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