Multiple customer types

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We have 3 different types of customers for our platform.

 

  1. One is the user or the consumer. - In this case there is no company name/domain. 
  2. Another is an umbrella account that can have many different individual accounts beneath it - There can be (but not always a company name) 
  3. Lastly there is individual accounts. (There can be, but is not always limited to a company name.) 

What is the best way to set this up? 

 

We need a way to have the 3 types and to be able to differentiate one from the other. Until now we have been using Google sheets, but now as we grow we realize a CRM is more suitable. 

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Regular Contributor | Platinum Partner

Hi @jpc0480 , 

 

Creating personas in your HubSpot account allows you to target these three groups and categorize your contacts in HubSpot's CRM. Take a look at this article to find out how to create and edit persona's in HubSpot. 

 

You can manually assign a persona to each contact or set this up with workflows. 

 

Best regards, 

Kim

 

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Kim | Heuvel Marketing


The inbound strategist among HubSpot partners


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OK, So I create 2 Persona's? 

 

User

Member

 

How can I then link Member's to User's and User's to Company's?

 

Furthermore I have to 2 figures in my data export that I'm importing to HubSpot: 

 

Balance (both users/members): 

Total Earned (users) 

Total Spent (members)

 

For users within a company, I want this total earned revenue to count towards the company's revenue. 

 

For users with no company, they would need to have a financial figure. 

 

For members we want to be able to separate by total spend. 

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