CRM

gcruzpifano
参加者

School Districts with more than one domain

解決

We work with school districts across the company. We use their domain to associate contacts to companies. Over the course of doing business with them, we've realized that many districts have secondary domains that they use for email that can be different from their website domain. When a contact writes to us from one of those secondary domains, a new company is created and then we manually have to check whether the intended company already exists and then merge. This is not a sustainable workflow for us. I'm curious if others have encountered this problem and how they've solved it.

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danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

School Districts with more than one domain

解決

@gcruzpifano one solution for this kind of situation I've used is parent/child Companies. It still takes some manual CRM management, but it helps keep data accurate without having to merge company records. 

 

Thanks for the tag @MiaSrebrnjak 🙂 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/

元の投稿で解決策を見る

2件の返信
danmoyle
解決策
最優秀メンバー | Elite Partner
最優秀メンバー | Elite Partner

School Districts with more than one domain

解決

@gcruzpifano one solution for this kind of situation I've used is parent/child Companies. It still takes some manual CRM management, but it helps keep data accurate without having to merge company records. 

 

Thanks for the tag @MiaSrebrnjak 🙂 

 

Did my answer help? Please "mark as a solution" to help others find answers. Plus I really appreciate it!


Dan Moyle

HubSpot Advisor

LearningOps | Impulse Creative

emailAddress
dan@impulsecreative.com
website
https://impulsecreative.com/
MiaSrebrnjak
コミュニティーマネージャー
コミュニティーマネージャー

School Districts with more than one domain

解決

Hi @gcruzpifano

 

Thank you for reaching out to the Community! 

I can confirm that this is expected behaviour if the setting that automatically associates companies to contacts is on. 

I wanted to ask a couple of subject matter experts for their input: 

Hi @danmoyle@BukunmiOdetayo@StjepanGrcic, do you have any best practice tips for @gcruzpifano? Thank you!

 

 

Cheers
Mia, Community Team   




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