Richer Relationships

Contact relationships

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

Opportunity relationships

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