Company Object Profile: The Professional Account Manager of Your CRM
Transform account-level engagement into structured profiles for coordinated customer experiences across departments.
Object Purpose
Professional Account Management
The Company object represents the organizational relationships within your business ecosystem. It transforms account-level engagement and information into structured profiles that enable coordinated customer experiences across departments.
Complete Organizational View
Think of it as the professional account manager of your CRM - maintaining a complete view of each organization's relationship, potential, and activities while ensuring proper engagement at all levels.
Value Creation Role
Converting individual relationships into account strategy
Transforming scattered connections into cohesive planning
Enabling coordinated engagement
Facilitating seamless team collaboration
Supporting account planning
Providing structure for strategic growth
Creating accountability for account success
Ensuring clear ownership of outcomes
Bridging team activities to account goals
Aligning daily work with strategic objectives
Maintaining clean relationship records
Ensuring data accuracy and completeness
Life in Our Ecosystem: Natural Birth
Origins of a Company Object
- Contact creation
- Website identification
- Manual entry
- Data enrichment
- System import
- Partner referral
Object Growth
- Contact associations
- Deal activity
- Service history
- Engagement patterns
- Success documentation
- Relationship development
Growth and Evolution
1
2
3
4
1
Creation Stage
Basic information, domain verification, initial associations, early potential
2
Development Stage
Profile enrichment, contact mapping, opportunity discovery, relationship building
3
Active Stage
Regular engagement, value delivery, team alignment, success tracking
4
Strategic Stage
Deep partnership, value multiplication, innovation collaboration, market leadership
Value Relationships
Contact Records (People)
- Maps key stakeholders
- Tracks relationships
- Enables communication
- Supports coordination
Deal Records (Revenue)
- Tracks opportunities
- Manages pipeline
- Projects value
- Guides strategy
Service Records (Delivery)
- Maintains history
- Tracks satisfaction
- Guides support
- Enables success
Core Properties
Core Information
- Name
- Domain
- Description
- Type
- Industry
- Website
Contact Details
- Phone
- Email
- Address Information
- Time Zone
- Language
- Currency
Firmographics
- Annual Revenue
- Number of Employees
- Founded Year
- Target Account
- Parent Company
- Subsidiaries
Financial Management and Team Access
Financial Management
- Total Revenue
- Deal Revenue
- Payment Terms
- Currency Locale
- Default Currency
- Fiscal Year
Team Access
- Owner
- Teams
- Shared Users
- Access Rights
- View Permissions
- Edit Rights
Account Development Pipeline
1
1. Initial Engagement
Basic profile, contact mapping, industry analysis, potential assessment
2
2. Relationship Building
Stakeholder engagement, need discovery, value alignment, opportunity mapping
3
3. Active Partnership
Value delivery, success tracking, team alignment, growth planning
4
4. Strategic Account
Innovation partnership, market collaboration, value multiplication, industry leadership
Service Account Pipeline
1
1. Onboarding
Team setup, process alignment, resource allocation, success planning
2
2. Active Management
Service delivery, issue resolution, value tracking, team coordination
3
3. Growth Focus
Opportunity expansion, service optimization, innovation exploration, success multiplication
4
4. Strategic Partnership
Joint innovation, market leadership, industry influence, value creation
Success Patterns
Account Indicators
Strong companies demonstrate:
- Complete profiles
- Active engagement
- Team alignment
- Value realization
- Strategic growth
Value Multiplication
Companies multiply value through:
- Relationship depth
- Team coordination
- Innovation partnership
- Market influence
- Success replication
Common Friction Points
Data Management
- Hierarchy maintenance
- Association management
- History tracking
- Team coordination
- Access control
System Integration
- ERP systems
- Financial platforms
- Service tools
- Support systems
- Document management
Growth Opportunities
Near-term Enhancement
- Better account planning
- Enhanced coordination
- Success tracking
- Team alignment
- Value measurement
Future Possibilities
- AI-powered insights
- Predictive planning
- Dynamic organization
- Success forecasting
- Innovation acceleration
Implementing Effective Account Management in HubSpot
Strategic Relationships
Build and maintain strategic relationships with your accounts using the Company object in HubSpot.
Clean Data Architecture
Maintain a clean and organized data structure for your company profiles and associated information.
Clear Engagement Coordination
Ensure clear and coordinated engagement across all departments interacting with each company account.
This object profile provides the foundation for implementing effective account management in HubSpot, enabling organizations to build strategic relationships while maintaining clean data architecture and clear engagement coordination.
Document Information