I am a BD manager at a recruiting firm. We have put a lot of time and effort into creating a beautiful fee agreement template on the Marketing platform to send to our clients.
Although we deal with individuals, our real clients are companies, and as such Companies are the most important pages for us, as we deal with multiple people at each client company.
Unfortunately, when we send a fee agreement email through the Marketing platform, this is logged on the Contact's page, but not on the associated company's page. This is very inconvenient as the Company page makes so much sense for us. Now we have to go to our Company page and click through associated contacts until we find the person that received the fee agreement.
Additionally, it creates confusion because non-Marketing emails to Contacts will be logged on their Company's page, leading people to mistakingly believe that a Company has not been sent a fee agreement when really they have.
I think that users should at least have the option of logging marketing emails to the associated Company, in such an otherwise customizable CRM. I believe this will add BD value to many B2B companies by making it easier to track company wide communications in one place, without having to worry about checking individual contacts.
I've just been speaking to HubSpot about this very issue. We're a software development house and our clients are companies first and foremost. We liaise with different contacts at these companies and send marketing emails to the individuals associated with specific deals. It would be fantastic if these marketing emails were logged in company records.
We also call our customers regularly to discuss software renewals and it's always useful to have a snapsnot of the company, which of my colleagues was in touch last, who has received marketing emails and who hasn't opened them (particularly if they include software update notifications!)
Agree, this would solve a lot of our issues with deal based workflows.
There are too many steps to have to go into the contact record to find the email, we can also have contacts associated with multiple deals so only being able to see an email was sent on the contact record is not helpful, it needs to be deal-specific.
Hello Hubspot team?!? Anyone paying attention? Look at all of your clients who also want this! Please figure this out and make a solution. Not that complicated!
