I am the Head of a Business Development (Sales, Marketing , Proposal Management) department.
Since the implementation of HubSpot, 2 years ago, only my team is using the CRM and its functions. We are mapping, tracking and updating the customer / prospect date (contacts, companies..) and the deal pipline + providing quarterly reports.
The question I am always struggeling with is: Are you / other companies using Hubspot only in the Sales and Marketing Teams or does every employee of you company have access (also the production sizes / or consultants) to the system and has to create, update contacts / use HubSpot during daily business. Or is there someting inbetween (this is what I prefer at this stage)
I would be happy and open to discuss this with you - Exchange of use cases.
Typically it doesn't make sense to assign paid seats to the whole company unless all employees have direct influence on marketing, sales, or customer success. You are able to add all employees for free which would allow them to see all your HubSpot data with limited editing rights.
From my experience, those with no direct sales, marketing, or customer-related exposure shouldn't be added to HubSpot as it will just be another software to get to know. Having said that, every organization is different and it all comes down to what you prefer.
Feel free to book a short call, I would be happy to explain the pros and cons of both scenarios. Book call
Typically you give your sales / marketing team HubSpot seats so that they can update records, build workflow or use other operation functionalities. For other employees, usually they need to view data but not update, or maybe just update limited dataset (like finance department).
Here are few options:
1. Add your employees to HubSpot as report viewer
the cons are, your employees need additional login to use the tool unless you implement single-sign-on, which is another hassle.
2. use BI tool to build dashboard on top of HubSpot and share it
We use this tool called Liyfe, it allows you to embed readonly dashboard to your company's internal portals, example here. You can share this with your employees without additional login. This tool also support data editing with your controled properties.
3. ETL your HubSpot data into a data warehouse and build BI dashboard
You can ETL your data into data warehouse like snowflake, build dashboard there for your employees, this is usually readonly.
Typically you give your sales / marketing team HubSpot seats so that they can update records, build workflow or use other operation functionalities. For other employees, usually they need to view data but not update, or maybe just update limited dataset (like finance department).
Here are few options:
1. Add your employees to HubSpot as report viewer
the cons are, your employees need additional login to use the tool unless you implement single-sign-on, which is another hassle.
2. use BI tool to build dashboard on top of HubSpot and share it
We use this tool called Liyfe, it allows you to embed readonly dashboard to your company's internal portals, example here. You can share this with your employees without additional login. This tool also support data editing with your controled properties.
3. ETL your HubSpot data into a data warehouse and build BI dashboard
You can ETL your data into data warehouse like snowflake, build dashboard there for your employees, this is usually readonly.
Typically it doesn't make sense to assign paid seats to the whole company unless all employees have direct influence on marketing, sales, or customer success. You are able to add all employees for free which would allow them to see all your HubSpot data with limited editing rights.
From my experience, those with no direct sales, marketing, or customer-related exposure shouldn't be added to HubSpot as it will just be another software to get to know. Having said that, every organization is different and it all comes down to what you prefer.
Feel free to book a short call, I would be happy to explain the pros and cons of both scenarios. Book call
