Cross-selling and life cycle stages

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Hi,

we have learned so far that the life cycle stage "customer" is for contacts that have bought at least once. We provide for customers additional added-value products they usually get interested only later after some time. Though easier to sell, it is still a sales process to finally get a customer to order this additional products. We would love to apply the same logic of subscriber/mql/sql/opportunity/... for these buying journeys as for the first but it seems like everybody tells us that we should not use the life cycle stage to monitor those second, third, ... journeys. 

What is the preferred way of modelling "complex" cross selling cycles in Hubspot? How did you solve that within your company? I cannot imagine that only one-product-companies are using Hubspot.

 

Take care & greetings from Germany!

 

 

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Greetings from the USA.

 

One solution might be to build a set of custom contact.lifecyclestage and company.lifecyclestage properties -- e.g., contact.lifecyclestage.product and company.lifecyclestage.product to use in addition to the default HubSpot lifecycle stage.


Once done, you could use these custom lifecycle stage properties to determine where each contact and company fits within those. Again, these would be in addition to, not in place of, the default HubSpot lifecycle stage properties. Naturally, you'd have to take ownership for managing all aspects of these custom stages -- a non-trivial undertaking.

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


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Greetings from the USA.

 

One solution might be to build a set of custom contact.lifecyclestage and company.lifecyclestage properties -- e.g., contact.lifecyclestage.product and company.lifecyclestage.product to use in addition to the default HubSpot lifecycle stage.


Once done, you could use these custom lifecycle stage properties to determine where each contact and company fits within those. Again, these would be in addition to, not in place of, the default HubSpot lifecycle stage properties. Naturally, you'd have to take ownership for managing all aspects of these custom stages -- a non-trivial undertaking.

 

 

Note: HubSpot is a constantly evolving platform. Please check the date of each post and view all solutions in that context.

-- Register here for Inbound 2020

 

Hope that helps.

 

Be well,
Frank


Support • Web • Apps • Training

HubSpot's Hiring World-Wide!

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Nouveau contributeur

Thank you for your advice. I was thinking in the same direction. I was hoping for some other magic silver bullet. But it looks like that is the road to take.

 

Have a great weekend,

Sebastian