Site/location centric CRM

[SDenham]

Hello,

We are a construction service business. We work numerous on-site for numerous builders and  subcontractors.

Usually we approach our sales in parallel which starts the moment the project is awarded to a builder.

We will check for an existing relationship with that builder to make contact/offers AND routinely attend the project site until activity commences and eventually meet with the site manager. We will loop through both of these until we are engaged or told to "go away".

Up until today I have been managing this in excel, and I am convinced there is no future this way.

How do I create a hubspot project site centric CRM, that starts with a project address, adds a builder and maybe some subcontractors then captures site visits and the state of  play for site readiness and lastly add a site manager contact.

The whole people centric CRM, linkedin etc does not seem workable for me. I am limited by my excel experience, I find it hard to imagine how to make Hubspot work this way, but then I have not used a CRM ever...

Any help, links, pushes will be appreciated.

Cheers

Simon

[NicoleSengers · Accepted solution]

Hi @SDenham 

Depending on how far you want to push this solution and your budget there are two possible solutions for this. You could use a ticket in the service hub as a project and then associate the various stakeholders to the ticket. this could track comms and make the ticket the project hub.
The better but more expensive solution for this would be to create a custom object in HubSpot called projects, this object would then associate to users, companies, deals sold as well as have information about each project associated with its record. 

The ability to add information and associate contractors, subcontractors, etc to a project would definitely be possible and be more robust than a spreadsheet solution.

[natsumimori]

Thank you @NicoleSengers and @GeorgeBThomas !

[GeorgeBThomas · Accepted solution]

@SDenham,

I think you could create an amazing experience using HubSpot. I will say, when I started to see you list out the different players, my mind went to HubSpot custom objects.

https://www.youtube.com/watch?v=ubse97i44PQ

https://knowledge.hubspot.com/crm-setup/use-custom-objects

Also, for some flexibility to what you are trying to do, I thought of CompanyOS.

https://companyos.impulsecreative.com/

You should be able to wrap HubSpot around your process, not squeeze your business into it.

So many possibilities to build around what you really need to grow smarter.

Let me know if you have any questions at all!

[NicoleSengers · Accepted solution]

Hi @SDenham 

Depending on how far you want to push this solution and your budget there are two possible solutions for this. You could use a ticket in the service hub as a project and then associate the various stakeholders to the ticket. this could track comms and make the ticket the project hub.
The better but more expensive solution for this would be to create a custom object in HubSpot called projects, this object would then associate to users, companies, deals sold as well as have information about each project associated with its record. 

The ability to add information and associate contractors, subcontractors, etc to a project would definitely be possible and be more robust than a spreadsheet solution.

[natsumimori]

Thanks for your post @SDenham !

I wanted to tag in some Community contributors here- @HubDoPete and @GeorgeBThomas , would you mind sharing your tips for Simon?