Feb 25, 2022 10:21 AM
Hi all - looking for some input on best practices...a few points for context to start:
What we're currently thinking through is how to manage situations with 100s of users all connected to the same account. Tagging them all as Customers seems like the way to go, but does throw off the "data" as it shows a much higher # of "customers" than accounts.
Any thoughts on how others are managing? Custom Field? Another approach?
Thanks in advance for the input here!
Solved! Go to Solution.
Feb 25, 2022 10:29 AM
Hi @CalebNYC,
This depends a bit on your marketing. If you're marketing to all contacts associated to a company like customers, it would make sense to update all of their Lifecycle stage values. It's the best option in my opinion.
One way to automatically do this is via syncing the Lifecycle stage between deal, company and contact. You can find these options under Settings > Objects > Companies / Deals:
And yes, you're correct, this would then throw off contact-based reporting. The best option for this is simply reporting on companies ( = accounts), instead of contacts.
That way, it's perfectly fine if the deal is associated with select contacts only. The Lifecycle stage will be updated for all contacts and you can easily enroll them in your customer marketing.
Let me know if that answers your question!
Karsten Köhler |
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Feb 25, 2022 10:29 AM
Hi @CalebNYC,
This depends a bit on your marketing. If you're marketing to all contacts associated to a company like customers, it would make sense to update all of their Lifecycle stage values. It's the best option in my opinion.
One way to automatically do this is via syncing the Lifecycle stage between deal, company and contact. You can find these options under Settings > Objects > Companies / Deals:
And yes, you're correct, this would then throw off contact-based reporting. The best option for this is simply reporting on companies ( = accounts), instead of contacts.
That way, it's perfectly fine if the deal is associated with select contacts only. The Lifecycle stage will be updated for all contacts and you can easily enroll them in your customer marketing.
Let me know if that answers your question!
Karsten Köhler |
![]() | Did my post help answer your query? Help the community by marking it as a solution. |
Mar 21, 2022 3:37 PM
Thanks Karsten. This is a potential solution (and marking as such), but there are still use cases that don't quite fit (e.g. large organizations with multiple offices/locations, each using their own account.) Will give it a bit more thought before implementing, but appreciate the input here.
Cheers,
Caleb