CRM

ricardo_pc
Member

How to Handle Employees of customers in Hubspot

SOLVE

New to HubSpot - and New to Marketing, Sales, Lead Gen, all of the above.

 

Currently getting familiar with Hubspot, and working through developing a Lead Gen/Sales Pipeline in HubSpot.

 

I also use HubSpot for Email Marketing (NewsLetter).

 

However - We have most of our Customers Employees in our Contacts list, so they can receive our Newsletter, or about service updates (closed for holidays, etc). 

Would the best thing to do be to create a new Life Cycle Stage and call it Customer - Employee?

 

Just trying to help get it more organized so we can work with the data we have, and build the correct cycles/process around this system. 

 

 

0 Upvotes
1 Accepted solution
BSmith08
Solution
Contributor

How to Handle Employees of customers in Hubspot

SOLVE

Hi @ricardo_pc ,

 

There are a few different ways you can manage this. Whether or not you want to label all of the contacts associated with customer accounts as customers ultimately comes down to your company's preference.

 

Generally speaking, if you're working with very large clients who have employees across all different functions or regions that you would want to treat separately, you may wish to only label employees of these companies as customers if they are closely related to the closed won deal.

 

However, if you're looking to include them all in product updates and newsletters you should be fine syncing them all as customers if they are associated with an account that is a customer of yours. On a starter plan without the ability for workflows and limited automation, you may also find this to be an easier way of keeping the data clean starting out. 

 

Either way, generally speaking, you don't want to overcomplicate lifecycle stages, in this instance just marking them as "Customer" should be just fine. If you wish to differentiate them you can always organize them by some of HubSpot's built in properties like "Buying role" or "Job Function", or even use a custom property that is relevant to your business. 

 

If you do decide to go the route of marking them all as customers, there is an area in the settings under Contact > Lifecycle Stage where you can check "Sync Lifecycle Stage". This will keep all of your contacts up to date with the lifecycle stage of their associated company.

 

BSmith08_0-1701140463671.png

 

I hope this helps and please let me know if you have any questions.

 

Thanks,

Ben

 

 

Did this post help you? If so, please mark it as a solution so it can help others in the community! 

 

View solution in original post

1 Reply 1
BSmith08
Solution
Contributor

How to Handle Employees of customers in Hubspot

SOLVE

Hi @ricardo_pc ,

 

There are a few different ways you can manage this. Whether or not you want to label all of the contacts associated with customer accounts as customers ultimately comes down to your company's preference.

 

Generally speaking, if you're working with very large clients who have employees across all different functions or regions that you would want to treat separately, you may wish to only label employees of these companies as customers if they are closely related to the closed won deal.

 

However, if you're looking to include them all in product updates and newsletters you should be fine syncing them all as customers if they are associated with an account that is a customer of yours. On a starter plan without the ability for workflows and limited automation, you may also find this to be an easier way of keeping the data clean starting out. 

 

Either way, generally speaking, you don't want to overcomplicate lifecycle stages, in this instance just marking them as "Customer" should be just fine. If you wish to differentiate them you can always organize them by some of HubSpot's built in properties like "Buying role" or "Job Function", or even use a custom property that is relevant to your business. 

 

If you do decide to go the route of marking them all as customers, there is an area in the settings under Contact > Lifecycle Stage where you can check "Sync Lifecycle Stage". This will keep all of your contacts up to date with the lifecycle stage of their associated company.

 

BSmith08_0-1701140463671.png

 

I hope this helps and please let me know if you have any questions.

 

Thanks,

Ben

 

 

Did this post help you? If so, please mark it as a solution so it can help others in the community!