HubSpot for Selling to Hospitals and Clinics

[LBlack1]

I am searching for anyone who has made it easier to use HubSpot CRM when primary customer is hospitals and clinics, large healthcare orgs.

The issue is there is a parent domain, ex. stjude.com and then there could be 100 different clinics that operate with that domain but are free to buy their own products, so each could be a client. I know there are parent child relationships and association tags, but for example I just got a list of 24,000 addresses and a software they use. I can't import the list because the unique record identifier is the domain, so it isn't helpful. I also can't manually assign all of this, and I can't hire a team of VAs to do it because of data securty.

On top of this, we've had HubSpot for 8 years before I came on, so there are no parent child relationships set up and no one knows how to tell clinic A from clinic B - so what is a new HubSpot admin supposed to do to clean this mess up and make it something sales can use? I can't pull in other departments like sales or CS to help, so it is just me.

My only hope is possibly wiping all company records not associated with a deal, cleaning the ones that are associated with a deal or customer, and then going forward from there, but I don't think anyone is going to like that much.

the same thing right now as a business that sells to clinics and hospitals. What I am finding is a TON of manual work associating parent company to 50 clinic entities that can all buy different products and wondering how on earth anyone uses HubSpot for this successfully.

[Maire]

@LBlack @lwallace11 @LMudford what were your solutions in the end?

[LMudford]

We haven't really found a solution, we're still doing some clean up 2 years on. We have excluded certain domains from the Automation that creates and assoicates companies with contacts that we know to be an issue for future entries. mean these need to be manually be assiciated to the right company. SalesForce is also an option when we get to contract renewal. 

[LBlack1]

We're moving to salesforce for everything other than marketing.

[lwallace11]

Running into the exact same problem over here! I have set up the parent/child relationships, so visually I can associate the correct clinics/hospitals with their parent healthcare system. However, in the instance where the domain name is the same for all of them, importing contacts sends them to all the wrong accounts. Additionally, when I create the new clinics, HubSpot recognizes it as a duplicate account and tries to autofill the wrong address and information as well.
I need a way to either 1) have HubSpot accept a unique domain extension (ie: blessinghealth.com vs. blessinghealth.com/st. jude clinic) or 2) have a different unique identifier that will tell ZoomInfo where to put contacts correctly. 

[LMudford]

We have the exact same use case, although we've only been using the CRM for less than a year our data was imported by a partner without this issue in mind and it is now in a mess. We have many clinical customers with the same domain, but they are all associated to different clinics with individual buying power and needs. Now many contacts are associated to the wrong 'company'.  There needs to be some way to over-ride this feature and an alternative method of assocaition and prevention of duplication offered. 

[Shadab_Khan · Accepted solution]

Hi @LBlack1 , Happy to help here!

Thanks for posting a really interesting use-case here, while this cannot be solved just based on this one post comment I will help you apart some ideas, I am aligned with what @PamCotton  already shared adding a few items here:

• Whatever you do take back-up of your current data first!
• As I can see the Unique Identifier as domain is not really useful in your use case try following
  • Communicate this limitation with your stakeholders about this "Product" limitation first
  • Come up with another unique Identifier - could be a combination of city, Pincode etc of the clinic (with alignment of your stakeholders)
  • Build a custom Property on the Company Object with the Rule "Unqiue Values" turned on
  • Use that as your unique identifier
• For the manual work unfortunately I don't have any good news here while you can automate stuff via Ops Hub Custom code but looks like your process itself is broken BUT you could:
  • Segment the Records in Urgent/Important Matrix First (Based on their attributes) and then tackle each group by priority

I know its gonna be ton of hard work on your side with all these limitation but you gotta start somewhere right?

Stay Awesome & Keep Doing it BIG 🔥 

[PamCotton]

Hey @LBlack1, thank you for posting in our Community!

As you suggested, cleaning up the existing data might be a good starting point. Focus on records associated with deals or customers to retain valuable information. 

While importing a list of 24,000 addresses, you might want to explore options to batch-import and automate the process where possible. 

I want to invite our top experts @Jnix284, @Jigar_Thakker @franksteiner79 do you have any recommendations for @LBlack1 matter?

Thank you,

Pam