Looking to set up an Enterprise/Account Management function on top of our existing Deal cycle.

[McBainKD]

Hey all,

We're going to be building out a more formal cadence to track our "Enterprise"-level accounts (either high value clients, or groups of specialists) and I was hoping for some suggestions to build that out in our CRM.

Currently we used Contacts/Deals for our individual Deal cycle, where we target 1:1 relationships and try to get them sold on our product, but I'm also being asked to build out a Pipeline/system for an Enterprise account management role that will be coming on board, that can target "groups" of specialists all at once. 

I don't currently use the "Company" tab and was thinking of just taking that over to track these groups, but also was wondering if anyone had some suggestions on how best to framework this solution.

Thanks!

Kevin

[TomM2 · Accepted solution]

Hey @McBainKD as Mia Mentioned, I'd probably utilise account based marketing for this. You may also want to setup a seperate pipeline in deals for specific enterprise accounts. You could use workflows to move these intro the enterprise pipeline when they're defined as that and assign to the appropriate sales team/person too! 

[MiaSrebrnjak]

Hi @McBainKD,

Thank you for reaching out to the Community!

I wanted to share the target accounts feature which is an approach which you could consider, but I also wanted to ask a couple of HubSpot experts for their thoughts on this: 

Hi @franksteiner79, @SarahX, @BukunmiOdetayo, do you have any advice for @McBainKD? Thank you!

Cheers
Mia, Community Team