Events

2024-07-04-Let's Build Daily - B2B Order Portals in HubSpot - Part 1

{description=Building in public today as I prepare for a lunch and learn with the HubSpot team discussing B2B Order Portal management using HubSpot.My goal with that session is to show how easy and affordable it can be for customers to create and maintain a modern B2B Order Portal experience using the powerful combination of HubSpot CRM and CMS.I've found and made a number of maps and diagrams showing different layers like the ERD, customer journey, and all of the gooey processes in the middle.It's time to bring them together into a cohesive story.My challenge is to show how each object below can be mirrored between CRM and CMS. Let's Build!Product/Deliverable - Think of "Wish Lists" and FavoritesContact/Company - Self-service contact info managementDeals/Quotes - Where are we in the buying process? Where are my quotes?Orders/Deliverables - What's my order status? When am I getting my stuff?Invoices/Subscriptions - I thought I paid this already? Let me check.Tickets - What problems have we had? How were they resolved?, id=13937977704}

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Building in public today as I prepare for a lunch and learn with the HubSpot team discussing B2B Order Portal management using HubSpot.My goal with that session is to show how easy and affordable it can be for customers to create and maintain a modern B2B Order Portal experience using the powerful combination of HubSpot CRM and CMS.I've found and made a number of maps and diagrams showing different layers like the ERD, customer journey, and all of the gooey processes in the middle.It's time to bring them together into a cohesive story.My challenge is to show how each object below can be mirrored between CRM and CMS. Let's Build!Product/Deliverable - Think of "Wish Lists" and FavoritesContact/Company - Self-service contact info managementDeals/Quotes - Where are we in the buying process? Where are my quotes?Orders/Deliverables - What's my order status? When am I getting my stuff?Invoices/Subscriptions - I thought I paid this already? Let me check.Tickets - What problems have we had? How were they resolved?