What’s the purpose of a company record? What practices do you employ to use them?
For years we’ve had company records without any strong guidelines of how to maximize their potential. With Act! v16 we put forward the idea that the primary value of a company record is the aggregation of contact notes, histories, and activities in one place.
To help our customers enforce this best practice we have added a new preference for company management. Within 20 seconds you can enable this feature and set the threshold for number of contacts before creating a company. I recommend setting this to 2. What this will do is automatically create a company record after the second contact is created with the same company name. We’ll link all of the contacts to that company so you can start seeing their data in one place. This will enable you to market and sell intelligently, because you’re informed and prepared based on a complete view of all contact interactions at a company, and save time by performing global actions like emailing and scheduling. Company records are automatically created both in the office and using Act! Premium Mobile.
This is special because previously it took 3-7 clicks to create and link each contact. Plus because there was no enforcement, you never know if all your contacts for a company were linked or if you missed someone.
Automatic enforcement of a best practice means that you can trust the data and just do your job!
This will also look back into your database and apply these changes to contacts you created years ago.
Some of our partners dislike this feature because it does not copy the contact details. This is something we’ll look at for a future release.