I’ve recently taken over managing our account managers, who each handle approximately 20 accounts. Currently, they conduct weekly, bi-weekly, monthly, quarterly, and annual reviews. However, not every account requires each frequency of review.
I’m looking for advice on how they can use HubSpot to manage their accounts more effectively, particularly in terms of regular updates, sharing market insights, and identifying upselling or cross-selling opportunities.
We are currently on the 'Legacy Marketing Hub Starter' subscription package and are not likely to upgrade in the near future.
I've been in marketing and operations for many years now and I can say that Marketing Hub probably isn't going to give you the answers you need and might not even be the most cost-efficient. Most of your sales tools would be in the sales hub, but there are also competitors and integrations you could be using to help guide the team. What you likely may want to consider is having an expert like myself or others to come in and give you independent consultations learning about your business which gives them the time to learn a bit about what you do and processes to help formulate a plan that could help your business reach your next growth goal.
At a high level, not knowing anything about your business there's a lot of thoughts to have:
- Is 20 accounts the right balance or would it make sense to cpature the frequency of reviews along with revenue to determine a proper balance of AE : Accounts ratio?
- Are you at a junction where it would make sense to think about customer success roles or business development roles supporting AEs?
- Maybe the reviews could be streamlined through an intake process to allow more efficient ways to capture the data to identify the insights and opportunities and surface them to a dashboard
- Are you utilizing your Hubspot database to its fullest extent or is there a way optimize the data within to get you better reporting?
- Is marketing hub starter solving enough of your needs without automation, or would it make sense to consider integrations to help with furthering automation whether it be marketing automation (lead nurturing) or sales automation (sequencing)
I've been in marketing and operations for many years now and I can say that Marketing Hub probably isn't going to give you the answers you need and might not even be the most cost-efficient. Most of your sales tools would be in the sales hub, but there are also competitors and integrations you could be using to help guide the team. What you likely may want to consider is having an expert like myself or others to come in and give you independent consultations learning about your business which gives them the time to learn a bit about what you do and processes to help formulate a plan that could help your business reach your next growth goal.
At a high level, not knowing anything about your business there's a lot of thoughts to have:
- Is 20 accounts the right balance or would it make sense to cpature the frequency of reviews along with revenue to determine a proper balance of AE : Accounts ratio?
- Are you at a junction where it would make sense to think about customer success roles or business development roles supporting AEs?
- Maybe the reviews could be streamlined through an intake process to allow more efficient ways to capture the data to identify the insights and opportunities and surface them to a dashboard
- Are you utilizing your Hubspot database to its fullest extent or is there a way optimize the data within to get you better reporting?
- Is marketing hub starter solving enough of your needs without automation, or would it make sense to consider integrations to help with furthering automation whether it be marketing automation (lead nurturing) or sales automation (sequencing)
