Managing B2C and B2B customers within Hubspot

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Hi,

 

I'm wondering what would be the best way to manage both B2C and B2B customers within Hubspot. Indeed, in our company, we are dealing with both types of customers. Depending on the customer type, we'll have to setup different flows, messages, forms, ...

 

It is not clear to me whether it would be better to create 2 separates Hubspot accounts (one per customer type) - or to use the same Hubspot account. 

Any ideas would be greatly appreciated.

Thanks,

 

Julien

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Esteemed Contributor | Platinum Partner

Hi Julien, there's a number of different ways to achieve this and unfortunately without knowing more about your individual case, it's difficult to advise fully, but one way would be the use of personas.  Ensure that they can self select their persona on the form completion (I.e. use the persona property, but give it a label of "What best describes you") if they are using the same form/content offer, or if you are using a different content offer for a b2b and b2c customer, then you can use a workflow to set the persona.

 

If you have multiple b2b or b2c persona's it may be worth setting a custom property of 'customer type' which can either be b2b or b2c.  Then have a workflow change the property dependant upon a form fill or which persona they are.

 

Hope that helps.

 

Screen Shot 2018-03-05 at 21.24.12.png


klood digital, creating gameplans for SaaS Success

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Esteemed Contributor | Platinum Partner

Hi Julien, there's a number of different ways to achieve this and unfortunately without knowing more about your individual case, it's difficult to advise fully, but one way would be the use of personas.  Ensure that they can self select their persona on the form completion (I.e. use the persona property, but give it a label of "What best describes you") if they are using the same form/content offer, or if you are using a different content offer for a b2b and b2c customer, then you can use a workflow to set the persona.

 

If you have multiple b2b or b2c persona's it may be worth setting a custom property of 'customer type' which can either be b2b or b2c.  Then have a workflow change the property dependant upon a form fill or which persona they are.

 

Hope that helps.

 

Screen Shot 2018-03-05 at 21.24.12.png


klood digital, creating gameplans for SaaS Success

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New Contributor

Hi Trevor,

Thank you for your answer. It really helps.

Julien

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