Richer Relationships

Richer Relationships

Managing roles, relationships and referrals


Having a 3D perspective of your customer or prospect is an important factor in managing your relationship with them.

Features and Benefits

Account relationships

Managing roles and relationships between Accounts and Contacts. Accounts and Accounts. Accounts and Opportunities

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Contact relationships

Managing roles and relationships between Contacts and Accounts. Contacts and Contacts. Contacts and Opportunities

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Opportunity relationships

Managing roles and relationships between Opportunities and Opportunities. Opportunities and Accounts. Opportunities and Individuals

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Bi-directional connections

Richer Relationships allows SymphonyCRM and SugarCRM to create the following bidirectional connections: Accounts to Accounts Accounts to Contacts Contacts to Contacts Opportunities to Contacts Opportunities to Opportunities

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Account relationships

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image
Managing roles and relationships between Accounts and Contacts. Accounts and Accounts. Accounts and Opportunities

Contact relationships

image
image
Managing roles and relationships between Contacts and Accounts. Contacts and Contacts. Contacts and Opportunities

Opportunity relationships

image
image
Managing roles and relationships between Opportunities and Opportunities. Opportunities and Accounts. Opportunities and Individuals

Bi-directional connections

Richer Relationships allows SymphonyCRM and SugarCRM to create the following bidirectional connections: Accounts to Accounts Accounts to Contacts Contacts to Contacts Opportunities to Contacts Opportunities to Opportunities

Roles

Roles within Accounts, connection types between Contacts and role responsibilities on opportunities

Dates

Start date of a Role - End Date of a Role

Notes

Reasons for new Roles - Reasons for Role changes

Loyalty

Tracking client loyalty - Managing referral network

Opportunity Risk

Surface risks that may exist with an opportunity due to lack of sufficient connection within an account

Support

Phone Support:
Support Email:
Support Knowledge Base:

Terms & Conditions

Terms of Service: http://www.symphony-at.com/terms
Privacy Policy: http://www.symphony-at.com/privacy-policy

Richer Account RelationshipsRicher Account Relationships
Richer Contact RelationhipsRicher Contact Relationhips
Richer Opportunity RelationshipsRicher Opportunity Relationships
Key role information and alertsKey role information and alerts

Resources

Please where we're going to have PDF and what not

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