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01. Account & Contact Management

Click on this link for the full training material (PowerPoint)

From Prospect to Sales

Added Value

Manage Accounts and Contacts will help you by:

  • Giving you a 360° view on your customer
  • Sharing visibility on history of interactions with contacts
  • Allowing you to collaborate within your GBU and the others
  • Being the single system to create and update customer related data
  • All this in one single system

What you need to know to start...

Accounts:
  • Accounts are Solvay’s customers, partners and distributors
  • Each account stores information such as a name, address, phone numbers and customer attributes ( ).
  • For each account, you can link information such as opportunities, activities, cases, visit reports, notes and attachments.

Contacts:

  • Contacts are any individual that Solvay interacts with inside an Account’s organization, or related to it.
  • Any Prospect / Customer in SFDC must have, at least, one Contact associated to it.
  • Each contact is associated with a role:
    • Initiator, Influencer, Decider, Buyer, User
  • Would a contact be part of an account, but active at another account, then he can be identified as an “Involved Contact” for this 2nd account

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