One of the many things we love the most about HubSpot is the platform’s ability to make running a business infinitely simpler. In addition to basics such as having a CRM and marketing automation, they also offer useful tools for all kinds of business structures and industries.
This was the case with a recent client who needed to find an easier way to manage multiple brands.
Client Information
The client is an entity that owns a multitude of locations: venues for special events, restaurants, bars, lounges, and waterfront gathering places. Each of them has a different purpose and cater to a wide array of clientele.
Primary Pain Points
They wanted to streamline the way they managed all of these branches, along with all of their business assets. They specifically wanted them to live separately, but organized together; especially since all of their contacts were intermingled and they wanted to attribute each of them to the business they belonged to.
HubSpot Services Offered
We identified the tools that would best serve the client’s unique needs of keeping so many contacts and assets categorized and easily accessible. We then ensured that the client knew how to use them well so that they could move forward successfully.
To this end, our services included:
HubSpot Service #1: HubSpot Business Units Setup
HubSpot Business Units is available for Enterprise users who want to manage multiple brands in a single account. We set up this add-on tool, along with list segmentations and email templates for each of them; customizing them to match each company’s colors, brand styles, and logos.
(Pro Tip: HubSpot Business Units is a more cost-effective way to manage several brands under a parent company than the traditional method of having multiple subscriptions for each of them — especially if you use the same templates for their campaigns, target prospects that overlap across brands, or have the same marketing team working in all of them).
HubSpot Service #2: HubSpot Training
We walked the client through how to use the feature, and provided them with training and education so that they could continue using it once we completed our services.
Now they know how to send emails from each domain, identify upsell and cross-sell opportunities across brands, and easily compare campaign performances, among many others.
How HubSpot Is Helping Their Growth
HubSpot Business Units significantly improved how the client runs their business operations. They can now run all of their campaigns across all of their customer bases under a single CRM.
They can also easily find anything they’re looking for — campaign assets, emails, or sales enablement content by simply using the filters on their portal. No more switching back and forth across platforms or logging in and out of multiple accounts.
Alejandra Zilak
Alejandra Zilak is a content writer, ghostwriter, blogger, and editor. She has a bachelor's degree in journalism and a Juris Doctor. She's licensed to practice law in four jurisdictions and worked as an attorney for almost a decade before switching careers to write full time. She loves being part of the Bluleadz team and implementing SEO best practices with her content. When not working, she loves to read, write fiction, and long distance running.