Having a solid Hubspot Marketing and CMS in place serves as a strong foundation for most of your operations. With this existing system, you’ll have full visibility over your processes – no matter the volume.
A few weeks ago, KVP-Solution had the pleasure of engaging with an agile entrepreneur. Our fellow partner currently has several startups in the building automation sector.
Such is the case with most startups, there’s going to be obstacles along the way. Even though our partner had multiple startups under their name, technically, they are legally separate companies.
This becomes a challenge for our client, as they are looking to share data from overlapping customers, suppliers, and marketing activities.
A look into Hubspot Marketing & CMS
After further discussion, we proposed the usage of Hubspot Marketing &/CMS for their website – a software suite that is built with the essentials to drive better customer experiences. With this tool, our clients have the capability to integrate the tools, data, and processes of their companies.
Recently, our partnering firm digitus shared a brief presentation on Hubspot CRM and how to deploy them. A use case was conducted to see how the solution can be put into practice and what goals we’d like to achieve with a Hubspot CRM.
Watch the full Hubspot Marketing & CMS presentation.
Inspired by the use case, we offered 2 available Hubspot options for our partner to utilise:
Option 1: Each company has a Hubspot portal and critical data is linked/transferred back to a company account.
Option 2: One company account and partitioning per company.
Option 1: Each company gets their own portal
With Option 1, our client has the choice to receive super admin rights for each of their start ups. Users will be added accordingly as well. Below are some of the highlights to take note of when pursuing this option:
- Clean data between companies
- Corporate can view and edit actions
- Each company can subscribe to a Hubspot license appropriate to their business
- Key data such as contacts or deals can be replicated back into corporate portal through tools
- If a company is being sold or separated, no action needed to split data off
- Setup cost per company
- No leverage of data between companies such as shared customer interactions.
Option 2: One enterprise account
With Option 2, our client has the choice to receive visibility rights only for their data. Below are some of the highlights to take note of when pursuing this option:
- Data consolidation, see who is interacting with which company and content prospects are interacting
- Send campaign from a multi-brand approach, in which a prospect has a higher tendency to engage if similar message is received through multiple channels and brands
- Companies can only view data assigned to them.
- Not all data can be partitioned (e.g. social media)
- If a company is separated out of the corporation, a data extraction projects needs to be started
- Only makes sense for companies with overlapping customer segments and synergy effects.
Making a choice
Both options have their respective advantages and disadvantages. To make the best choice, we arranged an in-depth discussion to choose the best solution for our client and their startups.
At the end of the day, our client chose to prioritise having an overall view of their operations. However, this was not without the sale of one of their start-ups. This cut of activities should be able to take place without data loss and legal separation.
Our consultants at Software-Advisory and KVP-Solution helps you evaluate your available options as you take your next step in digitalisation. Whether it’s Hubspot or other solutions, we ensure you’re on the right track.
Do you have tricky questions? Contact us today.
Read our previous blog: What Is a Lead: A Quick Overview for Starters