Knowing how everything fits together will help you maximize TIEIT.
This image provides a basic overview of how the three main objects: Companies, Contacts, and Deals relate.
- COMPANIES: The company object keeps track of all contacts, deals, activities, transactions, and campaigns. Though the company object does not need to be utilized, it is a powerful object. Track the relationship of one company to another using a parent-child relationship (useful for multi-location, resellers, franchisor/franchisee, etc), keep track of the type of company, indicate the primary contact and billing contacts and specify if a contact is directly or indirectly related to the company. The related entities can be used to keep track of employees who work directly for the company, keep track of consultants who may work indirectly and have a better view of who you are speaking to, by associating their role at the company.
- CONTACTS: The contact object is the central hub within the TIEIT CRM. Keep track of contact information, communication, relationship with other companies using the contact object. When working on marketing campaigns such as Email, Social Media, and Companies, it orients around the contact object.
- DEALS: The deal object is used to track a process driven event with contacts and team members. Deals have a powerful process-driven feature that you can create and apply to different types of Deals. This process then can act as a template for a sales playbook for your team to follow, an event planning guide and more. This process will then automate what emails need to be sent based on the stage and the action on that stage. This will be covered in detail in the upcoming stages. Specify the role each person at the company who is part of the deal and how they fit in. This will help to keep track of the decision makers, consultants who are facilitating the deal and more.
The simplified image shows the relationship as being linear but it is a powerful multi-dimensional relationship that can be as simple or as advanced as your needs require. Keep it simple for small deals and for bigger deals that have multiple people involved, leverage the flexibility to keep your deals organized and maximize the efficiency.