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
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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 OpportunitiesRoles
Roles within Accounts, connection types between Contacts and role responsibilities on opportunitiesDates
Start date of a Role - End Date of a RoleNotes
Reasons for new Roles - Reasons for Role changesLoyalty
Tracking client loyalty - Managing referral networkOpportunity Risk
Surface risks that may exist with an opportunity due to lack of sufficient connection within an accountALL FEATURES
Support
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Terms & Conditions
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