CRM

Vendepormim
Mitglied

Removing Companies

lösung

Hello.

I sell direct to consumer.

Do I need both "Companies" and "Contacts" ?

 

Can I remove one of them?

0 Upvotes
1 Akzeptierte Lösung
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Removing Companies

lösung

Hi @Vendepormim,

 

Contacts and companies are two sides of the same coin. Think of companies as an added layer of information about your contacts. Company properties store information such as industry, annual revenue or company address.

 

HubSpot isn't asking you to make a decision whether you're selling to an individual person or to a company. It's really just an extension of the information found on the contact record – the only difference being that a company can be associated with multiple contacts (while contacts can't be associated with multiple companies). This association can be automated: https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts

 

HubSpot also has a neat feature for company records called HubSpot insights, pretty much free research on the companies associated with your contacts: https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records

 

Of course, you don't have to use them. If you do, some more options open up to you in reporting, list building – and potentially further down the line if you decide to upgrade (workflows, lead scoring etc.).

 

Hope this helps!

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.

Lösung in ursprünglichem Beitrag anzeigen

3 Antworten
karstenkoehler
Lösung
Berühmtheit | Partner
Berühmtheit | Partner

Removing Companies

lösung

Hi @Vendepormim,

 

Contacts and companies are two sides of the same coin. Think of companies as an added layer of information about your contacts. Company properties store information such as industry, annual revenue or company address.

 

HubSpot isn't asking you to make a decision whether you're selling to an individual person or to a company. It's really just an extension of the information found on the contact record – the only difference being that a company can be associated with multiple contacts (while contacts can't be associated with multiple companies). This association can be automated: https://knowledge.hubspot.com/crm-setup/automatically-create-and-associate-companies-with-contacts

 

HubSpot also has a neat feature for company records called HubSpot insights, pretty much free research on the companies associated with your contacts: https://knowledge.hubspot.com/companies/hubspot-insights-on-company-records

 

Of course, you don't have to use them. If you do, some more options open up to you in reporting, list building – and potentially further down the line if you decide to upgrade (workflows, lead scoring etc.).

 

Hope this helps!

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.

HF31
Mitglied

Removing Companies

lösung

This doesn't answer the question: he doesn't use companies as he is direct to consumer. Can he remove the company element from the to page to declutter and simplify the interface for employees?

0 Upvotes
karstenkoehler
Berühmtheit | Partner
Berühmtheit | Partner

Removing Companies

lösung

Hi @HF31, no that is not possible. 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.