Tips, Tricks & Best Practices

MFrankJohnson
Thought Leader

Is there a graphical tool that allows us to see the relationship between contacts in a company?

SOLVE

As we all move from ole-school inbound marketing to multi-channel account-based conversational marketing it would be awesome to have a tool in HubSpot that quickly showed the relationship between our contacts at a given company.

 

And, if that tool allowed us to select which contacts to show on the chart and which ones not to show ... EVEN BETTER.

 

And, if that tool allowed us to 'flag' each of those contacts with statuses indicating their potential impact on the likelihood of closing a deal (positive or negative) ... THAT WOULD BE (f-r-e-a-k-i-n) AWESOME.

 

Ideas?

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com
1 Accepted solution
MFrankJohnson
Solution
Thought Leader

Is there a graphical tool that allows us to see the relationship between contacts in a company?

SOLVE

Solved: OrgChartHub.com -- A HubSpot Community Solution

 

mfjlabs-screenshot-hubspot-orgcharthub-20180515.pngThanks to Daniel Currin ( @Dan1 ) and his team at OrgChartHub.com for solving this problem in spectacular fashion. Please say hello to Her Highness. 😉

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com

View solution in original post

2 Replies 2
BurstFadeHc
Member

Is there a graphical tool that allows us to see the relationship between contacts in a company?

SOLVE

Yes, there are graphical tools like Lucidchart, OrgChart Now, Gliffy, Microsoft Visio, and Draw.io that allow you to visualize relationships between contacts in a company using organizational charts.

0 Upvotes
MFrankJohnson
Solution
Thought Leader

Is there a graphical tool that allows us to see the relationship between contacts in a company?

SOLVE

Solved: OrgChartHub.com -- A HubSpot Community Solution

 

mfjlabs-screenshot-hubspot-orgcharthub-20180515.pngThanks to Daniel Currin ( @Dan1 ) and his team at OrgChartHub.com for solving this problem in spectacular fashion. Please say hello to Her Highness. 😉

 

Note: Please search for recent posts as HubSpot evolves to be the #1 CRM platform of choice world-wide.

 

Hope that helps.

 

Be well,
Frank


www.mfrankjohnson.com