I need to create a B2B program and tracking is key.
- We have Companies who refer us clients for services we provide
- I need to see which employees within these Companies have referred clients to us.These external employees or referrers may complete forms on behalf of their clients.
- I need to know which clients are connected to these individual employees as well as the company itself
- Create a system where we know who within the company is a referrer versus who is a Leader/Decision maker that does not refer but who we need to maintain a relationship with at a senior level
So my thoughts were to set up associations labels to understand who is who but don’t know if anyone has any tips or best practise to share as need to clean up existing company contacts and form a clear plan mobving forward so can see X employee from X company refered to us clients X,Y and Z with X$ value.
Any help would be appreciated
Hi @LBishop,
Association labels are the right way to go here, correct: Create and use association labels
Once these are created, you can leverage roll-up properties to count how many associated records have a specific assocation label – or even sum up number fields of associated records: Create calculation and rollup properties
In terms of going through your existing database and how to best approach this, this depends on the volume and how your data are currently structured. There are workflow actions to apply association labels automatically, so that could be one option:
Have a look at the documentation I shared and let me know if you have any follow-up questions!
Thank you for that quick response! I will review and see how I go.
We only have about 100 or so companies existing so I was thinking about exporting and then reimporting with any new labels or review manually to see which existing clients belong to which company/referrer
@LBishop with that volume, yes, imports or even manual edits are definitely an option. You can find sample files for assocation label imports here: Sample import files
