ABM Changes - Unintended Consequences?

[robertkreisler]

Our business is not so much transactional as it is focused on building industry relationships (i.e. OEM partners) first that will result in revenue generation afterward.

We're seriously considering the ABM function as a better paradigm of operarions for our business model, but the caution about it being irreversible gives me a moment of pause.  If we 'flip the switch', will it affect any legacy work we've done or limit us from directly using the automations or functions we've already set up?

Essentially I'm concerned about any unintended consequences or 'collatral damage' that might result from this change.

Thanks in advance!

[Jnix284 · Accepted solution]

@robertkreisler  I had to find the knowledge base article for setting up account-based marketing to see where your fear is coming from.

I can see where this might sound a little scary, have you looked at the new feature for setting up a Sandbox?

Setting up ABM will add additional properties and create a target accounts index page - these are the things that can't be undone, but they shouldn't impact any of your existing automation or efforts, only in that you might have to make updates to reflect your new processes.

[danmoyle · Accepted solution]

@robertkreisler that's a really good question and I'll second the insight from @Jnix284 (that's a great KB resource). While it sounds scary, it's not. Activating the target account/ABM tools doesn't erase anything you've done. It doesn't limit workflows. It all adds to your efforts without changing what you currently have. You'll be able to add workflows for assigning tiers based of revenue and other factors, for example. 

So no, it doesn't affect or limit what you've already built. I've turned these on for many portals and had more power, not less. You can breathe easy. 😊

[robertkreisler]

Thanks to all for your insight and assistance, it very much puts my mind at ease and is greatly appreciated!

[danmoyle · Accepted solution]

@robertkreisler that's a really good question and I'll second the insight from @Jnix284 (that's a great KB resource). While it sounds scary, it's not. Activating the target account/ABM tools doesn't erase anything you've done. It doesn't limit workflows. It all adds to your efforts without changing what you currently have. You'll be able to add workflows for assigning tiers based of revenue and other factors, for example. 

So no, it doesn't affect or limit what you've already built. I've turned these on for many portals and had more power, not less. You can breathe easy. 😊

[LMeert · Accepted solution]

Hi @robertkreisler,

I also second what @danmoyle and @robertkreisler say about activating the ABM functionnality : no undesired side effects, you're simply adding more juice to HubSpot and more to work with.

I guess the only reason why you can't go back is that it's creating new tables and relations in your instance's database. I have a client who tried it out but simply did not keep using it.

The properties are just left alone and that client uses their account as a regular, non-ABMed account.

[Jnix284 · Accepted solution]

@robertkreisler  I had to find the knowledge base article for setting up account-based marketing to see where your fear is coming from.

I can see where this might sound a little scary, have you looked at the new feature for setting up a Sandbox?

Setting up ABM will add additional properties and create a target accounts index page - these are the things that can't be undone, but they shouldn't impact any of your existing automation or efforts, only in that you might have to make updates to reflect your new processes.

[TiphaineCuisset]

Hi @robertkreisler 

I had a discussion with a colleague who doesn't think it should have any undesired consequence as it just add an extra view/functionnality to the portal, and wouldn't change the process themselves, but a solution to test things out could be to use a test account

Going to tag some extra experts as well @karstenkoehler @Jnix284 @LMeert @danmoyle is there anything you can think of to check before switching to ABM? 

Thank you!

Best

Tiphaine

[TiphaineCuisset]

Hi @robertkreisler 

Thank you for reaching out.

I want to tag some of our experts here - @Josh @Sam62 @Olivia_Bagnall do you have any thought and advice to share with @robertkreisler on this?

Thank you!

Best

Tiphaine

[robertkreisler]

Bump.  Hoping to make a decision on this soon.  Can someone help?