What is a Person Contact in CRM?
Person contact refers to your Client point of contact for the
deal or opportunity you are trying to win. This Contact person is
usually from the same Organization or Company with which you are
trying to cut the deal.
What does it contain?
Person Contact in ToolsonCloud CRM contains lots of helpful
data to help you close the deals like
- Contact Information for the Client,
- The active and past deals which you worked along with the
person,
- Notes and comments from past customer conversation,
- Any additional person specific comments such as the
interests of the person, his customer persona, etc.
- Some associated metadata information such as how long the
customer has been associated with your organization by looking at
the date when the contact was added, the sales rep from your
company who spoke to the Person, etc.
What is the need for this?
All these information helps you stay prepared while you make
a next call to him, so that you can have a very contextual
discussion so that Client do not have to repeat same old
conversation he would have had with another sales rep of your
company.
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