Hi Maggie,
Sorry for the delay in getting back to you. I've been madly setting up the other business.
We are two separate companies, one is a Inline - distributor of medical & dental products and the other company is Visionflex which is a start-up/manufacturer of a medical device. We don't really cross-sell or upsell. Although we do have Visionflex products on the Inline website, but we funnel them back to Visionflex to follow up sales enquiries. It's a bit weird. And we don't have shared reporting either.
Our contacts are separate, so we aren't crossing over. However, when it comes to companies there is a crossover. Our contacts are different, but they might work for the same company ie: state health organisation. That's about it. At the moment I haven't assigned companies to either business because we are looking to implement another software system to integrate with Hubspot, but will be used in only 1 of the businesses, Inline. So here comes my next challenge.
Partitioning social sites is extremely difficult, because of the permissions. I don't want either company to have access to the others site (in case they forget to check the Posting from dropdown). However, permissions doesn't really allow this because the option of 'their account's only' means that no one else can post, unless you check 'share'. So essentially then you are back to everyone seeing both companies because there is more than 1 person who will post to the social sites. It took me awhile to figure out that i'd have to get others in the team to link Hubspot to their accounts. At the moment, both companies are linked via my social accounts.
I'm trying to foolproof as much as I can, but if one of the reps sends an email from Outlook and links it to Hubspot and there isn't a contact set up, then a new contact is created, but not assigned to either company because there's no other information other than the email address. So I can't do a workflow in this instance.
I'm not working on creating alot more workflows to try and capture every different possible scenario, but I'm not going to be able to do them all.
Thanks & regards
Jenny
I was really hoping for it to be a clear separation of the two companies to avoid entries being done incorrectly.