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
View All FeaturesContact relationships
Managing roles and relationships between Contacts and Accounts. Contacts and Contacts. Contacts and Opportunities
View All FeaturesOpportunity relationships
Managing roles and relationships between Opportunities and Opportunities. Opportunities and Accounts. Opportunities and Individuals
View All FeaturesBi-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
View All Features
DETAILS
Account relationships
Contact relationships
Opportunity relationships
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
ALL FEATURES
Support
Phone Support:Support Email:
Support Knowledge Base:
Terms & Conditions
Terms of Service: http://www.symphony-at.com/termsPrivacy Policy: http://www.symphony-at.com/privacy-policy
Resources
Please where we're going to have PDF and what notSimilar Apps
