The Relationship Network enables a variety of relationships to be established ”
Automatic relationship management
Webmecanik Pipeline includes a new feature in its PRO and ENTERPRISE offering: an advanced relationship management system between companies, designed to accurately map links between organizations. This feature is called Relationship Network!
The Relationship Network enables a variety of relationships to be established
- Traditional links with the relationship “is linked to“,
- Membership links with the relationships “has as a member” or “is a member of“,
- Business links with the status “has as a customer” or “is a customer of“,
- The setup of organizational structures with the relationships “has as a subsidiary” or “is a subsidiary of“,
- Highlighting business referrals with the links “is referred by” or “has referred“.
With this feature, visualize and manage the relationship network directly from a company record, which is essential for understanding the extent and nature of interactions between different organizations.
Automatic relationship management
When creating a relationship, for example, between company A and company B where company A “has as a customer” company B, reciprocity is immediately established, recording company B as “being a customer of” company A. This intuitive mechanism ensures data integrity and simplifies navigation in your CRM.
- Also imagine the advantages of this easy access to information for sales teams. Jean-Claude Convient (yes, it’s the modern version of J-C Convenant) notices that his prospect is none other than the business referrer for the major project of the company FleX. He is informed directly, and his sharp mind will quickly make the connection to contact his favorite person at FleX to facilitate the sale with his current prospect.
- Careful, let’s talk about it—and it’s not a dirty word—marketing. The marketing team will be able to retrieve companies linked to one another for more targeted communications and provide information that helps the sales team.
Thanks to a deeper understanding of your contacts and companies, you can create targeted and personalized prospecting campaigns in order to send your leads tailored and relevant offers.
Feel free to consult our support article, where you will find all the information you need to use this new feature.
