Contact
Overview
Contacts are used to represent individual people associated with your organization’s accounts or individuals related to your company. They can be used to represent employees, stakeholders at customer accounts, vendor contacts, buyers at customer accounts etc.
How Are Contacts Used?
Each Contact represents a single person, ie: a customer, partner, or lead. It includes personal details like name, email address, phone number, and job title and any other information you choose to capture at that level. They can be linked to accounts, used to track communications and meetings, added to marketing campaigns and associated with opportunities.
What is the Benefit?
Relationship Management
Contacts act as a central repository for individual information. They allow you to track and manage details about the people you are interacting with. This context related to emails, phone calls and meetings improves the quality of your relationships and allows you to customize communication.
Sales/Marketing Efforts
Linking contacts to Opportunities and Accounts allows sales teams to effectively track the progress of deals in their pipeline. They can view all related information in one place, facilitating better follow-ups and more informed decision-making. Contacts can also be segmented and targeted for marketing campaigns.
Support
Customer service teams can use Contact records to manage and resolve support cases efficiently. With access to detailed interaction histories support teams can provide highly relevant service.
Who is Impacted?
Sales Teams
Reps use Contact records to track and manage interactions with clients and prospects. Records should be used to follow up on leads, manage opportunities, and close deals more effectively.
Sales Managers
Managers can monitor sales performance, track the progress of deals, and analyze Contact-related metrics to assess team performance and pipeline health.
Marketing Teams
Marketing teams use Contacts for targeted marketing campaigns, segmentation, and personalized communications. Insights from Contact records help in designing and executing effective marketing strategies and assessing engagement levels.
Support Teams
Support teams use Contact records to provide timely and informed assistance to customers, track support cases, and maintain a history of interactions. Support Managers can use them to monitor service quality, analyze support trends, and ensure that customer issues are resolved efficiently.
C-Suite
Executives benefit from the insights derived from Contact data to make strategic decisions, relying on reports and dashboards to understand customer engagement, sales performance, and market trends.
Developers/Admins
Developers and Admins together can work with Contacts to drive automation, increase efficiency of outreach and help automate communication cadences.