CRM

Benvenisti
Participant | Diamond Partner
Participant | Diamond Partner

Managing contacts with Business Unites in Enterprise

Hi, a client of us has 3 companies managed on the same Enterprise Marketing Hub.

Some of the contacts/companies in the CRM are negotiating deals with 2 or even 3 of the group's companies and the client wants to separate all the comunication records for eache sales person.

If there are 3 sales people from 3 differnet companies working on the same contat they should see only their own correspondance with the contact.

Can this be done with the Business unite Add-on?

If yes, does it create 3 different accounts for the same contact so each business unite has a separate account for the same contact as if they are 3 separated portals?

 

Thanks

Ron 

4 Replies 4
RCoutu
Contributor | Platinum Partner
Contributor | Platinum Partner

Managing contacts with Business Unites in Enterprise

Hello @Benvenisti and @TiphaineCuisset ,

 

First and foremost I've never worked with Business Units Add-Ons, but here is the result of my research on the subject.

 

Firs, to make sure Business Units Add-Ons is the right solution for your client, here is a checklist to help:

https://www.hubspot.com/hubfs/Business%20Units%20vs.%20Domains%20One-Pagers.pdf.

 

From what I understand from your client’s need, it does the work.

 

Business Units Works on the same instance (around 0:55 of the video below 👇). Contact associated within a business unit is identified using a property called “business units”. You can see that at around 5:00 of this excellent video: https://www.youtube.com/watch?v=pP2WSLoanqg

 

For your salespeople you can adapt a sidebar according to the information they need to see per business units. You can see the demonstration at 11 : 00 in the above video. 👆

 

Hope this help.

 

RCoutu_0-1670507515689.png

 
























Robert Coutu


HubSpot CRM Consultant Strategist and Business Analyst and RevOps









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Read our most recent blog post

How to stop killing your sales performance?












TiphaineCuisset
Community Manager
Community Manager

Managing contacts with Business Unites in Enterprise

Hi @Benvenisti 

 

Thank you for reaching out.

 

I want to tag some of our experts here - @RCoutu @Mike_Eastwood @Jnix284 do you have any thoughts for @Benvenisti on this?

 

Thank you!

Best

Tiphaine 


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Jnix284
Thought Leader | Partner
Thought Leader | Partner

Managing contacts with Business Unites in Enterprise

Thanks @TiphaineCuisset and @RCoutu is correct @Benvenisti, this is exactly what business units are for 🙂


maka Agency
RCoutu
Contributor | Platinum Partner
Contributor | Platinum Partner

Managing contacts with Business Unites in Enterprise

👍

 
























Robert Coutu


HubSpot CRM Consultant Strategist and Business Analyst and RevOps









Meet me




















1 438 818 9661 #004












rcoutu@auxilio.io












auxilio.io

















linkedin






































Read our most recent blog post

How to stop killing your sales performance?