Unit 4 - Contacts
In Unit 4, we will quickly check your contacts. Contacts include all individuals who work for a client. A contact can only work with one client, but each client can have numerous contacts. There may be cases where one of your contacts works with two different clients. In those instances, you will need to add each contact as a separate entry.
We have one item to check in this Unit: Sources. Generally, our customers use the list of sources we provide. However, if you need to amend this list, please let us know.
Sources
One of the fundamental CRM approaches is to analyze where leads originated in your organization. That information can assist in evaluating existing marketing activities and preparing relevant strategies. In Kompass, this information is stored under an individual contact created for your client. This is because contacts will likely have heard of your organization from different sources. Kompass BMS already has a list of sources which can be immediately adopted in your system:
- Advert
- Event
- Newsletter Sign Up
- Other
- Phone Call
- Recommendation
- Search Engine
- Social Media
- Website
Let’s now move on and explore an important item, projects.