Corporations, chains, customers

Mapping relationships and hierarchies in SMARTCRM

Addresses and contacts, that you maintain in a CRM system, are often in a mutual relationship with one another: be it corporations, purchasing groups, chain stores or addresses where a contact person used to work…The list of possible hierarchies and relationships can be extended indefinitely. In order to provide an overview of such links at any time, the relationships must be made visible in the CRM software. Here, SMARTCRM offers a particularly convenient function.

A CRM system makes a major contribution to creating transparent, effective business processes. The foundation of every CRM system is the management of addresses and contacts. Likewise, SMARTCRM enables quick access to all up-to-date information with the electronic customer files and full activity history and always offers an overview of related addresses, projects, activities, machines, etc. using numerous link options. But, how can relationships between several addresses be represented? This question is at the core of an optimized overview. The customers, prospective customers and other addresses can be indeed related to one another on a variety of grounds: be it parent companies, affiliated companies and subsidiaries, suppliers and customers, consultants and the companies they attend to, etc.

In SMARTCRM, the mapping of such relationships and hierarchies is particularly convenient. Using the relationship function, you have the opportunity to map the behavior of managed addresses and contacts to one another. Since relationships can be indefinitely defined, you can adapt them to your company’s requirements and represent any relationship in the CRM system. This way, you can mark, for instance, an address as parent company and others as subsidiaries within a few steps. If you have the electronic file of the parent company open, then SMARTCRM shows you the hierarchy of the corporation at the press of a button: you can see at a glance all subsidiaries and all other addresses or contacts that are related to this company. And the CRM software makes it even easier: you can switch from the relationship mask to the addresses or contacts listed there with a single click.

The possibility to automatically transfer relationships to SMARTCRM over your ERP interface is even more convenient. You do not have to create them manually and therefore save even more time. This also makes the mapping of a central settlement transaction extremely simple: by maintaining main and delivery addresses in SMARTCRM, the relationship between these customers are automatically created. Therefore the mapping of the turnover of an individual delivery address is made hassle-free. This not only gives you an overview of the turnover of the purchasing group, but also of the sales of the associated customers.

You can also benefit from this advantage when mapping the corporate structures of your customers and prospective customers. In this case, SMARTCRM offers you the possibility to call up corporation turnovers. This way, you always have the current figures of the individual customer as well as the complete turnover of the corporation or of a corporate chain at a glance.

In SMARTCRM, the function to map hierarchies and relationships is already part of the basic system:

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