidebars

 

Additionally, you could make this a required property when someone creates a new contact: https://knowledge.hubspot.com/crm-setup/set-up-fields-seen-when-manually-creating-records

 

Best regard!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

I have 2 very different customer types

SOLVE

Hi @MLegardez,

 

I would work with a custom property or a default one (e.g. Persona) here. Two portals would be much more work than maintaining just one.

 

Best regards!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
MLegardez
Member

I have 2 very different customer types

SOLVE

ok amazing thank you for your support

last minute of help: can you tell me when i create a property how should i do it in the best way so anytime we had a contact we can directly say if a contributor or a company ?

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

I have 2 very different customer types

SOLVE

Hi @MLegardez,

 

Could you specify what the second group of contacts is doing? Are these vendors that you are buying content from and who are supporting you in that capacity? Or are the playing a role in your sales process?

 

Some general notes:

 

Generally, HubSpot is built to be a CRM, to manage the relationships with your (potential) customers. It can be customized to manage other relationships, too, of course.

 

There isn't any way to entirely "containerize" or separate contact segments in HubSpot. You can use lists, exclusion lists and access permissions to keep them apart but you need to define the logic. In that sense, if you want to completely separate vendor management from you marketing and sales process, two portals could make sense.

 

Alternatively, you could create a persona for all contributors to be able to easily identify them, create lists for them and exclude them from any marketing and sales efforts if they don't play a role in your sales process.

 

With a Professional or Enterprise subscription you can customize the record sidebar and group properties for each segment of contacts.

 

Hope this helps!

Karsten Köhler
Digital Marketer | HubSpot Freelancer | CRM Consultant

Beratungstermin mit Karsten vereinbaren


Did my post help answer your query? Help the community by marking it as a solution.

0 Upvotes
MLegardez
Member

I have 2 very different customer types

SOLVE

hi 😉

 

yes these contributors are writing peace of content we are using in our saas, they do not play any role in the sales process

for example, hundreds of contributors will be contacted from our team, with a clear sales approach using funnel etc. and last stage is that they create a content

then on the other side, we start the "real" sales process from our sales team to sell this to merchant/companies

 

should i just create a property or create a second hubspot account ?

0 Upvotes
Bryantworks
Solution
Key Advisor

I have 2 very different customer types

SOLVE

Hey @MLegardez,

 

You should just be under one HubSpot account but create a custom property to differentiate the two of them.  Something like "Customer Type" with the options of "Merchant" and "Contributors" that way you can easily segment by the two.

 

Hope this helps!

Chris Bryant | Your Dedicated HubSpot Expert