SugarCRM Contact Plus
It’s a fact of life: a key contact changing their role or company can be a challenge. We built Contact Plus to let you reduce the impact of these staff movements by strengthening existing business relationships and helping to fast-track new ones.
Contact Plus gives you the ability to track your important contacts as they move between employers or contracts. With this module, you can stay up to date with your contacts’ current position while retaining all contact history you had with them in their previous positions. It’s like pinning all your interactions to a contact as they progress through their career. When your contact changes role, use the tool to nominate their replacement and ensure a seamless transfer of all open communications to your new contact.
Key Features:
- Track contacts as they move from role to role
- The tool pins past conversations to previous roles and companies for easy reference, ensuring they’re always accessible against the contact
- Nominate a replacement when your contact changes role
- See who replaced whom at an account level for better continuity
Benefits:
- Stay informed as contacts progress through their careers
- Search your contacts’ employment history to get important introductions when you need them
- Strengthen existing business relationships
- Fast track new contacts by automatic communications hand-over from the old role
Often combined with:
CRMS – BCI Connector
- A comprehensive add-on that connects BCI project feeds directly into your SugarCRM. Let your sales staff focus on finding new deals instead of sifting through data.
CRMS – Custom Mapping
- A powerful mapping tool allowing you to draw custom map overlays and regions to better plan resources and sales targeting
- Map overlays automatically change colour to reflect the likelihood of sales wins
- Geocoded account information for dynamic maps and easy google autofill
