S.O.S.!!! @ my fellow HubSpot community members…
So, I’m currently struggling with figuring out how to best set up HubSpot for my atypical business model. I am one of two co-founders of a commercial finance brokerage, with a heavy focus on MCA’s (merchant cash advances), equipment financing, and AR (accounts receivable)/invoice factoring.
The way our business works is pretty unconventional. We purchase leads from specialized data providers that give us the essential details of potential merchants. We purchase high quality data, so we don’t ever speak to anybody except for the business owner(must have 51% ownership or more). From there, our team dives into a high-volume, multi-channel outreach—making calls, sending texts, and firing off emails—to connect with business owners. When we connect via phone call(our preferred method), we have a discussion about their situation, and ask them the relevant questions so that, by the end of the call, we’ve learned enough to be able to pre-fill an application for them so that all they need to do to complete our application process, is to click/tap a few times to sign the application. Once an application is submitted, we figure out(manually as of right now, which is a problem), which of our network of more than 50 direct funders, some with multiple different programs and program requirements, have programs that the merchant meets the minimum criteria for so that we can submit our merchant’s application to those funders.
I’m having trouble translating this complex, call center-like operation into HubSpot’s framework. I need a setup that can:
- Efficiently track every stage—from initial lead acquisition through to deal closure.
- Associate contacts with deals automatically and automatically assign the associated contact/deal with the same contact/deal owner
- Matchmake merchant’s eligibile funders for every deal(show which funders the merchant meets the minimum criteria for)
Has anyone here customized HubSpot for a similar business model or encountered these kinds of challenges? Any insights, best practices, or recommendations for integrations that could streamline this process would be immensely helpful. Thanks in advance for your advice!
I should probably mention that I have sales hub enterprise, content pro, and marketing pro. I’ve also created a custom object for “Programs” and had planned on creating a “Program record” for each of my funder’s programs.
