CRM

CKaempf
Member

Need Company Setup Advice

SOLVE

We are not a sales based business and using our CRM to manage our referral relationships. We want to add our referral partners into our CRM only once. However, we have some referral partners that refer to 2 or 3 of our locations. How do we keep the referral data, communications, notes, emails separated if we only have one record? The only solution that I can see is to add the referral partner in as separate "company" entries. Here's a diagram to further explain our unconventional CRM use case. 

 

Screen Shot 2022-03-17 at 10.07.06 AM.png

 

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karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Need Company Setup Advice

SOLVE

Hi @CKaempf,

 

there are two options here.

 

Either you create a separate custom object for partners (next to contact and company). For this you currently need an Enterprise license. This partner object is then associated with contact and company. This setup requires some custom development, but offers a lot of flexibility, especially in mapping the relationships. Pricing here is of course prohibitive for a lot of companies.

 

Or you can use the new Association Labels to assign a label to relationships between objects. Currently, it's not possible to associate company with company however. You would have to manage partners through the contact object, which is not ideal.

 

In summary, options are currently limited. The best option would be a custom object, if you can afford it. Without an Enterprise subscription, there aren't any clean solutions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

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1 Reply 1
karstenkoehler
Solution
Hall of Famer | Partner
Hall of Famer | Partner

Need Company Setup Advice

SOLVE

Hi @CKaempf,

 

there are two options here.

 

Either you create a separate custom object for partners (next to contact and company). For this you currently need an Enterprise license. This partner object is then associated with contact and company. This setup requires some custom development, but offers a lot of flexibility, especially in mapping the relationships. Pricing here is of course prohibitive for a lot of companies.

 

Or you can use the new Association Labels to assign a label to relationships between objects. Currently, it's not possible to associate company with company however. You would have to manage partners through the contact object, which is not ideal.

 

In summary, options are currently limited. The best option would be a custom object, if you can afford it. Without an Enterprise subscription, there aren't any clean solutions.

 

Best regards!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.