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Getting Started with Greenrope: Contacts vs. Companies
By Shay Lucena
In order to setup your GreenRope account to best meet your unique business needs, first consider if your business is B2B focused, B2C focused, or a mix of both. Using either Contacts or Companies will be best determined on what your typical customer structure is.
There are a few shared functionalities between Contacts and Companies. Under either categorization, you can store related information, create custom user defined data fields, and manage CRM activities. While both of these entities are related and share similar functionalities, they each have their own benefits and limitations. We will review these key differences below.
A Customer Relationship Management platform would be nothing without its customers! Even if your business mainly serves other businesses or companies as a whole, you will still use Contacts to manage those individuals who are your points of contact for that company. Contacts are the individuals with whom you interact with, whether that be your colleagues, partners, or clients. Each contact has their own contact profile, with individual demographics and notes.
Benefits and capabilities:
While contacts are who you interact with, they usually belong to a specific company, especially if your business is B2B focused. A company is not a human like contacts are, but instead functions as an entity. Unlike contacts who can belong to only one company, a company can have many contacts. Companies are accessed under Contacts > View > Companies tab. This area will allow you to create, import, and manage your companies. Although features such as Workflows and Journeys cannot be activated for a company in the same fashion as contacts, company profiles are valuable for managing all contacts and associated activities in a single area.
Benefits and capabilities:
When beginning your GreenRope account setup, it’s beneficial to map out your goals and objectives so that you can best optimize the tools available to you. No matter how your business operates, you want to ensure that your CRM accurately reflects your company’s structure. By doing so, you will standardize and simplify your data in the long run. And when you have good data, the number of great things that can come of it are endless!
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