member of your sales team found a potential upsell opportunity with an existing client.
But they are unaware that another team member is already negotiating a separate deal with the subsidiary for the same parent company.
They reach out to the contact, thinking they`re about to hit gold...
Not so fast.
Instead of a sales success, this duplication of efforts results in internal competition, a confused customer, and ultimately, a lost upsell opportunity—all because of a lack of visibility in your CRM.
Missing associations can cause issues like this, but you can prevent them with Insycle. Read more on how Insycle solves -
https://blog.insycle.com/associate-hubspot-child-parent-companies-in-bulk
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