How to Associate HubSpot Contacts to Companies In Bulk
Posted: Wed Dec 04, 2024 6:08 am
Hundreds of leads are filling your CRM monthly. The marketing team is doing excellent work with its lead-generation efforts.
But there's a problem.
Your sales team struggles to schedule demos, let alone close deals. They're wasting doctor database precious hours reaching out to the wrong people in organizations and sending emails to leads who are already customers.
The root cause: disconnected contacts and companies in your CRM.
Record association links related records to each other, for example, connecting help tickets and deals to company accounts. In the above scenario, you'd need to connect the names of individuals to the companies they work for.
Contact-to-company is the most common and necessary associated relationship in CRMs. Without it, sales and marketing teams will struggle to personalize account-based marketing (ABM) programs that can turn leads into customers. And missing associations even hurt revenue—44% of organizations stated they lost over 10% in annual revenue because of poor-quality CRM data.
One solution is to use the HubSpot contact-to-company association feature that allows users to connect records on the fly. So the next time sales reps communicate with multiple contacts at a company, they can link the contact records to the organization record without skipping a beat.
The HubSpot contact associations feature can keep your CRM data functional. Let’s explore how it works.
The Business Impact of Missing Contact-to-Company Associations
Missing contact-to-company associations may seem like a small problem, but they can impact your revenue significantly.
Here's an overview of how unassociated contacts and companies can hurt your bottom line:
No single source of truth: Missing associations create fragmented customer views. For example, if a lead is not tied to a company record, your sales teams won't know if that lead is already in the middle of a deal.
But there's a problem.
Your sales team struggles to schedule demos, let alone close deals. They're wasting doctor database precious hours reaching out to the wrong people in organizations and sending emails to leads who are already customers.
The root cause: disconnected contacts and companies in your CRM.
Record association links related records to each other, for example, connecting help tickets and deals to company accounts. In the above scenario, you'd need to connect the names of individuals to the companies they work for.
Contact-to-company is the most common and necessary associated relationship in CRMs. Without it, sales and marketing teams will struggle to personalize account-based marketing (ABM) programs that can turn leads into customers. And missing associations even hurt revenue—44% of organizations stated they lost over 10% in annual revenue because of poor-quality CRM data.
One solution is to use the HubSpot contact-to-company association feature that allows users to connect records on the fly. So the next time sales reps communicate with multiple contacts at a company, they can link the contact records to the organization record without skipping a beat.
The HubSpot contact associations feature can keep your CRM data functional. Let’s explore how it works.
The Business Impact of Missing Contact-to-Company Associations
Missing contact-to-company associations may seem like a small problem, but they can impact your revenue significantly.
Here's an overview of how unassociated contacts and companies can hurt your bottom line:
No single source of truth: Missing associations create fragmented customer views. For example, if a lead is not tied to a company record, your sales teams won't know if that lead is already in the middle of a deal.